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Insights

10 Interview Questions to Ask Your Potential Wealth Advisor

10 Interview Questions to Ask Your Potential Wealth Advisor
May 28, 2021
Have you considered the benefits of working with a wealth advisor to help you reach your financial goals? If...
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5 Tips for Managing Sudden Wealth

5 Tips for Managing Sudden Wealth
May 28, 2021
Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...
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Preparing – and Paying – for College

Preparing – and Paying – for College
May 25, 2021
As students are preparing for their final year of high school and where life may take them after that,...
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Wealth Planning Considerations for “DINKs”

Wealth Planning Considerations for “DINKs”
May 12, 2021
On the surface, the life of DINKs (couples with dual incomes and no kids) may seem easy and carefree...
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Your Questions, Answered: Donor Advised Fund

Your Questions, Answered: Donor Advised Fund
May 6, 2021
On this week’s episode of Your Questions, Answered  Natalie Haggard  talks with  Brian Leitner about charitable giving strategies, and...
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Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes
May 4, 2021
President Biden’s proposed tax policy includes potential changes to estate and gift tax as well as capital gains tax...
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Should You Buy or Lease a Car?

Should You Buy or Lease a Car?
May 4, 2021
Do you like to drive a new car every few years or do you prefer to hold onto a...
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The Hydration Sensation…An Often-Overlooked Key to Wellness

The Hydration Sensation…An Often-Overlooked Key to Wellness
May 4, 2021
Proper hydration is essential to our overall well-being, especially after being physically active. Whether a professional athlete or a...
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With High College Expenses, Should Students Consider Work Options Instead?

With High College Expenses, Should Students Consider Work Options Instead?
May 4, 2021
How does the current employment climate, the rising cost of education and student loan debt change how we think...
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Making Social Security Part of Your Wealth Plan

Making Social Security Part of Your Wealth Plan
May 1, 2021
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
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Your Questions, Answered: Retirement Distributions

Your Questions, Answered: Retirement Distributions
April 29, 2021
On this week’s episode of Your Questions, Answered  Eric Haberkorn  talks with  Brian Leitner , about strategies for withdrawing...
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Your Questions, Answered: Life Insurance

Your Questions, Answered: Life Insurance
April 22, 2021
On this week’s episode of Your Questions, Answered  Jason Craine  talks with  Brian Leitner  about helping clients with their...
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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