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Wealth Planning Considerations for “DINKs”

Wealth Planning Considerations for “DINKs”

May 12, 2021
On the surface, the life of DINKs (couples with dual incomes and no kids) may seem easy and carefree...
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Should You Buy or Lease a Car?

Should You Buy or Lease a Car?

May 4, 2021
Do you like to drive a new car every few years or do you prefer to hold onto a...
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Making Social Security Part of Your Wealth Plan

Making Social Security Part of Your Wealth Plan

May 1, 2021
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
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Your Questions, Answered: Life Insurance

Your Questions, Answered: Life Insurance

April 22, 2021
On this week’s episode of Your Questions, Answered  Jason Craine  talks with  Brian Leitner  about helping clients with their...
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Your Questions, Answered: 1031 Exchange

Your Questions, Answered: 1031 Exchange

April 15, 2021
On this week’s episode of Your Questions, Answered  David Martin  talks with  Brian Leitner  about how 1031 exchanges work,...
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Your Questions, Answered: Financial Spouse

Your Questions, Answered: Financial Spouse

March 25, 2021
On this week’s episode of Your Questions, Answered  Nicholas Rafetto  talks with  Brian Leitner  about educating your spouse on...
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Vineyard to Glass: The Wine Experience

Vineyard to Glass: The Wine Experience

March 23, 2021
Have you ever wanted to ask a professional vintner what, regardless of cost, makes a good wine or what...
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Tips for Applying for Student Aid

Tips for Applying for Student Aid

March 17, 2021
The Free Application for Federal Student Aid (FAFSA) is used to determine the financial contribution a family can make...
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Taxes & Home Ownership: What Interest Can You Deduct?

Taxes & Home Ownership: What Interest Can You Deduct?

February 26, 2021
As you think about your tax strategy, it’s important to be updated on what type of interest you can...
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Reconsidering Foundation and Endowment Distribution Strategy

Reconsidering Foundation and Endowment Distribution Strategy

February 24, 2021
The objective of foundations and endowments should be to play the “infinite game.” Playing an infinite game means sustaining...
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When is the Right Time to Work With an Advisor?

When is the Right Time to Work With an Advisor?

February 17, 2021
Very few people graduate school and immediately search for a wealth advisor. Instead, we understandably focus on our careers...
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Your Questions, Answered: Expensive Educational Costs

Your Questions, Answered: Expensive Educational Costs

February 11, 2021
On this week’s episode of Your Questions, Answered  Valerie Escobar  and  Brian Leitner  discuss the expense of education and...
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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

#159

Networking to Build Connections That Matter 

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June 12, 2025
#158

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
#157

Estate Planning for Blended Families

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May 1, 2025
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