55 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

    • Business

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

    The Hydration Sensation...An Often-Overlooked Key to Wellness

    The Hydration Sensation...An Often-Overlooked Key to Wellness

    Proper hydration is essential to our overall well-being, especially after being physically active. We invite Anthony Wolfe MS, a senior scientist at Gatorade Sports Science Institute, to share how hydration – whether water or a sports drink – is essential in staying healthy and keeping your muscles, including your brain, in top shape. Plus, he explores the science behind what a sports drink provides over water.

    • 32 min
    Finding Success in Succession Planning

    Finding Success in Succession Planning

    If you own a business, planning for the transfer of ownership is something that you’ll eventually need to consider. While giving up that ownership may not be an easy consideration, our guest, Rochelle Clarke, Business Transition specialist and CEO of Succession Strength, offers guidance on things you should be considering and how to make the transfer of your business go more smoothly. We discuss examining the strengths of potential successors, preparing them for the position and other factors.

    • 35 min
    Vineyard to Glass: The Wine Experience

    Vineyard to Glass: The Wine Experience

    Have you ever wanted to ask a professional vintner what, regardless of cost, makes a good wine or what effect the winemaking process has on the overall taste? On this episode, we invite Kelly Trevethan, co-founder of AXR Napa Valley, to talk about his experience and history with wine. Whether your current preference is red, white or rosé, Kelly encourages us to continue exploring regions and varietals as he shares his passion for wine with us.

    • 34 min
    Social Security 101: Contributions to Distributions

    Social Security 101: Contributions to Distributions

    Social Security is something we see taken out of each paycheck, but what does that mean exactly? And, will there be any money left in the Social Security coffer when you’re ready to retire? For many, the benefits, and when to take them, can be confusing. On this episode, we invite Joe Hendrix, of Mariner Wealth Advisors, to simplify this topic for us and offer considerations on your personal plan.

    • 28 min
    Let Your Conscience Be Your Investing Guide

    Let Your Conscience Be Your Investing Guide

    Many individuals who invest would like to know how their dollar is being put to work while in the market. Is it supporting a company who’s values align with their own? Our host, George Fernandez along with the panel of Brad Rollins, vice president of investment operations, Ken Powell, senior equities portfolio manager and Andy Garrison, senior wealth advisor, discuss how you can align your values with your investing strategies, what opportunities are available and how you can take action.

    • 45 min
    There’s No Place Like Home…for Work

    There’s No Place Like Home…for Work

    Even before the pandemic, working from home has become a norm in our society. Whether you do your job from a home office full-time, or have a temporary setup during an unexpected shift in your routine, there are impacts to your overall health that you should consider. We invite Samantha Cooper Cauthon, facility manager & physical therapist at Athletico, to join us in a discussion about ways to improve your workspace, routines to employ and other tips for working from home in a health-conscious manner.

    • 24 min

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