All
Hard to Be Bearish…Stay the Course

Hard to Be Bearish…Stay the Course

May 10, 2021
“Buy not on optimism, but on arithmetic.” – Ben Graham Can the economic and earnings data, as...
Read

Your Questions, Answered: Donor Advised Fund

May 6, 2021
On this week’s episode of Your Questions, Answered  Natalie Haggard  talks with  Brian Leitner about charitable giving strategies, and...
Watch
Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education

May 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
Read
Estate Planning

Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

May 4, 2021
President Biden’s proposed tax policy includes potential changes to estate and gift tax as well as capital gains tax...
Read
Should you buy or lease a car

Should You Buy or Lease a Car?

May 4, 2021
Do you like to drive a new car every few years or do you prefer to hold onto a...
Read
Your Life, Simplified - Hydration Sensation An Often-Overlooked Key to Wellness

The Hydration Sensation…An Often-Overlooked Key to Wellness

May 4, 2021
Proper hydration is essential to our overall well-being, especially after being physically active. Whether a professional athlete or a...
Listen
Making Social Security Part of Your Wealth Plan

Making Social Security Part of Your Wealth Plan

May 1, 2021
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
Read
Your Questions, Answered: Retirement Distributions

Your Questions, Answered: Retirement Distributions

April 29, 2021
On this week’s episode of Your Questions, Answered  Eric Haberkorn  talks with  Brian Leitner , about strategies for withdrawing...
Watch
Your Questions Answered Life Insurance

Your Questions, Answered: Life Insurance

April 22, 2021
On this week’s episode of Your Questions, Answered  Jason Craine  talks with  Brian Leitner  about helping clients with their...
Watch
Your Questions Answered 1031 Exchange

Your Questions, Answered: 1031 Exchange

April 15, 2021
On this week’s episode of Your Questions, Answered  David Martin  talks with  Brian Leitner  about how 1031 exchanges work,...
Watch
Finding Success in Succession Planning

Finding Success in Succession Planning

April 13, 2021
If you own a business, planning for the transfer of ownership is something that you’ll eventually need to consider....
Listen
We’re Due for a Pause in Growth, but the Backdrop Remains Positive

We’re Due for a Pause in Growth, but the Backdrop Remains Positive

April 5, 2021
“As long as the roots are not severed, all is well. And all will be well in the garden....
Read

Your Life, Simplified

Let’s face it, life is hectic. Our podcast focuses on making your life easier...it’s about putting life in perspective and having a game plan.

LATEST EPISODES

All Podcast Episodes

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Subscribe to Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.
Contact Us