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Insights

2026 retirement plan limits
November 19, 2025
Each year, the Internal Revenue Service updates contribution limits for retirement savings plans and pension plans. These limits apply...
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Navigating the AI narrative: Staying grounded in the data
November 17, 2025
Read time: 11 minutes Artificial Intelligence (AI) may indeed contain elements of circular financing, but it’s also driving...
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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 , explore...
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Straws in the wind: Framing 2026 outlook
November 7, 2025
Read time: 9 minutes We’re coming up on that time of year when we start looking ahead—thinking more...
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Trick or treat: A mixed bag
November 7, 2025
Read time: 7 minutes October could best be described as a mixed bag: some good, some bad, but...
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Retirement flexibility: Planning while your career is still growing
November 7, 2025
Read time: 6 minutes When you’re early in your career, planning for retirement can feel like aiming at...
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Giving thanks through giving back: 5 charitable strategies that make a difference
November 6, 2025
Read time: 6 minutes As gratitude takes center stage this season, many families are finding new ways to...
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How Medicare fits into a broader retirement strategy
November 5, 2025
Read time: 5 minutes Health care decisions play a major role in financial planning, especially in retirement. For...
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From Military to Civilian Life: Turning Transition into a Wealth-Building Opportunity
November 5, 2025
Read time: 4 minutes Transitioning from military to civilian life brings new choices—and new financial responsibilities. The steps...
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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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The Fed Talks the Talk, Walks the Walk: Investors Embrace the Fed’s Decision
October 6, 2025
Read time: 12 minutes Mark Twain once said that September is a particularly difficult month to invest in...
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Think ETFs are Just for the Masses? Think Again 
October 4, 2025
Read time: 4 minutes For years, exchange-traded funds (ETFs) were seen as simple, low-cost building blocks—efficient for broad...
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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

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November 13, 2025
#163

Think Mariner Is Just for Individuals? Think Again. 

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October 14, 2025
#162

Concentrated Stock: Strategies to Protect Your Wealth

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September 23, 2025
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