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Insights

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...
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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...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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Concentrated wealth, concentrated risk: A decision guide for when one asset dominates
May 19, 2026
As their wealth grows, many families gradually become overly concentrated in a particular asset due to a large employer...
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Built to last: Mariner at 20

Built to last: Mariner at 20
May 14, 2026
In this special episode, host Whitney Reagan interviews Marty Bicknell , founder, CEO and president of Mariner, to celebrate...
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You’re ready for Mariner

You’re ready for Mariner
April 23, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey unpack a timely question: how do you know when you’re...
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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

#173

You’re ready to have the “money talk”

 Listen Now >
July 30, 2026
#172

You’re ready to buy your first home

 Listen Now >
July 23, 2026
#171

You’re ready to save for college

 Listen Now >
July 16, 2026
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