Shows / Your Life Simplified: A Financial & Wealth Management Podcast
Your Life Simplified: A Financial & Wealth Management Podcast
Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
Episodes
Your Life Simplified: A Financial & Wealth Management PodcastUnleash Greatness: Understanding and Utilizing Leadership Coaching
When looking for ways to improve success within an organization or business, individuals may consider reaching out to a consultant for recommendations. Another…
Your Life Simplified: A Financial & Wealth Management PodcastTales from the Crypto…Understanding Digital Assets
Blockchain, cryptocurrency, Digital Ledger Technology. These terms are becoming commonplace in the news cycle, on social media and even in casual conversation…
Your Life Simplified: A Financial & Wealth Management PodcastOn the Road Again…Navigating Travel Today
The ongoing pandemic has changed the way we travel and many are changing their approach to transportation, like driving or taking the train. Before you book…
Your Life Simplified: A Financial & Wealth Management PodcastTaxing Decisions…Relocating to Another State
There are currently nine states that have no income tax, which can be an enticing reason to move to one of them – especially for retirees. But are tax…
Your Life Simplified: A Financial & Wealth Management PodcastWomen's Wealth: Beyond Finances
In the realm of managing finances, there are some key issues that are unique to women. Whether that be considerations around the fact that they statistically…
Your Life Simplified: A Financial & Wealth Management PodcastPreparing – and Paying – for College
As students are preparing for their final year of high school and where life may take them after that, many turn their eyes toward going to college. Getting…
Your Life Simplified: A Financial & Wealth Management PodcastThe Hydration Sensation...An Often-Overlooked Key to Wellness
Proper hydration is essential to our overall well-being, especially after being physically active. Whether a professional athlete or a weekend warrior in your…
Your Life Simplified: A Financial & Wealth Management PodcastFinding Success in Succession Planning
If you own a business, planning for the transfer of ownership is something that you'll eventually need to consider. While giving up that ownership may not be…
Your Life Simplified: A Financial & Wealth Management PodcastVineyard to Glass: The Wine Experience
Have you ever wanted to ask a professional vintner what, regardless of cost, makes a good wine or what effect the winemaking process has on the overall taste?…
Your Life Simplified: A Financial & Wealth Management PodcastSocial Security 101: Contributions to Distributions
Social Security is something we see taken out of each paycheck, but what does that mean exactly? And, will there be any money left in the Social Security…
Your Life Simplified: A Financial & Wealth Management PodcastLet Your Conscience Be Your Investing Guide
Many individuals who invest would like to know how their dollar is being put to work while in the market. Is it supporting a company who's values align with…
Your Life Simplified: A Financial & Wealth Management PodcastThere's No Place Like Home…for Work
Even before the pandemic, working from home has become a norm in our society. Whether you do your job from a home office full-time, or have a temporary setup…
Your Life Simplified: A Financial & Wealth Management PodcastGut Check: Leading a Healthy Lifestyle
Could stress and environmental factors be derailing our desire to lead a healthy life? On this episode, we invite Sheri Stinson, registered dietician, to…
Your Life Simplified: A Financial & Wealth Management PodcastOver-Sharenting? How to Protect Children's Online Privacy
We live in a digital age where constantly sharing photos with friends and family over social media is the norm. Who else, besides friends and family, is seeing…
Your Life Simplified: A Financial & Wealth Management PodcastA Season of Gratitude & Giving
As we approach the holidays and gather with family, feelings of gratitude and sharing often arise. In thinking about ways to give back, we've invited Andy…
Your Life Simplified: A Financial & Wealth Management PodcastAthletes Unlimited: A New Way to Play
Most of us know at least the basics of softball, volleyball and lacrosse and that the team with the most points wins. Athletes Unlimited has introduced a new…
Your Life Simplified: A Financial & Wealth Management PodcastHonoring Hispanic Heritage
As Hispanic Heritage Month comes to a close, we'd like to take a moment to celebrate a few individuals here at Mariner Wealth Advisors. In this episode, George…
Your Life Simplified: A Financial & Wealth Management PodcastABCs of Medicare…an Introduction to the Different Parts
As we age – or face an event that results in disabilities – we all will have to make the important, and sometimes challenging, decision about Medicare. There…
Your Life Simplified: A Financial & Wealth Management PodcastIt's a Transition, Not a Transaction: Selling Your Business Without Regret
After spending years building up a business, many people may hesitate when it comes time to sell off an asset that has become precious to them. Denise Logan…
Your Life Simplified: A Financial & Wealth Management PodcastFore the Love of the Game
