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Insights

You’re ready for Mariner

You’re ready for Mariner
April 23, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey unpack a timely question: how do you know when you’re...
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2026 financial reset: what to prioritize now

2026 financial reset: what to prioritize now
January 22, 2026
In this kickoff episode of 2026, hosts Dan Sharkey and Whitney Reagan reset the conversation around financial planning with...
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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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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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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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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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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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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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Building Wealth as a Young Professional

Building Wealth as a Young Professional
July 11, 2024
Young Professionals: Now that you’re past the basics of financial planning, what should you be thinking about as you...
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Why Working With a Wealth Advisor Is Important

Why Working With a Wealth Advisor Is Important
April 4, 2024
It’s not just about the numbers. There is value beyond the data that a wealth advisor can offer. They...
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How to Prepare for Maternity Leave

How to Prepare for Maternity Leave
February 1, 2024
Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it...
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Money in the Movies

Money in the Movies
December 14, 2023
Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies...
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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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