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Money, family and future: The summer money conversation you’ve been putting off

Read time: 4 minutes As calendars slow and families spend more time together on vacation or at gatherings,...
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Insights

You’re ready to buy your first home

You’re ready to buy your first home
July 23, 2026
Daniel Sharkey from Mariner tackles the complex financial reality of buying your first home, moving beyond the thrill of...
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The cash hit the account. Now what?
July 21, 2026
Read time: 7 minutes The transfer has cleared. The assets you’ve been waiting on for weeks, years or...
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You’re ready to save for college

You’re ready to save for college
July 16, 2026
Hosts Whitney Reagan and Daniel Sharkey tackle the financial pressures of graduation season, demystifying the path to funding higher...
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Are you ready for your dream vacation?

Are you ready for your dream vacation?
July 9, 2026
Hosts Whitney Reagan and Daniel Sharkey dive into stretch goals and “once-in-a-lifetime” trips, from a South African safari to...
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Ramifications of Iran war
July 1, 2026
Read time: 9 minutes The quest to keep nuclear weapons out of the hands of Iranian leaders has...
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A new Fed, familiar market dynamics
July 1, 2026
Read time: 8 minutes The S&P 500 finished June down 2.9%, but still closed the second quarter with...
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Retiring early? How will you fund it?
June 30, 2026
Read time: 4 minutes If you want to retire early, you’ll need a strategy for which accounts to...
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Your estate plan was built for a different tax law: Does it still fit?
June 29, 2026
Read time: 7 minutes Prior to One Big Beautiful Bill Act (OBBBA), which was signed into law on...
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Before acting on tax news, ask three questions
June 29, 2026
Read time: 5 minutes If you’re like many Americans, you may feel overwhelmed by the sense of urgency...
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Tax friction for high earners: The hidden levers that change outcomes
June 17, 2026
Read time: 7 minutes Higher earners often face tax friction due to layered surtaxes, income phaseouts, investment rules...
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Financial equality at home: A practical guide to share visibility and decision-making
June 16, 2026
Read time: 6 minutes Navigating today’s complex financial landscape can be challenging for anyone, but women face additional...
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The nanny tax: Tips to help high-net-worth families manage caregiving costs 
June 4, 2026
With fast-paced demands pulling them in different directions, high-net-worth (HNW) families increasingly rely on professionals to support the  caregiving...
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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

#172

You’re ready to buy your first home

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July 23, 2026
#171

You’re ready to save for college

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July 16, 2026
#170

Are you ready for your dream vacation?

 Listen Now >
July 9, 2026
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