Your Life Simplified: A Financial & Wealth Management Podcast

Latest Episodes:

The Hydration Sensation...An Often-Overlooked Key to Wellness May 04, 2021

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Proper hydration is essential to our overall well-being, especially after being physically active. Whether a professional athlete or a weekend warrior in your local gym, your body needs to rehydrate in order to recover. We invite Anthony Wolfe MS, a senior scientist at Gatorade Sports Science Institute, to share how hydration – whether water or a sports drink – is essential in staying healthy and keeping your muscles, including your brain, in top shape. Plus, he explores the science behind what a sports drink provides over water.

Finding Success in Succession Planning Apr 13, 2021

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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 an easy consideration, our guest, Rochelle Clarke, Business Transition specialist and CEO of Succession Strength, offers guidance on things you should be considering and how to make the transfer of your business go more smoothly. In this episode, we discuss examining the strengths of potential successors, preparing them for the position and other factors of the process.

Vineyard to Glass: The Wine Experience Mar 23, 2021

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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? On this episode, we invite Kelly Trevethan, co-founder of AXR Napa Valley, to talk about his experience and history with wine that goes back to his Italian grandfather who was also a winemaker. Whether your current preference is red, white or rosé, Kelly encourages us to continue exploring regions and varietals as he shares his passion for wine with us.

Social Security 101: Contributions to Distributions Mar 02, 2021

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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 coffer when you're ready to retire? For many, the benefits, and when to take them, can be confusing. On this episode, we invite Joe Hendrix, of Mariner Wealth Advisors, to simplify this topic for us and offer considerations on your personal plan.

Let Your Conscience Be Your Investing Guide Feb 09, 2021

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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 their own? We turned a recent socially responsible investing webinar into our latest Your Life, Simplified podcast. Our host, George Fernandez along with the panel of Brad Rollins, vice president of investment operations, Ken Powell, senior equities portfolio manager and Andy Garrison, senior wealth advisor, discuss how you can align your values with your investing strategies, what opportunities are available and how you can take action.

There's No Place Like Home…for Work Jan 20, 2021

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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 during an unexpected shift in your routine, there are impacts to your overall health that you should consider. We invite Samantha Cooper Cauthon, facility manager & physical therapist at Athletico, to join us in a discussion about ways to improve your workspace, routines to employ and other tips for working from home in a health-conscious manner.

Gut Check: Leading a Healthy Lifestyle Dec 29, 2020

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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 a healthy diet is only part of the puzzle when constructing a healthy lifestyle.

Over-Sharenting? How to Protect Children's Online Privacy Dec 08, 2020

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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 agreements, Leah shares examples of the ways we may be over-sharenting and not know it.

A Season of Gratitude & Giving Nov 17, 2020

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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 work in a way that shapes the community and is socially responsible.

Athletes Unlimited: A New Way to Play Oct 27, 2020

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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 typical softball game, her journey to becoming a professional athlete and what she's learned along the way.