You're ready for tax help
Hosts Daniel Sharkey and Whitney Reagan dive into the often-overlooked necessity of proactive tax planning. They discuss how to recognize wh...
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Your Life, Simplified
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...
Episodes
20 of 182 episodes
You're ready for the unexpected | Your Life Simplified
In this episode, hosts Whitney Reagan and Dan Sharkey discuss the importance of planning for the "unexpected"—from sudden household emergenc...
You're ready for your equity to pay off | Your Life Simplified
Whitney Reagan sits down with Mariner's Steve Moyer to tackle the complex world of equity compensation—an "alphabet soup" of NQs, RSUs and I...
You're ready for whatever comes next
Hosts Whitney Reagan and Daniel Sharkey explore the impossibility of predicting the future and the vital importance of building financial re...
You're ready to start investing | Your Life Simplified
Dan Sharkey from Mariner tackles the age-old question, "Are you ready to start investing?" and provides guidance for those looking to build...
You're ready to have the "money talk" | Your Life Simplified
Whitney Reagan and Dan Sharkey from Mariner sit down to tackle the delicate but essential topic of the "money talk" in relationships, demyst...
You're ready to buy your first home | Your Life Simplified
Dan Sharkey from Mariner tackles the complex financial reality of buying your first home, moving beyond the thrill of online listings to dem...
You're ready to save for college | Your Life Simplified
Hosts Whitney Reagan and Daniel Sharkey tackle the financial pressures of graduation season, demystifying the path to funding higher educati...
Are you ready for your dream vacation? | Your Life Simplified
Hosts Whitney Reagan and Daniel Sharkey dive into stretch goals and "once-in-a-lifetime" trips, from a South African safari to a five-star h...
Built to last: Mariner at 20 | Your Life Simplified
In this special episode, host Whitney Reagan interviews Marty Bicknell , founder, CEO, and president of Mariner, to celebrate the firm's 20-...
You're ready for Mariner | Your Life Simplified
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...
Grief to joy: A conversation with Jenny Danaher | Your Life Simplified
In this hopeful and deeply personal conversation, Whitney Reagan speaks with Jenny Danaher, founder of Grief to Joy Coaching, about rebuildi...
2026 financial reset: what to prioritize now | Your Life Simplified
In this kickoff episode of 2026, hosts Dan Sharkey and Whitney Reagan reset the conversation around financial planning with a practical, lev...
From experience to impact: A leader's journey | Your Life Simplified
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...
Growing forward—insights on leadership and life
In this inspiring conversation, host Whitney Reagan talks with Mariner's Chief Operating Officer, Cheryl Bicknell, JD, LL.M , explore leader...
Think Mariner Is Just for Individuals? Think Again.
Host and Senior Wealth Advisor Dan Sharkey sits down with Mike Welker, CFA® , head of Mariner Institutional, to explore how Mariner collabor...
Concentrated Stock: Strategies to Protect Your Wealth
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...
Leading with Purpose
What does it mean to liberate greatness —and how can reflection, coaching and self-awareness help you get there? Whitney Reagan, senior weal...
The Real Value of a Wealth Advisor
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey , senior wealth advisor...
Networking to Build Connections That Matter
Networking isn't just for job fairs and LinkedIn—it's a part of everyday life. Whitney Reagan , senior wealth advisor, and Gaylyn McGregor ,...