Insights Archive

All Commentary Video Article Podcast Whitepaper

Insights

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...

Tune In >

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...

Read >

Pension Planning

September 22, 2022

In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...

Tune In >

College Funding

August 25, 2022

In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor,...

Tune In >

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?...

Tune In >

Buy-Sell Agreements for Dentists Preventing Disputes Over Value

July 29, 2022

It is not uncommon to have partners or co-owners of your dental practice . With this scenario, it is...

Read >

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...

Read >

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...

Tune In >

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...

Read >

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...

Tune In >

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...

Read >

Required Minimum Distribution Changes: What’s New in 2022

February 1, 2022

Figuring we’ll all live a little longer, the IRS updated the life expectancy table, as of Jan. 1, 2022....

Read >

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

#137

How Parents Can Teach Teens About Investing

Listen Now >

April 18, 2024

#136

Why Working With a Wealth Advisor Is Important

Listen Now >

April 4, 2024

#135

Tax Implications of Roth IRAs and Roth 401(k)s

Listen Now >

March 14, 2024

Meet Our Hosts

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

The Emotional Side of Financial Decision Making