Call Us: 800-384-1756
All Wealth Planning Services Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All
Navigating Financial Conflicts Between Spouses Part 2

Navigating Financial Conflicts Between Spouses Part 2

December 8, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
Tune In
Navigating Financial Conflicts Between Spouses Part 1 

Navigating Financial Conflicts Between Spouses Part 1 

December 1, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
Tune In
What We’re Grateful For

What We’re Grateful For

November 17, 2022
In preparation for Thanksgiving, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share what they...
Tune In
Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

November 4, 2022
You may be wondering how you can minimize your tax burden and do some good at the same time....
Read
5 Financial Decisions That Could Haunt You

5 Financial Decisions That Could Haunt You

October 27, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and special guest Joe Reynoldson...
Tune In
5 Common Tax Questions

5 Common Tax Questions

October 15, 2022
Q: Does it make sense for me to itemize deductions on my taxes? A: It depends. If your...
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
Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

October 3, 2022
While Social Security may seem like an afterthought compared to other retirement income sources, the benefit could exceed $1.5...
Read
Estate and Gift Tax Quick Facts

Estate and Gift Tax Quick Facts

October 2, 2022
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
Read
Make the Most of Your Retirement Plan Contributions

Make the Most of Your Retirement Plan Contributions

October 2, 2022
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
Read
Pension Planning

Pension Planning

September 22, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
Tune In
Long-Term Capital Gains Tax Strategies

Long-Term Capital Gains Tax Strategies

September 12, 2022
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
Read

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.

LATEST EPISODES

#94

Navigating Financial Conflicts Between Spouses Part 2

December 8, 2022
Tune In
#93

Navigating Financial Conflicts Between Spouses Part 1 

December 1, 2022
Tune In
#92

What We’re Grateful For

November 17, 2022
Tune In
Meet Our New 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