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In Transition…But to Where? We believe to a Good Place!

In Transition…but to Where? We Believe to a Good Place!

July 6, 2020
“There is nothing permanent except change.”       –  Heraclitus, Greek philosopher First Half of the Year Review...
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Your Questions Answered: Roth IRA

Your Questions, Answered: Roth IRA

July 2, 2020
On this week’s episode of Your Questions, Answered, Andreas Scott and Brian Leitner discuss Roth IRAs, and answer the...
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Choosing a trustee family or third party

Choosing a Trustee: Family or Third Party?

July 1, 2020
Setting up a trust helps protect your assets and how they are distributed during your life and for future...
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Divorcing During the Pandemic

Divorcing During the Pandemic? Here’s What You Need to Know

July 1, 2020
The pandemic continues to affect families and relationships across the country, making working through the realities of divorce potentially...
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How Grandparents Can Help Grandchildren With College

How Grandparents Can Help Grandchildren With College

June 25, 2020
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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Your Questions, Answered. Required Minimum Distributions

Your Questions, Answered: Required Minimum Distributions

June 25, 2020
On this week’s episode of Your Questions, Answered, Aaron Fulton and Brian Leitner delve into required minimum distributions, and...
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Rethinking Beneficiaries for Your Estate

Rethinking Beneficiaries for Your Estate

June 16, 2020
Given recent legislative changes, you might want to review, and potentially update, your estate plan. The SECURE Act of...
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Values Based Investing

Investing Aligning with Investors’ Values Grows In Popularity

June 9, 2020
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars....
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Your Life Simplified - Rip Up Your Resume How to Win the Job Search

Rip Up Your Resume: How to Win the Job Search

June 8, 2020
Whether by choice or unexpected circumstances, most people have been on the hunt for a new job at one...
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Navigating Divorce in New Jersey During a Pandemic: Insights From Wealth Advisors and Family Law Attorneys

June 8, 2020
With the COVID-19 pandemic impacting families and relationships across the country, now more than ever, working through the realities...
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On the Road to Recovery? We Think So…But Not Looking for Instant Results! Investment Management

On the Road to Recovery? We Think So…But Not Looking for Instant Results!

June 8, 2020
“Take calculated risks. That is quite different from being rash.” — General George Patton The economic data released...
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First Rule of Hole Management Stop Digging

First Rule of Hole Management – Stop Digging

June 8, 2020
When I was at UMB Bank I worked with Jim Moffett, a nationally known foreign stock investor. One of...
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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.

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