Your Life Simplified: A Financial & Wealth Management Podcast

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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.

  1. Fixed Income Explained

    NOV 14

    Fixed Income Explained

    On this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, is joined by Sandy Pourcillie, 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.

    23 min
  2. Scary Financial Mistakes to Avoid

    OCT 31

    Scary Financial Mistakes to Avoid

    Do these financial mistakes have you spooked? They don't have to. Whitney Reagan, wealth advisor, and Daniel Sharkey, 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.

    21 min
  3. 2025 Estate Tax Exemption

    OCT 17

    2025 Estate Tax Exemption

    Scott Luhnau, vice president of multi-generational wealth planning, joins Dan Sharkey, 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.

    17 min
  4. Why the SECURE 2.0 Act Matters More Than Ever

    OCT 3

    Why the SECURE 2.0 Act Matters More Than Ever

    On this episode of Your Life Simplified, host Daniel Sharkey, senior wealth advisor, is joined by Scott Luhnau, 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.

    16 min
  5. Set Your Family Up for a Successful Family Meeting

    SEP 19

    Set Your Family Up for a Successful Family Meeting

    On this episode of Your Life Simplified, hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, 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.

    16 min
  6. The Value of a Family Meeting

    SEP 5

    The Value of a Family Meeting

    Family 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.

    19 min
  7. Never Pay Full Price for College

    AUG 8

    Never Pay Full Price for College

    College is expensive, so you should never pay full price. Hosts Michael MacKelvie, wealth advisor, and Daniel Sharkey, senior wealth advisor, discuss ways to reduce college costs. They’ll cover more well-known strategies, like 529 plans, and some lesser-known tactics.

    26 min
  8. Building Wealth as a Young Professional

    JUL 11

    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 Michael MacKelvie, wealth advisor, is joined by Jinger Pajestka, senior wealth advisor, to discuss goal setting, employer benefits, real estate investing, estate planning and insurance, all to help you build your wealth.

    25 min
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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.

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