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.

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

Your Life Simplified Insights

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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Your Life Simplified Insights

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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Your Life Simplified Insights

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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Meet Our Co-Hosts

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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Katie Dunn Fitzgerald

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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