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 | 173 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingEducationBusinessHow To | |||
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Latest Episodes
In this special episode, host Whitney Reagan interviews Marty Bicknell, 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 M... more
In this episode, hosts Whitney Reagan and Dan Sharkey 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 pla... more
In this hopeful and deeply personal conversation, Whitney Reagan 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 tru... more
In this kickoff episode of 2026, hosts Dan Sharkey and Whitney Reagan 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 intent... more
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Reviews
- Awesome Podcast!
Very informative podcast! Covers a ton of great content, I’d highly recommend it!
Apple Podcasts5REIexpert101
Canada5 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 States5 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 States8 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 States8 years ago
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
A practical, founder-and-leader driven show that blends wealth management strategy with leadership and culture topics. Episodes commonly explore how to build client-first advisory practices, governance and fiduciary considerations, and the evolving role of technology (including AI) in financial services. Listeners typically encounter approachable discussions on holistic financial planning, relationship building, and personal growth for industry professionals. Notable throughlines include a strong emphasis on culture, philanthropy, and practical how-tos for advisors, with guests ranging from CIOs and COOs to leadership coaches and institutional experts. The format tends to mix personal storytelling with actionable guidance, making complex fi... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. All-In with Chamath, Jason, Sacks & Friedberg
2. The Daily
3. Marketplace
4. Wait Wait... Don't Tell Me!
5. FPO&G: Financial Planning for Oil & Gas Professionals
How many episodes of this podcast are there?
this podcast launched 8 years ago and published 173 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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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Jenny Danaher
2. Katrina Radenberg
3. Cheryl Bicknell
4. Mike Welker
5. Teresa Carey
6. Gaylyn McGregor
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.