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Insights

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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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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Establish a donor-advised fund: A flexible approach to charitable giving and tax-efficient planning
August 18, 2026
You may be looking for ways to make a meaningful charitable impact while keeping your broader financial plan in...
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You’re ready for whatever comes next

You’re ready for whatever comes next
August 13, 2026
Hosts Whitney Reagan and Daniel Sharkey explore the impossibility of predicting the future and the vital importance of building...
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Keeping auto-enrollment effective: Why plan sponsors should look beyond the default
August 11, 2026
Read time: 5 minutes Key takeaways Auto-enrollment remains a positive workplace retirement plan design feature because...
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You’re ready to start investing

You’re ready to start investing
August 6, 2026
Daniel Sharkey from Mariner tackles the age-old question, “Are you ready to start investing?” and provides guidance for those...
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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

#178

You’re ready for tax help

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September 3, 2026
#177

You’re ready for the unexpected

 Listen Now >
August 27, 2026
#176

You’re ready for your equity to pay off

 Listen Now >
August 20, 2026
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