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.
Alternative Minimum Tax Explained
Incentive Stock Options Explained
6 End-of-Year Tax & Financial Planning Strategies
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.
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.
