Navigating and Controlling the Sale of Your Business
Your Life Simplified: A Financial & Wealth Management Podcast
Release Date: 03/20/2025
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 A Way to Wisdom, 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.
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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.
info_outlineIn 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.