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Make the Most of Your Retirement Plan Contributions

Make the Most of Your Retirement Plan Contributions

August 25, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Money Management Strategies for Your College Student or Recent Graduate

Money Management Strategies for Your College Student or Recent Graduate

August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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Eliminating Guilt from Spending

Eliminating Guilt from Spending

July 27, 2023
For many, they’ve become wealthy because of their focus on saving. They’ve spent their entire lives being disciplined and...
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2023 Midyear Market Outlook

2023 Midyear Market Outlook

July 13, 2023
While we can’t look into the future, each year, we feature a webinar that peers into a crystal ball...
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Multigenerational Wealth Planning for the Sandwich Generation

Multigenerational Wealth Planning for the Sandwich Generation

July 5, 2023
Known as the sandwich generation, some adults in their 40s and 50s find themselves covering expenses like health care...
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Traditional 401(k), Roth 401(k) or both?

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

June 28, 2023
We’ll partner with you to create a financial strategy for today and beyond that’s flexible enough to change along...
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What Young Adults Need to Know Before College

What Young Adults Need to Know Before College

June 15, 2023
Parents and Teens: Today we have creative hacks that could save you tens of thousands of dollars, regardless of...
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Considerations of Owning a Second Home

Considerations of Owning a Second Home

June 8, 2023
The math behind owning a second home: does it make sense or should you just enjoy a vacation in...
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How to Get the Maximum Social Security Benefit

How to Get the Maximum Social Security Benefit

June 2, 2023
If you’re a high earner and meet certain qualifications, you could receive the highest Social Security benefit possible ($54,660)...
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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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Money Markets: What You Need to Know

Money Markets: What You Need to Know

May 11, 2023
What is a money market? What is the difference between a money market and a money market fund? They...
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Long-Term Capital Gains Tax Strategies

Long-Term Capital Gains Tax Strategies

May 1, 2023
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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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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