Timing is Everything… When Making Withdrawals (22:18)

November 19, 2019
Sequence of returns risk is the possibility that an investor will have lower returns over time due to withdrawals...

No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)

November 12, 2019
Many people consider their tax situations when there is a filing deadline coming up, but the reality is, by...

Seven Reasons Your Estate Plan May Be Weak (34:17)

October 29, 2019
Estate planning is a topic often put off as a conversation that can be had in the future. However,...

Mariner Mail: Your Financial Questions…Answered (33:57)

October 8, 2019
We’ve compiled your top financial questions and are dedicating this episode of Your Life, Simplified to provide answers. Discussing...

Cautiously Optimistic: The Market Is Fluctuating, But Our Strategy Isn’t (26:45)

September 10, 2019
The market has been a wild ride in 2019, and the volatility in price swings and investor psychology isn’t...

Women & Finances: Should Their Approach Be Different Than Men? (32:00)

August 27, 2019
Women often take a backseat when it comes to long-term financial planning. They’re busy juggling family, career and professional...

Splitting Equitably: The Financial Considerations of Divorce (24:15)

August 6, 2019
Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone...

An Alarming Trend: The Opioid Epidemic (30:40)

July 16, 2019
Since their introduction, opioids have been an effective tool in pain management for many. Unfortunately, they have also been...

Simplifying Senior Living: What’s the Right Choice for You? (34:54)

June 25, 2019
As we grow older, we will all need to make choices regarding senior living. Whether you’re making decisions for...

College Planning: Going Beyond the Dollar Signs (31:52)

May 14, 2019
It’s no secret higher education tuition costs are rapidly rising. So when it comes to college planning your mind...

Tips on Home Buying and Selling (29:21)

April 23, 2019
Many of us have heard the adage about location being everything when it comes to real estate, but what...

Home is Where the Heart is…Especially in Taxes (17:59)

April 2, 2019
When it comes to filing your taxes, the rate at which your income is taxed can vary based on...

Your Life, Simplified

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


All Podcast Episodes

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