Shows / Your Life Simplified: A Financial & Wealth Management Podcast
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.
Episodes
Your Life Simplified: A Financial & Wealth Management PodcastProviding Financial Security for Loved Ones with Special Needs
When we discuss estate planning, it's a way to communicate our values and decide how we want our legacy to look. When you have a family member with special…
Your Life Simplified: A Financial & Wealth Management PodcastWhat Young Adults Need to Know Before College
Parents and Teens: Today we have creative hacks that could save you tens of thousands of dollars, regardless of if you qualify for financial aid. On this…
Your Life Simplified: A Financial & Wealth Management PodcastConsiderations of Owning a Second Home
The math behind owning a second home: does it make sense or should you just enjoy a vacation in your favorite destination? On this episode of Your Life…
Your Life Simplified: A Financial & Wealth Management PodcastWhat is an Annuity and How Does it Work?
On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, break down annuities. They cover the…
Your Life Simplified: A Financial & Wealth Management PodcastCreating Your Estate Plan
While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can make a significant impact on how your wealth is…
Your Life Simplified: A Financial & Wealth Management PodcastPicking the Right Trustee
Being a trustee is something that requires knowledge, effort and liability, so when you're creating your estate plan, it's important to consider your options…
Your Life Simplified: A Financial & Wealth Management PodcastMoney Markets: What You Need to Know
What is a money market? What is the difference between a money market and a money market fund? They are at their highest demand since 2008, but there's still…
Your Life Simplified: A Financial & Wealth Management PodcastFDIC & SIPC Insurance
With recent failures in the banking industry, many investors are worried about the safety of their accounts. Valerie Escobar, senior wealth advisor, and…
Your Life Simplified: A Financial & Wealth Management PodcastTeaching Teens About Finances
Starting early can make a significant impact on retirement savings, but how can you help teach your teen to start building wealth? Valerie Escobar, senior…
Your Life Simplified: A Financial & Wealth Management PodcastHow to Find Internships in Wealth Planning
As college students, finding and accepting an internship can be a daunting task. Tracy Hutton, senior manager of recruiting, joins this episode of Your Life…
Your Life Simplified: A Financial & Wealth Management PodcastTerm vs. Permanent Insurance
When looking at insurance, you're likely faced with two options—term or permanent insurance. Which one makes more sense for you and your situation? This week…
Your Life Simplified: A Financial & Wealth Management PodcastTypes of Life Insurance Explained
With many insurance options available, it can be overwhelming and complicated to decide what is the right choice for you. This week, Jerry Clark, senior…
Your Life Simplified: A Financial & Wealth Management PodcastCryptocurrency: Digital Assets and How They Fit in Your Portfolio
Blockchain technology has been gaining a lot of attention in recent years for its potential to transform industries such as finance, supply chain, healthcare…
Your Life Simplified: A Financial & Wealth Management PodcastABCs of Medicare Part 2
Medicare is another cost to consider during retirement. How do you get the most value out of your Medicare package? On this episode of Your Life Simplified…
Your Life Simplified: A Financial & Wealth Management PodcastABCs of Medicare Part 1
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be right for you. On this episode of Your…
Your Life Simplified: A Financial & Wealth Management PodcastBond Market: Should You Invest in Bonds?
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can be complex. Michael MacKelvie…
Your Life Simplified: A Financial & Wealth Management PodcastPlanning for Long-Term Care with Your Parents
50% of adults will need long-term care at some point in their life, and this can have major impacts on your emotions and financial plan. Dr. Christina Lynn…
Your Life Simplified: A Financial & Wealth Management PodcastHow to Discuss Prenups with Your Partner
Before saying, "I do," it can be helpful to discuss finances with your fiancé and have a prenuptial agreement in place. On this episode, Valerie Escobar…
Your Life Simplified: A Financial & Wealth Management PodcastWhat to Consider Before Signing a Prenup
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up causing more strife and costing more…
Your Life Simplified: A Financial & Wealth Management PodcastInherited IRA Strategies
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So, how should investors with an IRA manage this and what should…
Your Life Simplified: A Financial & Wealth Management PodcastSECURE 2.0 Act: Retirement Saving Changes
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save for retirement. On this episode of Your Life…
Your Life Simplified: A Financial & Wealth Management PodcastHistory of the Financial Markets: A Look Back at the Last 100 Years
In celebration of Your Life Simplified's 100th episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, look back at the last…
Your Life Simplified: A Financial & Wealth Management Podcast5 Costly Roth IRA Mistakes to Avoid
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael…
Your Life Simplified: A Financial & Wealth Management PodcastStock Options Explained
On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by special guest, Brett Kunshek, head of options. They break down…
Your Life Simplified: A Financial & Wealth Management PodcastReaching Your Financial Goals & New Year's Resolutions
To kick off the new year, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share financial goals and new year's resolutions you…
Your Life Simplified: A Financial & Wealth Management PodcastEnd of Year Wealth Planning Checklist
With only a few weeks left in the year, make sure you check everything off your financial list. On this episode, Valerie Escobar, senior wealth advisor, and…
Your Life Simplified: A Financial & Wealth Management PodcastNavigating Financial Conflicts Between Spouses Part 2
In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, continue their…
Your Life Simplified: A Financial & Wealth Management PodcastNavigating Financial Conflicts Between Spouses Part 1
In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, dive into the topic…
Your Life Simplified: A Financial & Wealth Management PodcastWhat We're Grateful For
In preparation for Thanksgiving, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share what they are grateful for. Each…
Your Life Simplified: A Financial & Wealth Management PodcastHealth Savings Accounts
