Dec 10, 2019

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...

Nov 19, 2019

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

Nov 12, 2019

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...

Oct 29, 2019

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...

Oct 8, 2019

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...