show episodes
 
Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
 
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
 
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show series
 
After spending years building up a business, many people may hesitate when it comes time to sell off an asset that has become precious to them. Denise Logan, author of The Seller’s Journey, discusses aspects of selling a business and how this transaction goes much deeper than just monetary value. She shares experiences such as what can cause a deal…
 
From family fun to competitive atmospheres, golf is a game that can be enjoyed by a wide variety of audiences. Not just a leisure activity, golf can have both physical and mental health benefits as well. For this episode, we invite pro golfer turned wealth consultant, Kevin Ward, to join us and share his knowledge of the game as well as tips for im…
 
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 …
 
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 Fenar…
 
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 …
 
In this episode of the Expert Perspectives podcast, sponsored by Practifi and hosted on ThinkAdvisor, we’ll hear highlights from the March 31st presentation titled, How to Use Tech to Turn Volatility into Stability and Scalability. As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent investi…
 
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.…
 
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 Wealth Advisors, suggests a …
 
In this episode of the Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the November 12th presentation titled, 4 Business Growth Strategies Advisors Should Consider. It’s always a goal of advisors to take their business to the next level – but how can that be done purposefully and successfully? Fou…
 
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 Justin Richter of Mariner Wealth Advi…
 
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 mistakes and opportunities he …
 
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 mistakes he has encountered with review…
 
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 after age 65, to finding an insura…
 
In this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions. As a financial professional, you help your clients plan for their future – but are you thin…
 
In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we’ll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience. New digital technologies – social, mobile, analytics and cloud – continue to create fundamental shifts in cl…
 
The market has been a wild ride in 2019, and the volatility in price swings and investor psychology isn’t letting up. Despite current popular opinion that recession is imminent, we are reading the signs differently. Jeff Krumpelman, chief investment strategist of Mariner Wealth Advisors joins the show to discuss how he and his team views the market…
 
Women often take a backseat when it comes to long-term financial planning. They’re busy juggling family, career and professional goals, but it’s imperative that women take charge of their financial futures too. Jana Shoulders of Mariner Wealth Advisors joins us to discuss the importance of women being educated about their finances and finding a wea…
 
Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone advocating for you when it comes time to look at how to split your finances. We invite Megan Brozowski of Mariner Wealth Advisors to discuss how having an advisor, and specifically a Certified Divorce Financial Analyst®, can alleviate the burd…
 
Since their introduction, opioids have been an effective tool in pain management for many. Unfortunately, they have also been the path to powerful addiction for others. According to the Centers for Disease Control and Prevention, 130 Americans die every day from an opioid overdose. Dr. Chris Jenson, a former ER doctor who spent time with the CDC an…
 
As we grow older, we will all need to make choices regarding senior living. Whether you’re making decisions for your parents, a spouse, yourself or other loved ones, it is important to have a clear understanding of the housing options available. Choices can range from facilities with assisted living services or memory care to continuing care retire…
 
It’s no secret higher education tuition costs are rapidly rising. So when it comes to college planning your mind likely goes right to dollar signs. But there’s more to planning for college than just finances. Cozy Wittman of College Inside Track goes beyond loans and scholarships for an in-depth discussion on college planning considerations you may…
 
Many of us have heard the adage about location being everything when it comes to real estate, but what else should you be thinking about? We invite real estate agent Mike O’Dell on to the show to discuss key decision points from both the buying and selling side. From strategic approaches on coming in with an offer on the buy side, to how to handle …
 
When it comes to filing your taxes, the rate at which your income is taxed can vary based on the state in which you live, or where your domicile is. In this episode, we invite Adam Kotz of Mariner Wealth Advisors to discuss how the IRS determines your domicile and things to keep in mind when you move to a different state. Additionally, we dive into…
 
New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a tax consultant to help you file? Along with discussing the key differences in this selection, Ryan Drake and Erin Alexander of Mariner Wealth Advisors break down how filing has changed in the first year after the tax law update, and how that may impact the…
 
Financial windfalls come in a variety of forms, from winning the lottery to receiving an inheritance or even selling a business. Regardless of the sort of windfall received, there are some key pieces to keep in mind. On this episode, we ask Suzanne Wheeler of Mariner Wealth Advisors to share what she feels to be important considerations when handli…
 
We know that it is sometimes difficult to stick to those New Year’s resolutions, whether they be related to diet and exercise or saving and spending. So, we have invited George Fernandez and Andy Garrison of Mariner Wealth Advisors to have a conversation about what they are thinking about when planning financial goals for the year. Those planning t…
 
According to Game Plan Experts, there are, on average, 76,000 people killed and 174 billion dollars in average annual losses because of natural disasters every year. These numbers are so high because many people are not prepared for emergency situations like hurricanes, fires, tornadoes, flooding, earthquakes and other extreme weather. Today we inv…
 
Throughout the life of our podcast, we have been asking you to send in any questions or thoughts you might have that you would like us to cover. In a segment we’re calling Mariner Mail, we have gone through some of these financial questions and invited Scott Voss and Jadin Winberg from Mariner Wealth Advisors to help answer them. Questions answered…
 
According to the Bureau of Labor Statistics, American households spend approximately $500 a month on their automotive transportation. Over a 60-year period of time, that equates to roughly $360,000 – not a small expense by any means. And, let’s face it, buying a car can be overwhelming. In this podcast, our guest expert, John M. Vincent, an automot…
 
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…
 
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 imp…
 
This is Episode 6, the last episode in our Investing Strategy series, and it’s called, Misbehavioral Finance: How Emotions Ruin Investing Outcomes. We talk with Dr. Ted Klontz, of Klontz Consulting Group, an associate professor at Creighton University and professional consultant for major entertainment management groups. Klontz has authored or co-a…
 
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 Associa…
 
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 he…
 
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, t…
 
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