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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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Scary Financial Mistakes to Avoid

Scary Financial Mistakes to Avoid

October 31, 2024
Do these financial mistakes have you spooked? They don’t have to. Whitney Reagan , wealth advisor, and Daniel Sharkey...
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2025 Estate Tax Exemption

2025 Estate Tax Exemption

October 17, 2024
Scott Luhnau , vice president of multi-generational wealth planning, joins Dan Sharkey , senior wealth advisor, on this episode...
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Why the SECURE 2.0 Act Matters More Than Ever

Why the SECURE 2.0 Act Matters More Than Ever

October 3, 2024
On this episode of Your Life Simplified, host Daniel Sharkey , senior wealth advisor, is joined by Scott Luhnau...
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Set Your Family Up for a Successful Family Meeting

Set Your Family Up for a Successful Family Meeting

September 19, 2024
On this episode of Your Life Simplified, hosts Whitney Reagan , wealth advisor, and Daniel Sharkey , senior wealth...
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The Value of a Family Meeting

The Value of a Family Meeting

September 5, 2024
Family meetings may sound daunting and challenging but they don’t have to be. Hosts Whitney Reagan , wealth advisor,...
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Never Pay Full Price for College

Never Pay Full Price for College

August 8, 2024
College is expensive, so you should never pay full price. Hosts Michael MacKelvie , wealth advisor, and Daniel Sharkey...
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Building Wealth as a Young Professional

Building Wealth as a Young Professional

July 11, 2024
Young Professionals: Now that you’re past the basics of financial planning, what should you be thinking about as you...
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In 2024, Should You Rent or Buy Your Home?

In 2024, Should You Rent or Buy Your Home?

June 13, 2024
Should I rent or buy my home? On this episode, we’ll dive into several studies and look at your...
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Year-Round Tax Planning

Year-Round Tax Planning

May 16, 2024
Tax season may be over, but that doesn’t mean we’re done with tax planning. Jennifer Kohlbacher , director of...
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Cash Balance Plans Explained

Cash Balance Plans Explained

May 2, 2024
Cash balance plans are often misunderstood but can be a win-win for tax savings and retirement planning. On this...
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How Parents Can Teach Teens About Investing

How Parents Can Teach Teens About Investing

April 18, 2024
Want to teach your child about investing? It can be difficult to know where to start and even how...
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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

#148

Fixed Income Explained

 Listen Now >
November 14, 2024
#147

Scary Financial Mistakes to Avoid

 Listen Now >
October 31, 2024
#146

2025 Estate Tax Exemption

 Listen Now >
October 17, 2024
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