Your Life
Simplified

Your financial life doesn’t
need to be complicated.

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Fixed Income Explained

Fixed Income Explained

November 14, 2024
On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Sandy Pourcillie ,...
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Scary Financial Mistakes to Avoid

Scary Financial Mistakes to Avoid

October 31, 2024
Do these financial mistakes have you spooked? They don’t have to. Whitney Reagan , wealth advisor, and Daniel Sharkey...
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2025 Estate Tax Exemption

2025 Estate Tax Exemption

October 17, 2024
Scott Luhnau , vice president of multi-generational wealth planning, joins Dan Sharkey , senior wealth advisor, on this episode...
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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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