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Insights

IDGTs: A Versatile Estate Planning Tool
September 1, 2025
Read time: 4 minutes Irrevocable trusts are great tools for estate planning. They can help grantors reduce the...
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Leading with Purpose

Leading with Purpose
August 14, 2025
What does it mean to liberate greatness—and how can reflection, coaching and self-awareness help you get there? Whitney Reagan...
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What the New Trump Accounts Mean for Your Family
August 4, 2025
Read time: 5 minutes As part of President Trump’s “One Big Beautiful Bill,” signed into law on July...
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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...
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Economic and Capital Market View: Initial Take on Tariff Rates and the Big Beautiful Bill (BBB)
July 8, 2025
William Greiner, CFA Chief Economist Read time: 7 minutes...
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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...
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6 Smart Money Moves to Make Before Year-End
July 1, 2025
Read time: 5 minutes As we move into the second half of the year and calendars start to...
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Networking to Build Connections That Matter 

Networking to Build Connections That Matter 
June 12, 2025
Networking isn’t just for job fairs and LinkedIn—it’s a part of everyday life. Whitney Reagan , senior wealth advisor,...
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Five Estate Planning Considerations for Blended Families 
June 6, 2025
Read time: 4 minutes Blended families are very common: About a fifth of married couples head such households....
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Approaching Retirement: Essential Steps for a Smooth Transition
June 5, 2025
Read time: 3 minutes If you’re just a few years away from retirement, congratulations: You’ve worked hard to...
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Options Strategies
May 16, 2025
Put-Write Strategies for Income Cash-Secured Put Income Primarily sells out of...
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Mariner Personalized Equity Portfolios
May 16, 2025
Customized Investing To Align With Values and Seek To Maximize Tax Advantages Mariner Personalized Equity Portfolios (MPEP) are...
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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

#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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