The Value of a Family Meeting
Your Life Simplified: A Financial & Wealth Management Podcast
Release Date: 09/05/2024
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.
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Raising Financially Savvy Children
Your Life Simplified: A Financial & Wealth Management Podcast
Want to raise children who are not just financially literate but are financially savvy? , senior wealth advisor, and , 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
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Navigating and Controlling the Sale of Your Business
Your Life Simplified: A Financial & Wealth Management Podcast
In this episode of Your Life Simplified, , senior wealth advisor, and , 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.
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Estate Planning on Your Level
Your Life Simplified: A Financial & Wealth Management Podcast
On this episode of Your Life Simplified, , senior wealth advisor, is joined by , senior wealth consultant, to discuss estate planning strategies for different net-worth levels. Estate planning impacts everyone, whether you have $1 million or $100+ million net worth. They cover different strategies, what you may need to include in your estate plan and why it's important to create.
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Portfolio Income Buffer
Your Life Simplified: A Financial & Wealth Management Podcast
In this episode, , senior wealth advisor, sits down with , senior wealth advisor, to explore the strategy of portfolio income buffers. Together, they discuss how these buffers can safeguard against market volatility, enhance cash flow flexibility and support long-term financial goals. Whether you're navigating uncertain markets or planning for retirement, this episode offers actionable insights on managing portfolio risk and creating resilient investment strategies.
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Direct Indexing
Your Life Simplified: A Financial & Wealth Management Podcast
Join hosts , senior wealth advisor, and , senior wealth advisor, as they discuss direct indexing. This episode unpacks how direct indexing works, its potential tax advantages and its ability to align investments with individual values and goals. Whitney and Daniel share practical strategies to help implement this portfolio strategy.
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Behind the Scenes With a Chief Investment Strategist
Your Life Simplified: A Financial & Wealth Management Podcast
On this episode of Your Life Simplified, , senior wealth advisor, is joined by , chief investment strategist. He shares his journey to becoming a chief investment strategist, what he does outside of work and his life advice.
info_outlineFamily meetings may sound daunting and challenging but they don't have to be. Hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, senior wealth advisor, discuss making these financial meetings with your broader family productive. They'll cover what is a family meeting, why you should have them regularly and what topics are important to include.