Your Life Simplified: A Financial & Wealth Management podcast

Pagina principale della serie•Feed

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

Your Life Simplified: A Financial & Wealth Management Podcast

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.

158 episodi

Your Life Simplified: A Financial & Wealth Management Podcast

updated 4 giorni fa

Pagina principale della serie•Feed

158 episodi

All episodes

Your Life Simplified: A Financial & Wealth Management Podcast

1
Lead With Confidence: Leadership and Mentorship Advice 32:15

4 giorni fa32:15

32:15

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 lead yourself first before guiding others. They also discuss strategies for managing up, overcoming impostor syndrome, navigating setbacks leadership values and finding the right mentorship to propel your career forward.…

Your Life Simplified: A Financial & Wealth Management Podcast

1
Estate Planning on Your Level 21:04

18 giorni fa21:04

21:04

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 different strategies, what you may need to include in your estate plan and why it's important to create.…

Your Life Simplified: A Financial & Wealth Management Podcast

1
Portfolio Income Buffer 18:31

5 weeks fa18:31

18:31

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 you're navigating uncertain markets or planning for retirement, this episode offers actionable insights on managing portfolio risk and creating resilient investment strategies.…

Your Life Simplified: A Financial & Wealth Management Podcast

1
Direct Indexing 27:30

7 weeks fa27:30

27:30

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 to help implement this portfolio strategy.…

Your Life Simplified: A Financial & Wealth Management Podcast

1
Behind the Scenes With a Chief Investment Strategist 33:19

9 weeks fa33:19

33:19

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 advice.

Your Life Simplified: A Financial & Wealth Management Podcast

1
Mitigating Concentration Risk 14:52

13 weeks fa14:52

14:52

In this episode, Michael MacKelvie , wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio and shares actionable strategies to help you achieve the right balance between growth and protection. He’ll share valuable insights into the risks of putting too much weight on a single investment or sector, how diversification can enhance long-term financial stability and practical tips to assess and adjust your portfolio.…

Your Life Simplified: A Financial & Wealth Management Podcast

1
Fixed Income Explained 23:16

17 weeks fa23:16

23:16

On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Sandy Pourcillie , head of fixed income. They unpack common misconceptions of fixed income and bonds, strategies and how you may want to think about them as part of your portfolio.

Your Life Simplified: A Financial & Wealth Management Podcast

1
Scary Financial Mistakes to Avoid 20:47

19 weeks fa20:47

20:47

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 situations. They also share three things you may want to avoid.…

Your Life Simplified: A Financial & Wealth Management Podcast

1
2025 Estate Tax Exemption 17:05

21 weeks fa17:05

17:05

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 exposure.

Your Life Simplified: A Financial & Wealth Management Podcast

1
Why the SECURE 2.0 Act Matters More Than Ever 15:46

23 weeks fa15:46

15:46

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, and why it matters more than ever.…

Your Life Simplified: A Financial & Wealth Management Podcast

1
Set Your Family Up for a Successful Family Meeting 16:11

25 weeks fa16:11

16:11

On this episode of Your Life Simplified, hosts Whitney Reagan , wealth advisor, and Daniel Sharkey , senior wealth advisor, continue their discussion on making financial meetings with your family successful. They’ll share tips for making family meetings successful, including getting everyone’s buy-in, making it a singular event, being intentional in your agenda, speaking to different generations and incorporating family history.…

Your Life Simplified: A Financial & Wealth Management Podcast

1
The Value of a Family Meeting 18:57

27 weeks fa18:57

18:57

Family meetings may sound daunting and challenging but they don't have to be. Hosts Whitney Reagan , wealth advisor, and Daniel Sharkey , senior wealth advisor, discuss making these financial meetings with your broader family productive. They'll cover what is a family meeting, why you should have them regularly and what topics are important to include.…

Your Life Simplified: A Financial & Wealth Management Podcast

1
Never Pay Full Price for College 26:20

31 weeks fa26:20

26:20

College is expensive, so you should never pay full price. Hosts Michael MacKelvie , wealth advisor, and Daniel Sharkey , senior wealth advisor, discuss ways to reduce college costs. They’ll cover more well-known strategies, like 529 plans, and some lesser-known tactics.

Your Life Simplified: A Financial & Wealth Management Podcast

1
Building Wealth as a Young Professional 25:09

35 weeks fa25:09

25:09

Young Professionals: Now that you're past the basics of financial planning, what should you be thinking about as you continue building your wealth? Host Michael MacKelvie , wealth advisor, is joined by Jinger Pajestka , senior wealth advisor, to discuss goal setting, employer benefits, real estate investing, estate planning and insurance, all to help you build your wealth.…

Your Life Simplified: A Financial & Wealth Management Podcast

1
In 2024, Should You Rent or Buy Your Home? 23:50

39 weeks fa23:50