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.

Non-Financials of Retirement

Non-Financials of Retirement

February 15, 2024
What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie ,...
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How to Prepare for Maternity Leave

How to Prepare for Maternity Leave

February 1, 2024
Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it...
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

January 18, 2024
The one constant in life is change, and the markets are no exception to this, which leads to a...
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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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