Your Life Simplified: A Financial & Wealth Management Podcast

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.