TopPodcast.com
Menu
  • Home
  • Top Charts
  • Top Networks
  • Top Apps
  • Top Independents
  • Top Podfluencers
  • Top Picks
    • Top Business Podcasts
    • Top True Crime Podcasts
    • Top Finance Podcasts
    • Top Comedy Podcasts
    • Top Music Podcasts
    • Top Womens Podcasts
    • Top Kids Podcasts
    • Top Sports Podcasts
    • Top News Podcasts
    • Top Tech Podcasts
    • Top Crypto Podcasts
    • Top Entrepreneurial Podcasts
    • Top Fantasy Sports Podcasts
    • Top Political Podcasts
    • Top Science Podcasts
    • Top Self Help Podcasts
    • Top Sports Betting Podcasts
    • Top Stocks Podcasts
  • Podcast News
  • About Us
  • Podcast Advertising
  • Contact
Not in our directory?
Add Show Here
Podcast Equipment
Center

toppodcastlogoOur TOPPODCAST Picks

  • Comedy
  • Crypto
  • Sports
  • News
  • Politics
  • True Crime
  • Business
  • Finance

Follow Us

toppodcastlogoStay Connected

    View Top 200 Chart
    Back to Rankings Page
    Business

    Your Life Simplified: A Financial & Wealth Management Podcast

    Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

    Advertise
    • Apple Podcasts
    • Google Play
    • Spotify
    Latest Episodes:
    5 Considerations for Early Retirement Jul 14, 2022
    Show notes

    Are you thinking about retiring early? In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss several things you should think about before retiring early. Considerations discussed include Roth conversions, capital gains, when to take social security and how much income you should take during retirement.

    Bond Alternatives: Investing in a Down Market Jul 07, 2022
    Show notes

    In this episode of Your Life Simplified, Mike Mackelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss bond alternatives and the pros and cons of bonds. Valerie and Michael talk about the basics of bonds, bond alternatives that you can invest in, rates of return and how impactful bonds can be in the market.

    Best Days in the Market - Embracing Volatility Jun 30, 2022
    Show notes

    In this episode of Your Life Simplified, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss volatility in the stock market and strategies to embrace the up and down rollercoaster that the stock market can be. Valerie and Michael talk about the history of markets, rates of return and impactful days in the market.

    Real Estate Investing Part 2: REITs & ETFs Jun 23, 2022
    Show notes

    In part 2 of Your Life Simplified's real estate series, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss how REITs, or real estate investment trust, and ETFs, or exchange trades funds, have performed in high interest rate environments and the advantages of investing in real estate assets.

    Real Estate Investing Part 1: Holding Property & Interest Rates Jun 16, 2022
    Show notes

    Are you looking to invest in real estate? In this week's episode of Your Life Simplified, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, talk about the things you should take into consideration before investing in real estate. The topics discussed include interest rates, return on investment and the advantages and disadvantages of investing in real estate.

    The Real Cost of Owning a Pet Jun 09, 2022
    Show notes

    Often times, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and vaccinations. However, other costs, such as pet insurance, additional vet bills and housing need to be considered before adopting a furry friend. In this week's podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, are joined by very special guest Lucy as they talk about the real cost of owning a pet.

    How to Help Your Kids Be Financially Literate Jun 02, 2022
    Show notes

    How do we get our kids to make better decisions with money? In this week's podcast, Valorie, senior wealth advisor, and Mike, welath advisor, will be sharing with you tips and insights to help you teach your kids how to become financially literate.

    5 Tax Strategies to Help Save Money May 26, 2022
    Show notes

    In this week's podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, walk through 5 tax planning strategies and opportunities like Roth conversions, backdoor Roth IRA conversions, asset allocation, tax-loss harvesting and making qualified charitable contributions. They'll also discuss considerations for each of these strategies and why it's important to consult with your wealth advisor.

    DIY Financial Pitfalls May 19, 2022
    Show notes

    Should you or should you not be doing your own investing? In this episode, Valerie and Mike will be covering the 5 most common financial pitfalls of a DIY investor.

    Take a Deep Breath: Meditation and Mindfulness Dec 21, 2021
    Show notes

    When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment and focus on what's happening inside you. In this episode, we invite Briana Struemph to help us understand what meditation is, how we can benefit from practicing and lead us through a simple breathing exercise.

    Previous 1 10 11 12 13 14 19 Next

    Related Podcasts

    How I Built This with Guy Raz

    1

    How I Built This with Guy Raz Business
    Planet Money

    2

    Planet Money Business
    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

    3

    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Business
    BiggerPockets Real Estate Podcast

    4

    BiggerPockets Real Estate Podcast Business
    The Smart Passive Income Online Business and Blogging Podcast

    5

    The Smart Passive Income Online Business and Blogging Podcast Business
    Bad With Money With Gabe Dunn

    6

    Bad With Money With Gabe Dunn Business
    footer-logo

    Contact Us

    Toll Free: 844-670-7747

    Links

    • Home
    • Top Charts
    • Networks
    • Apps
    • Independents Podcasts
    • Podcast Advertising
    • Podcast News
    • Contact Us
    • About Us
    • Analytics & Insights

    Stay Connected

      Privacy, Terms of Use & Our Code of Ethics Protecting Content Creators Copyrights