Navigating Your Financial Future

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 diagnosed with dementia, and Mark and his siblings lived hours away from his parent's home town. Mark walks listeners through the steps he and his siblings took to learn more about the long-term care options available for his parents, decide which option is best and then convince his dad to make the change.  It's a conversation that all too frequently is delayed until it's almost too late. Mark willingly discusses what he wishes they would have done differently, what they learned and what you should know.

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 what caught each of them off guard when they started college. They also discuss finances in college, creating a budget, expenses they hadn't considered and working while in school. This is a topic of importance for both your soon-to-be college freshman and parents. It's a podcast that both can benefit from, utilizing the topics to create discussions of your own prior to your student heading off to college.  

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 Weathering an Emotional Life Transition podcast, Suzanne discusses with host Tully McCoy how, when money changes hands, life changes as well. Through her experience in helping her clients through transitions, she has learned that people go through four stages when going through an emotional transition. Those stages are: Stage 1: Anticipation Stage 2: Ending Stage 3: Opportunity Stage 4:The new normal This month's podcast walks through these stages and offers advice on how to financially weather these changes. 

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 goals that should be considered when determining the best way to pay for college. Cory delves into 529 plans, the flexibility and quirks of the plans, and the caps of funding. This podcast will help you understand the rules for funding and distributions to help ensure your 529 plan is used correctly. 

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 companies that engage in criminal or unethical behavior. Warren Buffett once said it takes a lifetime to build a reputation and five minutes to destroy it. That has never been more true than it is today, in the social media age, where a company can very quickly ruin its reputation once its morally irresponsible or deceitful actions become known. Just ask former investors in Enron or Worldcom if values and corporate governance impact bottom-line performance. 

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.

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.  

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 and how to make sure you are making the most of your compensation package.