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Your Questions, Answered: Community Impact

Your Questions, Answered: Community Impact

October 15, 2020
On this week’s episode of Your Questions, Answered Aaron Fulton and  Brian Leitner  discuss using your money to make...
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Your Questions, Answered: Investment Property Income

Your Questions, Answered: Investment Property Income

October 8, 2020
On this week’s episode of Your Questions, Answered Mike McAndrews and  Brian Leitner  discuss replacing investment property income, and...
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ABCs of Medicare…an Introduction to the Different Parts

ABCs of Medicare…an Introduction to the Different Parts

October 6, 2020
As we age – or face an event that results in disabilities – we all will have to make...
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Solving the Medicare Puzzle: What Pieces Am I Missing?

Solving the Medicare Puzzle: What Pieces Am I Missing?

October 5, 2020
Of all the elements that contribute to a successful retirement, finding proper health care coverage and the best way...
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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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Your Questions, Answered: Tax-Friendly States

Your Questions, Answered: Tax-Friendly States

September 24, 2020
On this week’s episode of Your Questions, Answered Alejandro Zayas discusses tax advantaged states, and answer the following question:...
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Jeff Krumpelman Guest Appearance on the Money Life Podcast

Jeff Krumpelman Guest Appearance on the Money Life Podcast

September 23, 2020
Our own Jeff Krumpelman joined Chuck Jaffe on the daily financial talk show, Money Life with Chuck Jaffe ,...
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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...
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It’s a Transition, Not a Transaction: Selling Your Business Without Regret

It’s a Transition, Not a Transaction: Selling Your Business Without Regret

September 15, 2020
After spending years building up a business, many people may hesitate when it comes time to sell off an...
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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...
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Taking Care of a Family Member With a Disability

Taking Care of a Family Member With a Disability

September 1, 2020
It can be overwhelming to figure out how to create a wealth plan that helps you achieve all of...
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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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