Your Life Simplified: A Financial & Wealth Management Podcast

Could stress and environmental factors be derailing our desire to lead a healthy life? On this episode, we invite Sheri Stinson, registered dietician, to discuss societal influences on our health and how nutritional needs ebb and flow based on outside stressors we face on a day-to-day basis. She also explores common errors made when setting weight loss goals, dieting fads, tips for success and how...

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 posts? On this episode, Leah Plunkett , law professor and author of Sharenthood , speaks about the impact sharing information about your children online could have down the road. From privacy settings to location services and user agre...

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 Garrison , of Mariner Wealth Advisors, to talk about how he's helped his clients with impact investing. For those who are investing already but would like to make a difference while doing so, Andy shares how to think about putting dollars to wor...

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 scoring model for professional athletes that goes beyond the points on the scoreboard. In this episode, Scott Sturgeon invites Haylie Wagner , a professional softball player with Athletes Unlimited, to share how they play differs from a typic...

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 Fernandez speaks to Valerie Escobar and Alejandro Zayas about the culture that influences who they are today and the financial experiences they've had along the way.

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 can be a lot to unpack when considering the different coverage components and understanding what may be right for you. On this episode, we invite Joe Hendrix , of Mariner Wealth Advisors, to share with us how he breaks down these complexities...

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 , author of The Seller's Journey , discusses aspects of selling a business and how this transaction goes much deeper than just monetary value. She shares experiences such as what can cause a deal to fall through, compromises to keep a deal ali...

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 physical and mental health benefits as well. For this episode, we invite pro golfer turned wealth consultant, Kevin Ward , to join us and share his knowledge of the game as well as tips for improvement.

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 other unexpected health issue can raise the need for care to those who may not have planned for it. Asking loved ones if they're prepared for these situations can be equally difficult. So, we've invited Lindsey McCool , Ed Simms and Jerry Clark...

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 time and money in retirement can have deeper complexities. On this episode, we invite Aaron Fulton of Mariner Wealth Advisors to share with us how he helps his clients comprehensively think about retirement.

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 up on interviewing skills. However, how do you stand out from the crowd when the number of positions is limited or the market is oversaturated in candidates? We invite Karen Fenaroli of Fenaroli & Associates on to the show to share what she...

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 accounts. On this episode, George Fernandez invites financial therapist, Lindsay Bryan-Podvin , to share what it means to have financial anxiety, different ways it can manifest and how she helps her clients through it.

SECURE Act, CARES Act, Small Business Loans and Paycheck Protection Program. There have certainly been many changes to the tax landscape recently. In this episode, Brian Leitner , George Fernandez and Scott Sturgeon take a look back at the legislative changes discuss what kind of impacts that may have for individual's tax situations going forward.

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 this episode, Brian Leitner and Scott Sturgeon discuss what you can do from the comfort of your home, in any situation, to help regain some sense of normalcy. 

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 spent time with the CDC and is now an educator, joins us to help break down COVID-19 and what you should do to help protect yourself.

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 markets and urge against making impulsive actions. Hear what our Chief Investment Strategist Jeff Krumpelman has to say on the topic.

Whether couples have shared or separate accounts, it's important to communicate about finances, values and goals. Having these discussions can result in reduced financial stress and an increase in satisfaction within their relationships. Sonya Lutter, Ph. D., director of School of Family Studies and Human Services at Kansas State University, joins us to help break down the intricacies of love and...

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 the news, what may not have been immediately apparent is the significant impact this new law could have on your retirement plan and financial goals. Scott Sturgeon, of the Mariner Wealth Advisors practice management team joins us to help simp...

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 better at accumulating value than dust? We're joined by Laura Doyle , vice president, art, jewelry & valuable collections manager at Chubb, who shares her experience in helping her clients appraise, restore and preserve their collections. W...

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 ultimately, setting resolutions for the new year. But is the end of the year or beginning of a new year the best time to set goals and resolutions? Chris Bixby , of Mariner Wealth Advisors, suggests a different approach. In this Episode of Your Life,...

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 may not be something thought about regularly, but it is something that everyone should consider, especially when planning for retirement. We're joined by Justin Richter of Mariner Wealth Advisors who helps us understand what the overall impa...

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, you can potentially improve your overall wealth plan. Ryan Drake of the Mariner Wealth Advisors tax planning and preparation group joins us to talk about common mistakes and opportunities he sees when speaking with clients. Additionally, he...

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 and you didn't have an estate plan in place or if it was drafted incorrectly? Jadin Winberg of Mariner Wealth Advisors discusses some of the more common mistakes he has encountered with reviewing and discussing estate plans.

We've compiled your top financial questions and are dedicating this episode of Your Life, Simplified to providing answers. Discussing topics such as charitable giving, taxes, investments, risk management, retirement planning, education funding, enrolling in Medicare versus staying on your company's healthcare plan after age 65, to finding an insurance policy when you have a pre-existing condition,...

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 recession is imminent, we are reading the signs differently. Jeff Krumpelman , chief investment strategist of Mariner Wealth Advisors joins the show to discuss how he and his team views the market changes and why he urges investors to remain cau...