From family fun to competitive atmospheres, golf is a game that can be enjoyed by a wide variety of audiences. Not just a leisure activity, golf can have both…
Your Life Simplified: A Financial & Wealth Management PodcastDifficult Conversations: Long-Term Care for Loved Ones
Long-term care insurance is just for the elderly or chronically ill need, right? While those are common recipients of care, a stroke, sudden disability or…
Your Life Simplified: A Financial & Wealth Management PodcastThe Things Retirees Miss
When thinking of approaching retirement, common themes that come to mind are spending more time traveling, golfing or with family. However, the way you spend…
Your Life Simplified: A Financial & Wealth Management PodcastRip Up Your Resume: How to Win the Job Search
Whether by choice or unexpected circumstances, most people have been on the hunt for a new job at one point in their lives, polished their resumes and brushed…
Your Life Simplified: A Financial & Wealth Management PodcastMoody Money: A Look Into Financial Anxiety
Many of us have experienced some level of stress when it comes to money, but some individuals experience symptoms of anxiety when they think about their…
Your Life Simplified: A Financial & Wealth Management PodcastTax Rewind: A Synopsis of the Recent Changes
SECURE Act, CARES Act, Small Business Loans and Paycheck Protection Program. There have certainly been many changes to the tax landscape recently. In this…
Your Life Simplified: A Financial & Wealth Management PodcastCoping with a Crisis
Whether it is a government-issued, stay-at-home order, an unavoidable crisis or market turmoil, sometimes it can feel like control is out of your hands. In…
Your Life Simplified: A Financial & Wealth Management PodcastCoronavirus Update with Chris Jenson
As you practice precautions to help keep yourself and your family healthy, consider these additional safety tips. Dr. Chris Jenson, a former ER doctor who…
Your Life Simplified: A Financial & Wealth Management PodcastCoronavirus Infecting the Market?
With drops in the markets over the last two weeks and the spread of the coronavirus, you may have concerns about your investments. We continue to watch the…
Your Life Simplified: A Financial & Wealth Management PodcastLove or Money…Why Not Both?
Whether couples have shared or separate accounts, it's important to communicate about finances, values and goals. Having these discussions can result in…
Your Life Simplified: A Financial & Wealth Management PodcastNew Tax Law Could Impact Your Retirement
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, became law. While many of us have heard about this in…
Your Life Simplified: A Financial & Wealth Management PodcastQuantity or Quality? Valuating Your Collectibles
From stamps to cars and wine to fine art, there are thousands of different collections that enthusiasts buy and sell, but how do you know if your collection is…
Your Life Simplified: A Financial & Wealth Management PodcastAll Year's Resolutions: Thoughtful Goal Setting
As we approach the end of the year, many of us are winding down for the holidays, traveling to spend time with family and reflecting on the year, and…
Your Life Simplified: A Financial & Wealth Management PodcastTiming is Everything…When Making Withdrawals
Sequence of returns risk is the possibility that an investor will have lower returns over time due to withdrawals made during low or negative return years. It…
Your Life Simplified: A Financial & Wealth Management PodcastNo Deadline In Sight: How Often Should You Be Talking Taxes?
Many people consider their tax situations when there is a filing deadline coming up, but the reality is, by taking a more comprehensive look at your tax plan…
Your Life Simplified: A Financial & Wealth Management PodcastSeven Reasons Your Estate Plan May Be Weak
Estate planning is a topic often put off as a conversation that can be had in the future. However, do you know what would happen if you were to suddenly pass…
Your Life Simplified: A Financial & Wealth Management PodcastYour Financial Questions…Answered
We've compiled your top financial questions and are dedicating this episode of Your Life, Simplified to providing answers. Discussing topics such as charitable…
Your Life Simplified: A Financial & Wealth Management PodcastCautiously Optimistic: The Market Is Fluctuating, But Our Strategy Isn't
The market has been a wild ride in 2019, and the volatility in price swings and investor psychology isn't letting up. Despite current popular opinion that…
Your Life Simplified: A Financial & Wealth Management PodcastWomen & Finances: Should Their Approach Be Different Than Men?
Women often take a backseat when it comes to long-term financial planning. They're busy juggling family, career and professional goals, but it's imperative…
Your Life Simplified: A Financial & Wealth Management PodcastSplitting Equitably: The Financial Considerations of Divorce
Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone advocating for you when it comes time to look at how…
Your Life Simplified: A Financial & Wealth Management PodcastAn Alarming Trend: The Opioid Epidemic
Since their introduction, opioids have been an effective tool in pain management for many. Unfortunately, they have also been the path to powerful addiction…
Your Life Simplified: A Financial & Wealth Management PodcastSimplifying Senior Living: What's the Right Choice for You?
