Podcast appearances and mentions of brian leitner

How do you give someone the Ritz Carlton experience? We're joined by Brian Leitner, Head of Mariner Platform Solutions, Mariner Wealth Advisors, an RIA based in Kansas that's grown to over $50 billion in assets. We dive into how advisors can build more engaged prospect and client bases, including a cohesive referral network and a more influential COI roster. For more: https://marinerplatform.com/

Brian Leitner, Head of Wealth Management at Mariner Wealth Advisors, joined us on the podcast to kick-off our special Mariner Wealth Advisors podcast series.In this series, we'll be joined by team members at Mariner Wealth Advisors to discuss wealth management fundamentals including stock market forecasts, financial planning, estate planning, optimizing tax strategies and more.Does Mariner sound familiar? Our sister company, ReAllocate, partnered with Mariner Wealth Advisors to give investors the ability to access teams dedicated to helping you build a real estate portfolio based on your personal investment roadmap and financial goals.If you'd like to learn more about how ReAllocate + Mariner Wealth Advisors can help you head to— BuildMyRoadmap.com.LinksLearn more about about Mariner Wealth Advisors at: https://www.marinerwealthadvisors.com/Check out content produced by Mariner Wealth Advisors at: https://www.marinerwealthadvisors.com/insights/

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.

Whether it is a government-issued, stay-at-home order, an unavoidable crisis or market turmoil, sometimes it can feel like control is out of your hands. In this episode, Brian Leitner and Scott Sturgeon discuss what you can do from the comfort of your home, in any situation, to help regain some sense of normalcy. 

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 high spender. What are your views on investing? An HSA is an investment too. It’s designed to be a long-term investment. You can invest the funds in the account so they have the opportunity to grow. If you can afford it, let that account grow and pay cash out of pocket for your medical expenses. This podcast, with host Brian Leitner, will walk you through the pros and cons of an HSA, simplifying the decision on if it is right for you. Questions for our host? Email us at podcast@mainerwealthadvisors.com

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. They take the legal-speak out of the discussion and make it simple. This podcast provides information to help ensure your wishes regarding your assets are considered…and simplifies the entire process. If you have questions or topics you would like us to cover, please email podcast@marinerwealthadvisors.com

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 getting started with the planning is the hardest part. Shiraz also discusses seasons you should travel, when to use a travel agent and when to “do it yourself.” If you have questions or topics you would like us to cover, please email podcast@marinerwealthadvisors.com

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 podcast@marinerwealthadvisors.com

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 more.  In addition, we want to answer your questions and discuss what you want to hear. You can email topics or questions to podcast@marinerwealthadvisors.com and our host, Brian Leitner will address them in the future. 

Brian Leitner, co-owner of Nettie's Crab Shack, shares the right and wrong ways to eat Dungeness crab. Leitner sees hundreds of crabs eaten at this time of year (it's currently Dungeness Crab Week in San Francisco), and he's watched customers do many wrong things: leave the best bits behind in the body, avoid the crab butter (a delicacy for some), and crack the shell into the meat. He wants us to do the right things: use the mallet to gently crack the body, use the tip of the claw as a digging tool, and always get the hidden meat out.