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Insights

Your Questions, Answered: Market Timing

Your Questions, Answered: Market Timing

August 27, 2020
On this week’s episode of Your Questions, Answered Nolan Kamerer and  Brian Leitner  discuss market strategies, and answer the...
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Fore the Love of the Game

Fore the Love of the Game

August 25, 2020
From family fun to competitive atmospheres, golf is a game that can be enjoyed by a wide variety of...
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Your Questions, Answered: Filing for Divorce

Your Questions, Answered: Filing for Divorce

August 20, 2020
On this week’s episode of Your Questions, Answered Megan Brozowski and  Brian Leitner  discuss filing for a divorce, and...
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With Tax Season Over Here Are a Few Things to Consider

With Tax Season Over Here Are a Few Things to Consider

August 19, 2020
For many families, “doing your taxes” is synonymous with a stressful scramble to assemble documents, coordinate with your accountant...
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Your Questions, Answered: CARES Act And SECURE Act

Your Questions, Answered: CARES Act And SECURE Act

August 13, 2020
On this week’s episode of Your Questions, Answered Lindsey McCool and Brian Leitner discuss tax and estate planning, and...
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Your Questions, Answered: Fixed Income Portfolios

Your Questions, Answered: Fixed Income Portfolios

August 6, 2020
On this week’s episode of Your Questions, Answered Tony Roberts and Brian Leitner discuss fixed income portfolios, and answer...
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In the Wake of a Pandemic, What Do I Need to Consider as My Child Leaves for College?

In the Wake of a Pandemic, What Do I Need to Consider as My Child Leaves for College?

August 4, 2020
With the coronavirus still being prevalent throughout the United States, I’m nervous about sending my child to college far...
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Difficult Conversations: Long-term Care for Loved Ones

Difficult Conversations: Long-term Care for Loved Ones

August 4, 2020
Long-term care insurance is just for the elderly or chronically ill, right? While those are common recipients of care,...
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Your Questions, Answered: Seeking Professional Advice

Your Questions, Answered: Seeking Professional Advice

July 30, 2020
On this week’s episode of Your Questions, Answered, Mike McAndrews and Brian Leitner discuss when to seek professional financial...
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2020 Crystal Ball Mid-Year Review

2020 Crystal Ball Mid-Year Review

July 23, 2020
Nothing was calm about the first half of 2020. After one of the worst closes on record to the...
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Your Questions, Answered: Preparing for Market Volatility

Your Questions, Answered: Preparing for Market Volatility

July 23, 2020
On this week’s episode of Your Questions, Answered, Andy Garrison and Brian Leitner discuss preparation for market volatility, and...
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Beyond the Finances: Are You Psychologically Ready to Retire?

Beyond the Finances: Are You Psychologically Ready to Retire?

July 20, 2020
Many of us dream about the freedom we’ll have when we retire—freedom to explore hobbies and set our own...
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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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