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Insights

Tips For Teaching Your Grandkids To Be Financially Aware

Tips For Teaching Your Grandkids To Be Financially Aware
October 21, 2020
While many people are on a good path to retire comfortably, others wish they would have started saving earlier...
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Mariner’s Divorce Checklist

Mariner’s Divorce Checklist
October 20, 2020
When navigating one of life’s hardest transitions, the amount of tasks to accomplish and emotional decisions to make can...
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Honoring Hispanic Heritage

Honoring Hispanic Heritage
October 16, 2020
As Hispanic Heritage Month comes to a close, we’d like to take a moment to celebrate a few individuals...
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Your Questions, Answered: Community Impact

Your Questions, Answered: Community Impact
October 15, 2020
On this week’s episode of Your Questions, Answered Aaron Fulton and  Brian Leitner  discuss using your money to make...
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Your Questions, Answered: Investment Property Income

Your Questions, Answered: Investment Property Income
October 8, 2020
On this week’s episode of Your Questions, Answered Mike McAndrews and  Brian Leitner  discuss replacing investment property income, and...
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ABCs of Medicare…an Introduction to the Different Parts

ABCs of Medicare…an Introduction to the Different Parts
October 6, 2020
As we age – or face an event that results in disabilities – we all will have to make...
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Solving the Medicare Puzzle: What Pieces Am I Missing?

Solving the Medicare Puzzle: What Pieces Am I Missing?
October 5, 2020
Of all the elements that contribute to a successful retirement, finding proper health care coverage and the best way...
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Your Questions, Answered: Estate Planning Considerations

Your Questions, Answered: Estate Planning Considerations
October 1, 2020
On this week’s episode of Your Questions, Answered Joe Hendrix discusses things to consider with estate planning, and answer...
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Don’t Put it Off—Review Your Estate Plan

Don’t Put it Off—Review Your Estate Plan
September 29, 2020
An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it...
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Your Questions, Answered: Tax-Friendly States

Your Questions, Answered: Tax-Friendly States
September 24, 2020
On this week’s episode of Your Questions, Answered Alejandro Zayas discusses tax advantaged states, and answer the following question:...
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Jeff Krumpelman Guest Appearance on the Money Life Podcast

Jeff Krumpelman Guest Appearance on the Money Life Podcast
September 23, 2020
Our own Jeff Krumpelman joined Chuck Jaffe on the daily financial talk show, Money Life with Chuck Jaffe ,...
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Your Questions, Answered: Restricted Stock Units

Your Questions, Answered: Restricted Stock Units
September 17, 2020
On this week’s episode of Your Questions, Answered Graham Butler and  Brian Leitner  discuss equity compensation, and answer the...
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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

#177

You’re ready for the unexpected

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August 27, 2026
#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
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