Your Life Simplified: A Financial & Wealth Management Podcast
Episodes
How to Help Your Kids Be Financially Literate
02 Jun 2022
Contributed by Lukas
How do we get our kids to make better decisions with money? In this week's podcast, Valorie, senior wealth advisor, and Mike, welath advisor, will b...
5 Tax Strategies to Help Save Money
26 May 2022
Contributed by Lukas
In this week's podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, walk through 5 tax planning strategies and...
DIY Financial Pitfalls
19 May 2022
Contributed by Lukas
Should you or should you not be doing your own investing? In this episode, Valerie and Mike will be covering the 5 most common financial pitfalls of a...
Take a Deep Breath: Meditation and Mindfulness
21 Dec 2021
Contributed by Lukas
When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment and focus on what's happening inside you. ...
Community Involvement: Giving Back So We All Move Forward
30 Nov 2021
Contributed by Lukas
If you've always wanted to give back to the community where you live and work, but wonder how to get started, learn strategies from Katie Dunn Fitzge...
Here in My Car: What's Driving the Auto Industry?
09 Nov 2021
Contributed by Lukas
We've all seen the automotive industry headlines lately; chip shortages and used car scarcities, to name a few. In this episode, we invited back John ...
Legacy Planning: Discussing Wealth Transfer with the Next Generation
19 Oct 2021
Contributed by Lukas
When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there are a few key con...
5 Tips for Building Wealth: A Guide for the Next Generation
28 Sep 2021
Contributed by Lukas
If you or someone you know is just getting started on the financial paths of life, there are many routes to choose and potholes to avoid. We invite a ...
Unleash Greatness: Understanding and Utilizing Leadership Coaching
07 Sep 2021
Contributed by Lukas
When looking for ways to improve success within an organization or business, individuals may consider reaching out to a consultant for recommendations...
Tales from the Crypto…Understanding Digital Assets
18 Aug 2021
Contributed by Lukas
Blockchain, cryptocurrency, Digital Ledger Technology. These terms are becoming commonplace in the news cycle, on social media and even in casual conv...
On the Road Again…Navigating Travel Today
27 Jul 2021
Contributed by Lukas
The ongoing pandemic has changed the way we travel and many are changing their approach to transportation, like driving or taking the train. Before yo...
Taxing Decisions…Relocating to Another State
06 Jul 2021
Contributed by Lukas
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 t...
Women's Wealth: Beyond Finances
15 Jun 2021
Contributed by Lukas
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 statis...
Preparing – and Paying – for College
25 May 2021
Contributed by Lukas
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. G...
The Hydration Sensation...An Often-Overlooked Key to Wellness
04 May 2021
Contributed by Lukas
Proper hydration is essential to our overall well-being, especially after being physically active. Whether a professional athlete or a weekend warrior...
Finding Success in Succession Planning
13 Apr 2021
Contributed by Lukas
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...
Vineyard to Glass: The Wine Experience
23 Mar 2021
Contributed by Lukas
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 overal...
Social Security 101: Contributions to Distributions
02 Mar 2021
Contributed by Lukas
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 Secur...
Let Your Conscience Be Your Investing Guide
09 Feb 2021
Contributed by Lukas
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 al...
There's No Place Like Home…for Work
20 Jan 2021
Contributed by Lukas
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 temporar...
Gut Check: Leading a Healthy Lifestyle
29 Dec 2020
Contributed by Lukas
Could stress and environmental factors be derailing our desire to lead a healthy life? On this episode, we invite Sheri Stinson, registered dietician,...
Over-Sharenting? How to Protect Children's Online Privacy
08 Dec 2020
Contributed by Lukas
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, ...
A Season of Gratitude & Giving
17 Nov 2020
Contributed by Lukas
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 ...
Athletes Unlimited: A New Way to Play
27 Oct 2020
Contributed by Lukas
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 introduce...
Honoring Hispanic Heritage
15 Oct 2020
Contributed by Lukas
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 episod...
ABCs of Medicare…an Introduction to the Different Parts
06 Oct 2020
Contributed by Lukas
As we age – or face an event that results in disabilities – we all will have to make the important, and sometimes challenging, decision about Medi...
It's a Transition, Not a Transaction: Selling Your Business Without Regret
15 Sep 2020
Contributed by Lukas
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...
Fore the Love of the Game
25 Aug 2020
Contributed by Lukas
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 h...
Difficult Conversations: Long-Term Care for Loved Ones
04 Aug 2020
Contributed by Lukas
Long-term care insurance is just for the elderly or chronically ill need, right? While those are common recipients of care, a stroke, sudden disabilit...
The Things Retirees Miss
07 Jul 2020
Contributed by Lukas
When thinking of approaching retirement, common themes that come to mind are spending more time traveling, golfing or with family. However, the way yo...
Rip Up Your Resume: How to Win the Job Search
09 Jun 2020
Contributed by Lukas
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...
Moody Money: A Look Into Financial Anxiety
19 May 2020
Contributed by Lukas
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 the...
Tax Rewind: A Synopsis of the Recent Changes
23 Apr 2020
Contributed by Lukas
SECURE Act, CARES Act, Small Business Loans and Paycheck Protection Program. There have certainly been many changes to the tax landscape recently. In ...
