Your Life Simplified: A Financial & Wealth Management Podcast

Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

Financial Foresight: Why Learning Before You Decide Matters 05/15/2025

Financial Foresight: Why Learning Before You Decide Matters 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. /episode/index/show/yourlifesimplified/id/36359805

Estate Planning for Blended Families 05/01/2025

Estate Planning for Blended Families 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. /episode/index/show/yourlifesimplified/id/36359460

Teach Your Child to be Financially Independent 04/17/2025

Teach Your Child to be Financially Independent 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. /episode/index/show/yourlifesimplified/id/35948645

Raising Financially Savvy Children 04/03/2025

Raising Financially Savvy Children 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 /episode/index/show/yourlifesimplified/id/35948205

Navigating and Controlling the Sale of Your Business 03/20/2025

Navigating and Controlling the Sale of Your Business 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. /episode/index/show/yourlifesimplified/id/35790165

Lead With Confidence: Leadership and Mentorship Advice 03/06/2025

Lead With Confidence: Leadership and Mentorship Advice In this episode of Your Life Simplified, host Whitney Reagan, senior wealth advisor, sits down with Jennifer Hanau, national managing director, independent advisors, for a deep dive into the essential qualities of leadership and mentorship. Together, they explore how to advocate for yourself and why it's crucial to lead yourself first before guiding others. They also discuss strategies for managing up, overcoming impostor syndrome, navigating setbacks leadership values and finding the right mentorship to propel your career forward. /episode/index/show/yourlifesimplified/id/35511315

Estate Planning on Your Level 02/20/2025

Estate Planning on Your Level 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. /episode/index/show/yourlifesimplified/id/35238485

Portfolio Income Buffer 02/06/2025

Portfolio Income Buffer 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. /episode/index/show/yourlifesimplified/id/34801180

Direct Indexing 01/23/2025

Direct Indexing 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. /episode/index/show/yourlifesimplified/id/34801015

Behind the Scenes With a Chief Investment Strategist 01/09/2025

Behind the Scenes With a Chief Investment Strategist 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. /episode/index/show/yourlifesimplified/id/34656300

Mitigating Concentration Risk 12/12/2024

Mitigating Concentration Risk In this episode, , wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio and shares actionable strategies to help you achieve the right balance between growth and protection. He’ll share valuable insights into the risks of putting too much weight on a single investment or sector, how diversification can enhance long-term financial stability and practical tips to assess and adjust your portfolio. /episode/index/show/yourlifesimplified/id/34274085

Fixed Income Explained 11/14/2024

Fixed Income Explained On this episode of Your Life Simplified, , senior wealth advisor, is joined by , head of fixed income. They unpack common misconceptions of fixed income and bonds, strategies and how you may want to think about them as part of your portfolio. /episode/index/show/yourlifesimplified/id/33570932

Scary Financial Mistakes to Avoid 10/31/2024

Scary Financial Mistakes to Avoid Do these financial mistakes have you spooked? They don't have to. , wealth advisor, and , senior wealth advisor, share four scenarios that often scare people and strategies to overcome that fear. From investing to required minimum distributions, we simplify these common scary financial situations. They also share three things you may want to avoid. /episode/index/show/yourlifesimplified/id/33570422

2025 Estate Tax Exemption 10/17/2024

2025 Estate Tax Exemption , vice president of multi-generational wealth planning, joins , senior wealth advisor, on this episode of Your Life Simplified to share what you need to know before the 2025 estate tax exemption. Scott shares a few strategies to prepare for this extate tax exposure. /episode/index/show/yourlifesimplified/id/33375597

Why the SECURE 2.0 Act Matters More Than Ever 10/03/2024

Why the SECURE 2.0 Act Matters More Than Ever On this episode of Your Life Simplified, host , senior wealth advisor, is joined by , vice president of multi-generational wealth planning, to discuss the SECURE 2.0 Act. They’ll cover what has changed in government legislation, how it impacts 401(k), Roth IRA and other retirement accounts, and why it matters more than ever. /episode/index/show/yourlifesimplified/id/33220352

Set Your Family Up for a Successful Family Meeting 09/19/2024

Set Your Family Up for a Successful Family Meeting On this episode of Your Life Simplified, hosts , wealth advisor, and , senior wealth advisor, continue their discussion on making financial meetings with your family successful. They’ll share tips for making family meetings successful, including getting everyone’s buy-in, making it a singular event, being intentional in your agenda, speaking to different generations and incorporating family history. /episode/index/show/yourlifesimplified/id/32658182

The Value of a Family Meeting 09/05/2024

The Value of a Family Meeting Family meetings may sound daunting and challenging but they don't have to be. Hosts , wealth advisor, and , 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. /episode/index/show/yourlifesimplified/id/32658032

