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 real-world advice.

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 can be predicted, a strong foundation in financial knowledge supports smarter, more adaptable planning.

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.

In this episode of Your Life Simplified, host Whitney Reagan, senior wealth advisor, sits down with Jennifer Hanau, national managing director, independent advisors, for a deep dive into the essential qualities of leadership and mentorship. Together, they explore how to advocate for yourself and why it's crucial to lead yourself first before guiding others. They also discuss strategies for managing up, overcoming impostor syndrome, navigating setbacks leadership values and finding the right mentorship to propel your career forward.

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.

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 offers actionable insights on managing portfolio risk and creating resilient investment strategies.