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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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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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Women and Investing: 3 Strategies to Bridge the Savings Gap

Women and Investing: 3 Strategies to Bridge the Savings Gap
April 4, 2022
Whether you’ve always been the sole financial decision-maker or have relied on a spouse or partner to manage the...
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Financial Benefits of Moving to Tennessee

Financial Benefits of Moving to Tennessee
April 1, 2022
Many people wonder if moving to Tennessee is a good move to make, whether they work remotely and have...
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Strategies for Generating Steady Income in Retirement

Strategies for Generating Steady Income in Retirement
April 1, 2022
In this Q&A, we’ll discuss the important decisions to consider as you shift from wealth accumulation to wealth distribution...
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Financial Benefits of Moving to South Dakota

Financial Benefits of Moving to South Dakota
March 14, 2022
Living in South Dakota means enjoying a scenic environment in a welcoming community. This is a unique state to...
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Elimination of the Stretch IRA: Update for Owners and Beneficiaries

Elimination of the Stretch IRA: Update for Owners and Beneficiaries
March 3, 2022
Q: When was the Stretch IRA eliminated? A: As a result of the 2019 SECURE Act, the stretch...
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Financial Benefits of Moving to Nevada

Financial Benefits of Moving to Nevada
February 14, 2022
It’s not just Las Vegas that the state of Nevada is known for, although the idea of living in...
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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

#169

Built to last: Mariner at 20

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May 14, 2026
#168

You’re ready for Mariner

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April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
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