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Insights

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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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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Types of Life Insurance Explained

Types of Life Insurance Explained

April 6, 2023
With many insurance options available, it can be overwhelming and complicated to decide what is the right choice for...
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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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Difficult Conversations: Long-term Care for Loved Ones

Difficult Conversations: Long-term Care for Loved Ones

August 4, 2020
Long-term care insurance is just for the elderly or chronically ill, right? While those are common recipients of care,...
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Quantity or Quality? Valuating Your Collectibles (29:49)

Quantity or Quality? Valuating Your Collectibles (29:49)

January 7, 2020
From stamps to cars and wine to fine art, there are thousands of different collections that enthusiasts buy and...
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Life Insurance…Do You Know The Many Roles It Can Serve? (25:51)

Life Insurance…Do You Know The Many Roles It Can Serve? (25:51)

September 25, 2018
In this episode, we explore the topic of life insurance – why you need it, the role it can...
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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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