Your Life
Simplified
Your financial life doesn’t
need to be complicated.
It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, our hosts share need-to-know insights on finances and wealth that can help make Your Life Simplified.
Available On:
Watch Our Latest Podcast Episodes
Bi-weekly on Thursdays, we dive into topics to help simplify your financial life.
Year-Round Tax Planning
May 16, 2024
Tax season may be over, but that doesn’t mean we’re done with tax planning. Jennifer Kohlbacher , director of...
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Cash Balance Plans Explained
May 2, 2024
Cash balance plans are often misunderstood but can be a win-win for tax savings and retirement planning. On this...
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How Parents Can Teach Teens About Investing
April 18, 2024
Want to teach your child about investing? It can be difficult to know where to start and even how...
Tune In > Meet Our Co-Hosts
Mike MacKelvie
Mike finds his balance in reading, playing basketball and camping. The wealth advisor and CERTIFIED FINANCIAL PLANNER™ works with individuals and families to provide customized wealth management solutions to help them reach their goals and keep their lives simplified and enjoyable.
