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Insights

2020 Crystal Ball Mid-Year Review

2020 Crystal Ball Mid-Year Review
July 23, 2020
Nothing was calm about the first half of 2020. After one of the worst closes on record to the...
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Your Questions, Answered: Preparing for Market Volatility

Your Questions, Answered: Preparing for Market Volatility
July 23, 2020
On this week’s episode of Your Questions, Answered, Andy Garrison and Brian Leitner discuss preparation for market volatility, and...
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Beyond the Finances: Are You Psychologically Ready to Retire?

Beyond the Finances: Are You Psychologically Ready to Retire?
July 20, 2020
Many of us dream about the freedom we’ll have when we retire—freedom to explore hobbies and set our own...
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Your Questions, Answered: Business Transfers

Your Questions, Answered: Business Transfers
July 16, 2020
On this week’s episode of Your Questions, Answered, Jake Kern and Brian Leitner discuss business transfers for business owners,...
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Women in Health Care: Take Time to Build a Financial Strategy

Women in Health Care: Take Time to Build a Financial Strategy
July 9, 2020
As a woman, you’re probably juggling a lot of roles, from health care professional to caregiver . You may...
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Your Questions, Answered: 401(k) for Small Businesses

Your Questions, Answered: 401(k) for Small Businesses
July 9, 2020
On this week’s episode of Your Questions, Answered, Thomas Hardy and Brian Leitner discuss opening a 401(k) for small...
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The Things Retirees Miss

The Things Retirees Miss
July 7, 2020
When thinking of approaching retirement, common themes that come to mind are spending more time traveling, golfing or with...
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Your Questions, Answered: Roth IRA

Your Questions, Answered: Roth IRA
July 2, 2020
On this week’s episode of Your Questions, Answered, Andreas Scott and Brian Leitner discuss Roth IRAs, and answer the...
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How to Choose a Trustee: Family or Third Party

How to Choose a Trustee: Family or Third Party
July 1, 2020
Setting up a trust helps protect your assets and how they are distributed during your life and for future...
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Divorcing During the Pandemic? Here’s What You Need to Know

Divorcing During the Pandemic? Here’s What You Need to Know
July 1, 2020
The pandemic continues to affect families and relationships across the country, making working through the realities of divorce potentially...
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Your Questions, Answered: Required Minimum Distributions

Your Questions, Answered: Required Minimum Distributions
June 25, 2020
On this week’s episode of Your Questions, Answered, Aaron Fulton and Brian Leitner delve into required minimum distributions, and...
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Rethinking Beneficiaries for Your Estate

Rethinking Beneficiaries for Your Estate
June 16, 2020
Given recent legislative changes, you might want to review, and potentially update, your estate plan. The SECURE Act of...
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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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