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.

Your Life Simplified Insights

ESG: Align Investments with Values

August 11, 2022
The one constant in life is change, and the investment world is certainly no exception. As the world changes,...
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Your Life Simplified Insights

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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Host Mike MacKelvie Your Life Simplified

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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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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