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Whitney and Daniel Your Life Simplified

You’re ready for Mariner

In this episode, hosts Whitney Reagan and Dan Sharkey unpack a timely question: how do you know when you’re...
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Insights

Europe becoming Iran War victim 
May 5, 2026
Read time: 8 minutes Most of my work focuses on the United States economy for obvious reasons: the majority of our...
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Trump accounts revisited
May 5, 2026
Read time: 5 minutes As part of the One Big Beautiful Bill Act (OBBBA) that was signed into...
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Concentration before an exit: What business owners should think about
May 5, 2026
Read time: 7 minutes If you’re a business owner nearing an exit, you’ve spent decades of your life...
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Beyond financial wellness: What moves retirement readiness
April 29, 2026
Read time: 5 minutes Financial wellness has become a standard feature of many employer-sponsored retirement plans. Offerings have...
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Beneficiaries, titling and real-life risk: The quiet details that can break good plans
April 17, 2026
Read time: 5 minutes It happens all too often: An individual takes the time to make difficult decisions,...
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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...
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Volatility returns as global risks rise
April 2, 2026
Read time: 8 minutes The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There...
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The Iran war: Impact beyond the battle zone
April 2, 2026
Read time: 8 minutes Economic growth and inflation pressure in question This commentary was prepared during a...
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Business continuity and wealth preservation: 9 tips to help you protect value during a transition 
April 2, 2026
Read time: 6 minutes One of the most challenging aspects of a business transition, such as a sale,...
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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,...
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The sandwich generation: Caring for everyone without losing yourself
March 31, 2026
Read time: 6 minutes You’re helping your teenager study for the SAT, coordinating your mother’s next cardiology appointment,...
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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...
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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

#168

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#167

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#166

2026 financial reset: what to prioritize now

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January 22, 2026
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