1 rich Libsyn https://www.libsyn.com 90 600 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 more than crunch numbers—they guide clients through life’s financial decisions, with their goals always leading the way. Your Life Simplified: A Financial &amp; Wealth Management Podcast http://yourlifesimplified.libsyn.com/website <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/37348420/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/190587290