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Utilizing P&G Preferred Shares in Retirement For Charitable Giving

Utilizing P&G Preferred Shares in Retirement For Charitable Giving
March 10, 2021
One issue many Procter & Gamble retirees run into is devising a strategy to continue gifting charitably after income...
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The Retirement Problem You’ve Likely Never Heard Of

The Retirement Problem You’ve Likely Never Heard Of
March 10, 2021
Many people utilize retirement accounts and funds that grow tax-free, avoiding tax on income or capital gains, but are...
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For Some, RMD Deadline Is Fast Approaching

For Some, RMD Deadline Is Fast Approaching
March 5, 2021
Q: Do I need to take a Required Minimum Distribution from my IRA this year? A: Yes, while...
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Common Estate Planning Mistakes

Common Estate Planning Mistakes
March 5, 2021
As you revise your estate plan or create a new one, discover 10 common estate planning mistakes that could...
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As Companies Relocate to Texas, What Are the Benefits for Their Employees?

As Companies Relocate to Texas, What Are the Benefits for Their Employees?
March 4, 2021
In December 2020, tech giant Oracle announced it would be moving its corporate headquarters to Austin, Texas. Prior to...
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Your Questions, Answered: Considerations for Vacation Homes

Your Questions, Answered: Considerations for Vacation Homes
March 4, 2021
On this week’s episode of Your Questions, Answered  Valerie Escobar talks with  Brian Leitner  about things to consider before...
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Social Security 101: Contributions to Distributions

Social Security 101: Contributions to Distributions
March 1, 2021
Social Security is something we see taken out of each paycheck, but what does that mean exactly? And, will...
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Taxes & Home Ownership: What Interest Can You Deduct?

Taxes & Home Ownership: What Interest Can You Deduct?
February 26, 2021
As you think about your tax strategy, it’s important to be updated on what type of interest you can...
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Your Questions, Answered: First Job Out of College

Your Questions, Answered: First Job Out of College
February 25, 2021
On this week’s episode of Your Questions, Answered Jack Giardino talks with Brian Leitner about debt and career advice parents...
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Reconsidering Foundation and Endowment Distribution Strategy

Reconsidering Foundation and Endowment Distribution Strategy
February 24, 2021
The objective of foundations and endowments should be to play the “infinite game.” Playing an infinite game means sustaining...
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Traditional vs Roth 401(k)

Traditional vs Roth 401(k)
February 22, 2021
Which retirement savings plan is right for you? What is the difference between a Tradition 401(k) and a Roth...
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Your Questions, Answered: Estate Planning

Your Questions, Answered: Estate Planning
February 18, 2021
On this week’s episode of Your Questions, Answered  Chris Housen  and  Brian Leitner  discuss creating your own estate plan,...
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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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