Portfolio Income Buffer
February 6, 2025
In this episode, Daniel Sharkey , senior wealth advisor, sits down with Breanna Seech , senior wealth advisor, to...
Tune In > Direct Indexing
January 23, 2025
Join hosts Whitney Reagan , senior wealth advisor, and Daniel Sharkey , senior wealth advisor, as they discuss direct...
Tune In > Mitigating Concentration Risk
December 12, 2024
In this episode, Michael MacKelvie , wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio...
Tune In > Fixed Income Explained
November 14, 2024
On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Sandy Pourcillie ,...
Tune In > 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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