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The Real Value of a Wealth Advisor

Your Life, Simplified by Mariner

Jul 10, 202530:48Kids & family

Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey , senior wealth advisor, and Whitney Reagan , senior wealth advisor, talk about how today's advisors do...

About This Episode

The Real Value of a Wealth Advisor is an episode from Your Life, Simplified by Mariner. Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey , senior wealth advisor, and Whitne...

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Published Jul 10, 2025, 30:48 long, audio available.

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What is The Real Value of a Wealth Advisor about?

Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey , senior wealth advisor, and Whitney Reagan , senior wealth advisor, talk about how today's advisors do more than crunch numbers—they guide clients through life's financial decisions, with their goals always leading the way.

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Which podcast is The Real Value of a Wealth Advisor from?

The Real Value of a Wealth Advisor is an episode from Your Life, Simplified by Mariner.

How long is this episode?

This episode is 30:48 long.

When was this episode published?

This episode was published on Jul 10, 2025.

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