Your Life
Simplified

Your financial life doesn’t
need to be complicated.

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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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Teach Your Child to Be Financially Independent

Teach Your Child to Be Financially Independent

April 17, 2025
Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do...
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Raising Financially Savvy Children

Raising Financially Savvy Children

April 3, 2025
Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan , senior wealth...
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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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