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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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Long-Term Care Insurance Explained

Long-Term Care Insurance Explained

September 1, 2022
Long-term care insurance can be complex and costly. With so many different plans available, it can be difficult to...
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College Funding

College Funding

August 25, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor,...
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Cash Flow Management: Tips to Reach Your Wealth Goals

Cash Flow Management: Tips to Reach Your Wealth Goals

August 18, 2022
How do you, as an investor, sift through all these choices that you have when creating your wealth plan?...
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ESG: Align Investments with Values

ESG: Align Investments with Values

August 11, 2022
The one constant in life is change, and the investment world is certainly no exception. As the world changes,...
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How Inflation Impacts Yields

How Inflation Impacts Yields

August 4, 2022
Inflation is unavoidable right now. You see it everywhere you look and on the news, but what can we...
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5 Costly Estate Planning Errors

5 Costly Estate Planning Errors

July 28, 2022
An estate plan can play an important part in your overall wealth plan and can make a large impact...
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Don’t Let Headlines Derail Your Investing Plans

Don’t Let Headlines Derail Your Investing Plans

July 21, 2022
When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context....
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5 Considerations for Early Retirement

5 Considerations for Early Retirement

July 14, 2022
Are you thinking about retiring early? In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth...
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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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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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Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.

LATEST EPISODES

#107

ABCs of Medicare Part 2

March 23, 2023
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#106

ABCs of Medicare Part 1

March 16, 2023
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#105

Bond Market: Should You Invest in Bonds?

March 9, 2023
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