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Discover Tax-Efficient Withdrawal Strategies During Retirement

Discover Tax-Efficient Withdrawal Strategies During Retirement
November 1, 2022
When you’re ready to take distributions from various accounts in retirement, it matters which accounts you withdraw from first...
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5 Financial Decisions That Could Haunt You

5 Financial Decisions That Could Haunt You
October 27, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and special guest Joe Reynoldson...
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Donor-Advised Funds

Donor-Advised Funds
October 20, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth...
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The Emotional Side of Financial Decision Making

The Emotional Side of Financial Decision Making
October 13, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth...
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Protecting the Value of Cash Against Inflation With I Bonds

Protecting the Value of Cash Against Inflation With I Bonds
October 6, 2022
Series I savings bonds are 30-year bonds issued by the U.S. government designed to keep up with inflation. The...
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Retirement Plan Rollover

Retirement Plan Rollover
October 6, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

Could Your Lifetime Social Security Benefit Exceed $1.5 Million?
October 3, 2022
While Social Security may seem like an afterthought compared to other retirement income sources, the benefit could exceed $1.5...
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Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover

Plan Ahead: Know the 7 Medical Costs Medicare Doesn’t Cover
October 2, 2022
As you approach age 65, you may be looking forward to having Medicare benefits. To plan ahead prior to...
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End of Year Tax Checklist

End of Year Tax Checklist
September 29, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Pension Planning

Pension Planning
September 22, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Tax-Loss Harvesting

Tax-Loss Harvesting
September 15, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Executive Compensation

Executive Compensation
September 8, 2022
Compensation for executives can come in different forms and be more complicated than simply earning a salary. In this...
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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