Never Pay Full Price for College 08/08/2024

Never Pay Full Price for College College is expensive, so you should never pay full price. Hosts , wealth advisor, and , senior wealth advisor, discuss ways to reduce college costs. They’ll cover more well-known strategies, like 529 plans, and some lesser-known tactics. /episode/index/show/yourlifesimplified/id/32464847

Building Wealth as a Young Professional 07/11/2024

Building Wealth as a Young Professional Young Professionals: Now that you're past the basics of financial planning, what should you be thinking about as you continue building your wealth? Host , wealth advisor, is joined by , senior wealth advisor, to discuss goal setting, employer benefits, real estate investing, estate planning and insurance, all to help you build your wealth. /episode/index/show/yourlifesimplified/id/31601057

In 2024, Should You Rent or Buy Your Home? 06/13/2024

In 2024, Should You Rent or Buy Your Home? Should 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 , wealth advisor, shares historical data, where we're at today and what you should consider as you weigh the pros and cons of homeownership. /episode/index/show/yourlifesimplified/id/31603057

Year-Round Tax Planning 05/16/2024

Year-Round Tax Planning Tax season may be over, but that doesn't mean we're done tax planning. Jennifer Kohlbacher, director of wealth strategy, joins Michael MacKelvie, wealth advisor, to share the importance of year-round tax planning and what you should be thinking about. /episode/index/show/yourlifesimplified/id/31292127

Cash Balance Plans Explained 05/02/2024

Cash Balance Plans Explained Cash balance plans are often understood but can be a win-win for tax savings and retirement planning. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Daniel Sharkey, senior wealth advisor. They dive into what they are, how they're run and who they may be right for. /episode/index/show/yourlifesimplified/id/30937913

How Parents Can Teach Teens About Investing 04/18/2024

How Parents Can Teach Teens About Investing Want to teach your child about investing? It can be difficult to know where to start and even how to answer their questions. Hosts and share their advice for parents looking to teach their child or teen about investing including compounding interest, investment accounts, retirement plans and more /episode/index/show/yourlifesimplified/id/30867513

Why Working With a Wealth Advisor Is Important 04/04/2024

Why Working With a Wealth Advisor Is Important It's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and guide people during transitions. Hosts and share their perspectives on the field before getting into wealth management and what they've learned since. /episode/index/show/yourlifesimplified/id/30662113

Tax Implications of Roth IRAs and Roth 401(k)s 03/15/2024

Tax Implications of Roth IRAs and Roth 401(k)s IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just about everybody. On this episode of Your Life Simplified, , senior wealth advisor, is joined by , vice president of tax services. They discuss the differences between Roth IRAs and Roth 401(k)s, required minimum distributions and Roth conversions. /episode/index/show/yourlifesimplified/id/30347958

Estate Planning: Protect Your Legacy & Avoid These Mistakes 02/29/2024

Estate Planning: Protect Your Legacy & Avoid These Mistakes No one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning can, unfortunately, leave a stain on someone’s legacy. On this episode of Your Life Simplified, , wealth advisor, is joined by , senior wealth advisor. They discuss ways to avoid estate planning challenges and give you a guide to help throughout the process. /episode/index/show/yourlifesimplified/id/30140448

Non-Financials of Retirement 02/15/2024

Non-Financials of Retirement What is it that people get wrong about retirement? On this episode of Your Life Simplified, , wealth advisor, is joined by guest, Keith Lawrence, retired P&G executive & co-author of "Your Retirement Quest". They discuss ways to be happy and healthy during one of the largest transitions in your life. /episode/index/show/yourlifesimplified/id/29941828

How to Prepare for Maternity Leave 02/01/2024

How to Prepare for Maternity Leave Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it comes to being financially prepared. This week, , senior wealth advisor, is joined by , wealth advisor. They’ll discuss aspects like the Family Medical Leave Act, short-term disability and preparing your team for your leave, to help prepare before welcoming a new child. /episode/index/show/yourlifesimplified/id/29719633

Rebalancing Your Portfolio 01/18/2024

Rebalancing Your Portfolio The one constant in life is change, and the markets are no exception to this, which leads to a familiar question for many investors. When should you rebalance your portfolio, if at all? On this episode of Your Life Simplified, , wealth advisor, is joined by , vice president of investments. They discuss what rebalancing means and how to get back to your original investment portfolio mix. /episode/index/show/yourlifesimplified/id/29518133

Money in the Movies 12/14/2023

Money in the Movies Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies and how they portray the financial industry. On this episode of Your Life Simplified, , senior wealth advisor, and , wealth advisor, will react to hits, like The Big Short and The Wolf of Wall Street, and share the accuracies and inaccuracies. /episode/index/show/yourlifesimplified/id/28637188

Your Life Simplified: A Financial & Wealth Management Podcast

TOPICS