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Insights

The Dec. 31 Deadline for RMDs: What You Need to Know
September 27, 2024
With the end of the year approaching, it’s time to make sure you’ve taken, or have a plan to...
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Strategies for Managing Concentrated Stock in a Diversified Portfolio
September 21, 2024
A concentrated stock position that might help create wealth could eventually present risks to your portfolio and financial peace...
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Set Your Family Up for a Successful Family Meeting

Set Your Family Up for a Successful Family Meeting
September 19, 2024
On this episode of Your Life Simplified, hosts Whitney Reagan , wealth advisor, and Daniel Sharkey , senior wealth...
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Benefits of a Directed Trustee vs. a Corporate Trustee
September 12, 2024
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
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Five Reasons to Use a Corporate Fiduciary
September 8, 2024
Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...
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The Value of a Family Meeting

The Value of a Family Meeting
September 5, 2024
Family meetings may sound daunting and challenging but they don’t have to be. Hosts Whitney Reagan , wealth advisor,...
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Charitable Giving Strategies: Preserving Wealth While Making a Difference
September 2, 2024
Members of high-net-worth households frequently have complex planning goals. Making an impact through philanthropy is often a high priority....
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Choosing a Guardian and Trustee
August 30, 2024
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Financial Strategies for Life-Changing Events
August 30, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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Make the Most of Your Retirement Plan Contributions
August 26, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Never Pay Full Price for College

Never Pay Full Price for College
August 8, 2024
College is expensive, so you should never pay full price. Hosts Michael MacKelvie , wealth advisor, and Daniel Sharkey...
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IRAs: Traditional or Roth?
August 1, 2024
There are more retirement account options today than ever, including traditional IRAs and Roth IRAs. Compare the features, benefits...
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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