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Insights

When is the right time to work with an advisor?
February 17, 2026
Very few people graduate school and immediately seek out a wealth advisor. Instead, most people understandably focus on building...
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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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A strategic reset: Four year-end moves to position your wealth for 2026
December 8, 2025
Read time: 3 minutes Most year-end financial headlines point to the same actions—rebalance portfolios, maximize deductions, update beneficiaries....
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From Military to Civilian Life: Turning Transition into a Wealth-Building Opportunity
November 5, 2025
Read time: 4 minutes Transitioning from military to civilian life brings new choices—and new financial responsibilities. The steps...
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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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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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The Resiliency of a Good Financial Plan in Retirement
May 2, 2025
Read time: 5 minutes The big headlines of 2025 have been less than reassuring so far. A nascent...
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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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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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Consider a “Bucketing” Retirement Strategy
December 3, 2024
Read time: 5 minutes If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is...
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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

#182

Activating your true potential: A conversation with Heroic’s CEO

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October 15, 2026
#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
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