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, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.

The hosts of the Your Life Simplified financial podcast, Valerie Escobar, Katie Dunn Fitzgerald, and Mike MacKelvie

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Watch Our Latest Podcast Episodes

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

ABCs of Medicare Part 2

ABCs of Medicare Part 2

March 23, 2023
Medicare is another cost to consider during retirement. How do you get the most value out of your Medicare...
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ABCs of Medicare Part 1

ABCs of Medicare Part 1

March 16, 2023
There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be...
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Bond Market: Should You Invest in Bonds?

Bond Market: Should You Invest in Bonds?

March 9, 2023
Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can...
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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
Headshot of Katie Dunn Fitzgerald, a host on the Your Life Simplified financial podcast

Katie Dunn Fitzgerald

Katie achieves balance by being active in the community, serving on boards and being a part of the Kansas City Royals ownership group. The principal and senior wealth consultant focuses on new business development, working primarily with business owners and senior-level executives helping them formulate and implement financial plans.

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