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SECURE 2.0 Act: Retirement Saving Changes

SECURE 2.0 Act: Retirement Saving Changes
February 2, 2023
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save...
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History of the Financial Markets: A Look Back at the Last 100 Years

History of the Financial Markets: A Look Back at the Last 100 Years
January 26, 2023
In celebration of Your Life Simplified’s 100th episode, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth...
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5 Costly Roth IRA Mistakes to Avoid

5 Costly Roth IRA Mistakes to Avoid
January 19, 2023
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified,...
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Stock Options Explained

Stock Options Explained
January 12, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, is joined by special guest, Brett...
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Reaching Your Financial Goals & New Year’s Resolutions

Reaching Your Financial Goals & New Year’s Resolutions
January 5, 2023
To kick off the new year, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share...
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End of Year Wealth Planning Checklist

End of Year Wealth Planning Checklist
December 15, 2022
With only a few weeks left in the year, make sure you check everything off your financial list. On...
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Navigating Financial Conflicts Between Spouses Part 2

Navigating Financial Conflicts Between Spouses Part 2
December 8, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
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Navigating Financial Conflicts Between Spouses Part 1 

Navigating Financial Conflicts Between Spouses Part 1 
December 1, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
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What We’re Grateful For

What We’re Grateful For
November 17, 2022
In preparation for Thanksgiving, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share what they...
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5 Benefits of a Health Savings Account

5 Benefits of a Health Savings Account
November 10, 2022
In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...
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Getting the Most Out of Open Enrollment

Getting the Most Out of Open Enrollment
November 3, 2022
In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...
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5 Financial Decisions That Could Haunt You

5 Financial Decisions That Could Haunt You
October 27, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and special guest Joe Reynoldson...
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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

#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
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