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Life Insurance: A Powerful Tax and Estate Planning Tool

Life Insurance: A Powerful Tax and Estate Planning Tool

June 8, 2023
Life insurance is more than an income replacement strategy to protect your loved ones—it’s also an effective way to...
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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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Retiring Early? Discover Ways to Fund Health Care

Retiring Early? Discover Ways to Fund Health Care

May 5, 2023
If your goal is to retire early, you’ll need a plan for funding health care until Medicare kicks in....
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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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Summary of 2023 and Future Reduced Medicare Drug Costs

Summary of 2023 and Future Reduced Medicare Drug Costs

April 5, 2023
In 2022, President Biden signed legislation that included lowering Medicare prescription drug costs. Some provisions took effect at the...
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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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Long-Term Care Insurance: Rider or Stand-Alone Policy?

Long-Term Care Insurance: Rider or Stand-Alone Policy?

March 1, 2023
It’s not easy to think about becoming so ill you can no longer take care of yourself, but as...
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Disability Insurance Offers Partial Income Replacement

Disability Insurance Offers Partial Income Replacement

February 1, 2023
If you become ill or injured and are unable to work, would you and your loved ones have the...
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Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

October 2, 2022
As you approach age 65, you may be looking forward to having Medicare benefits. To plan ahead prior to...
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How to Use Insurance Strategically

How to Use Insurance Strategically

August 3, 2022
Consider talking to your wealth advisor about the following insurance-related strategies to allow you to maximize the wealth you...
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Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

May 4, 2022
Do You See Your Parents’ Health Declining? The signs are there, although you may have tried to deny...
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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

#124

Alternative Cash Flow from Structured Notes and Options

September 21, 2023
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#123

3 Things You Need to Know Before Moving Abroad

September 7, 2023
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#122

2023 Tax Planning Strategies

August 24, 2023
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