Mark Vlasic, former NFL quarterback and a senior wealth advisor at Mariner Wealth Advisors, shares with host Tully McCoy his first-hand experience of having to discuss long-term care with his parents. His dad had fallen ill, his mom had been di

What I Wish I Knew Before Going To College

Jul 17th, 2017 19m 17s

Navigating Your Financial Future host Tully McCoy, discusses a topic that both students and parents can relate to...What I Wish I knew Before Going To College. Mariner Wealth Advisor interns, Abigail Pope, Nolan Keim and Alex Urbanek discuss wh

Financially Weathering an Emotional Life Transition

Jun 6th, 2017 14m 20s

Suzanne Wheeler, CFP, AIF, CeFT, is a partner in the Tulsa, Okla., Mariner Wealth Advisors' office. She is the only wealth advisor in the the state of Oklahoma to achieve the special Certified Transitionist certification. In the Financially We

College Savings Plans

May 12th, 2017 19m 58s

Cory Allen, wealth advisor at Mariner Wealth Advisors' Manasquan, NJ office, discusses with host Tully McCoy the most common questions he hears in regards to paying for higher education. There are tax considerations, as well as overall wealth

Values-Based Investing

Apr 17th, 2017 16m 36s

Chad Hamilton, vice president of practice management resources at Mariner Wealth Advisors, discusses with host Tully McCoy how, at a certain level, we all invest according to our values. For instance, few people would willingly invest in compan

What Implications Could President Trump Have On My Taxes

Mar 28th, 2017 9m 14s

Rob Crigler, managing partner at Mariner Wealth Advisors, discusses what you need to know about President Trump's proposed tax changes and the impact they could have on your income taxes.

RMDs & Generating A Paycheck During Retirement

Feb 21st, 2017 20m 17s

Host Tully McCoy is joined by senior wealth advisor Patrick Richter as they discuss required minimum distributions (RMDs), including managing income in retirement and how to generate a "paycheck" when you are retired.

Making The Most Of Your Exec Comp

Feb 13th, 2017 8m 26s

Jeff Couch, senior wealth advisor with Mariner Wealth Advisors, specializes in providing financial plans for executives. In this podcast, he discusses non-qualified stock options, performance-based compensation, exercising stock options early

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