2026 financial reset: what to prioritize now | Your Life Simplified

About this episode

In this episode, hosts Dan Sharkey and Whitney Reagan discuss practical financial planning strategies for the new year.

In 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.

People in this episode

Hosts: Dan Sharkey, Whitney Reagan

Topics covered

• financial planning
• employer benefits
• tax planning
• portfolio rebalancing
• intentional spending

Keywords

• 2026
• financial reset
• clarity
• patience
• purpose

Mentioned in this episode

Books & works: Your Life Simplified

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