Legacy Planning: Discussing Wealth Transfer with the Next Generation
When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there are a few key con...
Your Life, Simplified
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About
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
5 Tips for Building Wealth: A Guide for the Next Generation
If you or someone you know is just getting started on the financial paths of life, there are many routes to choose and potholes to avoid. We invite a ...
Unleash Greatness: Understanding and Utilizing Leadership Coaching
When looking for ways to improve success within an organization or business, individuals may consider reaching out to a consultant for recommendations...
Tales from the Crypto…Understanding Digital Assets
Blockchain, cryptocurrency, Digital Ledger Technology. These terms are becoming commonplace in the news cycle, on social media and even in casual conv...
On the Road Again…Post-COVID Travel
After being in lockdown for so long, many of us are ready to get out and travel again, especially as mandates are being lifted and precautions loosene...
Taxing Decisions…Relocating to Another State
There are currently nine states that have no income tax, which can be an enticing reason to move to one of them – especially for retirees. But are tax...
Women’s Wealth: Beyond Finances
In the realm of managing finances, there are some key issues that are unique to women. Whether that be considerations around the fact that they statis...
Preparing – and Paying – for College
As students are preparing for their final year of high school and where life may take them after that, many turn their eyes toward going to college. G...
The Hydration Sensation...An Often-Overlooked Key to Wellness
Proper hydration is essential to our overall well-being, especially after being physically active. Whether a professional athlete or a weekend warrior...
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...