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Insights

Early Retirement: Should You Consider a Roth Conversion?
January 1, 2025
Read time: 10 minutes You may know that there are several good reasons to consider converting your traditional...
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Mitigating Concentration Risk

Mitigating Concentration Risk
December 12, 2024
In this episode, Michael MacKelvie , wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio...
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5 Tips for Planning a Purpose-Based Retirement

5 Tips for Planning a Purpose-Based Retirement
December 4, 2024
People often spend more time planning a vacation or researching a car purchase than they do on how they’ll...
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Consider a “Bucketing” Retirement Strategy
December 3, 2024
Read time: 5 minutes If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is...
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A Year-end Wealth Review Checklist
December 2, 2024
Read time: 7 minutes The final month of the year is synonymous with holidays, get-togethers and general busyness....
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How Grandparents Can Help Grandchildren With College
December 1, 2024
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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Strategies to Help Manage Risk

Strategies to Help Manage Risk
November 27, 2024
When it comes to reaching your goals— retiring early, buying a second home, paying for your child’s college, travel—one...
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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income
November 18, 2024
As the year wraps up, you’ve most likely met with your wealth advisor about tax- advantaged moves to make...
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The New Meaning of Retirement
November 18, 2024
In the past, retirement was typically viewed as the stage of life when one stops working, sells a family...
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Fixed Income Explained

Fixed Income Explained
November 14, 2024
On this episode of Your Life Simplified, Daniel Sharkey , senior wealth advisor, is joined by Sandy Pourcillie ,...
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A road map to successful implementation of a spousal lifetime access trust (SLAT)
November 12, 2024
Read Time: 3 minutes Want to leave more for your kids and less to the government? Gift and...
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Medicare Open Enrollment: What You Need to Know 
November 1, 2024
Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from...
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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

#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
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