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Insights

Scary Financial Mistakes to Avoid

Scary Financial Mistakes to Avoid

October 31, 2024
Do these financial mistakes have you spooked? They don’t have to. Whitney Reagan , wealth advisor, and Daniel Sharkey...
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Set Your Family Up for a Successful Family Meeting

Set Your Family Up for a Successful Family Meeting

September 19, 2024
On this episode of Your Life Simplified, hosts Whitney Reagan , wealth advisor, and Daniel Sharkey , senior wealth...
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The Value of a Family Meeting

The Value of a Family Meeting

September 5, 2024
Family meetings may sound daunting and challenging but they don’t have to be. Hosts Whitney Reagan , wealth advisor,...
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Building Wealth as a Young Professional

Building Wealth as a Young Professional

July 11, 2024
Young Professionals: Now that you’re past the basics of financial planning, what should you be thinking about as you...
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Why Working With a Wealth Advisor Is Important

Why Working With a Wealth Advisor Is Important

April 4, 2024
It’s not just about the numbers. There is value beyond the data that a wealth advisor can offer. They...
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How to Prepare for Maternity Leave

How to Prepare for Maternity Leave

February 1, 2024
Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it...
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Money in the Movies

Money in the Movies

December 14, 2023
Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies...
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Alternative Minimum Tax Explained

Alternative Minimum Tax Explained

November 30, 2023
In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll continue that discussion and...
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Incentive Stock Options Explained

Incentive Stock Options Explained

November 16, 2023
In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options...
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Eliminating Guilt from Spending

Eliminating Guilt from Spending

July 27, 2023
For many, they’ve become wealthy because of their focus on saving. They’ve spent their entire lives being disciplined and...
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2023 Midyear Market Outlook

2023 Midyear Market Outlook

July 13, 2023
While we can’t look into the future, each year, we feature a webinar that peers into a crystal ball...
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What Young Adults Need to Know Before College

What Young Adults Need to Know Before College

June 15, 2023
Parents and Teens: Today we have creative hacks that could save you tens of thousands of dollars, regardless of...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
#146

2025 Estate Tax Exemption

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October 17, 2024
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