Podcast
Your Life Simplified: A Financial & Wealth Management Podcast
Hosted by Mariner · EN
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.
22episodes
Episodes
Newest firstAll episodes
You're ready to have the "money talk" | Your Life Simplified
1w ago00:16:01Tap to summarizeWhitney 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 to approach these conversations to build a stronger partnership. They discuss why establishing transparency—whether you keep your finances separate or fully combined—is a critical step in aligning your goals and reducing the stress that often surrounds joint expenses. Learn why understanding your partner's unique "money scripts" and financial history can help bridge gaps in communication and prevent future friction. Discover practical strategies for maintaining individual autonomy while working toward a common financial future and explore why having an advisor act as a neutral mediator can turn these potentially awkward conversations into productive steps toward a unified, long-term plan.
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You're ready to buy your first home | Your Life Simplified
2w ago00:13:25Tap to summarizeDan 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 true homeownership. He discusses why treating a home as a long-term lifestyle commitment—rather than just a simple investment—may help reduce the stress that often accompanies this whirlwind process. Learn why looking beyond the initial mortgage payment to account for hidden maintenance costs, utility fluctuations and debt-to-income ratios is a critical skill for new homeowners. Discover how working with an advisor can help you model realistic financial goals so you are better prepared for the long haul and move into your first property with greater confidence that you are setting yourself up for a long-term homeownership
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You're ready to save for college | Your Life Simplified
3w ago00:22:13Tap to summarizeHosts Whitney Reagan and Daniel Sharkey tackle the financial pressures of graduation season, demystifying the path to funding higher education. They discuss why shifting from a "single-bucket" savings mindset to a flexible, multi-asset strategy can alleviate the anxiety often associated with rising educational costs. Learn why open communication with your children about borrowing is a critical life lesson and discover how working with an advisor can help you model realistic goals, avoid analysis paralysis and confidently fund your child's future—without committing to working until you're 70.
Transcribe →Are you ready for your dream vacation? | Your Life Simplified
4w ago00:13:12Tap to summarizeHosts 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 explains why one-off extravagant expenses rarely derail a financial plan—unlike heavy, recurring fixed costs—and why these experiences are "inherently attainable." Learn how working with an advisor can help you repurpose non-valuable expenses, isolate costs in advance, and overcome the psychological "guilt" of spending to create unforgettable core family memories.
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Built to last: Mariner at 20 | Your Life Simplified
May 1400:59:41Tap to summarizeIn this special episode, host Whitney Reagan interviews Marty Bicknell, founder, CEO, and president of Mariner, to celebrate the firm's 20-year anniversary and reflect on the firm's evolution and future. They unpack Mariner's origin story, from Marty's early career shift from pre-law and his five years at a traditional firm, to the pivotal moment in 2006 when he took the leap to build a client-first company focused on "positively impacting the lives of many."
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You're ready for Mariner | Your Life Simplified
Apr 2300:20:55Tap to summarizeIn 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 for Mariner? From navigating complex financial decisions to recognizing gaps in tax planning, investment strategy and overall financial clarity, they explore some real-life triggers that signal it may be time for guidance. They also challenge common misconceptions—like age or investment knowledge being deciding factors—and emphasize the value of a true advisory partnership.
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Grief to joy: A conversation with Jenny Danaher | Your Life Simplified
Mar 500:40:21Tap to summarizeIn this hopeful and deeply personal conversation, Whitney Reagan speaks with Jenny Danaher, founder of Grief to Joy Coaching, about rebuilding life after profound loss. From supporting grieving kids to the importance of financial preparation and trusted guidance, this episode offers practical insight and a powerful reminder that renewal is possible—and that healing begins by choosing to keep going.
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2026 financial reset: what to prioritize now | Your Life Simplified
Jan 2200:38:20Tap to summarizeIn 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.
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From experience to impact: A leader's journey | Your Life Simplified
Dec 1101:01:30Tap to summarizeLeadership 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 advisor Whitney Reagan sits down with Mariner's Chief Investment Officer, Katrina Radenberg, for a candid conversation about mentorship, growth and authenticity. Together, they explore the moments that shaped Katrina's journey to CIO and the lasting impact of leading with intention.
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Growing forward—insights on leadership and life
Nov 1301:05:23Tap to summarizeIn 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, her approach to leadership, continuous development and the pursuit of one's highest and greatest use, and the values that continue to shape Mariner's culture and future.
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