In 2024, Should You Rent or Buy Your Home?
Your Life Simplified: A Financial & Wealth Management Podcast
Release Date: 06/13/2024
From experience to impact: A leader’s journey | Your Life Simplified
Your Life Simplified: A Financial & Wealth Management Podcast
Leadership isn’t defined by a job title—it’s shaped by the experiences, values and people who influence our path. In this episode, host and senior wealth advisor sits down with Mariner’s Chief Investment Officer, , for a candid conversation about mentorship, growth and authenticity. Together, they explore the moments that shaped Katrina’s journey to CIO and the lasting impact of leading with intention.
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Growing forward—insights on leadership and life
Your Life Simplified: A Financial & Wealth Management Podcast
In this inspiring conversation, host talks with Mariner’s Chief Operating Officer, , explore leadership, growth and the lessons learned along the way. Cheryl shares insights from her path to COO, her approach to leadership, continuous development and the pursuit of one’s highest and greatest use, and the values that continue to shape Mariner’s culture and future.
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Think Mariner Is Just for Individuals? Think Again.
Your Life Simplified: A Financial & Wealth Management Podcast
Host and Senior Wealth Advisor sits down with , head of Mariner Institutional, to explore how Mariner collaborates with a range of organizations. From helping institutions pursue investment objectives to supporting the financial well-being of their employees, Mike shares insights into how Mariner Institutional strategies aim to serve organizations.
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Concentrated Stock: Strategies to Protect Your Wealth
Your Life Simplified: A Financial & Wealth Management Podcast
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 and discuss how to balance concentration with diversification, manage emotions and apply strategies that maximize potential while protecting long-term goals.
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Leading with Purpose
Your Life Simplified: A Financial & Wealth Management Podcast
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.
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The Real Value of a Wealth Advisor
Your Life Simplified: A Financial & Wealth Management Podcast
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts , senior wealth advisor, and , 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.
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Networking to Build Connections That Matter
Your Life Simplified: A Financial & Wealth Management Podcast
Networking isn’t just for job fairs and LinkedIn—it’s a part of everyday life. , senior wealth advisor, and , 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.
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Financial Foresight: Why Learning Before You Decide Matters
Your Life Simplified: A Financial & Wealth Management Podcast
In this episode of Your Life Simplified, host , senior wealth advisor, talks with , 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.
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Estate Planning for Blended Families
Your Life Simplified: A Financial & Wealth Management Podcast
In this episode of Your Life Simplified, host , senior wealth advisor, and , 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.
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Teach Your Child to be Financially Independent
Your Life Simplified: A Financial & Wealth Management Podcast
Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do they get there? , senior wealth advisor, and , 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.
info_outlineShould I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of home renovations and more. Host Michael MacKelvie, wealth advisor, shares historical data, where we're at today and what you should consider as you weigh the pros and cons of homeownership.