Your Life
Simplified

Your financial life doesn’t
need to be complicated.

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In 2024, Should You Rent or Buy Your Home?

In 2024, Should You Rent or Buy Your Home?

June 13, 2024
Should I rent or buy my home? On this episode, we’ll dive into several studies and look at your...
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Year-Round Tax Planning

Year-Round Tax Planning

May 16, 2024
Tax season may be over, but that doesn’t mean we’re done with tax planning. Jennifer Kohlbacher , director of...
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Cash Balance Plans Explained

Cash Balance Plans Explained

May 2, 2024
Cash balance plans are often misunderstood but can be a win-win for tax savings and retirement planning. On this...
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Meet Our Co-Hosts

Michael MacKelvie, CFP®, Wealth Advisor at Mariner 
Whitney Reagan Wealth Advisor at Mariner 

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