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Insights

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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Think Mariner Is Just for Individuals? Think Again. 

Think Mariner Is Just for Individuals? Think Again. 
October 14, 2025
Host and Senior Wealth Advisor Dan Sharkey sits down with Mike Welker, CFA® , head of Mariner Institutional, to...
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The Fed Talks the Talk, Walks the Walk: Investors Embrace the Fed’s Decision
October 6, 2025
Read time: 12 minutes Mark Twain once said that September is a particularly difficult month to invest in...
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Think ETFs are Just for the Masses? Think Again 
October 4, 2025
Read time: 4 minutes For years, exchange-traded funds (ETFs) were seen as simple, low-cost building blocks—efficient for broad...
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Estate Planning in a New Era: How the One Big Beautiful Bill Act Impacts You
October 3, 2025
Read time: minutes When it comes to protecting your wealth and sharing it with the people and causes...
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Steady As She Goes–Three Yards and a Cloud of Dust Playing Out
October 1, 2025
Read time: 7 minutes As we look forward towards the fourth quarter of this year, it’s time to...
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Concentrated Stock: Strategies to Protect Your Wealth

Concentrated Stock: Strategies to Protect Your Wealth
September 23, 2025
When much of your wealth is tied to a single stock—especially your employer’s—you face both opportunities and risks. In...
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Alternative Investments in 401(k)s: What You Need to Know About the New Rules
September 5, 2025
Read time: 6 minutes Those saving for retirement may soon begin to see investment choices inside their workplace...
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IDGTs: A Versatile Estate Planning Tool
September 1, 2025
Read time: 4 minutes Irrevocable trusts are great tools for estate planning. They can help grantors reduce the...
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Leading with Purpose

Leading with Purpose
August 14, 2025
What does it mean to liberate greatness—and how can reflection, coaching and self-awareness help you get there? Whitney Reagan...
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What the New Trump Accounts Mean for Your Family
August 4, 2025
Read time: 5 minutes As part of President Trump’s “One Big Beautiful Bill,” signed into law on July...
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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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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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