Hosted by Mariner · 🇺🇸 US · EN · 173 episodes
Established thought leaders with verified media credentials.
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.
Mariner hosts Your Life Simplified: A Financial & Wealth Management Podcast, a business show with 173 episodes published.
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 Mari
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 r
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
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, port
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 O
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 h
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 o
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 concen
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
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 m
Networking isn't just for job fairs and LinkedIn—it's a part of everyday life. Whitney Reagan, senior wealth advisor, and Gaylyn McGregor, senior wealth consultant, unpack how to build meaningful, lasting relationships.
In this episode of Your Life Simplified, host Michael MacKelvie, senior wealth advisor, talks with Kurt Schindler, senior wealth advisor, about the benefits of working with an advisor to learn financial principles that c
In this episode of Your Life Simplified, host Whitney Reagan, senior wealth advisor, and Christina Lynn, director, wealth strategist, dive into the different approaches to blended family finances. They discuss how to nav
Most parents' goal for their children is to be financially independent once they leave the nest. So, how do they get there? Whitney Reagan, senior wealth advisor, and Christina Lynn, Ph.D., director, wealth strategist, s
Want to raise children who are not just financially literate but are financially savvy? Whitney Reagan, senior wealth advisor, and Christina Lynn, Ph.D., director, wealth strategist, share their advice for teaching your
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 muc
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 leader
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
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 aga
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 t
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Your Life Simplified: A Financial & Wealth Management Podcast has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
Your Life Simplified: A Financial & Wealth Management Podcast is hosted by Mariner. The show is categorised under business (investing) and has published 173 episodes.
Your Life Simplified: A Financial & Wealth Management Podcast has published 173 episodes.
Your Life Simplified: A Financial & Wealth Management Podcast regularly covers business, investing, education. It sits in the business category, with a investing focus.
Your Life Simplified: A Financial & Wealth Management Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Your Life Simplified: A Financial & Wealth Management Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Your Life Simplified: A Financial & Wealth Management Podcast average 33 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Your Life Simplified: A Financial & Wealth Management Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 6 days ago.
