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Opportunity Zones, Protect

Opportunity Zones

January 7, 2019
Qualified Opportunity Funds (QOF) are new investment vehicles that allow investors to potentially defer and reduce capital gains on...
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Mariner Mail: Checking Our Inbox (20:34)

December 18, 2018
Throughout the life of our podcast, we have been asking you to send us questions you’d like us to...
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Buying A Car? Hit The Brakes And Listen To This Podcast First (29:19)

November 27, 2018
According to the Bureau of Labor Statistics, American households spend approximately $500 a month on their automotive transportation. Over...
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Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

November 6, 2018
One of the newer additions to the financial planning toolbox in recent years, ABLE accounts (The Stephen Beck Jr....
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Why Having A Plan For Those With Special Needs Is Important (30:41)

November 6, 2018
One in eight people are related to someone with special needs, according to  Pew Research Center . There is...
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Cybersecurity: Is Your Personal Financial Information Protected? (30:27)

October 16, 2018
We are all impacted by cybersecurity. Many firms spend a great deal of money to protect your data, but...
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Life Insurance…Do You Know The Many Roles It Can Serve? (25:51)

September 25, 2018
In this episode, we explore the topic of life insurance – why you need it, the role it can...
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A Health Savings Account…Is It Right For You? (22:07)

September 5, 2018
For years, HSAs were thought of as “the cheap insurance” because consumers paid more out-of-pocket expenses, which resulted in...
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I’ll Take Some Guac With That…Tips On Simplifying Healthy Eating (30:05)

August 14, 2018
Shanna Hutcheson , a registered dietitian, talks about improving your health through what you put in your body. She...
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Simplifying the Estate Planning Process (39:45)

July 24, 2018
The good news is that whether you realize it or not, you already have an estate plan. Every state...
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Travel Hacks To Simplify Your Life (30:58)

July 3, 2018
Research indicates that people will spend more time planning a vacation than they do their retirement plan. Why not...
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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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