Your Life Simplified: A Financial & Wealth Management Podcast
Business & Finance
About
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
- Built to last: Mariner at 20 | Your Life Simplified
Host Whitney Reagan interviews Marty Bicknell, founder of Mariner, about the firm's 20-year history. The discussion covers Mariner's origin story and its client-first approach.
- You're ready for Mariner | Your Life Simplified
Whitney Reagan and Dan Sharkey discuss when individuals are ready for a wealth advisor, addressing triggers such as complex financial decisions, tax planning, and investment strategy. They also clarify common misconceptions about the neces…
- Grief to joy: A conversation with Jenny Danaher | Your Life Simplified
Whitney Reagan and Jenny Danaher discuss rebuilding life after profound loss, covering support for grieving children, financial preparedness, and the importance of continuing forward.
- 2026 financial reset: what to prioritize now | Your Life Simplified
In the 2026 kickoff episode of Your Life Simplified, hosts Dan Sharkey and Whitney Reagan provide a practical approach to financial planning. They discuss prioritizing employer benefits, tax planning, portfolio rebalancing, and intentional…
- From experience to impact: A leader's journey | Your Life Simplified
Host Whitney Reagan speaks with Mariner's Chief Investment Officer Katrina Radenberg about her leadership journey, focusing on mentorship, growth, and authenticity. They discuss the experiences and values that shaped Katrina's path to beco…
- Growing 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 lessons learned along the way. Cheryl shares insights from her path to COO, he…
- Think 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 organizations. From helping institutions pursue investment objectives to suppo…
- Concentrated 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 Whitney Reagan and Dan iel Sharkey discuss how to balance concentration with diver…
- Leading 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 Teresa Carey, executive leadership coach and author of The Way to Wisdom: A Leader'…
- The 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 Reagan , senior wealth advisor, talk about how today's advisors do more than crunch n…
- Networking 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 consultant, unpack how to build meaningful, lasting relationships. Whether you're lo…
- Financial 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 working with an advisor to learn financial principles that can help you navig…
- Estate 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 approaches to blended family finances. They discuss how to navigate conversatio…
- Teach 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 advisor, and Christina Lynn , Ph.D., director, wealth strategist, share strategies a…
- Raising 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., director, wealth strategist, share their advice for teaching your kids about money.…
- Navigating 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 of navigating the sale of your business and exercising as much control as poss…
- Estate 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 planning strategies for different net-worth levels. Estate planning impacts everyone…
- Portfolio 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 buffers. Together, they discuss how these buffers can safeguard against market volat…
- Direct Indexing
Join hosts Whitney Reagan , senior wealth advisor, and Daniel Sharkey , senior wealth advisor, as they discuss direct indexing. This episode unpacks how direct indexing works, its potential tax advantages and its ability to align investmen…
- Behind 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 journey to becoming a chief investment strategist, what he does outside of work and…
- Mitigating Concentration Risk
In this episode, Michael MacKelvie , wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio and shares actionable strategies to help you achieve the right balance between growth and protection. He'…
- Fixed 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 misconceptions of fixed income and bonds, strategies and how you may want to think ab…
- Scary 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 scenarios that often scare people and strategies to overcome that fear. From investin…
- 2025 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 what you need to know before the 2025 estate tax exemption. Scott shares a few…
- Why 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 planning, to discuss the SECURE 2.0 Act. They'll cover what has changed in govern…
- Set 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 financial meetings with your family successful. They'll share tips for making f…
- The 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, discuss making these financial meetings with your broader family productive. T…
- Never 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 reduce college costs. They'll cover more well-known strategies, like 529 plans,…
- Building 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 Michael MacKelvie , wealth advisor, is joined by Jinger Pajestka , senior wealth advis…
- In 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 more. Host Michael MacKelvie , wealth advisor, shares historical data, where we…
- Year-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 advisor, to share the importance of year-round tax planning and what you should be thi…
- Cash 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, senior wealth advisor, is joined by Daniel Sharkey, senior wealth advisor. They…
- How 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 Valerie Escobar share their advice for parents looking to teach their child or teen ab…
- Why 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 transitions. Hosts Michael MacKelvie and Valerie Escobar share their perspective…
- Tax 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 Simplified, Valerie Escobar , senior wealth advisor, is joined by Jodi Robinson , vice pr…
- Estate 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, unfortunately, leave a stain on someone's legacy. On this episode of Your Life Simplified, Mi…
- Non-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 Lawrence, retired P&G executive & co-author of "Your Retirement Quest". They discuss…
- How 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 Escobar , senior wealth advisor, is joined by Whitney Reagan , wealth advisor. Th…
- Rebalancing 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 portfolio, if at all? On this episode of Your Life Simplified, Michael MacK…
- Money 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 episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mich…
- Alternative 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 Tax (ATM). Steve Moyer , vice president of executive compensation & corporate of…
- Incentive 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 help you maximize their benefits. Steve Moyer , vice president of executive com…
- 6 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 Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share 6 ta…
- RSUs, 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, vice president of executive compensation & corporate offerings, joins our host, V…
- Cybersecurity: 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 data from online threats. On this episode of Your Life Simplified, Michael MacKel…
- Alternative 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. They break down what structured notes and options are and dive into their comple…
- 3 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 you may not have considered. On this episode of Your Life Simplified, Valerie Esco…
- 2023 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 , wealth advisor, share ways to minimize the amount of taxes you'll pay for 202…
- Intentionally 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 powerful strategy of Intentionally Defective Grantor Trusts (IDGTs) and how they can…
- Eliminating 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 time when they need to spend it, and that can be a difficult transition. On this ep…