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Midterms, rates and the fundamentals that matter

September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500...
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Insights

Economic Boom
October 1, 2026
“Never invest in a business you cannot understand.” – Warren Buffett                                                            The quote above comes...
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How much of your business relies on you? A 12-month owner dependence audit
October 1, 2026
Key takeaways Businesses can carry owner dependence risk through customer relationships, undocumented processes and key decisions that...
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How your current income can affect your future Medicare premiums
October 1, 2026
Read time: 6 minutes Key takeaways Medicare premiums are generally based on your income from two...
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You’re ready to start giving while you’re living

You’re ready to start giving while you’re living
September 24, 2026
Hosts Whitney Reagan and Daniel Sharkey explore the concept of “giving with a warm hand” and the impact of...
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Board turnover and fiduciary continuity: How governing bodies can prepare for leadership changes
September 23, 2026
Key takeaways: Board and committee turnover can disrupt institutional knowledge, but planning ahead can help new members...
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Your career is moving forward: Is your financial plan keeping up?
September 17, 2026
Read time: 5 minutes Key takeaways A raise, bonus or job change can be a useful...
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Open enrollment for two-career households: How to compare benefits without starting from scratch
September 17, 2026
Read time: 6 minutes Key takeaways Comparing the full cost and coverage of both plans can...
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You’re ready to protect what you’ve built

You’re ready to protect what you’ve built
September 17, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey explore the importance of risk management and protecting your wealth...
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You’re ready for your second act

You’re ready for your second act
September 10, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey explore the pursuit of a “second act.” They discuss how...
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You’re ready for tax help

You’re ready for tax help
September 3, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey discuss the dive into the often-overlooked necessity of proactive tax...
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Still looking good, but don’t get complacent
September 2, 2026
“You’ve got to know when to hold ’em, know when to fold ’em” – Kenny Rogers, “The Gambler”...
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U.S. economy: Stronger than meets the eye
September 2, 2026
Chance favors the informed mind. – Louis Pasteur My “Déjà vu” 2026 core economic theme has...
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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

#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
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We cover the economy, markets, taxes and more. Hear our views on timely topics.

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