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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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You’re ready for the unexpected

You’re ready for the unexpected
August 27, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey discuss the importance of planning for the “unexpected”—from sudden household...
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You’re ready for your equity to pay off

You’re ready for your equity to pay off
August 20, 2026
Whitney Reagan sits down with Mariner’s Steve Moyer to tackle the complex world of equity compensation—an “alphabet soup” of...
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You’re ready for whatever comes next

You’re ready for whatever comes next
August 13, 2026
Hosts Whitney Reagan and Daniel Sharkey explore the impossibility of predicting the future and the vital importance of building...
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You’re ready to start investing

You’re ready to start investing
August 6, 2026
Daniel Sharkey from Mariner tackles the age-old question, “Are you ready to start investing?” and provides guidance for those...
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You’re ready to have the “money talk”

You’re ready to have the “money talk”
July 30, 2026
Whitney Reagan and Daniel Sharkey from Mariner sit down to tackle the delicate but essential topic of the “money...
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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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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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Built to last: Mariner at 20

Built to last: Mariner at 20
May 14, 2026
In this special episode, host Whitney Reagan interviews Marty Bicknell , founder, CEO and president of Mariner, to celebrate...
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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

#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
#178

You’re ready for tax help

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September 3, 2026
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