Your Life Simplified: A Financial & Wealth Management Podcast

Latest Episodes:

Navigating Financial Conflicts Between Spouses Part 2 Dec 08, 2022

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In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, continue their conversation about financial conflicts between spouses. Topics discussed include tips for managing spousal differences as an advisor, suggestions for spouses when talking about financial conflict and examples of financial conflict.

Navigating Financial Conflicts Between Spouses Part 1 Dec 01, 2022

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What We're Grateful For Nov 17, 2022

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Health Savings Accounts Nov 10, 2022

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Getting the Most Out of Open Enrollment Nov 03, 2022

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In this week's episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss how to get the most out of your open enrollment.

Five Financial Decisions That Could Haunt You Oct 27, 2022

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In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and special guest Joe Reynoldson, associate wealth advisor, get into the spooky seasons spirit by discussing five financial decisions that can haunt you and tips to avoid making these mistakes.

Donor-Advised Funds Oct 20, 2022

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Description: In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss what a donor-advised fund is, the best strategies to use a donor-advised fund and how they can be beneficial to your charitable giving.

The Emotional Side of Financial Decision Making Oct 13, 2022

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In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss how financial decision making can be tied to emotion and why it is important to make logical decisions when managing your finances.

Retirement Plan Rollover Oct 06, 2022

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In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss how retirement plan rollover works. They also discuss your rollover options, including but not limited to the pros and cons of using an IRA as a rollover vehicle, and what options may be beneficial to your long-term goals.

End of Year Tax Checklist Sep 29, 2022

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In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, andMichael MacKelvie, wealth advisor, discuss the checklist you should run through before the end of the year to make sure your taxes are in ordergoing into the new year.