Your Life Simplified

Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple.

From retirement planning to investment strategies and more, hosts Mike MacKelvie and Valerie Escobar share need-to-know insights on finances and wealth that can help make Your Life Simplified.

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Watch Our Latest Podcast Episodes

Each Thursday we dive into topics to help simplify your financial life.

Alternative Minimum Tax Explained

Alternative Minimum Tax Explained

November 30, 2023
In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll continue that discussion and...
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Incentive Stock Options Explained

Incentive Stock Options Explained

November 16, 2023
In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options...
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6 End-of-Year Tax & Financial Planning Strategies

6 End-of-Year Tax & Financial Planning Strategies

November 2, 2023
As we near the end of the year, what is it that you should be doing to minimize taxes...
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Meet Our Co-Hosts

Headshot of Valerie Escobar, a host on the Your Life Simplified financial podcast

Valerie Escobar

Valerie keeps her life simplified and balanced by practicing yoga and volunteering. The senior wealth advisor and CERTIFIED FINANCIAL PLANNER™ helps her clients cut through the complex by providing financial solutions based on their needs, goals and objectives. Her focus is on financial planning for families and individuals.

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Mike MacKelvie

Mike finds his balance in reading, playing basketball and camping. The wealth advisor and CERTIFIED FINANCIAL PLANNER™ works with individuals and families to provide customized wealth management solutions to help them reach their goals and keep their lives simplified and enjoyable.

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Headshot of Mike MacKelvie, a host on the Your Life Simplified financial podcast

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