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Leading with Purpose

Leading with Purpose
August 14, 2025
What does it mean to liberate greatness—and how can reflection, coaching and self-awareness help you get there? Whitney Reagan...
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Teach Your Child to Be Financially Independent

Teach Your Child to Be Financially Independent
April 17, 2025
Most parents’ goal for their children is to be financially independent once they leave the nest. So, how do...
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The Emotional Side of Financial Decision Making

The Emotional Side of Financial Decision Making
October 13, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth...
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Moody Money: A Look Into Financial Anxiety (25:24)

Moody Money: A Look Into Financial Anxiety (25:24)
May 19, 2020
Many of us have experienced some level of stress when it comes to money, but some individuals experience symptoms...
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Coping with a Crisis (25:50)

Coping with a Crisis (25:50)
April 2, 2020
Whether it is a government-issued, stay-at-home order, an unavoidable crisis or market turmoil, sometimes it can feel like control...
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Coronavirus Update with Dr. Chris Jenson (23:54)

Coronavirus Update with Dr. Chris Jenson (23:54)
March 17, 2020
As you practice precautions to help keep yourself and your family healthy, consider these additional safety tips. Dr. Chris...
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Love or Money…Why Not Both? (27:23)

Love or Money…Why Not Both? (27:23)
February 18, 2020
Whether couples have shared or separate accounts, it’s important to communicate about finances, values and goals. Having these discussions...
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All-Year’s Resolutions: Thoughtful Goal Setting (29:15)

All-Year’s Resolutions: Thoughtful Goal Setting (29:15)
December 10, 2019
As we approach the end of the year, many of us are winding down for the holidays, traveling to...
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Women & Finances: Should Their Approach Be Different Than Men? (32:00)

Women & Finances: Should Their Approach Be Different Than Men? (32:00)
August 27, 2019
Women often take a backseat when it comes to long-term financial planning. They’re busy juggling family, career and professional...
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Splitting Equitably: The Financial Considerations of Divorce (24:15)

Splitting Equitably: The Financial Considerations of Divorce (24:15)
August 6, 2019
Divorce can be a very difficult time, and with emotions running high, it can be beneficial to have someone...
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College Planning: Going Beyond the Dollar Signs (31:52)

College Planning: Going Beyond the Dollar Signs (31:52)
May 14, 2019
It’s no secret higher education tuition costs are rapidly rising. So when it comes to college planning your mind...
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Podcasts

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

#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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