show episodes
 
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
 
What would a law firm built by the founders of Disney, Four Seasons, Amazon, and Zappos look like? Lawyers (and other professionals) aren't in the same "service" industry as those companies, but that doesn't mean we can't benefit from employing their rigorous service mindsets. We give you inspiration and tactics to smooth out your processes, bolster your reputation, and increase your revenue - every episode of Five Star Counsel has actionable tips for you to build the firm that clients rave ...
 
Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
 
Your Money Momentum delivers information on personal financial planning, investing, and wealth management with our engaging hosts, Certified Financial Planner™ Professionals Tom Kennedy and Kevin M. Curley, II from Global Wealth Advisors in Texas. Every other Friday, Tom and Kevin will bring you 30 minutes of discussion, strategy, and practical advice aimed at building momentum with your money. We’ll bring you market observations and interviews showcasing real-life examples to help you accum ...
 
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show series
 
In the headlines edition of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss a variety of headlines including interest rates, commercial real estate, global banks and Credit Suisse. They also revisit headlines over the last couple of weeks ago. Find it Fast in the Headlines Edition: Central…
 
Medicare is another cost to consider during retirement. How do you get the most value out of your Medicare package? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Tim Mickelson, Medicare specialist. They’ll discuss the costs associated with each part and working with an insurance agent. They’ll also cover t…
 
Our show has tackled client service by framing it around one big question: "What would a firm created by the founders of Disney, Amazon, and Four Seasons look like?" Today we try to summarize our Five Star Bootcamp by answering that question. Building a law firm requires starting with the business foundations of mission, vision, and values. The mis…
 
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be right for you. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Tim Mickelson, Medicare specialist. They’ll discuss the basics of Medicare, including Part A, B, C and D, costs, signing up for…
 
In this episode Ben and Steven discuss foundational principles that every tax payer should be aware of but was likely never taught. Taking ideas right out of Steven's new book, "Don't Get Killed on Taxes", the Least Boring Tax Podcast will teach you a few things you need to understand to get started on making your own tax plan. http://bit.ly/3Ths1U…
 
Investors are wondering just how safe their money is. With the recent news unfolding, we’ve been fielding numerous calls since late last week about the failing banks including Silicon Valley Bank (SVB) and Signature Bank. In episode 59 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the b…
 
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can be complex. Michael MacKelvie, wealth advisor, is joined by Carolyn Moriarty, wealth advisor, to break down bonds, their structure, how they work within your portfolio and if you should consider investing in bonds…
 
As investors grow weary of getting spurred by the Fed, they’re wondering if the pain will continue with the housing industry. In episode 58 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the housing market, where it’s headed, and dig their heels in for another rip-roaring Central Bank …
 
50% of adults will need long-term care at some point in their life, and this can have major impacts on your emotions and financial plan. Dr. Christina Lynn, practice management consultant, joins this episode of Your Life Simplified to share how to discuss aging and long-term care with your parents, what emotions this may bring, how much to plan for…
 
The least boring tax podcast hosts are back to talk about where we find ourselves in the annual tax filing season. Steven shares a recent example of a "love letter" he is helping a client with from the IRS and shares best practices for taxpayers who end up getting their own letter from the IRS. As always Ben and Steven dive into a listener question…
 
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement in place. On this episode, Valerie Escobar, senior wealth advisor, hosts, Julia Rodgers, CEO and Co-Founder of HelloPrenup, who shares ways you can approach this topic with your partner, how to have that conversation and ways that you can h…
 
How do you handle client-facing mistakes? As much as we try to avoid them, mistakes are inevitable, even for us perfectionist attorneys. And because they are inevitable, attorneys need to have a plan for how to respond when they happen. My experience working at the Four Seasons provided a great framework for how to deal with mistakes, using "glitch…
 
Check out the personal finance edition. In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the retirement age, marriage and money, and what economists get wrong. You’ll also get a visit from Nostra-Thomas and discussion on whether GM buying a lithium mine and facial recogn…
 
