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Insights

Never Pay Full Price for College

Never Pay Full Price for College

August 8, 2024
College is expensive, so you should never pay full price. Hosts Michael MacKelvie , wealth advisor, and Daniel Sharkey...
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Tax Implications of Roth IRAs and Roth 401(k)s

Tax Implications of Roth IRAs and Roth 401(k)s

March 14, 2024
IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just...
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2023 Tax Planning Strategies

2023 Tax Planning Strategies

August 24, 2023
We may not be at the end of the year yet, but now is the time to start end-of-year...
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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...
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End of Year Tax Checklist

End of Year Tax Checklist

September 29, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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5 Tax Strategies to Help Save Money

5 Tax Strategies to Help Save Money

May 26, 2022
In this week’s podcast episode, Valorie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor, walk through...
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Taxing Decisions…Relocating to Another State

Taxing Decisions…Relocating to Another State

July 6, 2021
Nine states have no income tax, which can be a benefit, especially for retirees who won’t pay state income...
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Tax Rewind: A Synopsis of the Recent Changes (36:52)

Tax Rewind: A Synopsis of the Recent Changes (36:52)

April 23, 2020
SECURE Act, CARES Act, Small Business Loans and Paycheck Protection Program. There have certainly been many changes to the...
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No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)

No Deadline in Sight: How Often Should You Be Talking Taxes? (25:03)

November 12, 2019
Many people consider their tax situations when there is a filing deadline coming up, but the reality is, by...
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Home is Where the Heart is…Especially in Taxes (17:59)

Home is Where the Heart is…Especially in Taxes (17:59)

April 2, 2019
When it comes to filing your taxes, the rate at which your income is taxed can vary based on...
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New Tax Plan…So Many New Decisions To Be Made (29:46)

New Tax Plan…So Many New Decisions To Be Made (29:46)

March 12, 2019
New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a...
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Mariner Mail: Checking Our Inbox (20:34)

Mariner Mail: Checking Our Inbox (20:34)

December 18, 2018
Throughout the life of our podcast, we have been asking you to send us questions you’d like us to...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
#146

2025 Estate Tax Exemption

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October 17, 2024
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