Your Life
Simplified

Your financial life doesn’t
need to be complicated.

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Portfolio Income Buffer

Portfolio Income Buffer

February 6, 2025
In this episode, Daniel Sharkey , senior wealth advisor, sits down with Breanna Seech , senior wealth advisor, to...
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Direct Indexing

Direct Indexing

January 23, 2025
Join hosts Whitney Reagan , senior wealth advisor, and Daniel Sharkey , senior wealth advisor, as they discuss direct...
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Behind the Scenes With a Chief Investment Strategist 

Behind the Scenes With a Chief Investment Strategist 

January 9, 2025
On this episode of Your Life Simplified, Whitney Reagan , senior wealth advisor, is joined by Jeff Krumpelman ,...
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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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