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Insights

Growing forward—insights on leadership and life

Growing forward—insights on leadership and life
November 13, 2025
In this inspiring conversation, host Whitney Reagan talks with Mariner’s Chief Operating Officer, Cheryl Bicknell, JD, LL.M , explore...
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Think Mariner Is Just for Individuals? Think Again. 

Think Mariner Is Just for Individuals? Think Again. 
October 14, 2025
Host and Senior Wealth Advisor Dan Sharkey sits down with Mike Welker, CFA® , head of Mariner Institutional, to...
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Concentrated Stock: Strategies to Protect Your Wealth

Concentrated Stock: Strategies to Protect Your Wealth
September 23, 2025
When much of your wealth is tied to a single stock—especially your employer’s—you face both opportunities and risks. In...
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Leading with Purpose

Leading with Purpose
August 14, 2025
What does it mean to liberate greatness—and how can reflection, coaching and self-awareness help you get there? Whitney Reagan...
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The Real Value of a Wealth Advisor

The Real Value of a Wealth Advisor
July 10, 2025
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey , senior wealth...
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Networking to Build Connections That Matter 

Networking to Build Connections That Matter 
June 12, 2025
Networking isn’t just for job fairs and LinkedIn—it’s a part of everyday life. Whitney Reagan , senior wealth advisor,...
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Financial Foresight: Why Learning Before You Decide Matters

Financial Foresight: Why Learning Before You Decide Matters
May 15, 2025
In this episode of Your Life Simplified, host Michael MacKelvie , senior wealth advisor, talks with Kurt Schindler ,...
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Estate Planning for Blended Families

Estate Planning for Blended Families
May 1, 2025
In this episode of Your Life Simplified, host Whitney Reagan , senior wealth advisor, and Christina Lynn , director,...
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Teach Your Child to Be Financially Independent

Teach Your Child to Be Financially Independent
April 17, 2025
Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do...
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Raising Financially Savvy Children

Raising Financially Savvy Children
April 3, 2025
Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan , senior wealth...
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Navigating and Controlling the Sale of Your Business

Navigating and Controlling the Sale of Your Business
March 20, 2025
In this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, and Tom Tilley , managing director,...
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Estate Planning on Your Level

Estate Planning on Your Level
February 20, 2025
On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Jessica Nelson ,...
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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

#164

Growing forward—insights on leadership and life

 Listen Now >
November 13, 2025
#163

Think Mariner Is Just for Individuals? Think Again. 

 Listen Now >
October 14, 2025
#162

Concentrated Stock: Strategies to Protect Your Wealth

 Listen Now >
September 23, 2025
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