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up causing more strife and costing more in the long run. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and hosts guest, Julia Rodgers, CEO and Co-Founder of HelloPrenup. They discuss what is a pren…
 
In this episode Ben and Steven share insights and takeaways from Steven's new book, Don't Get Killed on Taxes (available now on Amazon). Ben and Steven focus on common "myths" that taxpayers incorrectly believe and how to change your mindset around these crucial areas. The Least Boring Tax Podcast hosts also tackle a listener question about the tax…
 
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So, how should investors with an IRA manage this and what should beneficiaries do with their inherited IRA? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share strategies investors may consider with their IRAs.…
 
Is this the rally investors have been hoping for or should we continue to exercise caution? In episode 56 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II review market activities over the past month and discuss any potential rally conditions for the months to come. They also offer their bold pr…
 
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save for retirement. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, detail important changes in SECURE 2.0 Act that may affect your retirement savings. They’ll discuss req…
 
In this episode, Ben and Steven sit down to chat about important dates, key documents, and all kinds of things that you need to know while preparing your tax filings for the year. You will get to hear why filing early isn’t necessarily encouraged and what they recommend when it comes to timing your filing. You can find all show notes for this episo…
 
In celebration of Your Life Simplified’s 100th episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, look back at the last 100 years in finance and the markets. While history doesn’t provide a perfect roadmap for the future, it can teach us useful lessons about bear markets, industry trends, risk and the economy.…
 
There's a common misconception and fear we see in attorneys. Attorneys can fall prey to thinking that becasue they're well-paid and well-respected, they don't need to think about making their service better. Many risk-averse, pessimist, perfectionist attorneys simply fear the potential failure that comes with change and growth. Neither of these is …
 
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss mistakes that can be made when investing in a Roth IRA and how to avoid them. Topics discussed include spousal contributions, Roth 401k options, the 5-year…
 
If there is one thing for certain, it is that change is here to stay in tax. Staying informed about the changes in compliance rules and updates to legislation is essential, but it is also, at times, exhausting. Luckily Steven and Ben have rounded up the latest tax law changes so that you can stay informed, remain a trusted source to clients and col…
 
On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by special guest, Brett Kunshek, head of options. They break down what an option is and dive into risk mitigation, generating income and return enhancement. They’ll also cover areas of frustration for investors and examples.…
 
Investors are wondering what’s on the horizon with Secure Act 2.0. In episode 55 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II chat about the effects of Secure Act 2.0 on RMDs, 529 Plans, and Roth conversions. Unpack even more information as they discuss whether the Fed is pivoting on rates, …
 
Now that you have addressed your standards, and you've implemented processes that should lead to those standards being met, how do you make sure your firm is hitting your standards on an ongoing basis? Standards won't do much for you if they're never being met. I'll walk through the ways you can think about consistency in your service, ways to meas…
 
In episode 54 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II revisit the pain of 2022 and make some bold predictions of their own for 2023. Definitely worth a listen for Tom and Kevin’s hot takes as they discuss the housing market, gold, whether a wealth tax will make the rounds, and crypto. F…
 
Now that we've discussed the components of our firm's service, it's time to think about how we measure successful service. Setting these standards not only helps you track that everything is happening correctly, but helps your employees know if they're doing a good job. Most importantly, it helps ensure a consistent and high-quality experience for …
 
To kick off the new year, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share financial goals and new year’s resolutions you may want to set in 2023. From retirement planning to estate planning and gifting, we cover ways to help you achieve your goals.By Mariner Wealth Advisors
 
Moving into a new year feels like a fresh start for many reasons, and it’s always a good time to reflect, assess, and plan. As 2022 transitions into 2023, Ben and Steven have been working on business planning and will share some of that in this episode. They’ll dive into the “why” that brought them together, how they plan to help their audience wit…
 
In episode 53 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II dissect the signs of recession including the market, the potential for a housing crash, and the Fed’s loss of credibility. They also give their year in review and thoughts on the Russia-Ukraine war, the potential end of Donald Trump’…
 
