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Your Questions, Answered: Seeking Professional Advice

Your Questions, Answered: Seeking Professional Advice
July 30, 2020
On this week’s episode of Your Questions, Answered, Mike McAndrews and Brian Leitner discuss when to seek professional financial...
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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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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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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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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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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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Staying the Course

Staying the Course
May 5, 2020
Anytime there’s volatility in the stock market with prices rapidly moving up and down, it’s understandable for you to...
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Dow Plummet Causes “Circuit Breaker”; Our Take on What is Happening

Dow Plummet Causes “Circuit Breaker”; Our Take on What is Happening
March 9, 2020
It is critical to employ poise and perspective in corrections such as the one underway. We expect continued volatility...
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How Mariner Is Different

How Mariner Is Different
September 10, 2019
Mariner is different than other wealth management firms in a variety of ways. One way in which we’re different...
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Xenos: Being Ranked Among Many Great Professionals Is An Honor

Xenos: Being Ranked Among Many Great Professionals Is An Honor
August 22, 2019
Faith Xenos, director & senior wealth advisor, has been ranked on the Barron’s Top 100 Women Advisors list for...
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Both Barron’s and Mariner Wealth Advisors Place High Emphasis on Client Retention Rates

Both Barron’s and Mariner Wealth Advisors Place High Emphasis on Client Retention Rates
August 15, 2019
Managing director, Jana Shoulders, who has been ranked on the Barron’s Top 100 Women Advisors list the last two...
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Valerie Newell Discusses What Being Ranked by Barron’s Means for our Clients

Valerie Newell Discusses What Being Ranked by Barron’s Means for our Clients
August 13, 2019
Valerie Newell, principal & senior wealth advisor, has been ranked on Barron’s list of Top 100 Women Advisors for...
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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

#182

Activating your true potential: A conversation with Heroic’s CEO

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October 15, 2026
#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
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