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Job offer math: What’s the full value of a new opportunity?

Read time: 6 minutes Key takeaways A job offer should generally be evaluated based on total...
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Insights

Two incomes, more options: Making the most of life before or without kids
October 15, 2026
Read time: 5 minutes Key takeaways A stronger savings rate can give you the freedom to...
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Private markets: What to ask before you invest
October 15, 2026
Read time: 6 minutes Key takeaways Liquidity, fees and valuations can affect how an investment behaves...
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Activating your true potential: A conversation with Heroic’s CEO

Activating your true potential: A conversation with Heroic’s CEO
October 15, 2026
In this episode of Your Life Simplified, hosts Whitney and Dan sit down with Michael Balchan, CEO and head...
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Midterms, rates and the fundamentals that matter
October 1, 2026
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500...
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Economic Boom
October 1, 2026
“Never invest in a business you cannot understand.” – Warren Buffett                                                            The quote above comes...
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How much of your business relies on you? A 12-month owner dependence audit
October 1, 2026
Key takeaways Businesses can carry owner dependence risk through customer relationships, undocumented processes and key decisions that...
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How your current income can affect your future Medicare premiums
October 1, 2026
Read time: 6 minutes Key takeaways Medicare premiums are generally based on your income from two...
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You’re ready to start giving while you’re living

You’re ready to start giving while you’re living
September 24, 2026
Hosts Whitney Reagan and Daniel Sharkey explore the concept of “giving with a warm hand” and the impact of...
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Board turnover and fiduciary continuity: How governing bodies can prepare for leadership changes
September 23, 2026
Key takeaways: Board and committee turnover can disrupt institutional knowledge, but planning ahead can help new members...
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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...
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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...
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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...
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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

#182

Activating your true potential: A conversation with Heroic’s CEO

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October 15, 2026
#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
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