From experience to impact: A leader’s journey | Your Life Simplified

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 Officer, Katrina Radenberg, for a candid conversation about mentorship, growth and authenticity. Together, they explore the moments that shaped Katrina’s journey to CIO and the lasting impact of leading with intention.

Timestamps
01:42 – Meet Katrina
02:41 – What she’s reading (and why it matters)
04:05 – Whitney and Katrina’s journey together
06:20 – Career aspirations as a child
07:48 – Journey to CIO and moments that influenced her path
11:30 – Being a woman in a male-dominated industry (and Mariner’s support)
15:46 – The art of public speaking
17:50 – Women of Mariner, empowering one another and cultivating passions
20:28 – Becoming a non-traditional CIO and a strategic leader
25:00 – Leading and growing with Mariner
31:10 – Taking care of yourself and avoiding burn-out
41:31 – Coaching and developing others
45:50 – Being a grounding leader
47:05 – Community impact and the Mariner Foundation
49:40 – AI and the human element of advice
50:42 – Making an impact now with your legacy, leaning into your values
53:30 – Favorite thing about being a leader
54:57 – Lightning round: Facts about Katrina
1:00:01 – Outro and disclosures

#WealthManagement #FinancialPlanning #WomenInLeadership

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These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.
Disclosures: https://www.marinerwealthadvisors.com...