Shows / Your Life Simplified: A Financial & Wealth Management Podcast
Your Life Simplified: A Financial & Wealth Management Podcast
Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
Episodes
Your Life Simplified: A Financial & Wealth Management PodcastYou're ready for the unexpected | Your Life Simplified
In this episode, hosts Whitney Reagan and Dan Sharkey discuss the importance of planning for the "unexpected"—from sudden household emergencies to major life…
Your Life Simplified: A Financial & Wealth Management PodcastYou're ready for your equity to pay off | Your Life Simplified
Whitney Reagan sits down with Mariner's Steve Moyer to tackle the complex world of equity compensation—an "alphabet soup" of NQs, RSUs and ISOs that often…
- Your Life Simplified: A Financial & Wealth Management Podcast
You're ready for whatever comes next
Hosts Whitney Reagan and Daniel Sharkey explore the impossibility of predicting the future and the vital importance of building financial resiliency for the…
Your Life Simplified: A Financial & Wealth Management PodcastYou're ready to start investing | Your Life Simplified
Dan Sharkey from Mariner tackles the age-old question, "Are you ready to start investing?" and provides guidance for those looking to build long-term wealth…
Your Life Simplified: A Financial & Wealth Management PodcastYou're ready to have the "money talk" | Your Life Simplified
Whitney Reagan and Dan Sharkey from Mariner sit down to tackle the delicate but essential topic of the "money talk" in relationships, demystifying when and how…
Your Life Simplified: A Financial & Wealth Management PodcastYou're ready to buy your first home | Your Life Simplified
Dan Sharkey from Mariner tackles the complex financial reality of buying your first home, moving beyond the thrill of online listings to demystify the path to…
Your Life Simplified: A Financial & Wealth Management PodcastYou're ready to save for college | Your Life Simplified
Hosts Whitney Reagan and Daniel Sharkey tackle the financial pressures of graduation season, demystifying the path to funding higher education. They discuss…
- Your Life Simplified: A Financial & Wealth Management Podcast
Are you ready for your dream vacation? | Your Life Simplified
Hosts Whitney Reagan and Daniel Sharkey dive into stretch goals and "once-in-a-lifetime" trips, from a South African safari to a five-star hotel stay. Sharkey…
Your Life Simplified: A Financial & Wealth Management PodcastBuilt to last: Mariner at 20 | Your Life Simplified
In this special episode, host Whitney Reagan interviews Marty Bicknell, founder, CEO, and president of Mariner, to celebrate the firm's 20-year anniversary and…
Your Life Simplified: A Financial & Wealth Management PodcastYou're ready for Mariner | Your Life Simplified
In this episode, hosts Whitney Reagan and Dan Sharkey unpack a timely question: how do you know when you're ready for a wealth advisor—and specifically, ready…
Your Life Simplified: A Financial & Wealth Management PodcastGrief to joy: A conversation with Jenny Danaher | Your Life Simplified
In this hopeful and deeply personal conversation, Whitney Reagan speaks with Jenny Danaher, founder of Grief to Joy Coaching, about rebuilding life after…
Your Life Simplified: A Financial & Wealth Management Podcast2026 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…
Your Life Simplified: A Financial & Wealth Management PodcastFrom experience to impact: A leader's journey | Your Life Simplified
Leadership isn't defined by a job title—it's shaped by the experiences, values and people who influence our path. In this episode, host and senior wealth…
Your Life Simplified: A Financial & Wealth Management PodcastGrowing forward—insights on leadership and life
In this inspiring conversation, host Whitney Reagan talks with Mariner's Chief Operating Officer, Cheryl Bicknell, JD, LL.M, explore leadership, growth and the…
Your Life Simplified: A Financial & Wealth Management PodcastThink Mariner Is Just for Individuals? Think Again.
