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Your Questions, Answered: Tax Planning Opportunities in Retirement

Your Questions, Answered: Tax Planning Opportunities in Retirement

March 18, 2021
On this week’s episode of Your Questions, Answered  Joe Hendrix  talks with  Brian Leitner  about the term “tax desert”,...
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Education Funding Strategies

Education Funding Strategies

March 17, 2021
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
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Tips for Applying for Student Aid

Tips for Applying for Student Aid

March 17, 2021
The Free Application for Federal Student Aid (FAFSA) is used to determine the financial contribution a family can make...
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Your Questions, Answered: Medicare

Your Questions, Answered: Medicare

March 11, 2021
On this week’s episode of Your Questions, Answered  Lisa Brinig  talks with  Brian Leitner  about Medicare and employer-provided healthcare...
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The Retirement Problem You’ve Likely Never Heard Of

The Retirement Problem You’ve Likely Never Heard Of

March 10, 2021
Many people utilize retirement accounts and funds that grow tax-free, avoiding tax on income or capital gains, but are...
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For Some, RMD Deadline Is Fast Approaching

For Some, RMD Deadline Is Fast Approaching

March 5, 2021
Q: Do I need to take a Required Minimum Distribution from my IRA this year? A: Yes, while...
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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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As Companies Relocate to Texas, What Are the Benefits for Their Employees?

As Companies Relocate to Texas, What Are the Benefits for Their Employees?

March 4, 2021
In December 2020, tech giant Oracle announced it would be moving its corporate headquarters to Austin, Texas. Prior to...
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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...
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Social Security 101: Contributions to Distributions

Social Security 101: Contributions to Distributions

March 1, 2021
Social Security is something we see taken out of each paycheck, but what does that mean exactly? And, will...
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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...
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Your Questions, Answered: First Job Out of College

Your Questions, Answered: First Job Out of College

February 25, 2021
On this week’s episode of Your Questions, Answered Jack Giardino talks with Brian Leitner about debt and career advice parents...
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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

#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
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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