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Insights

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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Lead with Confidence: Leadership & Mentorship Advice

Lead with Confidence: Leadership & Mentorship Advice

March 6, 2025
In this episode of Your Life Simplified, host Whitney Reagan , senior wealth advisor, sits down with Jennifer Hanau...
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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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Portfolio Income Buffer

Portfolio Income Buffer

February 6, 2025
In this episode, Daniel Sharkey , senior wealth advisor, sits down with Breanna Seech , senior wealth advisor, to...
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Direct Indexing

Direct Indexing

January 23, 2025
Join hosts Whitney Reagan , senior wealth advisor, and Daniel Sharkey , senior wealth advisor, as they discuss direct...
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Behind the Scenes With a Chief Investment Strategist 

Behind the Scenes With a Chief Investment Strategist 

January 9, 2025
On this episode of Your Life Simplified, Whitney Reagan , senior wealth advisor, is joined by Jeff Krumpelman ,...
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Mitigating Concentration Risk

Mitigating Concentration Risk

December 12, 2024
In this episode, Michael MacKelvie , wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio...
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Fixed Income Explained

Fixed Income Explained

November 14, 2024
On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Sandy Pourcillie ,...
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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

#159

Financial Foresight: Why Learning Before You Decide Matters

 Listen Now >
May 15, 2025
#158

Estate Planning for Blended Families

 Listen Now >
May 1, 2025
#157

Teach Your Child to Be Financially Independent

 Listen Now >
April 17, 2025
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