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
Think Mariner Is Just for Individuals? Think Again.
Oct 1400:46:37Tap to summarizeHost 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 supporting the financial well-being of their employees, Mike shares insights into how Mariner Institutional strategies aim to serve organizations.
Transcribe →
Concentrated Stock: Strategies to Protect Your Wealth
Sep 2300:25:22Tap to summarizeWhen 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 Daniel Sharkey discuss how to balance concentration with diversification, manage emotions and apply strategies that maximize potential while protecting long-term goals.
Transcribe →
Leading with Purpose
Aug 1500:37:14Tap to summarizeWhat 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's Weekly Guide, talk about how to tap into your strengths, find your genius zone and lead with purpose.
Transcribe →
The Real Value of a Wealth Advisor
Jul 10, 202500:30:48Tap to summarizeInvestment 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 numbers—they guide clients through life's financial decisions, with their goals always leading the way.
Transcribe →
Networking to Build Connections That Matter
Jun 12, 202500:21:27Tap to summarizeNetworking 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 looking to grow a network of colleagues, make new friends or simply feel more comfortable in social settings, this conversation offers practical encouragement and real-world advice.
Transcribe →
Financial Foresight: Why Learning Before You Decide Matters
May 15, 202500:18:33Tap to summarizeIn 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 navigate your financial situation as it evolves. They discuss how proactive learning leads to more informed, confident decisions, and how, even though not everything can be predicted, a strong foundation in financial knowledge supports smarter, more adaptable planning.
Transcribe →
Estate Planning for Blended Families
May 1, 202500:26:30Tap to summarizeIn 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 conversations around combining finances or keeping things separate, managing child expenses and setting up a long-term plan that is right for your family dynamic.
Transcribe →
Teach Your Child to be Financially Independent
Apr 17, 202500:22:12Tap to summarizeMost 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 and tips for helping your child learn how to be financially savvy and independent as they approach adulthood.
Transcribe →
Raising Financially Savvy Children
Apr 3, 202500:18:26Tap to summarizeWant 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. They’ll cover the impact of the parent's relationship with money and when to start having these conversations.Wealth Management
Transcribe →
Navigating and Controlling the Sale of Your Business
Mar 20, 202500:23:16Tap to summarizeIn 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 possible. Tune in for valuable insights on preparing your business to go to market, navigating exit strategies as well as tax and income implications of the sale.
Transcribe →