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Special Needs Planning: What Qualifies As Special Needs & Why Planning Is Important

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, parents may need to not only plan for their lifetime, but also that of their child or children. This podcast episode focuses on when and where you should start with special needs...


Cybersecurity: Is Your Personal Financial Information Protected?

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 Equifax, among others, it’s more important than ever to understand cybersecurity and protecting your personally identifiable information. From passwords, to your computer, to wi-fi...


Life Insurance…Do You Know The Many Roles It Can Serve?

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 Life Insurance Market Research Association (LIMRA) and, three in five adults have life insurance, but 61 percent know they don’t have enough insurance, but think they...


A Health Savings Account…Is It Right For You?

For years, Health Savings Accounts (HSAs) were thought of as “the cheap insurance” because consumers paid more out-of-pocket expenses, which resulted in lower premiums for both the consumer and the employer. How do you know if an HSA is a good fit for your medical insurance needs? First, analyze your medical spending habits. Are you a relatively healthy person, or a minimal spender on healthcare? Or, are you on many medications or make frequent trips to the doctor, which would make you a...


I’ll Take Some Guac With That…

Shanna Hutcheson, a registered dietitian, talks about how you can improve your health through what you put in your body. She breaks down the pros and cons of the “fad” diets and detox methods out there today, such as Atkins, Keto, cleanses and Paleo, and why she doesn’t endorse any of them. She also explains that “carb” is not a four-letter word, the right carbs to eat daily and why it’s important to eat them every day. The timing behind when you should eat carbs and how to fuel your body...


Simplifying the Estate Planning Process

The good news is that whether you realize it or not, you already have an estate plan. Every state in the union provides a process that will pass on your assets upon your death, unless you’ve planned otherwise. The bad news is that it may not be the one you want. In our podcast, Simplifying the Estate Planning Process, Brian Leitner and George Fernandez from Mariner Wealth Advisors break down how to make sure your assets are passed on the right people at the right time and the right way....


Travel Hacks To Simplify Your Life

Research indicates that people will spend more time planning a vacation than they do their retirement plan. Why not make it easier? In our podcast, Travel Hacks To Simplify Your Life, guest Shiraz Dalal, a commercial pilot and a travel consultant, shares with host Brian Leitner travel tips and hacks that everyone should be aware of when planning their next vacation. These tips can save you time, money and frustration when you’re trying to book travel, hotels and excursions. Sometimes...


Can Money Buy Happiness?

In our podcast, Can Money Buy Happiness?, host Brian Leitner and guest Dr. Elizabeth Dunn, a professor of psychology at the University of British Columbia, explore the research behind how you spend money and the impact that may have on your happiness. Dr. Dunn will give tips to “happier spending” as well as how to get the biggest happiness bang for each dollar you spend. If you have questions or topics you would like us to cover, please email


Simplify Your Environment; Simplify Your Life

Host Brian Leitner welcomes Kristen Christian and Lisa Foley, the owners of Bee Organized, to this week's podcast. Lisa and Kristen share tips on how being organized can not only help you simplify your life, but also bring peace-of-mind and a calmness to your family or yourself. They offer tips on: Everyone has a relationship with "stuff". Consider if it's a healthy relationship, or one that brings you down. Is it bringing you negative energy or positive? Often, people hold on to "stuff"...


The Tax Cuts & Job Act (TCJA) of 2017: What Does It Mean For You?

At the end of 2017, President Trump approved the 2017 Tax cuts & Job Act (TCJA). The new law includes some of the largest tax changes since 1986 in an effort to simplify the tax code. What does this mean for you and your 2018 filings? This podcast covers the biggest changes and their impact to tax payers, how you should take advantage of the changes, and what you need to be thinking about now when it comes to deductions. Topics covered include: This podcast also includes the pdf 5 Most...


An Introduction To Your Life, Simplified

Our goal, at Mariner Wealth Advisors, is to help you live your best possible life. The Your Life, Simplified podcast will discuss topics that will not only help you make more informed financial decisions, but also address topics that could improve your life in other ways. This might be by hearing from doctors, nutritionist and other professionals. Or, by hearing about favorite travel hacks, how to protect your digital profile, the benefits of being organized, exercise tips, and much...