Your Life Simplified: A Financial & Wealth Management Podcast

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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.

Portfolio Income Buffer

Feb 6, 2025

In this episode, Daniel Sharkey, senior wealth advisor, sits down with Breanna Seech, senior wealth advisor, to explore the strategy of portfolio income buffers. Together, they discuss how these buffers can safeguard against market volatility, enhance cash flow flexibility and support long-term financial goals. Whether...

Direct Indexing

Jan 23, 2025

Join hosts Whitney Reagan, senior wealth advisor, and Daniel Sharkey, senior wealth advisor, as they discuss direct indexing. This episode unpacks how direct indexing works, its potential tax advantages and its ability to align investments with individual values and goals. Whitney and Daniel share practical strategies...

Behind the Scenes With a Chief Investment Strategist

Jan 9, 2025

On this episode of Your Life Simplified, Whitney Reagan, senior wealth advisor, is joined by Jeff
Krumpelman, chief investment strategist. He shares his journey to becoming a chief investment strategist, what he does outside of work and his life...