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Insights

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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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income
November 18, 2024
As the year wraps up, you’ve most likely met with your wealth advisor about tax- advantaged moves to make...
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The New Meaning of Retirement
November 18, 2024
In the past, retirement was typically viewed as the stage of life when one stops working, sells a family...
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Fixed Income Explained

Fixed Income Explained
November 14, 2024
On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Sandy Pourcillie ,...
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A road map to successful implementation of a spousal lifetime access trust (SLAT)
November 12, 2024
Read Time: 3 minutes Want to leave more for your kids and less to the government? Gift and...
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Medicare Open Enrollment: What You Need to Know 
November 1, 2024
Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from...
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Charitable Giving: Specialized Trusts Tailored to Your ​​Goals 
November 1, 2024
Trusts are powerful tools for estate planning, including charitable giving. They can deliver tax benefits, allow their creators control...
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Scary Financial Mistakes to Avoid

Scary Financial Mistakes to Avoid
October 31, 2024
Do these financial mistakes have you spooked? They don’t have to. Whitney Reagan , wealth advisor, and Daniel Sharkey...
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2025 Estate Tax Exemption

2025 Estate Tax Exemption
October 17, 2024
Scott Luhnau , vice president of multi-generational wealth planning, joins Dan Sharkey , senior wealth advisor, on this episode...
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Why the SECURE 2.0 Act Matters More Than Ever

Why the SECURE 2.0 Act Matters More Than Ever
October 3, 2024
On this episode of Your Life Simplified, host Daniel Sharkey , senior wealth advisor, is joined by Scott Luhnau...
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Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data
October 1, 2024
Technology continues to advance, especially with the growing use of Artificial Intelligence (AI). While it provides additional ways for...
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3 Strategies to Consider Before Selling an Investment Property
September 28, 2024
As you think about retirement, if you own real estate, you may be wondering if it’s time to cash...
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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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