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Insights

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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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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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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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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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

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

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

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March 14, 2024
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