Your Life
Simplified
Your financial life doesn’t
need to be complicated.
It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, our hosts share need-to-know insights on finances and wealth that can help make Your Life Simplified. Meet Our Co-Hosts!
Available On:
Watch Our Latest Podcast Episodes
Bi-weekly on Thursdays, we dive into topics to help simplify your financial life.
Behind the Scenes With a Chief Investment Strategist
Mitigating Concentration Risk
Fixed Income Explained
Meet Our Co-Hosts
Michael MacKelvie, CFP®
Mike finds his balance in reading, playing basketball and camping. The senior wealth advisor and CERTIFIED FINANCIAL PLANNER™ works with individuals and families to provide customized wealth management solutions to help them reach their goals and keep their lives simplified and enjoyable.
Whitney Reagan
Whitney, a mom of three, serves as the Angel Board chair for The Children’s Place, a trauma treatment center in Kansas City for children under age 8. As a senior wealth advisor, she works with clients to develop personalized wealth management solutions that include tax planning, investment strategies, and estate planning to help them achieve their goals.
Dan Sharkey, CFP®
Dan enjoys outdoor activities with his family and is a big fan of the University of Colorado football team, the Boston Bruins, and the New York Jets. As a CERTIFIED FINANCIAL PLANNER™ professional and senior wealth advisor, he provides comprehensive wealth management and planning services.
