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IRA Conversions: What You Need To Know

IRA Conversions: What You Need To Know
January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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Studies Reveal Employees’ Financial Mindset During Pandemic

Studies Reveal Employees’ Financial Mindset During Pandemic
January 12, 2021
Understandably, in 2020, most of us were stressed over health and finances. Because of ongoing pandemic worries, last year,...
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Plan for Potentially Unexpected Retirement Costs

Plan for Potentially Unexpected Retirement Costs
January 8, 2021
Q: I want to retire in the next few years, what are some of the costs I should think...
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The Latest on Required Minimum Distribution Rules

The Latest on Required Minimum Distribution Rules
December 7, 2020
In 2019, the SECURE Act changed the required minimum distribution (RMD) age to 72. Then the CARES Act came...
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Your Questions, Answered: Selling Stock Before Retirement

Your Questions, Answered: Selling Stock Before Retirement
December 3, 2020
On this week’s episode of Your Questions, Answered  Jon Bresnen  and  Brian Leitner  discuss considerations for selling stock, and...
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Steps to Take to Track Part-Time Employees’ Hours for 401(k) Plan Participation

Steps to Take to Track Part-Time Employees’ Hours for 401(k) Plan Participation
November 11, 2020
The SECURE Act, which became law in December 2019, seeks to increase employee participation in employer-sponsored retirement plans. Included...
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Finding Former Plan Participants Who Leave 401(k) Funds Behind

Finding Former Plan Participants Who Leave 401(k) Funds Behind
October 6, 2020
If you’ve tried to locate employees who have left your company and their 401(k) funds behind, they don’t respond...
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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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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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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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