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Planning Considerations for Dentists

Planning Considerations for Dentists
July 7, 2022
Approximately 76% 1 of dentists own their practice, and this makes them small business owners. In addition to making...
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Bond Alternatives: Investing in a Down Market

Bond Alternatives: Investing in a Down Market
July 7, 2022
In this episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and Valerie Escobar , senior wealth advisor,...
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How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?
July 1, 2022
The Federal Reserve raised interest rates by .75% in June—its largest since 1994. 1 These ongoing rate hikes ultimately...
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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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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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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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Financial Hypochondria: The Downside of Investment Vigilance

Financial Hypochondria: The Downside of Investment Vigilance
May 9, 2022
Plan sponsors invest much time and effort in improving employee financial literacy. They offer educational content, provide opportunities for...
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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

#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
#166

2026 financial reset: what to prioritize now

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January 22, 2026
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