In this week's episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss Health Savings…
Your Life Simplified: A Financial & Wealth Management PodcastGetting the Most Out of Open Enrollment
In this week's episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss how to get the…
Your Life Simplified: A Financial & Wealth Management PodcastFive Financial Decisions That Could Haunt You
In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and special guest Joe Reynoldson, associate wealth advisor, get into…
Your Life Simplified: A Financial & Wealth Management PodcastDonor-Advised Funds
Description: In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss what a…
Your Life Simplified: A Financial & Wealth Management PodcastThe Emotional Side of Financial Decision Making
In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss how financial decision…
Your Life Simplified: A Financial & Wealth Management PodcastRetirement Plan Rollover
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss how retirement plan rollover…
Your Life Simplified: A Financial & Wealth Management PodcastEnd of Year Tax Checklist
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, andMichael MacKelvie, wealth advisor, discuss the checklist you should run…
Your Life Simplified: A Financial & Wealth Management PodcastPension Planning
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, talk about pensions and how you can use…
Your Life Simplified: A Financial & Wealth Management PodcastTax-Loss Harvesting
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the ins and out of tax-loss…
Your Life Simplified: A Financial & Wealth Management PodcastExecutive Compensation
Compensation for executives can come in different forms and be more complicated than simply earning a salary. In this episode of Your Life Simplified, Valerie…
Your Life Simplified: A Financial & Wealth Management PodcastLong-Term Care Insurance Explained
Long-term care insurance can be complex and costly. With so many different plans available, it can be difficult to know which one is right for you and your…
Your Life Simplified: A Financial & Wealth Management PodcastCollege Funding
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss the complexity of college funding…
Your Life Simplified: A Financial & Wealth Management PodcastCash Flow Management
How do you, as an investor, sift through all these choices that you have when creating your wealth plan? What's the order of operations when building your…
Your Life Simplified: A Financial & Wealth Management PodcastESG: Align investments with Values
The one constant in life is change, and the investment world is certainly no exception. As the world changes, more investors seek to invest in a socially…
Your Life Simplified: A Financial & Wealth Management PodcastHow Inflation Impacts Yields
Inflation is unavoidable right now. You see it every where you look and on the news, but what can we do to combat this inflation? Is there anything you can be…
Your Life Simplified: A Financial & Wealth Management Podcast5 Costly Estate Planning Errors
An estate plan can play an important part in your overall wealth plan and can make a large impact on your spouse and children. Taking a few steps can help…
Your Life Simplified: A Financial & Wealth Management PodcastDon't Let Headlines Derail Your Investing Plans
When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context. In this week's episode, Valerie…
Your Life Simplified: A Financial & Wealth Management Podcast5 Considerations for Early Retirement
Are you thinking about retiring early? In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth…
Your Life Simplified: A Financial & Wealth Management PodcastBond Alternatives: Investing in a Down Market
In this episode of Your Life Simplified, Mike Mackelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss bond alternatives and the pros and…
Your Life Simplified: A Financial & Wealth Management PodcastBest Days in the Market - Embracing Volatility
In this episode of Your Life Simplified, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss volatility in the stock market and…
Your Life Simplified: A Financial & Wealth Management PodcastReal Estate Investing Part 2: REITs & ETFs
In part 2 of Your Life Simplified's real estate series, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss how REITs, or real…
Your Life Simplified: A Financial & Wealth Management PodcastReal Estate Investing Part 1: Holding Property & Interest Rates
Are you looking to invest in real estate? In this week's episode of Your Life Simplified, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth…
Your Life Simplified: A Financial & Wealth Management PodcastThe Real Cost of Owning a Pet
Often times, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and vaccinations. However, other costs, such as pet…
Your Life Simplified: A Financial & Wealth Management PodcastHow to Help Your Kids Be Financially Literate
How do we get our kids to make better decisions with money? In this week's podcast, Valorie, senior wealth advisor, and Mike, welath advisor, will be sharing…
Your Life Simplified: A Financial & Wealth Management Podcast5 Tax Strategies to Help Save Money
In this week's podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, walk through 5 tax planning strategies and…
Your Life Simplified: A Financial & Wealth Management PodcastDIY Financial Pitfalls
Should you or should you not be doing your own investing? In this episode, Valerie and Mike will be covering the 5 most common financial pitfalls of a DIY…
Your Life Simplified: A Financial & Wealth Management PodcastTake a Deep Breath: Meditation and Mindfulness
When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment and focus on what's happening inside you. In this…
Your Life Simplified: A Financial & Wealth Management PodcastCommunity Involvement: Giving Back So We All Move Forward
If you've always wanted to give back to the community where you live and work, but wonder how to get started, learn strategies from Katie Dunn Fitzgerald…
Your Life Simplified: A Financial & Wealth Management PodcastHere in My Car: What's Driving the Auto Industry?
We've all seen the automotive industry headlines lately; chip shortages and used car scarcities, to name a few. In this episode, we invited back John M…
Your Life Simplified: A Financial & Wealth Management PodcastLegacy Planning: Discussing Wealth Transfer with the Next Generation
When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there are a few key concepts to…
Your Life Simplified: A Financial & Wealth Management Podcast5 Tips for Building Wealth: A Guide for the Next Generation
If you or someone you know is just getting started on the financial paths of life, there are many routes to choose and potholes to avoid. We invite a group of…