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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

Dec 18, 2018

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 segment we’re calling Mariner Mail, we have gone through some of these financial questions and invited Scott Voss and Jadin Winberg from Mariner Wealth Advisors to help...


Nov 27, 2018

According to the Bureau of Labor Statistics, American households spend approximately $500 a month on their automotive transportation. Over a 60-year period of time, that equates to roughly $360,000 – not a small expense by any means. And, let’s face it, buying a car can be overwhelming. In this podcast, our guest...


Nov 6, 2018

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 does not discriminate. If you have a family member with special needs, it’s important to adapt your financial plan. Depending on the severity of the special needs,...


Oct 16, 2018

We are all impacted by cybersecurity. This podcast includes answers to questions we have received, to help ensure your personal information is kept safe. Many firms spend a great deal of money to protect your data, but are you following steps to protect it too. With the recent data breaches of Facebook, Uber and...


Sep 25, 2018

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 types, and more. Most importantly, we want to simplify the context of life insurance so you can make an informed decision about your own wealth plan. According to the...