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Insights

Major Tax Changes Hang in the Balance
February 7, 2025
Read time: 5 minutes What to Know The 2017 Tax Cuts and Jobs Act (TCJA) was a...
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In Retirement, Cash Flow is King
February 6, 2025
Read time: 4 minutes We’ve all heard the expression “cash is king.” When it comes to retirement, it’s...
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Portfolio Income Buffer

Portfolio Income Buffer
February 6, 2025
In this episode, Daniel Sharkey , senior wealth advisor, sits down with Breanna Seech , senior wealth advisor, to...
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Direct Indexing

Direct Indexing
January 23, 2025
Join hosts Whitney Reagan , senior wealth advisor, and Daniel Sharkey , senior wealth advisor, as they discuss direct...
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Behind the Scenes With a Chief Investment Strategist 

Behind the Scenes With a Chief Investment Strategist 
January 9, 2025
On this episode of Your Life Simplified, Whitney Reagan , senior wealth advisor, is joined by Jeff Krumpelman ,...
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Early Retirement: Should You Consider a Roth Conversion?
January 1, 2025
Read time: 10 minutes You may know that there are several good reasons to consider converting your traditional...
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Mitigating Concentration Risk

Mitigating Concentration Risk
December 12, 2024
In this episode, Michael MacKelvie , wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio...
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5 Tips for Planning a Purpose-Based Retirement

5 Tips for Planning a Purpose-Based Retirement
December 4, 2024
People often spend more time planning a vacation or researching a car purchase than they do on how they’ll...
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Consider a “Bucketing” Retirement Strategy
December 3, 2024
Read time: 5 minutes If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is...
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A Year-end Wealth Review Checklist
December 2, 2024
Read time: 7 minutes The final month of the year is synonymous with holidays, get-togethers and general busyness....
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How Grandparents Can Help Grandchildren With College
December 1, 2024
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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Strategies to Help Manage Risk

Strategies to Help Manage Risk
November 27, 2024
When it comes to reaching your goals— retiring early, buying a second home, paying for your child’s college, travel—one...
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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

#169

Built to last: Mariner at 20

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May 14, 2026
#168

You’re ready for Mariner

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April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
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