Your Life Simplified: A Financial & Wealth Management Podcast

Latest Episodes:

Honoring Hispanic Heritage Oct 15, 2020

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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.

ABCs of Medicare…an Introduction to the Different Parts Oct 06, 2020

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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 for his clients.

It's a Transition, Not a Transaction: Selling Your Business Without Regret Sep 15, 2020

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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 alive and things to keep in mind if you're approaching a selling point in your journey.

Fore the Love of the Game Aug 25, 2020

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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.

Difficult Conversations: Long-Term Care for Loved Ones Aug 04, 2020

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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, of Mariner Wealth Advisors, to join us, share their experiences and help simplify the details of what can be a very complex subject.

The Things Retirees Miss Jul 07, 2020

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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.

Rip Up Your Resume: How to Win the Job Search Jun 09, 2020

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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 looks for as an executive headhunter and offer tips on how to improve your chances of landing that next job.

Moody Money: A Look Into Financial Anxiety May 19, 2020

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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.

Tax Rewind: A Synopsis of the Recent Changes Apr 23, 2020

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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.

Coping with a Crisis Apr 02, 2020

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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.

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