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Whitney Your Life Simplified

Teach Your Child to Be Financially Independent

Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do...
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Insights

Respect Rising Risk and Volatility, but Hold Your Ground

April 7, 2025
Read time: 14 minutes Stock price behavior felt a little crazy in March, sort of like the madness...
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Recession Not on Immediate Horizon

April 7, 2025
Read time: 7 minutes Dr. Bob Dieli, who now owns and manages his own economic advisory firm, and...
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Optimize Retirement Assets Through Tax-Efficient Withdrawals

April 4, 2025
Read time: 8 minutes How long will your retirement savings last? The answer may depend on the order...
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Raising Financially Savvy Children

Raising Financially Savvy Children

April 3, 2025
Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan , senior wealth...
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Creating a Family Mission Statement

April 2, 2025
Read time: 4 minutes Family wealth is like a comfortable vehicle with plenty of range: It can take...
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Navigating and Controlling the Sale of Your Business

Navigating and Controlling the Sale of Your Business

March 20, 2025
In this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, and Tom Tilley , managing director,...
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Buy-Sell Agreements: Understanding the Basics

March 6, 2025
Read time: 5 minutes What makes for a successful business partnership? Clear communication, shared goals and mutual respect...
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Stay Active and Healthy in Retirement

March 6, 2025
Read time: 3 minutes For new retirees, having a wide-open calendar can feel like unbounded freedom. But while...
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Economic Outlook: Update: Three Yards and a Cloud of Dust

March 6, 2025
Read time: 9 minutes I delivered my core 2025 economic outlook late in 2024, suggesting that we would...
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Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!

March 6, 2025
Read time: 12 minutes 2025 has simply been boring and status quo, right? There’s not much going on...
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Lead with Confidence: Leadership & Mentorship Advice

Lead with Confidence: Leadership & Mentorship Advice

March 6, 2025
In this episode of Your Life Simplified, host Whitney Reagan , senior wealth advisor, sits down with Jennifer Hanau...
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Estate Planning on Your Level

Estate Planning on Your Level

February 20, 2025
On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Jessica Nelson ,...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#157

Teach Your Child to Be Financially Independent

 Listen Now >
April 17, 2025
#156

Raising Financially Savvy Children

 Listen Now >
April 3, 2025
#155

Navigating and Controlling the Sale of Your Business

 Listen Now >
March 20, 2025
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