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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/biscuits-jam-2787342">Biscuits & Jam</a></span>


In the South, food and music go hand in hand. They define much of what we think of as Southern culture, and they say a lot about our past, our present, and our future. Each week, Sid Evans, Editor in Chief of Southern Living, sits down with musicians, chefs, and other Southern icons to hear the stories of how they grew up, what inspires them, and why they feel connected to the region. Through honest conversations, Sid explores childhood memories, the family meals they still think about, and the intersection of food and music in their lives. Always surprising, always engaging, Biscuits & Jam is a celebration of the South—and the people who are moving it forward every day. New episodes every Tuesday.
Your Life Simplified: A Financial & Wealth Management Podcast
Tout marquer comme (non) lu
Manage series 2284404
Contenu fourni par Mariner. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Mariner ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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.
…
continue reading
158 episodes
Tout marquer comme (non) lu
Manage series 2284404
Contenu fourni par Mariner. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Mariner ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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.
…
continue reading
158 episodes
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Your Life Simplified: A Financial & Wealth Management Podcast

1 Lead With Confidence: Leadership and Mentorship Advice 32:15
32:15
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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.…
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Your Life Simplified: A Financial & Wealth Management Podcast

1 Estate Planning on Your Level 21:04
21:04
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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.…
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Your Life Simplified: A Financial & Wealth Management Podcast

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.…
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Your Life Simplified: A Financial & Wealth Management Podcast

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.…
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Your Life Simplified: A Financial & Wealth Management Podcast

1 Behind the Scenes With a Chief Investment Strategist 33:19
33:19
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Aimé33:19
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.
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Your Life Simplified: A Financial & Wealth Management Podcast

1 Mitigating Concentration Risk 14:52
14:52
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Aimé14:52
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.…
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Your Life Simplified: A Financial & Wealth Management Podcast

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.
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Your Life Simplified: A Financial & Wealth Management Podcast

1 Scary Financial Mistakes to Avoid 20:47
20:47
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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.…
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Your Life Simplified: A Financial & Wealth Management Podcast

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.
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Your Life Simplified: A Financial & Wealth Management Podcast

1 Why the SECURE 2.0 Act Matters More Than Ever 15:46
15:46
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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.…
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Your Life Simplified: A Financial & Wealth Management Podcast

1 Set Your Family Up for a Successful Family Meeting 16:11
16:11
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Aimé16:11
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.…
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Your Life Simplified: A Financial & Wealth Management Podcast

1 The Value of a Family Meeting 18:57
18:57
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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.…
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Your Life Simplified: A Financial & Wealth Management Podcast

1 Never Pay Full Price for College 26:20
26:20
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Aimé26:20
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.
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Your Life Simplified: A Financial & Wealth Management Podcast

1 Building Wealth as a Young Professional 25:09
25:09
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Aimé25:09
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.…
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Your Life Simplified: A Financial & Wealth Management Podcast

1 In 2024, Should You Rent or Buy Your Home? 23:50
23:50
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Aimé23:50
Should I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of home renovations and more. Host Michael MacKelvie , wealth advisor, shares historical data, where we're at today and what you should consider as you weigh the pros and cons of homeownership.…
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