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Insights

Tips for Improving Your Credit Score

Tips for Improving Your Credit Score
December 3, 2019
Are you thinking about buying a second home and want a favorable interest rate on your mortgage and homeowners’...
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Generating A Tax Efficient Retirement Paycheck

Generating A Tax Efficient Retirement Paycheck
December 2, 2019
Imagine you have saved during your professional career in a 401(k)/403(b)/457(b), IRA, Roth IRA and/ or Taxable/Brokerage Account. Additionally,...
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Timing is Everything… When Making Withdrawals (22:18)

Timing is Everything… When Making Withdrawals (22:18)
November 19, 2019
Sequence of returns risk is the possibility that an investor will have lower returns over time due to withdrawals...
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No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)

No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)
November 12, 2019
Many people consider their tax situations when there is a filing deadline coming up, but the reality is, by...
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Common Social Security Myths

Common Social Security Myths
October 29, 2019
Social Security is a federal insurance program that provides benefits to retired people and those who are unemployed or...
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Seven Reasons Your Estate Plan May Be Weak (34:17)

Seven Reasons Your Estate Plan May Be Weak (34:17)
October 29, 2019
Estate planning is a topic often put off as a conversation that can be had in the future. However,...
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Roth Conversions: A Financial Planning Trifecta

Roth Conversions: A Financial Planning Trifecta
October 25, 2019
Changes in income can happen often during your career. These fluctuations can be stressful but also present an opportunity...
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Design Your Retirement Savings Plan

Design Your Retirement Savings Plan
October 17, 2019
Variety Matters Your employer’s retirement plan likely offers several investment choices. The right mix of investments plays an...
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Five Common Questions Regarding Disability Insurance

Five Common Questions Regarding Disability Insurance
October 17, 2019
Q: I currently have a disability policy with my company, how do I increase my coverage? A:  Begin...
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Mariner Mail: Your Financial Questions…Answered (33:57)

Mariner Mail: Your Financial Questions…Answered (33:57)
October 8, 2019
We’ve compiled your top financial questions and are dedicating this episode of Your Life, Simplified to provide answers. Discussing...
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Should You Pay Off Your Mortgage Early?

Should You Pay Off Your Mortgage Early?
October 4, 2019
If you have enough savings, or can afford to sell an investment, paying off your mortgage early or making...
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Navigating the Challenges of Taxes and Divorce

Navigating the Challenges of Taxes and Divorce
September 20, 2019
Most of us don’t look forward to getting our taxes done, but if you recently filed for divorce or...
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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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