From experience to impact: A leader’s journey | Your Life Simplified
Your Life Simplified: A Financial & Wealth Management Podcast
Release Date: 12/11/2025
You’re ready to start investing | Your Life Simplified
Your Life Simplified: A Financial & Wealth Management Podcast
from Mariner tackles the age-old question, "Are you ready to start investing?" and provides guidance for those looking to build long-term wealth, regardless of where they are in their career. In this episode, Dan demystifies the investing process, dispelling common myths and emphasizing why time is your greatest asset. Learn the essential "pre-flight" checklist you need to tackle—including managing high-interest debt and building a liquidity buffer—before you invest your first dollar. Discover practical strategies for navigating your employer’s 401(k) plan, utilizing target date funds...
info_outline
You’re ready to have the “money talk” | Your Life Simplified
Your Life Simplified: A Financial & Wealth Management Podcast
and from Mariner sit down to tackle the delicate but essential topic of the "money talk" in relationships, demystifying when and how to approach these conversations to build a stronger partnership. They discuss why establishing transparency—whether you keep your finances separate or fully combined—is a critical step in aligning your goals and reducing the stress that often surrounds joint expenses. Learn why understanding your partner's unique "money scripts" and financial history can help bridge gaps in communication and prevent future friction. Discover practical strategies for...
info_outline
You’re ready to buy your first home | Your Life Simplified
Your Life Simplified: A Financial & Wealth Management Podcast
from Mariner tackles the complex financial reality of buying your first home, moving beyond the thrill of online listings to demystify the path to true homeownership. He discusses why treating a home as a long-term lifestyle commitment—rather than just a simple investment—may help reduce the stress that often accompanies this whirlwind process. Learn why looking beyond the initial mortgage payment to account for hidden maintenance costs, utility fluctuations and debt-to-income ratios is a critical skill for new homeowners. Discover how working with an advisor can help you model realistic...
info_outline
You’re ready to save for college | Your Life Simplified
Your Life Simplified: A Financial & Wealth Management Podcast
Hosts and tackle the financial pressures of graduation season, demystifying the path to funding higher education. They discuss why shifting from a "single-bucket" savings mindset to a flexible, multi-asset strategy can alleviate the anxiety often associated with rising educational costs. Learn why open communication with your children about borrowing is a critical life lesson and discover how working with an advisor can help you model realistic goals, avoid analysis paralysis and confidently fund your child's future—without committing to working until you’re 70.
info_outline
Are you ready for your dream vacation? | Your Life Simplified
Your Life Simplified: A Financial & Wealth Management Podcast
Hosts and dive into stretch goals and "once-in-a-lifetime" trips, from a South African safari to a five-star hotel stay. Sharkey explains why one-off extravagant expenses rarely derail a financial plan—unlike heavy, recurring fixed costs—and why these experiences are "inherently attainable." Learn how working with an advisor can help you repurpose non-valuable expenses, isolate costs in advance, and overcome the psychological "guilt" of spending to create unforgettable core family memories.
info_outline
Built to last: Mariner at 20 | Your Life Simplified
Your Life Simplified: A Financial & Wealth Management Podcast
In this special episode, host interviews , founder, CEO, and president of Mariner, to celebrate the firm’s 20-year anniversary and reflect on the firm’s evolution and future. They unpack Mariner’s origin story, from Marty's early career shift from pre-law and his five years at a traditional firm, to the pivotal moment in 2006 when he took the leap to build a client-first company focused on "positively impacting the lives of many."
info_outline
You’re ready for Mariner | Your Life Simplified
Your Life Simplified: A Financial & Wealth Management Podcast
In this episode, hosts and unpack a timely question: how do you know when you’re ready for a wealth advisor—and specifically, ready for Mariner? From navigating complex financial decisions to recognizing gaps in tax planning, investment strategy and overall financial clarity, they explore some real-life triggers that signal it may be time for guidance. They also challenge common misconceptions—like age or investment knowledge being deciding factors—and emphasize the value of a true advisory partnership.
info_outline
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_outlineLeadership 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 Whitney Reagan sits down with Mariner’s Chief Investment Officer, Katrina Radenberg, 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.