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Why the SECURE 2.0 Act Matters More Than Ever

On this episode of Your Life Simplified, host Daniel Sharkey , senior wealth advisor, is joined by Scott Luhnau...
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Insights

Employment Picture Steady, Consumer Confidence a Question

October 2, 2024
The Federal Reserve lowered the federal funds rate by 50 basis points (bps) last month. This is the first...
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September Fed Rate Cut Melt-Up: Warranted—or Prelude to an October Meltdown?

October 2, 2024
Statler (S): That was the worst thing I ever heard! Waldorf (W): It was terrible! S: Horrendous!...
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SLATs: A Marriage of Tax Benefits and Flexibility

September 27, 2024
An irrevocable trust can be a powerful estate planning tool, allowing households to reduce estate tax liabilities, shelter assets...
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The Dec. 31 Deadline for RMDs: What You Need to Know

September 27, 2024
With the end of the year approaching, it’s time to make sure you’ve taken, or have a plan to...
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Set Your Family Up for a Successful Family Meeting

Set Your Family Up for a Successful Family Meeting

September 19, 2024
On this episode of Your Life Simplified, hosts Whitney Reagan , wealth advisor, and Daniel Sharkey , senior wealth...
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The Value of a Family Meeting

The Value of a Family Meeting

September 5, 2024
Family meetings may sound daunting and challenging but they don’t have to be. Hosts Whitney Reagan , wealth advisor,...
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In The End, Rational Thinking Prevails. We’re Maintaining Our Constructive Thesis.

September 4, 2024
“It doesn’t matter how smart you are unless you stop and think.”                   —Well-known economist Thomas Sowell Nothing...
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GRATs: Understanding a Popular Estate Planning Strategy

September 3, 2024
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,610,000 per...
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A Look Down the Passageway: New Room Coming Into Focus

September 3, 2024
All who have followed my writings over the last two years recognize the “Passageway” theme. It is a thematic,...
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Charitable Giving Strategies: Preserving Wealth While Making a Difference

September 2, 2024
Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority....
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Choosing a Guardian and Trustee

August 30, 2024
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Financial Strategies for Life-Changing Events

August 30, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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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

#145

Why the SECURE 2.0 Act Matters More Than Ever

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October 3, 2024
#144

Set Your Family Up for a Successful Family Meeting

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September 19, 2024
#143

The Value of a Family Meeting

 Listen Now >
September 5, 2024
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