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Insights

Why Working With a Wealth Advisor Is Important

Why Working With a Wealth Advisor Is Important

April 4, 2024
It’s not just about the numbers. There is value beyond the data that a wealth advisor can offer. They...
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Tax Implications of Roth IRAs and Roth 401(k)s

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

March 14, 2024
IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just...
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Estate Planning: Protect Your Legacy & Avoid These Mistakes

Estate Planning: Protect Your Legacy & Avoid These Mistakes

February 29, 2024
No one likes planning their mortality, but this is not time made but time spent. The challenges and financial...
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Non-Financials of Retirement

Non-Financials of Retirement

February 15, 2024
What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie ,...
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How to Prepare for Maternity Leave

How to Prepare for Maternity Leave

February 1, 2024
Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it...
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

January 18, 2024
The one constant in life is change, and the markets are no exception to this, which leads to a...
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Money in the Movies

Money in the Movies

December 14, 2023
Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies...
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Alternative Minimum Tax Explained

Alternative Minimum Tax Explained

November 30, 2023
In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll continue that discussion and...
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Incentive Stock Options Explained

Incentive Stock Options Explained

November 16, 2023
In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options...
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6 End-of-Year Tax & Financial Planning Strategies

6 End-of-Year Tax & Financial Planning Strategies

November 2, 2023
As we near the end of the year, what is it that you should be doing to minimize taxes...
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RSUs, Restricted Stock and Restricted Securities

RSUs, Restricted Stock and Restricted Securities

October 19, 2023
As an executive, you probably have some type of restricted stock or security in your compensation. But what is...
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Cybersecurity: How to Protect Your Finances from Cybercrime

Cybersecurity: How to Protect Your Finances from Cybercrime

October 5, 2023
In today’s digital age, cybersecurity has become more important than ever. With cybercrime on the rise, it’s crucial to...
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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

#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
#134

Estate Planning: Protect Your Legacy & Avoid These Mistakes

 Listen Now >
February 29, 2024
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