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Your Life Simplified Insights

ESG: Align Investments with Values

August 11, 2022
The one constant in life is change, and the investment world is certainly no exception. As the world changes,...
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Your Life Simplified Insights

How Inflation Impacts Yields

August 4, 2022
Inflation is unavoidable right now. You see it everywhere you look and on the news, but what can we...
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Host Mike MacKelvie Your Life Simplified

5 Costly Estate Planning Errors

July 28, 2022
An estate plan can play an important part in your overall wealth plan and can make a large impact...
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Your Life Simplified Insights

Don’t Let Headlines Derail Your Investing Plans

July 21, 2022
When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context....
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Your Life Simplified Insights

5 Considerations for Early Retirement

July 14, 2022
Are you thinking about retiring early? In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth...
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Your Life Simplified Insights

Bond Alternatives: Investing in a Down Market

July 7, 2022
In this episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and Valerie Escobar , senior wealth advisor,...
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Your Life Simplified Insights

Best Days in the Market – Embracing Volatility

June 30, 2022
In this episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and Valerie Escobar , senior wealth advisor,...
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Your Life Simplified Insights

Real Estate Investing Part 2: REITs & ETFs

June 23, 2022
In part 2 of Your Life Simplified’s real estate series, Mike Mackelvie , wealth advisor, and Valerie Escobar ,...
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Your Life Simplified Insights

Real Estate Investing Part 1: Holding Property & Interest Rates

June 16, 2022
Are you looking to invest in real estate? In this week’s episode of Your Life Simplified, Mike MacKelvie ,...
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Your Life Simplified Insights

What Is the Real Cost of Owning a Pet?

June 9, 2022
Oftentimes, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and...
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Your Life Simplified Insights

How to Help Your Kids Be Financially Literate

June 2, 2022
How can you help kids learn how to handle money and be financially literate? In this episode, Valerie Escobar...
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Your Life Simplified Insights

5 Tax Strategies to Help Save Money

May 26, 2022
In this week’s podcast episode, Valorie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor, walk through...
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