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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.

  1. All Episodes
  2. 2024
  3. 10

Scary Financial Mistakes to Avoid

Oct 31, 2024

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...

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2025 Estate Tax Exemption

Oct 17, 2024

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...

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Why the SECURE 2.0 Act Matters More Than Ever

Oct 3, 2024

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,...

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