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Insights

Common Estate Planning Mistakes

Common Estate Planning Mistakes

March 5, 2021
As you revise your estate plan or create a new one, discover 10 common estate planning mistakes that could...
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Your Questions, Answered: Estate Planning

Your Questions, Answered: Estate Planning

February 18, 2021
On this week’s episode of Your Questions, Answered  Chris Housen  and  Brian Leitner  discuss creating your own estate plan,...
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Having A Proper Plan Before A Health Scare

Having A Proper Plan Before A Health Scare

January 5, 2021
Have you ever been involved in a health scare? It could’ve been a friend, or a loved one, or...
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Your Questions, Answered: Naming a Trustee or an Executor

Your Questions, Answered: Naming a Trustee or an Executor

November 19, 2020
On this week’s episode of Your Questions, Answered Chris Bixby and  Brian Leitner  discuss considerations for naming an executor, and answer...
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Create a Will and Trusts to Protect Your Assets and Loved Ones

Create a Will and Trusts to Protect Your Assets and Loved Ones

November 5, 2020
Beloved Black Panther actor Chadwick Boseman sadly died without a will. What does that mean for his wife? She...
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Your Questions, Answered: Estate Planning Considerations

Your Questions, Answered: Estate Planning Considerations

October 1, 2020
On this week’s episode of Your Questions, Answered Joe Hendrix discusses things to consider with estate planning, and answer...
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Don’t Put it Off—Review Your Estate Plan

Don’t Put it Off—Review Your Estate Plan

September 29, 2020
An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it...
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How to Choose a Trustee: Family or Third Party

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

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,...
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Blended Families and Financial Considerations

Blended Families and Financial Considerations

September 9, 2019
Getting remarried is an exciting and challenging time for couples, especially when there are children to consider. While you...
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A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

July 28, 2019
Q: How does a letter of instruction help my family? A:  Besides providing your family with the peace...
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Podcasts

Your Life Simplified

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

LATEST EPISODES

#138

Cash Balance Plans Explained

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May 2, 2024
#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
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