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

Available On:

Icon for YouTube to the Your Life Simplified financial podcast
Icon for the Spotify Channel to the Your Life Simplified financial podcast
Icon for the Apple Podcast Channel to the Your Life Simplified financial podcast

Watch Our Latest Podcast Episodes

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

Navigating Financial Conflicts Between Spouses Part 1 

Navigating Financial Conflicts Between Spouses Part 1 

December 1, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
Tune In
What We’re Grateful For

What We’re Grateful For

November 17, 2022
In preparation for Thanksgiving, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share what they...
Tune In
5 Benefits of a Health Savings Account

5 Benefits of a Health Savings Account

November 10, 2022
In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...
Tune In

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.

See More

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.

See More

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.

See More

Are you subscribed to our YouTube channel?