Estate Planning on Your Level
Your Life Simplified: A Financial & Wealth Management Podcast
Release Date: 02/20/2025
Grief to joy: A conversation with Jenny Danaher | Your Life Simplified
Your Life Simplified: A Financial & Wealth Management Podcast
In this hopeful and deeply personal conversation, speaks with Jenny Danaher, founder of Grief to Joy Coaching, about rebuilding life after profound loss. From supporting grieving kids to the importance of financial preparation and trusted guidance, this episode offers practical insight and a powerful reminder that renewal is possible—and that healing begins by choosing to keep going.
info_outline
2026 financial reset: what to prioritize now | Your Life Simplified
Your Life Simplified: A Financial & Wealth Management Podcast
In this kickoff episode of 2026, hosts and reset the conversation around financial planning with a practical, level-headed approach to the new year. From employer benefits to tax planning, portfolio rebalancing and intentional spending, they share timely guidance to help listeners start the year with clarity, patience and purpose.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outlineOn this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, is joined by Jessica Nelson, 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.