Your Life
Simplified

Your financial life doesn’t
need to be complicated.

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Networking to Build Connections That Matter 

Networking to Build Connections That Matter 

June 12, 2025
Networking isn’t just for job fairs and LinkedIn—it’s a part of everyday life. Whitney Reagan , senior wealth advisor,...
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Financial Foresight: Why Learning Before You Decide Matters

Financial Foresight: Why Learning Before You Decide Matters

May 15, 2025
In this episode of Your Life Simplified, host Michael MacKelvie , senior wealth advisor, talks with Kurt Schindler ,...
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Estate Planning for Blended Families

Estate Planning for Blended Families

May 1, 2025
In this episode of Your Life Simplified, host Whitney Reagan , senior wealth advisor, and Christina Lynn , director,...
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Meet Our Co-Hosts

Michael MacKelvie, CFP®, Wealth Advisor at Mariner 
Whitney Reagan Wealth Advisor at Mariner 
Daniel Sharkey Senior Wealth Advisor at Mariner 

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