Host and Senior Wealth Advisor Dan Sharkey sits down with Mike Welker, CFA®, head of Mariner Institutional, to explore how Mariner collaborates with a range of…
Your Life Simplified: A Financial & Wealth Management PodcastConcentrated Stock: Strategies to Protect Your Wealth
When much of your wealth is tied to a single stock—especially your employer's—you face both opportunities and risks. In this episode, Senior Wealth Advisors…
Your Life Simplified: A Financial & Wealth Management PodcastLeading with Purpose
What does it mean to liberate greatness—and how can reflection, coaching and self-awareness help you get there? Whitney Reagan, senior wealth advisor, and…
Your Life Simplified: A Financial & Wealth Management PodcastThe Real Value of a Wealth Advisor
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey, senior wealth advisor, and Whitney…
Your Life Simplified: A Financial & Wealth Management PodcastNetworking to Build Connections That Matter
Networking isn't just for job fairs and LinkedIn—it's a part of everyday life. Whitney Reagan, senior wealth advisor, and Gaylyn McGregor, senior wealth…
Your Life Simplified: A Financial & Wealth Management PodcastFinancial Foresight: Why Learning Before You Decide Matters
In this episode of Your Life Simplified, host Michael MacKelvie, senior wealth advisor, talks with Kurt Schindler, senior wealth advisor, about the benefits of…
Your Life Simplified: A Financial & Wealth Management PodcastEstate Planning for Blended Families
In this episode of Your Life Simplified, host Whitney Reagan, senior wealth advisor, and Christina Lynn, director, wealth strategist, dive into the different…
Your Life Simplified: A Financial & Wealth Management PodcastTeach Your Child to be Financially Independent
Most parents' goal for their children is to be financially independent once they leave the nest. So, how do they get there? Whitney Reagan, senior wealth…
Your Life Simplified: A Financial & Wealth Management PodcastRaising Financially Savvy Children
Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan, senior wealth advisor, and Christina Lynn, Ph.D…
Your Life Simplified: A Financial & Wealth Management PodcastNavigating and Controlling the Sale of Your Business
In this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, and Tom Tilley, managing director, mergers & acquisitions, discuss the aspects…
Your Life Simplified: A Financial & Wealth Management PodcastEstate Planning on Your Level
On this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, is joined by Jessica Nelson, senior wealth consultant, to discuss estate…
Your Life Simplified: A Financial & Wealth Management PodcastPortfolio Income Buffer
In this episode, Daniel Sharkey, senior wealth advisor, sits down with Breanna Seech, senior wealth advisor, to explore the strategy of portfolio income…
Your Life Simplified: A Financial & Wealth Management PodcastDirect Indexing
Join hosts Whitney Reagan, senior wealth advisor, and Daniel Sharkey, senior wealth advisor, as they discuss direct indexing. This episode unpacks how direct…
Your Life Simplified: A Financial & Wealth Management PodcastBehind the Scenes With a Chief Investment Strategist
On this episode of Your Life Simplified, Whitney Reagan, senior wealth advisor, is joined by Jeff Krumpelman, chief investment strategist. He shares his…
Your Life Simplified: A Financial & Wealth Management PodcastMitigating Concentration Risk
In this episode, Michael MacKelvie, wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio and shares actionable…
Your Life Simplified: A Financial & Wealth Management PodcastFixed Income Explained
On this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, is joined by Sandy Pourcillie, head of fixed income. They unpack common…
Your Life Simplified: A Financial & Wealth Management PodcastScary Financial Mistakes to Avoid
Do these financial mistakes have you spooked? They don't have to. Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, share four…
Your Life Simplified: A Financial & Wealth Management Podcast2025 Estate Tax Exemption
Scott Luhnau, vice president of multi-generational wealth planning, joins Dan Sharkey, senior wealth advisor, on this episode of Your Life Simplified to share…
Your Life Simplified: A Financial & Wealth Management PodcastWhy the SECURE 2.0 Act Matters More Than Ever
On this episode of Your Life Simplified, host Daniel Sharkey, senior wealth advisor, is joined by Scott Luhnau, vice president of multi-generational wealth…
Your Life Simplified: A Financial & Wealth Management PodcastSet Your Family Up for a Successful Family Meeting
On this episode of Your Life Simplified, hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, continue their discussion on making…
Your Life Simplified: A Financial & Wealth Management PodcastThe Value of a Family Meeting
Family meetings may sound daunting and challenging but they don't have to be. Hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor…
Your Life Simplified: A Financial & Wealth Management PodcastNever Pay Full Price for College
College is expensive, so you should never pay full price. Hosts Michael MacKelvie, wealth advisor, and Daniel Sharkey, senior wealth advisor, discuss ways to…
Your Life Simplified: A Financial & Wealth Management PodcastBuilding Wealth as a Young Professional
Young Professionals: Now that you're past the basics of financial planning, what should you be thinking about as you continue building your wealth? Host…
Your Life Simplified: A Financial & Wealth Management PodcastIn 2024, Should You Rent or Buy Your Home?
