Call Us: 800-384-1756
All Wealth Planning Institutional Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Establish a donor-advised fund: A flexible approach to charitable giving and tax-efficient planning
August 18, 2026
You may be looking for ways to make a meaningful charitable impact while keeping your broader financial plan in...
Read >
You’re ready for whatever comes next

You’re ready for whatever comes next
August 13, 2026
Hosts Whitney Reagan and Daniel Sharkey explore the impossibility of predicting the future and the vital importance of building...
Tune In >
You’re ready to start investing

You’re ready to start investing
August 6, 2026
Daniel Sharkey from Mariner tackles the age-old question, “Are you ready to start investing?” and provides guidance for those...
Tune In >

When one person has always managed the money: How to build shared financial visibility before retirement
August 3, 2026
Read time: 5 minutes Key takeaways Shared financial visibility can help both spouses see how retirement...
Read >
You’re ready to have the “money talk”

You’re ready to have the “money talk”
July 30, 2026
Whitney Reagan and Daniel Sharkey from Mariner sit down to tackle the delicate but essential topic of the “money...
Tune In >
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...
Tune In >
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...
Tune In >
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...
Tune In >

Financial equality at home: A practical guide to share visibility and decision-making
June 16, 2026
Read time: 6 minutes Navigating today’s complex financial landscape can be challenging for anyone, but women face additional...
Read >

Estate and gift tax quick facts
May 27, 2026
Estate and gift tax rules provide opportunities to transfer wealth efficiently, but they are complex and subject to change....
Read >

Beyond 529s: Smart strategies for funding college
May 27, 2026
Read time: 6 minutes Saving for college isn’t one-size-fits-all. Your ideal approach depends on your specific financial situation—your...
Read >

Wealth management for women: How to take charge of your financial future
May 20, 2026
If you’re like many women, the demands of career, family and personal responsibilities can make it difficult to focus...
Read >

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

#175

You’re ready for whatever comes next

 Listen Now >
August 13, 2026
#174

You’re ready to start investing

 Listen Now >
August 6, 2026
#173

You’re ready to have the “money talk”

 Listen Now >
July 30, 2026
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us