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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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Your Questions, Answered: 1031 Exchange

Your Questions, Answered: 1031 Exchange
April 15, 2021
On this week’s episode of Your Questions, Answered  David Martin  talks with  Brian Leitner  about how 1031 exchanges work,...
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Finding Success in Succession Planning

Finding Success in Succession Planning
April 13, 2021
If you own a business , planning for the transfer of ownership is something that you’ll eventually need to...
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Time to Rebalance Your Portfolio?

Time to Rebalance Your Portfolio?
April 1, 2021
You don’t want to rebalance your portfolio just to do it or because certain stocks or bonds temporarily fall...
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Your Questions, Answered: Financial Conversations

Your Questions, Answered: Financial Conversations
April 1, 2021
On this week’s episode of Your Questions, Answered  Meredith Jamail Rice  talks with  Brian Leitner  about how to begin...
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Retiring Early? Plan Ahead for Income and Health Care

Retiring Early? Plan Ahead for Income and Health Care
April 1, 2021
You may choose to retire early, take a buy-out package or have to retire sooner than expected due to...
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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

#176

You’re ready for your equity to pay off

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August 20, 2026
#175

You’re ready for whatever comes next

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August 13, 2026
#174

You’re ready to start investing

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August 6, 2026
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