Should I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of home renovations and…
Your Life Simplified: A Financial & Wealth Management PodcastYear-Round Tax Planning
Tax season may be over, but that doesn't mean we're done tax planning. Jennifer Kohlbacher, director of wealth strategy, joins Michael MacKelvie, wealth…
Your Life Simplified: A Financial & Wealth Management PodcastCash Balance Plans Explained
Cash balance plans are often understood but can be a win-win for tax savings and retirement planning. On this episode of Your Life Simplified, Valerie Escobar…
Your Life Simplified: A Financial & Wealth Management PodcastHow Parents Can Teach Teens About Investing
Want to teach your child about investing? It can be difficult to know where to start and even how to answer their questions. Hosts Michael MacKelvie and…
Your Life Simplified: A Financial & Wealth Management PodcastWhy Working With a Wealth Advisor Is Important
It's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and guide people during…
Your Life Simplified: A Financial & Wealth Management PodcastTax Implications of Roth IRAs and Roth 401(k)s
IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just about everybody. On this episode of Your Life…
Your Life Simplified: A Financial & Wealth Management PodcastEstate Planning: Protect Your Legacy & Avoid These Mistakes
No one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning can…
Your Life Simplified: A Financial & Wealth Management PodcastNon-Financials of Retirement
What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by guest, Keith…
Your Life Simplified: A Financial & Wealth Management PodcastHow to Prepare for Maternity Leave
Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it comes to being financially prepared. This week, Valerie…
Your Life Simplified: A Financial & Wealth Management PodcastRebalancing Your Portfolio
The one constant in life is change, and the markets are no exception to this, which leads to a familiar question for many investors. When should you rebalance…
Your Life Simplified: A Financial & Wealth Management PodcastMoney in the Movies
Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies and how they portray the financial industry. On this…
Your Life Simplified: A Financial & Wealth Management PodcastAlternative Minimum Tax Explained
In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we'll continue that discussion and dive deeper into Alternative Minimum…
Your Life Simplified: A Financial & Wealth Management PodcastIncentive Stock Options Explained
In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options (ISOs) work and the strategies that can…
Your Life Simplified: A Financial & Wealth Management Podcast6 End-of-Year Tax & Financial Planning Strategies
As we near the end of the year, what is it that you should be doing to minimize taxes and make sure that you've got your financial world organized? Valerie…
Your Life Simplified: A Financial & Wealth Management PodcastRSUs, Restricted Stock and Restricted Securities
As an executive, you probably have some time of restricted stock or security in your compensation. But what is right for you and your portfolio? Steve Moyer…
Your Life Simplified: A Financial & Wealth Management PodcastCybersecurity: How to Protect Your Finances from Cybercrime
In today's digital age, cybersecurity has become more important than ever. With cybercrime on the rise, it's crucial to know how to protect yourself and your…
Your Life Simplified: A Financial & Wealth Management PodcastAlternative Income From Structured Notes and Options
On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by special guest, Brett Kunshek, head of options and structured notes…
Your Life Simplified: A Financial & Wealth Management Podcast3 Things You Need to Know Before Moving Abroad
With flexibility and connectivity in today's world, many are excited by the idea of moving abroad and traveling; however, with that comes complications that…
Your Life Simplified: A Financial & Wealth Management Podcast2023 Tax Planning Strategies
We may not be at the end of the year yet, but now is the time to start end-of-year tax planning. Valerie Escobar, senior wealth advisor, and Michael MacKelvie…
Your Life Simplified: A Financial & Wealth Management PodcastIntentionally Defective Grantor Trusts
On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Jake Kern, managing director and senior wealth advisor, discuss the…
Your Life Simplified: A Financial & Wealth Management PodcastEliminating Guilt From Spending
For many, they've become wealthy because of their focus on saving. They've spent their entire lives being disciplined and saving money. Then, there comes a…
Your Life Simplified: A Financial & Wealth Management Podcast2023 Midyear Crystal Ball Outlook
While we can't look into the future, each year, we feature a webinar that peers into a crystal ball and shares what we expect to see from the markets during…
Your Life Simplified: A Financial & Wealth Management PodcastAdvanced Estate Planning Strategies
With larger estates, often come more complicated estate plans. Ben Voelker, director of wealth strategy, is back on this episode of Your Life Simplified to…