Coping with a Crisis
02 Apr 2020
Contributed by Lukas
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 hand...
Coronavirus Update with Chris Jenson
17 Mar 2020
Contributed by Lukas
As you practice precautions to help keep yourself and your family healthy, consider these additional safety tips. Dr. Chris Jenson, a former ER doctor...
Coronavirus Infecting the Market?
09 Mar 2020
Contributed by Lukas
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 watc...
Love or Money…Why Not Both?
18 Feb 2020
Contributed by Lukas
Whether couples have shared or separate accounts, it's important to communicate about finances, values and goals. Having these discussions can result ...
New Tax Law Could Impact Your Retirement
28 Jan 2020
Contributed by Lukas
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 ...
Quantity or Quality? Valuating Your Collectibles
07 Jan 2020
Contributed by Lukas
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 coll...
All Year's Resolutions: Thoughtful Goal Setting
10 Dec 2019
Contributed by Lukas
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 ...
Timing is Everything…When Making Withdrawals
19 Nov 2019
Contributed by Lukas
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 y...
No Deadline In Sight: How Often Should You Be Talking Taxes?
12 Nov 2019
Contributed by Lukas
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 t...
Seven Reasons Your Estate Plan May Be Weak
29 Oct 2019
Contributed by Lukas
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 sudden...
Your Financial Questions…Answered
08 Oct 2019
Contributed by Lukas
We've compiled your top financial questions and are dedicating this episode of Your Life, Simplified to providing answers. Discussing topics such as c...
Cautiously Optimistic: The Market Is Fluctuating, But Our Strategy Isn't
10 Sep 2019
Contributed by Lukas
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 ...
Women & Finances: Should Their Approach Be Different Than Men?
27 Aug 2019
Contributed by Lukas
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 imper...
Splitting Equitably: The Financial Considerations of Divorce
06 Aug 2019
Contributed by Lukas
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 l...
An Alarming Trend: The Opioid Epidemic
16 Jul 2019
Contributed by Lukas
Since their introduction, opioids have been an effective tool in pain management for many. Unfortunately, they have also been the path to powerful add...
Simplifying Senior Living: What's the Right Choice for You?
25 Jun 2019
Contributed by Lukas
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 ot...
College Planning: Going Beyond the Dollar Signs
14 May 2019
Contributed by Lukas
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. Bu...
Location, Location, Location! Tips on Home Buying and Selling
23 Apr 2019
Contributed by Lukas
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 re...
Home Is Where the Heart Is…Especially in Taxes
02 Apr 2019
Contributed by Lukas
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. I...
New Tax Plan…So Many New Decisions To Be Made
12 Mar 2019
Contributed by Lukas
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 t...
Hitting the Jackpot! Managing Financial Windfalls
19 Feb 2019
Contributed by Lukas
Financial windfalls come in a variety of forms, from winning the lottery to receiving an inheritance or even selling a business. Regardless of the sor...
Resolution Revolutions: Planning Your Goals for the Year
29 Jan 2019
Contributed by Lukas
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. ...
Are You Prepared for an Emergency?
08 Jan 2019
Contributed by Lukas
According to Game Plan Experts, there are, on average, 76,000 people killed and 174 billion dollars in average annual losses because of natural disast...
Mariner Mail: Checking Our Inbox
18 Dec 2018
Contributed by Lukas
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 ...
Buying A Car? Hit the Brakes And Listen To This Podcast First.
27 Nov 2018
Contributed by Lukas
According to the Bureau of Labor Statistics, American households spend approximately $500 a month on their automotive transportation. Over a 60-year p...
Special Needs Planning: What Qualifies As Special Needs & Why Planning Is Important
06 Nov 2018
Contributed by Lukas
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 ...
Cybersecurity: Is Your Personal Financial Information Protected?
16 Oct 2018
Contributed by Lukas
We are all impacted by cybersecurity. This podcast includes answers to questions we have received, to help ensure your personal information is kept sa...
Life Insurance…Do You Know The Many Roles It Can Serve?
25 Sep 2018
Contributed by Lukas
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 typ...
A Health Savings Account…Is It Right For You?
05 Sep 2018
Contributed by Lukas
For years, Health Savings Accounts (HSAs) were thought of as "the cheap insurance" because consumers paid more out-of-pocket expenses, which resulted ...
I'll Take Some Guac With That…
14 Aug 2018
Contributed by Lukas
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 ...
Simplifying the Estate Planning Process
24 Jul 2018
Contributed by Lukas
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 yo...
Travel Hacks To Simplify Your Life
03 Jul 2018
Contributed by Lukas
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, Tr...
Can Money Buy Happiness?
12 Jun 2018
Contributed by Lukas
In our podcast, Can Money Buy Happiness?, host Brian Leitner and guest Dr. Elizabeth Dunn, a professor of psychology at the University of British Colu...
Simplify Your Environment; Simplify Your Life
22 May 2018
Contributed by Lukas
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 ...
The Tax Cuts & Job Act (TCJA) of 2017: What Does It Mean For You?
01 May 2018
Contributed by Lukas
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...
An Introduction To Your Life, Simplified
16 Apr 2018
Contributed by Lukas
Our goal, at Mariner Wealth Advisors, is to help you live your best possible life. The Your Life, Simplified podcast will discuss topics that will not...