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Risk awareness and diversification 2.0 taking root 

Read time: 8 minutes The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7% 1...
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Insights

“Three yards and a cloud of dust” revisited: Déjà vu still on track for 2026
March 6, 2026
Read time: 6 minutes We finally have our first view of last year’s fourth quarter GDP growth rates:...
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When financial complexity starts working against you
March 6, 2026
Read time: 6 minutes In recent years, the rapid growth of financial tools, financial influencers, investment types, online...
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Why your tax return matters more after you file
March 6, 2026
Read time: 5 minutes As winter winds down and spring nears, it’s time once again for Americans to...
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Grief to joy: A conversation with Jenny Danaher

Grief to joy: A conversation with Jenny Danaher
March 5, 2026
In this hopeful and deeply personal conversation, Whitney Reagan speaks with Jenny Danaher, founder of Grief to Joy Coaching,...
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Philanthropy and taxes: How giving impacts your return
February 25, 2026
Did you know that philanthropic giving not only benefits the charitable organization, but also may be associated with improvements...
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The overlooked role of insurance in protecting your portfolio
February 23, 2026
Read time: minutes When it comes to establishing and maintaining an investment portfolio, it’s not enough to simply...
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Turning market uncertainty into a planning advantage
February 23, 2026
Read time: 4 minutes Market uncertainty can feel unsettling. Rapid swings, constant headlines and conflicting commentary often create...
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When is the right time to work with an advisor?
February 17, 2026
Very few people graduate school and immediately seek out a wealth advisor. Instead, most people understandably focus on building...
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Déjà vu starting to play out
February 6, 2026
Read time: 14 minutes “Déjà vu confirms a faithful path worth taking.” – T.F. Hodge Folks familiar...
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When to rebalance: Portfolio strategies for long-term wealth planning
February 6, 2026
Read time: 6 minutes Establishing an appropriate portfolio allocation is key to supporting your long-term wealth building potential....
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Tax-smart retirement planning for business owners: Maximizing value during and after your business sale
February 6, 2026
Read time: 9 minutes If you’re like many business owners, selling your business may be the culmination of...
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2026 financial reset: what to prioritize now

2026 financial reset: what to prioritize now
January 22, 2026
In this kickoff episode of 2026, hosts Dan Sharkey and Whitney Reagan reset the conversation around financial planning with...
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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