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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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Rip Up Your Resume: How to Win the Job Search

Rip Up Your Resume: How to Win the Job Search

June 8, 2020
Whether by choice or unexpected circumstances, most people have been on the hunt for a new job at one...
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Moody Money: A Look Into Financial Anxiety (25:24)

Moody Money: A Look Into Financial Anxiety (25:24)

May 19, 2020
Many of us have experienced some level of stress when it comes to money, but some individuals experience symptoms...
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Tax Rewind: A Synopsis of the Recent Changes (36:52)

Tax Rewind: A Synopsis of the Recent Changes (36:52)

April 23, 2020
SECURE Act, CARES Act, Small Business Loans and Paycheck Protection Program. There have certainly been many changes to the...
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Coping with a Crisis (25:50)

Coping with a Crisis (25:50)

April 2, 2020
Whether it is a government-issued, stay-at-home order, an unavoidable crisis or market turmoil, sometimes it can feel like control...
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Coronavirus Update with Dr. Chris Jenson (23:54)

Coronavirus Update with Dr. Chris Jenson (23:54)

March 17, 2020
As you practice precautions to help keep yourself and your family healthy, consider these additional safety tips. Dr. Chris...
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Coronavirus Infecting the Market? (22:19)

Coronavirus Infecting the Market? (22:19)

March 9, 2020
With drops in the markets over the last two weeks and the spread of the coronavirus, you may have...
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Love or Money…Why Not Both? (27:23)

Love or Money…Why Not Both? (27:23)

February 18, 2020
Whether couples have shared or separate accounts, it’s important to communicate about finances, values and goals. Having these discussions...
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New Tax Law Could Impact Your Retirement (27:58)

New Tax Law Could Impact Your Retirement (27:58)

January 28, 2020
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, became law....
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Quantity or Quality? Valuating Your Collectibles (29:49)

Quantity or Quality? Valuating Your Collectibles (29:49)

January 7, 2020
From stamps to cars and wine to fine art, there are thousands of different collections that enthusiasts buy and...
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All-Year’s Resolutions: Thoughtful Goal Setting (29:15)

All-Year’s Resolutions: Thoughtful Goal Setting (29:15)

December 10, 2019
As we approach the end of the year, many of us are winding down for the holidays, traveling to...
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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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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

#124

Alternative Cash Flow from Structured Notes and Options

September 21, 2023
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#123

3 Things You Need to Know Before Moving Abroad

September 7, 2023
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#122

2023 Tax Planning Strategies

August 24, 2023
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