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Donor-Advised Funds

Donor-Advised Funds

October 20, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth...
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College Funding

College Funding

August 25, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor,...
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Community Involvement: Giving Back So We All Move Forward

Community Involvement: Giving Back So We All Move Forward

October 18, 2021
If you’ve always wanted to give back to the community where you live and work, but wonder how to...
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5 Tips for Building Wealth: A Guide for the Next Generation

5 Tips for Building Wealth: A Guide for the Next Generation

September 28, 2021
If your child or grandchild is just getting started on their financial journey, from building credit to saving for...
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Over-Sharenting? How to Protect Children’s Online Privacy

Over-Sharenting? How to Protect Children’s Online Privacy

December 8, 2020
We live in a digital age where constantly sharing photos with friends and family over social media is the...
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A Season of Gratitude & Giving

A Season of Gratitude & Giving

November 17, 2020
As we approach the holidays and gather with family, feelings of gratitude and sharing often arise. In thinking about...
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Honoring Hispanic Heritage

Honoring Hispanic Heritage

October 16, 2020
As Hispanic Heritage Month comes to a close, we’d like to take a moment to celebrate a few individuals...
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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

#117

What is an Annuity and How Does it Work?

June 1, 2023
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#116

Creating Your Estate Plan

May 25, 2023
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#115

Picking the Right Trustee 

May 18, 2023
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