41 episodes

While we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances and wealth planning, to your health, travel and more. It’s about putting life in perspective and having a game plan. Questions or topics you would like us to discuss, email podcast@marinerwealthadvisors.com or visit http://www.marinerwealthadvisors.com/podcast

Your Life, Simplified Mariner Wealth Advisors

    • Investing

While we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances and wealth planning, to your health, travel and more. It’s about putting life in perspective and having a game plan. Questions or topics you would like us to discuss, email podcast@marinerwealthadvisors.com or visit http://www.marinerwealthadvisors.com/podcast

    Difficult Conversations: Long-Term Care for Loved Ones

    Difficult Conversations: Long-Term Care for Loved Ones

    Long-term care insurance is just for the elderly or chronically ill need, right? While those are common recipients of care, a stroke or sudden disability 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 the Mariner Wealth Advisors, to share their experiences and help simplify the details of what can be a complex subject.

    • 40 min
    The Things Retirees Miss

    The Things Retirees Miss

    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.

    • 30 min
    Rip Up Your Resume: How to Win the Job Search

    Rip Up Your Resume: How to Win the Job Search

    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.

    • 39 min
    Moody Money: A Look Into Financial Anxiety

    Moody Money: A Look Into Financial Anxiety

    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.

    • 25 min
    Tax Rewind: A Synopsis of the Recent Changes

    Tax Rewind: A Synopsis of the Recent Changes

    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.

    • 36 min
    Coping with a Crisis

    Coping with a Crisis

    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. 

    • 25 min

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