Your Life Simplified: A Financial & Wealth Management Podcast

Latest Episodes:

Coronavirus Update with Chris Jenson Mar 17, 2020

Show notes

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.

Coronavirus Infecting the Market? Mar 09, 2020

Show notes

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.

Love or Money…Why Not Both? Feb 18, 2020

Show notes

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 money and ways for couples to discuss finances.

New Tax Law Could Impact Your Retirement Jan 28, 2020

Show notes

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 simplify the details and explain who is impacted in what way.

Quantity or Quality? Valuating Your Collectibles Jan 07, 2020

Show notes

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. We explore what collectors just getting started should know, what insuring a collection looks like and how profoundly the provenance of an item can impact its value.

All Year's Resolutions: Thoughtful Goal Setting Dec 10, 2019

Show notes

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, Simplified, he suggests we spend this time of reflection as a way to set your goals in motion for the next year in a more thoughtful manner, planning out overarching themes and supporting milestones for each quarter to achieve those goals.

Timing is Everything…When Making Withdrawals Nov 19, 2019

Show notes

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 impacts of taking distributions in a down market can look like over time and explain what strategies can be put in place to mitigate this risk.

No Deadline In Sight: How Often Should You Be Talking Taxes? Nov 12, 2019

Show notes

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 shares ways in which you could improve your tax situation before year end.

Seven Reasons Your Estate Plan May Be Weak Oct 29, 2019

Show notes

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.

Your Financial Questions…Answered Oct 08, 2019

Show notes

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, our guests – Pat Kummer and George Fernandez - provide their views in an effort to help make finances, and the ensuing topics around it, less complicated.