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Government Deficit – We Have Found the Enemy, and He Is Us

Government Deficit – We Have Found the Enemy, and He Is Us

The Street is abuzz with the possibility that the federal government will default on its financial responsibilities by not...
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What is an Annuity and How Does it Work?

What is an Annuity and How Does it Work?

June 1, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Creating Your Estate Plan

Creating Your Estate Plan

May 25, 2023
While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can...
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How to Get the Maximum Social Security Benefit

How to Get the Maximum Social Security Benefit

May 24, 2023
If you’re a high earner and meet certain qualifications, you could receive the highest Social Security benefit possible ($54,660)...
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Picking the Right Trustee 

Picking the Right Trustee 

May 18, 2023
Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s...
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Money Markets: What You Need to Know

Money Markets: What You Need to Know

May 11, 2023
What is a money market? What is the difference between a money market and a money market fund? They...
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Stuck in Neutral: Our “Hold Your Ground” Message Plays On

Stuck in Neutral: Our “Hold Your Ground” Message Plays On

May 9, 2023
You’ve got yourself stuck in a moment, And now you can’t get out of it.— Chorus from a U2...
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Could Gold Replace the Dollar as the World’s Favored Currency?

Could Gold Replace the Dollar as the World’s Favored Currency?

May 8, 2023
I have written about my views on gold extensively in the past. I believe gold is the world’s longest...
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Retiring Early? Discover Ways to Fund Health Care

Retiring Early? Discover Ways to Fund Health Care

May 5, 2023
If your goal is to retire early, you’ll need a plan for funding health care until Medicare kicks in....
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3 Steps for Creating a Retirement Cash Flow Plan

3 Steps for Creating a Retirement Cash Flow Plan

May 4, 2023
Having a clear idea of income sources and estimated expenses in retirement can help you stay on track to...
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FDIC & SIPC Insurance

FDIC & SIPC Insurance

May 4, 2023
With recent failures in the banking industry, many investors are worried about the safety of their accounts. Valerie Escobar...
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Long-Term Capital Gains Tax Strategies

Long-Term Capital Gains Tax Strategies

May 1, 2023
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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7 Common Estate Planning Mistakes to Avoid

7 Common Estate Planning Mistakes to Avoid

April 28, 2023
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#117

What is an Annuity and How Does it Work?

June 1, 2023
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#116

Creating Your Estate Plan

May 25, 2023
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#115

Picking the Right Trustee 

May 18, 2023
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