Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Your Questions, Answered: Gifting Limits

Your Questions, Answered: Gifting Limits

January 14, 2021
On this week’s episode of Your Questions, Answered  Larry Sacks  and  Brian Leitner  discuss rules that surround gifting, and...
Watch >
Your Questions, Answered: Wife as the Primary Breadwinner

Your Questions, Answered: Wife as the Primary Breadwinner

January 7, 2021
On this week’s episode of Your Questions, Answered  Suzanne Wheeler  and  Brian Leitner  discuss household income situations, and answer...
Watch >
Having A Proper Plan Before A Health Scare

Having A Proper Plan Before A Health Scare

January 5, 2021
Have you ever been involved in a health scare? It could’ve been a friend, or a loved one, or...
Watch >
Your Questions, Answered: Providing for Children with Disabilities

Your Questions, Answered: Providing for Children with Disabilities

December 30, 2020
On this week’s episode of Your Questions, Answered  Cory Allen  and  Brian Leitner  offer advice for parents of children...
Watch >
Your Questions, Answered: Backdoor Roth IRA Conversion

Your Questions, Answered: Backdoor Roth IRA Conversion

December 17, 2020
On this week’s episode of Your Questions, Answered  Meredith Rice  and  Brian Leitner  discuss Roth IRA planning, and answer...
Watch >
Your Questions, Answered: Year-end 2020 Tax Planning

Your Questions, Answered: Year-end 2020 Tax Planning

December 10, 2020
On this week’s episode of Your Questions, Answered  Cramer Soebbing  and  Brian Leitner  discuss considerations for tax planning, and...
Watch >
Your Questions, Answered: Selling Stock Before Retirement

Your Questions, Answered: Selling Stock Before Retirement

December 3, 2020
On this week’s episode of Your Questions, Answered  Jon Bresnen  and  Brian Leitner  discuss considerations for selling stock, and...
Watch >
Your Questions, Answered: Roth IRA vs Traditional IRA

Your Questions, Answered: Roth IRA vs Traditional IRA

November 24, 2020
On this week’s episode of Your Questions, Answered  Rachel Kowalczyk  and  Brian Leitner  discuss Roth IRA and traditional IRA,...
Watch >
Three Bucket Strategy

Three Bucket Strategy

November 21, 2020
Mariner can help you create a three bucket strategy which is designed to generate a paycheck from your investment...
Watch >
Your Questions, Answered: Naming a Trustee or an Executor

Your Questions, Answered: Naming a Trustee or an Executor

November 19, 2020
On this week’s episode of Your Questions, Answered Chris Bixby and  Brian Leitner  discuss considerations for naming an executor, and answer...
Watch >
Your Questions, Answered: Engineer Seeking Wealth Advice

Your Questions, Answered: Engineer Seeking Wealth Advice

November 12, 2020
On this week’s episode of Your Questions, Answered  Patricia Kummer  and  Brian Leitner  discuss how wealth advisors can be...
Watch >
Your Questions, Answered: Mortgage Rates

Your Questions, Answered: Mortgage Rates

October 29, 2020
On this week’s episode of Your Questions, Answered Lonny Greenberg and  Brian Leitner  discuss the considerations for mortgage rates,...
Watch >

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

 Listen Now >
April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

 Listen Now >
April 4, 2024
#135

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

 Listen Now >
March 14, 2024
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us