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Life is hectic. And while we all have dreams of simplifying our lives, it is not easy. Our podcast is here to help. It focuses on topics that can help make your life easier -- from finances...
In this episode, hosts Whitney Reagan and Dan Sharkey unpack a timely question: how do you know when you're ready for a wealth advisor—and s...
In this hopeful and deeply personal conversation, Whitney Reagan speaks with Jenny Danaher, founder of Grief to Joy Coaching, about rebuildi...
In this kickoff episode of 2026, hosts Dan Sharkey and Whitney Reagan reset the conversation around financial planning with a practical, lev...
Leadership isn't defined by a job title—it's shaped by the experiences, values and people who influence our path. In this episode, host and...
In this inspiring conversation, host Whitney Reagan talks with Mariner's Chief Operating Officer, Cheryl Bicknell, JD, LL.M , explore leader...
Host and Senior Wealth Advisor Dan Sharkey sits down with Mike Welker, CFA® , head of Mariner Institutional, to explore how Mariner collabor...
When much of your wealth is tied to a single stock—especially your employer's—you face both opportunities and risks. In this episode, S enio...
What does it mean to liberate greatness —and how can reflection, coaching and self-awareness help you get there? Whitney Reagan, senior weal...
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey , senior wealth advisor...
Networking isn't just for job fairs and LinkedIn—it's a part of everyday life. Whitney Reagan , senior wealth advisor, and Gaylyn McGregor ,...
In this episode of Your Life Simplified, host Michael MacKelvie , senior wealth advisor, talks with Kurt Schindler , senior wealth advisor,...
In this episode of Your Life Simplified, host Whitney Reagan , senior wealth advisor, and Christina Lynn , director, wealth strategist, dive...
Most parents' goal for their children is to be financially independent once they leave the nest. So, how do they get there? Whitney Reagan ,...
Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan , senior wealth advisor, and Christin...
In this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, and Tom Tilley , managing director, mergers & acquisitions,...
On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Jessica Nelson , senior wealth consultant, to...
In this episode, Daniel Sharkey , senior wealth advisor, sits down with Breanna Seech , senior wealth advisor, to explore the strategy of po...
Join hosts Whitney Reagan , senior wealth advisor, and Daniel Sharkey , senior wealth advisor, as they discuss direct indexing. This episode...
On this episode of Your Life Simplified, Whitney Reagan , senior wealth advisor, is joined by Jeff Krumpelman , chief investment strategist....
In this episode, Michael MacKelvie , wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio and sh...
On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Sandy Pourcillie , head of fixed income. They...
Do these financial mistakes have you spooked? They don't have to. Whitney Reagan , wealth advisor, and Daniel Sharkey , senior wealth adviso...
Scott Luhnau , vice president of multi-generational wealth planning, joins Dan Sharkey , senior wealth advisor, on this episode of Your Life...
On this episode of Your Life Simplified, host Daniel Sharkey , senior wealth advisor, is joined by Scott Luhnau , vice president of multi-ge...
On this episode of Your Life Simplified, hosts Whitney Reagan , wealth advisor, and Daniel Sharkey , senior wealth advisor, continue their d...
Family meetings may sound daunting and challenging but they don't have to be. Hosts Whitney Reagan , wealth advisor, and Daniel Sharkey , se...
College is expensive, so you should never pay full price. Hosts Michael MacKelvie , wealth advisor, and Daniel Sharkey , senior wealth advis...
Young Professionals: Now that you're past the basics of financial planning, what should you be thinking about as you continue building your...
Should I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of h...
Tax season may be over, but that doesn't mean we're done tax planning. Jennifer Kohlbacher, director of wealth strategy, joins Michael MacKe...
Cash balance plans are often understood but can be a win-win for tax savings and retirement planning. On this episode of Your Life Simplifie...
Want to teach your child about investing? It can be difficult to know where to start and even how to answer their questions. Hosts Michael M...
It's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and g...
IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just about everybody. On this episode of...
No one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning...
What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie , wealth advisor, is joined by...
Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it comes to being financially prepared. T...
The one constant in life is change, and the markets are no exception to this, which leads to a familiar question for many investors. When sh...
Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies and how they portray the financial i...
In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we'll continue that discussion and dive deeper into A...
In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options (ISOs) work and the...
As we near the end of the year, what is it that you should be doing to minimize taxes and make sure that you've got your financial world org...
As an executive, you probably have some time of restricted stock or security in your compensation. But what is right for you and your portfo...
In today's digital age, cybersecurity has become more important than ever. With cybercrime on the rise, it's crucial to know how to protect...
On this episode of Your Life Simplified, Michael MacKelvie , wealth advisor, is joined by special guest, Brett Kunshek , head of options and...
With flexibility and connectivity in today's world, many are excited by the idea of moving abroad and traveling; however, with that comes co...
We may not be at the end of the year yet, but now is the time to start end-of-year tax planning. Valerie Escobar , senior wealth advisor, an...
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Jake Kern , managing director and senior wealth adviso...
For many, they've become wealthy because of their focus on saving. They've spent their entire lives being disciplined and saving money. Then...
While we can't look into the future, each year, we feature a webinar that peers into a crystal ball and shares what we expect to see from th...