Navigating Your Financial Future

by Tully McCoy

Navigating Your Financial Future
  • Language: eng
  • Episodes: 8
  • Last: 10 Aug 2017
Helping you reach your financial goals today, tomorrow and in the future is our mission. Our advisors will offer tips and advice to help you navigate your financial future. Geared toward the high-net-worth consumer, our podcast is geared to circumstances you may have regarding your wealth, leaving a legacy for the next generation and general wealth advice including tax and risk management.

Episodes (8)

  • Long-Term Care: Having The Difficult Conversation With Your Parents & Siblings
    Long-Term Care: Having The Difficult Conversation With Your Parents & Siblings
    Play
    Published: 10 Aug 2017 Duration: 17:30
    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 bee... Read more →
    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 bee... Read more →

  • What I Wish I Knew Before Going To College
    What I Wish I Knew Before Going To College
    Play
    Published: 17 Jul 2017 Duration: 19:17
    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 discus... Read more →
    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 discus... Read more →

  • Financially Weathering an Emotional Life Transition
    Financially Weathering an Emotional Life Transition
    Play
    Published: 6 Jun 2017 Duration: 14:20
    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 Financiall... Read more →
    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 Financiall... Read more →

  • College Savings Plans
    College Savings Plans
    Play
    Published: 12 May 2017 Duration: 19:58
    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 wea... Read more →
    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 wea... Read more →

  • Values-Based Investing
    Values-Based Investing
    Play
    Published: 17 Apr 2017 Duration: 16:36
    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 co... Read more →
    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 co... Read more →

  • What Implications Could President Trump Have On My Taxes
    What Implications Could President Trump Have On My Taxes
    Play
    Published: 28 Mar 2017 Duration: 09:14
    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.
    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
    RMDs & Generating A Paycheck During Retirement
    Play
    Published: 21 Feb 2017 Duration: 20:17
    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.  
    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
    Making The Most Of Your Exec Comp
    Play
    Published: 13 Feb 2017 Duration: 08:26
    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 ea... Read more →
    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 ea... Read more →