Mar 20, 2025

In this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, and Tom Tilley, managing director, mergers & acquisitions, discuss the aspects of navigating the sale of your business and exercising as much control as possible. Tune in for valuable insights on preparing your business to go to market,...

Mar 6, 2025

In this episode of Your Life Simplified, host Whitney Reagan, senior wealth advisor, sits down with Jennifer Hanau, national managing director, independent advisors, for a deep dive into the essential qualities of leadership and mentorship. Together, they explore how to advocate for yourself and why it's crucial to...

Feb 20, 2025

On this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, is joined by Jessica Nelson, senior wealth consultant, to discuss estate planning strategies for different net-worth levels. Estate planning impacts everyone, whether you have $1 million or $100+ million net worth. They cover...

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...

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...