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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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You’re ready for Mariner

You’re ready for Mariner
April 23, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey unpack a timely question: how do you know when you’re...
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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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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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From experience to impact: A leader’s journey

From experience to impact: A leader’s journey
December 11, 2025
Leadership isn’t defined by a job title—it’s shaped by the experiences, values and people who influence our path. In...
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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 , exploring...
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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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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

#172

You’re ready to buy your first home

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July 23, 2026
#171

You’re ready to save for college

 Listen Now >
July 16, 2026
#170

Are you ready for your dream vacation?

 Listen Now >
July 9, 2026
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