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Best Days in the Market – Embracing Volatility

Best Days in the Market – Embracing Volatility

June 30, 2022
In this episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and Valerie Escobar , senior wealth advisor,...
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Strategies to Manage Risk Including Rising Inflation

Strategies to Manage Risk Including Rising Inflation

June 27, 2022
When it comes to reaching your goals—retiring early, buying a second home, paying for your child’s college, travel—one factor...
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Real Estate Investing Part 2: REITs & ETFs

Real Estate Investing Part 2: REITs & ETFs

June 23, 2022
In part 2 of Your Life Simplified’s real estate series, Mike Mackelvie , wealth advisor, and Valerie Escobar ,...
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Real Estate Investing Part 1: Holding Property & Interest Rates

Real Estate Investing Part 1: Holding Property & Interest Rates

June 16, 2022
Are you looking to invest in real estate? In this week’s episode of Your Life Simplified, Mike MacKelvie ,...
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What Is the Real Cost of Owning a Pet?

What Is the Real Cost of Owning a Pet?

June 9, 2022
Oftentimes, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and...
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How to Help Your Kids Be Financially Literate

How to Help Your Kids Be Financially Literate

June 2, 2022
How can you help kids learn how to handle money and be financially literate? In this episode, Valerie Escobar...
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3 Strategies to Consider Before Selling an Investment Property

3 Strategies to Consider Before Selling an Investment Property

June 1, 2022
As you think about retirement, if you own real estate, you may be wondering if it’s time to cash...
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Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

June 1, 2022
If you are a high-income earner, you could be hit with a Medicare surcharge. The good news is that...
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5 Tax Strategies to Help Save Money

5 Tax Strategies to Help Save Money

May 26, 2022
In this week’s podcast episode, Valorie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor, walk through...
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5 Most Common DIY Financial Pitfalls

5 Most Common DIY Financial Pitfalls

May 19, 2022
Are you doing your own investing and wealth planning without the help and guidance of a wealth advisor? In...
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Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

Assisted Living: 7 Strategies for Helping Your Parent Manage the Transition

May 4, 2022
Do You See Your Parents’ Health Declining? The signs are there, although you may have tried to deny...
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Secure Act 2.0 Calls for Bumping Up Age for Required Minimum Distributions, Among Other Proposals

Secure Act 2.0 Calls for Bumping Up Age for Required Minimum Distributions, Among Other Proposals

May 1, 2022
Politicians across the aisle don’t agree on much, but the House recently passed bipartisan legislation that could dramatically change...
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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

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#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
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