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Travel Hacks To Simplify Your Life (30:58)

Travel Hacks To Simplify Your Life (30:58)

July 3, 2018
Research indicates that people will spend more time planning a vacation than they do their retirement plan. Why not...
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Can Money Buy Happiness? (22:57)

Can Money Buy Happiness? (22:57)

June 12, 2018
In our podcast,  Can Money Buy Happiness? , host  Brian Leitner  and guest  Dr. Elizabeth Dunn , a professor...
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Simplify Your Environment: Simplify Your Life (23:01)

Simplify Your Environment: Simplify Your Life (23:01)

May 22, 2018
Host  Brian Leitner  welcomes  Kristen Christian  and  Lisa Foley , the owners of  Bee Organized , to this week’s...
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The Tax Cuts & Jobs Act (TCJA) of 2017 (30:49)

The Tax Cuts & Jobs Act (TCJA) of 2017 (30:49)

May 2, 2018
At the end of 2017, President Trump approved the 2017 Tax Cuts & Jobs Act (TCJA). The new law...
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Your Life, Simplified Introduction (2:23)

Your Life, Simplified Introduction (2:23)

May 2, 2018
We developed the Your Life, Simplified podcast to share ideas and insights to help people live the best life...
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Seven Tips To Maximize Your Company’s Value

Seven Tips To Maximize Your Company’s Value

September 11, 2017
1. Focus on the Bottom Line, Not the Top Line Companies derive value, not from their top line...
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Seven Common Mistakes When Selling a Business

Seven Common Mistakes When Selling a Business

July 11, 2017
Q: I am a business owner and I am thinking about selling my company. What are some of the...
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Protecting Assets Using a Domestic Asset Protection Trust

Protecting Assets Using a Domestic Asset Protection Trust

July 11, 2017
As uncomfortable as it may be to think about, asset protection planning for divorce is an important consideration for...
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Disability Insurance: Why Checking the Box May Not be Enough

Disability Insurance: Why Checking the Box May Not be Enough

July 5, 2017
We’ve all been there. It’s your employer’s annual benefit election period, and you’re checking the boxes as appropriate –...
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Is the Disability Insurance Provided by my Employer Sufficient?

Is the Disability Insurance Provided by my Employer Sufficient?

May 8, 2017
Q: I checked the box for disability insurance during my company’s benefits open enrollment, so I’m taken care...
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Creating A Financial Game Plan

Creating A Financial Game Plan

March 16, 2017
Mark Vlasic, senior wealth advisor: During a seven and a half year career as an NFL quarterback I had an...
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How To Disinherit Your Children Without Even Trying

How To Disinherit Your Children Without Even Trying

December 2, 2016
What if you accidentally disinherited your children? It happens more often than you might think. Read the fictional scenario...
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