All Commentary Video Article Podcast Whitepaper

Insights

Over-Sharenting? How to Protect Children’s Online Privacy

Over-Sharenting? How to Protect Children’s Online Privacy

December 8, 2020
We live in a digital age where constantly sharing photos with friends and family over social media is the...
Tune In >
The Latest on Required Minimum Distribution Rules

The Latest on Required Minimum Distribution Rules

December 7, 2020
In 2019, the SECURE Act changed the required minimum distribution (RMD) age to 72. Then the CARES Act came...
Read >
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 >
How to Report Fraudulent Unemployment Claims

How to Report Fraudulent Unemployment Claims

November 5, 2020
With unemployment on the rise due to the pandemic, so are fraudulent claims for benefits. According to the Federal...
Read >
Create a Will and Trusts to Protect Your Assets and Loved Ones

Create a Will and Trusts to Protect Your Assets and Loved Ones

November 5, 2020
Beloved Black Panther actor Chadwick Boseman sadly died without a will. What does that mean for his wife? She...
Read >
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 >
Athletes Unlimited: A New Way to Play

Athletes Unlimited: A New Way to Play

October 27, 2020
Most of us know at least the basics of softball, volleyball and lacrosse and that the team with the...
Tune In >
Your Questions, Answered: Tax Location

Your Questions, Answered: Tax Location

October 22, 2020
On this week’s episode of Your Questions, Answered Steve Christensen and  Brian Leitner  discuss the tax location strategy, and...
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

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