Your Life Simplified: A Financial & Wealth Management Podcast

Hosted by Mariner

Business Investing Education

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Episodes

173

Latest episode

May 2026

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About the show

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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60 recent

May 14, 2026Episode 17459 min

Built to last: Mariner at 20 | Your Life Simplified

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 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."

April 23, 2026Episode 17320 min

You're ready for Mariner | Your Life Simplified

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 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.

March 5, 2026Episode 17240 min

Grief to joy: A conversation with Jenny Danaher | Your Life Simplified

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 trusted guidance, this episode offers practical insight and a powerful reminder that renewal is possible—and that healing begins by choosing to keep going.

January 22, 2026Episode 17138 min

2026 financial reset: what to prioritize now | Your Life Simplified

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 intentional spending, they share timely guidance to help listeners start the year with clarity, patience and purpose.

December 11, 2025Episode 1701 hr 1 min

From experience to impact: A leader's journey | Your Life Simplified

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 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.

November 13, 2025Episode 1691 hr 5 min

Growing forward—insights on leadership and life

In this inspiring conversation, host Whitney Reagan talks with Mariner's Chief Operating Officer, Cheryl Bicknell, JD, LL.M, explore leadership, growth and the lessons learned along the way. Cheryl shares insights from her path to COO, her approach to leadership, continuous development and the pursuit of one's highest and greatest use, and the values that continue to shape Mariner's culture and future.

October 14, 2025Episode 16846 min

Think Mariner Is Just for Individuals? Think Again.

Host and Senior Wealth Advisor Dan Sharkey sits down with Mike Welker, CFA®, head of Mariner Institutional, to explore how Mariner collaborates with a range of organizations. From helping institutions pursue investment objectives to supporting the financial well-being of their employees, Mike shares insights into how Mariner Institutional strategies aim to serve organizations.

September 23, 2025Episode 16725 min

Concentrated Stock: Strategies to Protect Your Wealth

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, manage emotions and apply strategies that maximize potential while protecting long-term goals.

August 15, 2025Episode 16637 min

Leading with Purpose

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 Guide, talk about how to tap into your strengths, find your genius zone and lead with purpose.

July 10, 2025Episode 16530 min

The Real Value of a Wealth Advisor

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 guide clients through life's financial decisions, with their goals always leading the way.