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Insights

Financial Wellness
May 1, 2025
Planning for Executives and Employees Employees who participate in a financial wellness plan tend to make better financial...
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Here’s How Your Spending Could Change in Retirement
May 1, 2025
Read time: 4 minutes Many retirement savers rely on a mental shortcut to determine how much to sock...
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Estate Planning for Blended Families

Estate Planning for Blended Families
May 1, 2025
In this episode of Your Life Simplified, host Whitney Reagan , senior wealth advisor, and Christina Lynn , director,...
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How Insurance Can Help Support Your Financial Goals
April 30, 2025
Solutions to Help with Planning and Protection Insurance touches many aspects of your life: financial, medical, legal and...
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Valuation Advisory Services
April 29, 2025
A business valuation will provide you with a deeper understanding of your company’s strengths, weaknesses, risks and growth opportunities....
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Teach Your Child to Be Financially Independent

Teach Your Child to Be Financially Independent
April 17, 2025
Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do...
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Optimize Retirement Assets Through Tax-Efficient Withdrawals
April 4, 2025
Read time: 8 minutes How long will your retirement savings last? The answer may depend on the order...
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Raising Financially Savvy Children

Raising Financially Savvy Children
April 3, 2025
Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan , senior wealth...
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Creating a Family Mission Statement
April 2, 2025
Read time: 4 minutes Family wealth is like a comfortable vehicle with plenty of range: It can take...
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Navigating and Controlling the Sale of Your Business

Navigating and Controlling the Sale of Your Business
March 20, 2025
In this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, and Tom Tilley , managing director,...
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Buy-Sell Agreements: Understanding the Basics
March 6, 2025
Read time: 5 minutes What makes for a successful business partnership? Clear communication, shared goals and mutual respect...
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Stay Active and Healthy in Retirement
March 6, 2025
Read time: 3 minutes For new retirees, having a wide-open calendar can feel like unbounded freedom. But while...
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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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