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ABCs of Medicare Part 2

ABCs of Medicare Part 2

March 23, 2023
Medicare is another cost to consider during retirement. How do you get the most value out of your Medicare...
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ABCs of Medicare Part 1

ABCs of Medicare Part 1

March 16, 2023
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be...
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Bond Market: Should You Invest in Bonds?

Bond Market: Should You Invest in Bonds?

March 9, 2023
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can...
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Planning for Long-Term Care with Your Parents

Planning for Long-Term Care with Your Parents

February 28, 2023
50% of adults will need long-term care at some point in their life, and this can have major impacts...
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How to Discuss Prenups with Your Partner

How to Discuss Prenups with Your Partner

February 23, 2023
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement...
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What to Consider Before Signing a Prenup

What to Consider Before Signing a Prenup

February 16, 2023
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up...
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Inherited IRA Strategies

Inherited IRA Strategies

February 9, 2023
With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So,...
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SECURE 2.0 Act: Retirement Saving Changes

SECURE 2.0 Act: Retirement Saving Changes

February 2, 2023
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save...
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History of the Financial Markets: A Look Back at the Last 100 Years

History of the Financial Markets: A Look Back at the Last 100 Years

January 26, 2023
In celebration of Your Life Simplified’s 100th episode, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth...
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5 Costly Roth IRA Mistakes to Avoid

5 Costly Roth IRA Mistakes to Avoid

January 19, 2023
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified,...
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Stock Options Explained

Stock Options Explained

January 12, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, is joined by special guest, Brett...
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Reaching Your Financial Goals & New Year’s Resolutions

Reaching Your Financial Goals & New Year’s Resolutions

January 5, 2023
To kick off the new year, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share...
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Your Life Simplified

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

LATEST EPISODES

#107

ABCs of Medicare Part 2

March 23, 2023
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#106

ABCs of Medicare Part 1

March 16, 2023
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#105

Bond Market: Should You Invest in Bonds?

March 9, 2023
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