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Your career is moving forward: Is your financial plan keeping up?

Read time: 5 minutes Key takeaways A raise, bonus or job change can be a useful...
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Insights

Open enrollment for two-career households: How to compare benefits without starting from scratch
September 17, 2026
Read time: 6 minutes Key takeaways Comparing the full cost and coverage of both plans can...
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You’re ready to protect what you’ve built

You’re ready to protect what you’ve built
September 17, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey explore the importance of risk management and protecting your wealth...
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You’re ready for your second act

You’re ready for your second act
September 10, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey explore the pursuit of a “second act.” They discuss how...
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You’re ready for tax help

You’re ready for tax help
September 3, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey discuss the dive into the often-overlooked necessity of proactive tax...
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Still looking good, but don’t get complacent
September 2, 2026
“You’ve got to know when to hold ’em, know when to fold ’em” – Kenny Rogers, “The Gambler”...
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U.S. economy: Stronger than meets the eye
September 2, 2026
Chance favors the informed mind. – Louis Pasteur My “Déjà vu” 2026 core economic theme has...
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Is your financial life too spread out?  A household consolidation checklist
September 2, 2026
Key takeaways Financial consolidation is about clarity, not necessarily fewer accounts. The goal is to make your...
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The latest economic data: What it can—and can’t—tell you about your household plan
September 2, 2026
Key takeaways Economic data can provide useful context for your household financial decisions, but it shouldn’t dictate...
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You’re ready for the unexpected

You’re ready for the unexpected
August 27, 2026
In this episode, hosts Whitney Reagan and Dan Sharkey discuss the importance of planning for the “unexpected”—from sudden household...
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The hidden tax traps of success: Bonuses, RSUs and deferred compensation
August 20, 2026
Read time: 6 minutes Key takeaways A promotion, bonus or equity award can move you into...
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Roth conversions before year end: How the 2026 rules may affect your decision
August 20, 2026
Read time: 5 minutes Key takeaways The 2026 employee contribution limit for most 401(k), 403(b) and...
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You’re ready for your equity to pay off

You’re ready for your equity to pay off
August 20, 2026
Whitney Reagan sits down with Mariner’s Steve Moyer to tackle the complex world of equity compensation—an “alphabet soup” of...
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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

 Listen Now >
September 3, 2026
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