Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All
Teaching Teens About Finances

Teaching Teens About Finances

April 27, 2023
Starting early can make a significant impact on retirement savings, but how can you help teach your teen to...
Tune In
Discover the HSA Triple Tax Savings Advantage

Discover the HSA Triple Tax Savings Advantage

March 6, 2023
Health care costs can take a bite out of your retirement savings, with costs running as high as $315,000...
Read
Answers to 401(k) Questions

Answers to 401(k) Questions

January 16, 2023
Here are a few answers to less-common questions about 401(k) retirement accounts. Q: What can I do with...
Read
Should You Roll Over an IRA to an HSA?

Should You Roll Over an IRA to an HSA?

January 5, 2023
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. To make pre-tax...
Read
Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education

January 4, 2023
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
Read
Make the Most of Your Retirement Plan Contributions

Make the Most of Your Retirement Plan Contributions

January 2, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
Read
IRAs: Traditional or Roth?

IRAs: Traditional or Roth?

December 28, 2022
There are more retirement account options today than ever, including traditional IRAs and Roth IRAs. Compare the features, benefits...
Read
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...
Tune In
How to Help Your Kids Be Financially Literate

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...
Tune In
Investing for Impact

Investing for Impact

March 7, 2022
You and your family have unique financial goals. Often, those goals are based on individual and family values. You...
Read
Socially Conscious Investing Continues to Grow in Popularity

Socially Conscious Investing Continues to Grow in Popularity

January 5, 2022
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars....
Read
Traditional 401(k), Roth 401(k) or both?

Traditional 401(k), Roth 401(k) or both?

July 28, 2021
Retirement savings plans can be confusing. If you’re in the working world, chances are that your employer offers a...
Read

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

#116

Creating Your Estate Plan

May 25, 2023
Tune In
#115

Picking the Right Trustee 

May 18, 2023
Tune In
#114

Money Markets: What You Need to Know

May 11, 2023
Tune In
Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us