Your Life Simplified: A Financial & Wealth Management Podcast

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 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."

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 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.

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. They'll cover the impact of the parent's relationship with money and when to start having these conversations.Wealth Management

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, 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.

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 investments with individual values and goals. Whitney and Daniel share practical strategies to help implement this portfolio strategy.

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'll share valuable insights into the risks of putting too much weight on a single investment or sector, how diversification can enhance long-term financial stability and practical tips to assess and adjust your portfolio.

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 investing to required minimum distributions, we simplify these common scary financial situations. They also share three things you may want to avoid.

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 government legislation, how it impacts 401(k), Roth IRA and other retirement accounts, and why it matters more than ever.