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...

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...

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...

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....

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...

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...

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...

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...

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...

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...

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...

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.


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