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Insights

Retirement Plan Rollover

Retirement Plan Rollover
October 6, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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End of Year Tax Checklist

End of Year Tax Checklist
September 29, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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Pension Planning

Pension Planning
September 22, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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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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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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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

#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
#165

From experience to impact: A leader’s journey

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December 11, 2025
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