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5 Costly Roth IRA Mistakes to Avoid

5 Costly Roth IRA Mistakes to Avoid
January 19, 2023
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified,...
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Answers to 401(k) Questions

Answers to 401(k) Questions
January 16, 2023
Here are a few answers to less-common questions about 401(k) retirement accounts. Q: What can I do with...
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Stock Options Explained

Stock Options Explained
January 12, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, is joined by special guest, Brett...
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What You Need to Know About Kiddie Tax

What You Need to Know About Kiddie Tax
January 8, 2023
Kiddie tax is a tax law that was implemented in 1986 to prevent parents from taking advantage of lower...
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Acquiring A Large Sum Of Money

Acquiring A Large Sum Of Money
January 5, 2023
Due to a variety of life circumstances, people sometimes find themselves acquiring a large lump sum of money through...
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Reaching Your Financial Goals & New Year’s Resolutions

Reaching Your Financial Goals & New Year’s Resolutions
January 5, 2023
To kick off the new year, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share...
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Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education
January 4, 2023
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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How the Timing of Withdrawals Can Make or Break Your Portfolio

How the Timing of Withdrawals Can Make or Break Your Portfolio
January 4, 2023
The saying “timing is everything” rings especially true when you are ready to retire and plan to start withdrawing...
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Noncash Charitable Donations

Noncash Charitable Donations
January 3, 2023
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making noncash charitable contributions can be...
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2023 Social Security Tax and Benefits Update for High Earners

2023 Social Security Tax and Benefits Update for High Earners
January 3, 2023
With inflation continuing to take a bite out of retirement benefits, the Social Security Administration has made some significant...
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Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement
January 2, 2023
At the end of 2022, Congress passed SECURE 2.0 Act legislation as part of a larger spending bill. SECURE...
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Accessing Your Risk Tolerance

Accessing Your Risk Tolerance
December 31, 2022
When the markets are volatile, you may be hesitant to login to your retirement accounts to see how much...
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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

#172

You’re ready to buy your first home

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July 23, 2026
#171

You’re ready to save for college

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July 16, 2026
#170

Are you ready for your dream vacation?

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July 9, 2026
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