Preview Mode Links will not work in preview mode

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.

Jul 30, 2026

Whitney Reagan and Dan Sharkey from Mariner sit down to tackle the delicate but essential topic of the "money talk" in relationships, demystifying when and how to approach these conversations to build a stronger partnership. They discuss why establishing transparency—whether you keep your finances separate or fully...


Jul 23, 2026

Dan Sharkey from Mariner tackles the complex financial reality of buying your first home, moving beyond the thrill of online listings to demystify the path to true homeownership. He discusses why treating a home as a long-term lifestyle commitment—rather than just a simple investment—may help reduce the stress that...


Jul 16, 2026

Hosts Whitney Reagan and Daniel Sharkey tackle the financial pressures of graduation season, demystifying the path to funding higher education. They discuss why shifting from a "single-bucket" savings mindset to a flexible, multi-asset strategy can alleviate the anxiety often associated with rising educational...


Jul 9, 2026

Hosts Whitney Reagan and Daniel Sharkey dive into stretch goals and "once-in-a-lifetime" trips, from a South African safari to a five-star hotel stay. Sharkey explains why one-off extravagant expenses rarely derail a financial plan—unlike heavy, recurring fixed costs—and why these experiences are "inherently...