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The family fraud drill: Guardrails for texts, money moves and impersonation scams

Read time: 5 minutes Most families already have safety habits they follow without thinking twice: Lock the doors,...
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Insights

When one person has always managed the money: How to build shared financial visibility before retirement
August 3, 2026
Read time: 5 minutes Key takeaways Shared financial visibility can help both spouses see how retirement...
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You’re ready to have the “money talk”

You’re ready to have the “money talk”
July 30, 2026
Whitney Reagan and Daniel Sharkey from Mariner sit down to tackle the delicate but essential topic of the “money...
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Trump accounts revisited
July 29, 2026
Read time: 5 minutes As part of the One Big Beautiful Bill Act (OBBBA) that was signed into...
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When is it time for an RFP? Evaluating your retirement plan in the marketplace
July 27, 2026
Ongoing evaluation is a key part of a prudent retirement plan oversight process. Plan sponsors need to understand whether...
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You’re ready to buy your first home

You’re ready to buy your first home
July 23, 2026
Daniel Sharkey from Mariner tackles the complex financial reality of buying your first home, moving beyond the thrill of...
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Money, family and future: The summer money conversation you’ve been putting off
July 21, 2026
Read time: 4 minutes As calendars slow and families spend more time together on vacation or at gatherings,...
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The cash hit the account. Now what?
July 21, 2026
Read time: 7 minutes The transfer has cleared. The assets you’ve been waiting on for weeks, years or...
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You’re ready to save for college

You’re ready to save for college
July 16, 2026
Hosts Whitney Reagan and Daniel Sharkey tackle the financial pressures of graduation season, demystifying the path to funding higher...
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Are you ready for your dream vacation?

Are you ready for your dream vacation?
July 9, 2026
Hosts Whitney Reagan and Daniel Sharkey dive into stretch goals and “once-in-a-lifetime” trips, from a South African safari to...
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Ramifications of Iran war
July 1, 2026
Read time: 9 minutes The quest to keep nuclear weapons out of the hands of Iranian leaders has...
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A new Fed, familiar market dynamics
July 1, 2026
Read time: 8 minutes The S&P 500 finished June down 2.9%, but still closed the second quarter with...
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Retiring early? How will you fund it?
June 30, 2026
Read time: 4 minutes If you want to retire early, you’ll need a strategy for which accounts to...
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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

#173

You’re ready to have the “money talk”

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July 30, 2026
#172

You’re ready to buy your first home

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July 23, 2026
#171

You’re ready to save for college

 Listen Now >
July 16, 2026
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