Think Mariner Is Just for Individuals? Think Again.

Your Life, Simplified by Mariner

Oct 14, 202546:37Kids & family

Host and Senior Wealth Advisor Dan Sharkey sits down with Mike Welker, CFA® , head of Mariner Institutional, to explore how Mariner collaborates with a range of organizations. From helping institutions pursue investment...

Related Episodes

Continue listening to more episodes from Your Life, Simplified.

You're ready for tax help

Sep 3, 2026 - 12:38

Hosts Daniel Sharkey and Whitney Reagan dive into the often-overlooked necessity of proactive tax plannin...

You're ready for the unexpected Your Life Simplified

Aug 27, 2026 - 14:43

In this episode, hosts Whitney Reagan and Dan Sharkey discuss the importance of planning for the "unexpec...

You're ready for your equity to pay off Your Life Simplified

Aug 20, 2026 - 18:13

Whitney Reagan sits down with Mariner's Steve Moyer to tackle the complex world of equity compensation—an...

You're ready for whatever comes next

Aug 13, 2026 - 13:28

Hosts Whitney Reagan and Daniel Sharkey explore the impossibility of predicting the future and the vital...

You're ready to start investing Your Life Simplified

Aug 6, 2026 - 13:56

Dan Sharkey from Mariner tackles the age-old question, "Are you ready to start investing?" and provides g...

You're ready to have the "money talk" Your Life Simplified

Jul 30, 2026 - 16:01

Whitney Reagan and Dan Sharkey from Mariner sit down to tackle the delicate but essential topic of the "m...

You're ready to buy your first home Your Life Simplified

Jul 23, 2026 - 13:25

Dan Sharkey from Mariner tackles the complex financial reality of buying your first home, moving beyond t...

You're ready to save for college Your Life Simplified

Jul 16, 2026 - 22:13

Hosts Whitney Reagan and Daniel Sharkey tackle the financial pressures of graduation season, demystifying...