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Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

November 6, 2018
One of the newer additions to the financial planning toolbox in recent years, ABLE accounts (The Stephen Beck Jr....
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Why Having A Plan For Those With Special Needs Is Important (30:41)

Why Having A Plan For Those With Special Needs Is Important (30:41)

November 6, 2018
One in eight people are related to someone with special needs, according to  Pew Research Center . There is...
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Cybersecurity: Is Your Personal Financial Information Protected? (30:27)

Cybersecurity: Is Your Personal Financial Information Protected? (30:27)

October 16, 2018
We are all impacted by cybersecurity. Many firms spend a great deal of money to protect your data, but...
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Life Insurance…Do You Know The Many Roles It Can Serve? (25:51)

Life Insurance…Do You Know The Many Roles It Can Serve? (25:51)

September 25, 2018
In this episode, we explore the topic of life insurance – why you need it, the role it can...
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A Health Savings Account…Is It Right For You? (22:07)

A Health Savings Account…Is It Right For You? (22:07)

September 5, 2018
For years, HSAs were thought of as “the cheap insurance” because consumers paid more out-of-pocket expenses, which resulted in...
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I’ll Take Some Guac With That…Tips On Simplifying Healthy Eating (30:05)

I’ll Take Some Guac With That…Tips On Simplifying Healthy Eating (30:05)

August 14, 2018
Shanna Hutcheson , a registered dietitian, talks about improving your health through what you put in your body. She...
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Pension Plan: Lump Sum or Distributions

Pension Plan: Lump Sum or Distributions

August 10, 2018
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Simplifying the Estate Planning Process (39:45)

Simplifying the Estate Planning Process (39:45)

July 24, 2018
The good news is that whether you realize it or not, you already have an estate plan. Every state...
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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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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

#155

Navigating and Controlling the Sale of Your Business

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March 20, 2025
#154

Lead with Confidence: Leadership & Mentorship Advice

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March 6, 2025
#153

Estate Planning on Your Level

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February 20, 2025
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