With only a few weeks left in the year, make sure you check everything off your financial list. On this episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor provide an end of year wealth planning checklist, which includes areas like retirement planning, Required Minimum Distributions and gifting.…
 
Capital gains tax rates have been the subject of multiple questions coming in lately, so today Steven and Ben will be sharing tips and insight to help clear up any confusion. From the seemingly tricky parts of selling stock to where people often slip up, you'll hear about the areas where you really need to pay attention and do some planning when it…
 
We've built the pieces of the machine for great service, but now it's time to focus on the fuel - your employees. People are the most important thing in your business, and we can't skimp on it. I break this episode down into two main parts: how to hire and how to train and manage. The most crucial single point is in your hiring process - most law f…
 
In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, continue their conversation about financial conflicts between spouses. Topics discussed include tips for managing spousal differences as an advisor, suggestions for spouses when talking about financial conflict…
 
Have you progressed beyond the dark ages of stodgy, antiquated law practice? If you're listening to this show, I bet you have, but has your service delivery fully embraced the current experience economy? What does that even mean? Our guest, Joe Pine, is here to explain. Joe is a distinguished author, speaker, and management advisor. We focus our ta…
 
Many investors are wondering if they can look for stability in the 60/40 portfolio again, or if they should continue to hit pause on the fixed-income market. In episode 52 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer a detailed look at the end-of-year numbers, the fixed income market a…
 
Tax planning should be something that is looked at throughout the entire year. However, as the end of the year approaches, now is a particularly good time to review your finances and take advantage of any tax planning opportunities that may be available for you. So, in this episode, Benjamin and Steven will be sharing some tax tips to consider and …
 
In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, dive into the topic of financial challenges between spouses including divorce, overspending and how wealth advisors and clients can communicate during this difficult time.…
 
Now that we've laid the groundwork for building great service, and talked about how to avoid pitfalls, we should really define the scale that we're grading service on. We are, after all, the Five Star Counsel Podcast! So what makes a "Five Star" experience? I'll give some detailed examples of what goes into an exemplary, five star experience for a …
 
In preparation for Thanksgiving, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share what they are grateful for. Each discusses one thing in the financial industry and one personal thing they are cherishing this season. Listen to hear more about their gratitude for compounding interest, investments and financial pla…
 
There are a lot of things to think about as the year comes to a close—things that could make your taxes easier or more complicated. In today’s episode, Ben and Steven share their insight on how to get ready for the year-end when it comes to tax planning. You will hear about shadow taxes and other areas that will affect your end-of-year finances and…
 
Many investors are wondering if there is any correlation between recession indicators. In episode 51 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer a detailed discussion on equities, commodities, fixed income, interest rates, jobs, and the potential for earnings revisions. They also chat…
 
Before we dive deeper into what service is, let's take a look at what service ISN'T. I like to classify these distractions, marketing ploys, and wow-factor missteps as Red Herrings. This is something that you give to your client that doesn't actually move the needle for them. Your law firm isn't a procurement agent, so don't buy stuff for clients t…
 
Thinking about taxes isn’t the most fun thing in the world, and most people like to put off all thoughts of it until February or later. In this episode, Steven and Ben weigh in on why they think it’s so important to do your tax planning before the end of the year. Listen in to get the scoop on how you can make the best decisions for your money and …
 
Many investors are wondering if things could possibly be worse or if the election will improve the market. In episode 50 of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the International Monetary Fund bailouts of sovereign debt, the strength of the dollar, mergers and acquisitions and d…
 
What does it mean to have "your process"? How do you make sure that everyone on your team knows what to do, and when to do it? We're getting in the weeds on how to set up your practice so you know what's happening with all of your clients, at a glance. The reason we're spending the time on this is to make sure that everybody on your team knows wher…
 
In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and special guest Joe Reynoldson, associate wealth advisor, get into the spooky seasons spirit by discussing five financial decisions that can haunt you and tips to avoid making these mistakes.By Mariner Wealth Advisors
 
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