Your Life Simplified: A Financial & Wealth Management Podcast

Hosts 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 expense...

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-f...

In 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 challeng...

In 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...

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. 

Leadership 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 las...

In 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 f...

Host 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.

When much of your wealth is tied to a single stock—especially your employer's—you face both opportunities and risks. In this episode, S enior W ealth A dvisors Whitney Reagan and Dan iel Sharkey discuss how to balance concentration with diversification, manage emotions and apply strategies that maximize potential while protecting long-term goals.  

What 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.

Investment 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.

Networking 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...

In 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...

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.

Most 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. 

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

In 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.

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 importan...

In this episode, Daniel Sharkey , senior wealth advisor, sits down with Breanna Seech , senior wealth advisor, to explore the strategy of portfolio income buffers. Together, they discuss how these buffers can safeguard against market volatility, enhance cash flow flexibility and support long-term financial goals. Whether you're navigating uncertain markets or planning for retirement, this episode...

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.

On this episode of Your Life Simplified, Whitney Reagan , senior wealth advisor, is joined by  Jeff Krumpelman , chief investment strategist. He shares his journey to becoming a chief investment strategist, what he does outside of work and his life advice.

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 stabil...

On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Sandy Pourcillie , head of fixed income. They unpack common misconceptions of fixed income and bonds, strategies and how you may want to think about them as part of 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.

Scott Luhnau , vice president of multi-generational wealth planning, joins Dan Sharkey , senior wealth advisor, on this episode of Your Life Simplified to share what you need to know before the 2025 estate tax exemption. Scott shares a few strategies to prepare for this extate tax exposure.