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Insights

Trick or Treats as We Move Into Late Fall? Perhaps a Bit of Both.  
November 6, 2024
“I used to think that if there was reincarnation, I wanted to come back as the president or the...
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A Look Down the Passageway: New Room Coming Into Focus
September 3, 2024
All who have followed my writings over the last two years recognize the “Passageway” theme. It is a thematic,...
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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

#165

From experience to impact: A leader’s journey

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December 11, 2025
#164

Growing forward—insights on leadership and life

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November 13, 2025
#163

Think Mariner Is Just for Individuals? Think Again. 

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October 14, 2025
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