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whitney your life simplified Your Life Simplified

Networking to Build Connections That Matter 

Networking isn’t just for job fairs and LinkedIn—it’s a part of everyday life. Whitney Reagan , senior wealth advisor,...
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Insights

Making Sense of the “4 Buckets”: A Look at Tariffs, Taxes and Treasury Warnings

June 6, 2025
Read time: 5 minutes I’ve been organizing President Trump’s main initiatives into what I call his “4 Buckets.”...
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Five Estate Planning Considerations for Blended Families 

June 6, 2025
Read time: 4 minutes Blended families are very common: About a fifth of married couples head such households....
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A Roller Coaster Start to 2025 — Time to Regroup for the Second Half

June 6, 2025
Read time: 11 minutes “Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we...
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Approaching Retirement: Essential Steps for a Smooth Transition

June 5, 2025
Read time: 3 minutes If you’re just a few years away from retirement, congratulations: You’ve worked hard to...
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Transfer Wealth Before Lifetime Estate Tax Exemption Expires in 2025

May 31, 2025
Read time: 5 minutes When it comes to the tax-free transfer of wealth, we’re living in a golden...
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Options Strategies

May 16, 2025
Put-Write Strategies for Income Cash-Secured Put Income Primarily sells out of...
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Mariner Personalized Equity Portfolios

May 16, 2025
Customized Investing To Align With Values and Seek To Maximize Tax Advantages Mariner Personalized Equity Portfolios (MPEP) are...
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Financial Foresight: Why Learning Before You Decide Matters

Financial Foresight: Why Learning Before You Decide Matters

May 15, 2025
In this episode of Your Life Simplified, host Michael MacKelvie , senior wealth advisor, talks with Kurt Schindler ,...
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Private Investments (“PI”) Overview

May 13, 2025
Mariner offers a robust Private Investments platform with access to a variety of investment offerings and funds that seek...
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Wealth Planning for Entrepreneurs

May 9, 2025
Entrepreneurs are so busy running their businesses, they often forget to plan for their own financial future, including the...
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Timeless Investment Principles

May 2, 2025
The Foundation of a Sensible Investment Strategy. A famous investor once said, “Investing is simple, but it’s not...
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Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning

May 2, 2025
Read time: 10 minutes As management theorist and author Peter Drucker said, “The greatest danger in times 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

#159

Networking to Build Connections That Matter 

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June 12, 2025
#158

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
#157

Estate Planning for Blended Families

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May 1, 2025
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