Your Life Simplified: A Financial & Wealth Management Podcast
MarinerYour 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.
| Publishes | Monthly | Episodes | 166 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingHow ToEducation | |||
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Latest Episodes
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 Whitney Reagan and Daniel Sharkey discuss how to balance concentration with diversification, ... more
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 Gui... more
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey, senior wealth advisor, and Whitney Reagan, senior wealth advisor, talk about how today’s advisors do more than crunch numbers—they g... more
Networking isn’t just for job fairs and LinkedIn—it’s a part of everyday life. Whitney Reagan, senior wealth advisor, and Gaylyn McGregor, senior wealth consultant, unpack how to build meaningful, lasting relationships. Whether you're looking to grow... more
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Reviews
- Awesome Podcast!
Very informative podcast! Covers a ton of great content, I’d highly recommend it!
Apple Podcasts5REIexpert101
Canada4 years ago - Great topics!
I enjoy that this podcast covers a variety of topics. There is something for everyone and I learn something each time I listen. Well done!
Apple Podcasts5MDgarymarket
United States4 years ago - Excellent life and wealth management advice
This is a solid podcast that offers fantastic life and money management advice. I don’t have a big investment portfolio by any means, but the information in these sessions is fantastic! They had a whole one on buying a car (Whether to lease or buy) and that was just great! And they have excellent tax sessions and other things. The speakers are really great at keeping everything in Laymen’s terms and not loosing me when I listen yet they are speaking on incredibly intelligent and complex topics.
Apple Podcasts5Ldsmith1818United States6 years ago - Super Informative!
Mariner does a great job of taking complex topics and making them simple! Love the variety of content too. Looking forward to future episodes!
Apple Podcasts5MamaCass10United States7 years ago - Informative & Fun
I love this podcast! I’m always multitasking and this podcast is a great way to learn about a variety of topics (HSA’s, TCJA, Estate plans) but in a simplified manner. The last thing I want to do after a long work day is research topics like that, so this makes it easy and I feel productive! I LOVE the episodes on healthy eating and travel tips - those are my fav. The variety of guests and the quality of sound are things I appreciate too.
Apple Podcasts5MegDrawzUnited States7 years ago
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this podcast launched 7 years ago and published 166 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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