Latest / Your Life Simplified: A Financial & Wealth Management Podcast
2026 financial reset: what to prioritize now | Your Life Simplified
In this kickoff episode of 2026, hosts Dan Sharkey and Whitney Reagan reset the conversation around financial planning with a practical, level-headed approach to the new year. From employer benefits to tax planning, portfolio rebalancing and intentional spending, they share timely guidance to help listeners start the year with clarity, patience and purpose.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.