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Insights

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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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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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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How to Discuss Prenups with Your Partner

How to Discuss Prenups with Your Partner

February 23, 2023
Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement...
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What to Consider Before Signing a Prenup

What to Consider Before Signing a Prenup

February 16, 2023
Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up...
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History of the Financial Markets: A Look Back at the Last 100 Years

History of the Financial Markets: A Look Back at the Last 100 Years

January 26, 2023
In celebration of Your Life Simplified’s 100th episode, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth...
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End of Year Wealth Planning Checklist

End of Year Wealth Planning Checklist

December 15, 2022
With only a few weeks left in the year, make sure you check everything off your financial list. On...
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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...
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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...
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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...
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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

#157

Teach Your Child to Be Financially Independent

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April 17, 2025
#156

Raising Financially Savvy Children

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April 3, 2025
#155

Navigating and Controlling the Sale of Your Business

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March 20, 2025
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