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

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...
Tune In >

Teaching kids to manage money: Age-by-age actions
April 17, 2026
One of the most valuable gifts you can give your children is the gift of financial security, which begins...
Read >

Long-term capital gains tax strategies
April 1, 2026
Read time: 5 minutes When you meet with your advisor and tax professional to review your wealth plan,...
Read >
Discover the HSA triple tax savings advantage

Discover the HSA triple tax savings advantage
March 31, 2026
Read time: 4 minutes Health care costs can take a bite out of your retirement savings, with costs...
Read >

When is the right time to work with an advisor?
February 17, 2026
Very few people graduate school and immediately seek out a wealth advisor. Instead, most people understandably focus on building...
Read >
2026 financial reset: what to prioritize now

2026 financial reset: what to prioritize now
January 22, 2026
In this kickoff episode of 2026, hosts Dan Sharkey and Whitney Reagan reset the conversation around financial planning with...
Tune In >

A strategic reset: Four year-end moves to position your wealth for 2026
December 8, 2025
Read time: 3 minutes Most year-end financial headlines point to the same actions—rebalance portfolios, maximize deductions, update beneficiaries....
Read >

From Military to Civilian Life: Turning Transition into a Wealth-Building Opportunity
November 5, 2025
Read time: 4 minutes Transitioning from military to civilian life brings new choices—and new financial responsibilities. The steps...
Read >

Estate and Gift Tax Quick Facts
September 5, 2025
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
September 2, 2025
Read time: 6 minutes Saving for college isn’t one-size-fits-all. Your ideal approach depends on your specific financial situation—your...
Read >
The Real Value of a Wealth Advisor

The Real Value of a Wealth Advisor
July 10, 2025
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey , senior wealth...
Tune In >

Stress Testing Your Retirement Plan: Are You Ready for the ‘What Ifs?’
July 2, 2025
Read time: 4 minutes Retirement planning is about more than just saving enough money—it’s also about preparing for...
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

#168

You’re ready for Mariner

 Listen Now >
April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

 Listen Now >
March 5, 2026
#166

2026 financial reset: what to prioritize now

 Listen Now >
January 22, 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