Your Life Simplified: A Financial & Wealth Management Podcast

Latest Episodes:

Rebalancing Your Portfolio Jan 18, 2024

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The one constant in life is change, and the markets are no exception to this, which leads to a familiar question for many investors. When should you rebalance your portfolio, if at all? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Brad Rollins, vice president of investments. They discuss what rebalancing means and how to get back to your original investment portfolio mix.

Money in the Movies Dec 14, 2023

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Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies and how they portray the financial industry. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, will react to hits, like The Big Short and The Wolf of Wall Street, and share the accuracies and inaccuracies.

Alternative Minimum Tax Explained Nov 30, 2023

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In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we'll continue that discussion and dive deeper into Alternative Minimum Tax (ATM). Steve Moyer, vice president of executive compensation & corporate offerings, joins our host, Valerie Escobar, senior wealth advisor, to share more about the tax implications and strategies for ISOs and executive compensation.

Incentive Stock Options Explained Nov 16, 2023

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In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options (ISOs) work and the strategies that can help you maximize their benefits. Steve Moyer, vice president of executive compensation & corporate offerings, joins our host, Valerie Escobar, senior wealth advisor, to simplify the complexities of executive compensation and ISOs. Listen to Part 2 to learn about the taxation of stock options.

6 End-of-Year Tax & Financial Planning Strategies Nov 02, 2023

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As we near the end of the year, what is it that you should be doing to minimize taxes and make sure that you've got your financial world organized? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share 6 tax and wealth planning strategies you should consider before the year wraps up.

RSUs, Restricted Stock and Restricted Securities Oct 19, 2023

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As an executive, you probably have some time of restricted stock or security in your compensation. But what is right for you and your portfolio? Steve Moyer, vice president of executive compensation & corporate offerings, joins our host, Valerie Escobar, senior wealth advisor, to sort through the noise of executive compensation and explain RSUs, restricted stock and restricted securities.

Cybersecurity: How to Protect Your Finances from Cybercrime Oct 05, 2023

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In today's digital age, cybersecurity has become more important than ever. With cybercrime on the rise, it's crucial to know how to protect yourself and your data from online threats. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, sits down with Chris Cook, senior vice president of information security, to provide you with valuable insights into the world of cybercrime and how you can safeguard your personal information.

Alternative Income From Structured Notes and Options Sep 21, 2023

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On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by special guest, Brett Kunshek, head of options and structured notes. They break down what structured notes and options are and dive into their complexities, different types of structured notes and which investors these may be right for. They'll also cover why these are growing in popularity in the United States and the fees that come along with them.

3 Things You Need to Know Before Moving Abroad Sep 07, 2023

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With flexibility and connectivity in today's world, many are excited by the idea of moving abroad and traveling; however, with that comes complications that you may not have considered. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Raoul Rodriguez, senior wealth advisor. Here are 3 things you need to consider before moving to another country—taxes, qualified accounts and estate planning.

2023 Tax Planning Strategies Aug 24, 2023

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We may not be at the end of the year yet, but now is the time to start end-of-year tax planning. Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share ways to minimize the amount of taxes you'll pay for 2023. They'll cover tax planning strategies like capital gains, tax loss harvesting and Roth conversions to help limit your taxes.

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