As we grow older, we will all need to make choices regarding senior living. Whether you're making decisions for your parents, a spouse, yourself or other loved…
Your Life Simplified: A Financial & Wealth Management PodcastCollege Planning: Going Beyond the Dollar Signs
It's no secret higher education tuition costs are rapidly rising. So when it comes to college planning your mind likely goes right to dollar signs. But there's…
Your Life Simplified: A Financial & Wealth Management PodcastLocation, Location, Location! Tips on Home Buying and Selling
Many of us have heard the adage about location being everything when it comes to real estate, but what else should you be thinking about? We invite real estate…
Your Life Simplified: A Financial & Wealth Management PodcastHome Is Where the Heart Is…Especially in Taxes
When it comes to filing your taxes, the rate at which your income is taxed can vary based on the state in which you live, or where your domicile is. In this…
Your Life Simplified: A Financial & Wealth Management PodcastNew Tax Plan…So Many New Decisions To Be Made
New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a tax consultant to help you file? Along with discussing the key…
Your Life Simplified: A Financial & Wealth Management PodcastHitting the Jackpot! Managing Financial Windfalls
Financial windfalls come in a variety of forms, from winning the lottery to receiving an inheritance or even selling a business. Regardless of the sort of…
Your Life Simplified: A Financial & Wealth Management PodcastResolution Revolutions: Planning Your Goals for the Year
We know that it is sometimes difficult to stick to those New Year's resolutions, whether they be related to diet and exercise or saving and spending. So, we…
Your Life Simplified: A Financial & Wealth Management PodcastAre You Prepared for an Emergency?
According to Game Plan Experts, there are, on average, 76,000 people killed and 174 billion dollars in average annual losses because of natural disasters every…
Your Life Simplified: A Financial & Wealth Management PodcastMariner Mail: Checking Our Inbox
Throughout the life of our podcast, we have been asking you to send in any questions or thoughts you might have that you would like us to cover. In a segment…
Your Life Simplified: A Financial & Wealth Management PodcastBuying A Car? Hit the Brakes And Listen To This Podcast First.
According to the Bureau of Labor Statistics, American households spend approximately $500 a month on their automotive transportation. Over a 60-year period of…
Your Life Simplified: A Financial & Wealth Management PodcastSpecial Needs Planning: What Qualifies As Special Needs & Why Planning Is Important
One in eight people are related to someone with special needs, according to Pew Research Center. There is a broad definition of special needs and it does not…
Your Life Simplified: A Financial & Wealth Management PodcastCybersecurity: Is Your Personal Financial Information Protected?
We are all impacted by cybersecurity. This podcast includes answers to questions we have received, to help ensure your personal information is kept safe. Many…
Your Life Simplified: A Financial & Wealth Management PodcastLife Insurance…Do You Know The Many Roles It Can Serve?
The goal of this episode is to educate you on life insurance – why you need it, the role it can serve in your financial plan, the differences in types, and…
Your Life Simplified: A Financial & Wealth Management PodcastA Health Savings Account…Is It Right For You?
For years, Health Savings Accounts (HSAs) were thought of as "the cheap insurance" because consumers paid more out-of-pocket expenses, which resulted in lower…
Your Life Simplified: A Financial & Wealth Management PodcastI'll Take Some Guac With That…
Shanna Hutcheson, a registered dietitian, talks about how you can improve your health through what you put in your body. She breaks down the pros and cons of…
Your Life Simplified: A Financial & Wealth Management PodcastSimplifying the Estate Planning Process
The good news is that whether you realize it or not, you already have an estate plan. Every state in the union provides a process that will pass on your assets…
Your Life Simplified: A Financial & Wealth Management PodcastTravel Hacks To Simplify Your Life
Research indicates that people will spend more time planning a vacation than they do their retirement plan. Why not make it easier? In our podcast, Travel…
Your Life Simplified: A Financial & Wealth Management PodcastCan Money Buy Happiness?
In our podcast, Can Money Buy Happiness?, host Brian Leitner and guest Dr. Elizabeth Dunn, a professor of psychology at the University of British Columbia…
Your Life Simplified: A Financial & Wealth Management PodcastSimplify Your Environment; Simplify Your Life
Host Brian Leitner welcomes Kristen Christian and Lisa Foley, the owners of Bee Organized, to this week's podcast. Lisa and Kristen share tips on how being…
Your Life Simplified: A Financial & Wealth Management PodcastThe Tax Cuts & Job Act (TCJA) of 2017: What Does It Mean For You?
At the end of 2017, President Trump approved the 2017 Tax cuts & Job Act (TCJA). The new law includes some of the largest tax changes since 1986 in an effort…