All
Wealth Planning Considerations for “DINKs”

Wealth Planning Considerations for “DINKs”

May 12, 2021
On the surface, the life of DINKs (couples with dual incomes and no kids) may seem easy and carefree...
Read
Time to Rebalance Your Portfolio?

Time to Rebalance Your Portfolio?

April 1, 2021
You don’t want to rebalance your portfolio just to do it or because certain stocks or bonds temporarily fall...
Read
Your Questions, Answered: Financial Spouse

Your Questions, Answered: Financial Spouse

March 25, 2021
On this week’s episode of Your Questions, Answered  Nicholas Rafetto  talks with  Brian Leitner  about educating your spouse on...
Watch
Your Questions, Answered: Considerations for Vacation Homes

Your Questions, Answered: Considerations for Vacation Homes

March 4, 2021
On this week’s episode of Your Questions, Answered  Valerie Escobar talks with  Brian Leitner  about things to consider before...
Watch
Taxes & Home Ownership: What Interest Can You Deduct?

Taxes & Home Ownership: What Interest Can You Deduct?

February 26, 2021
As you think about your tax strategy, it’s important to be updated on what type of interest you can...
Read
Women Often Put Others First, Why Not Their Retirement Too?

Women Often Put Others First, Why Not Their Retirement Too?

February 2, 2021
Women juggle a lot of roles, from career professional to caregiver, but there’s one crucial thing most don’t do...
Read
Relief For Students

Relief For Students

January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
Read
Maximize Retirement Savings With Catch-Up Contributions

Maximize Retirement Savings With Catch-Up Contributions

January 13, 2021
As you are planning for your retirement, it’s important to save early and often. If you wish to maximize...
Read
Deadlines for RMDs and Qualified Charitable Distributions

Deadlines for RMDs and Qualified Charitable Distributions

January 11, 2021
Q: I turn 72 in 2021, when do I need to start taking money out of my IRA? ...
Read
Your Questions, Answered: Restricted Stock Units

Your Questions, Answered: Restricted Stock Units

September 17, 2020
On this week’s episode of Your Questions, Answered Graham Butler and  Brian Leitner  discuss equity compensation, and answer the...
Watch
Your Questions, Answered: Finances with Your Spouse

Your Questions, Answered: Finances with Your Spouse

September 3, 2020
On this week’s episode of Your Questions, Answered Suzanne Wheeler and  Brian Leitner  discuss finances within your household, and...
Watch
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...
Watch

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.

LATEST EPISODES

Meet Our New Hosts

Check Out Our Live Webinars

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

Get Details

Sign Up For Our Newsletter

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

Contact Us