Your Life Simplified: A Financial & Wealth Management Podcast

Mike Welker, Head of Mariner Institutional and a seasoned CFA® professional, shares his journey from basketball to finance. He reveals how Mariner collaborates with diverse organizations, focusing on services like asset allocation and fiduciary oversight. Listeners will learn about the evolution of institutional consulting, the importance of long-term investment strategies, and common pitfalls to avoid. Mike also emphasizes the need for emotional discipline in investing and offers advice on how institutional practices can benefit retail clients.

When much of your wealth is tied to a single stock—especially your employer's—you face both opportunities and risks. In this episode, Senior Wealth Advisors Whitney Reagan and Daniel 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.

Cohosts dive into the transformative role of wealth advisors beyond just numbers. They emphasize relationship building and emotional support in financial planning. Personal anecdotes shed light on how life experiences shape their perspectives. The podcast explores the psychological aspects of money, revealing the importance of trust and open communication. Listeners gain insights into making financial concepts accessible, enhancing fulfillment and encouraging thoughtful philanthropy.

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.