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

Your career is moving forward: Is your financial plan keeping up?
September 17, 2026
Read time: 5 minutes Key takeaways A raise, bonus or job change can be a useful...
Read >

Open enrollment for two-career households: How to compare benefits without starting from scratch
September 17, 2026
Read time: 6 minutes Key takeaways Comparing the full cost and coverage of both plans can...
Read >
You’re ready to protect what you’ve built

You’re ready to protect what you’ve built
September 17, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey explore the importance of risk management and protecting your wealth...
Tune In >
You’re ready for your second act

You’re ready for your second act
September 10, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey explore the pursuit of a “second act.” They discuss how...
Tune In >
You’re ready for tax help

You’re ready for tax help
September 3, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey discuss the dive into the often-overlooked necessity of proactive tax...
Tune In >

Is your financial life too spread out?  A household consolidation checklist
September 2, 2026
Key takeaways Financial consolidation is about clarity, not necessarily fewer accounts. The goal is to make your...
Read >

The latest economic data: What it can—and can’t—tell you about your household plan
September 2, 2026
Key takeaways Economic data can provide useful context for your household financial decisions, but it shouldn’t dictate...
Read >
You’re ready for the unexpected

You’re ready for the unexpected
August 27, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey discuss the importance of planning for the “unexpected”—from sudden household...
Tune In >
You’re ready for your equity to pay off

You’re ready for your equity to pay off
August 20, 2026
Whitney Reagan sits down with Mariner’s Steve Moyer to tackle the complex world of equity compensation—an “alphabet soup” of...
Tune In >

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 >

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

#180

You’re ready to protect what you’ve built

 Listen Now >
September 17, 2026
#179

You’re ready for your second act

 Listen Now >
September 10, 2026
#178

You’re ready for tax help

 Listen Now >
September 3, 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
Contact Us