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
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Estate Planning on Your Level
Feb 20, 202500:21:04Tap to summarizeOn 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, whether you have $1 million or $100+ million net worth. They cover different strategies, what you may need to include in your estate plan and why it's important to create.
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Pension Planning
Sep 22, 2022Tap to summarizeIn this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, talk about pensions and how you can use your pension to elevate your retirement plan. Mike and Valerie discuss the factors to consider when thinking about your pension, risk factors and the other pension options that may be available to you.
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