1 rich Libsyn https://www.libsyn.com 90 600 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 recognizing gaps in tax planning, investment strategy and overall financial clarity, they explore some real-life triggers that signal it may be time for guidance. They also challenge common misconceptions—like age or investment knowledge being deciding factors—and emphasize the value of a true advisory partnership. 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/40994740/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/201121825