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Alternative Cash Flow from Structured Notes and Options

Alternative Cash Flow from Structured Notes and Options

September 21, 2023
On this episode of Your Life Simplified, Michael MacKelvie , wealth advisor, is joined by special guest, Brett Kunshek...
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It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral

September 14, 2023
“It would be so nice if something made sense for a change.” —Lewis Carroll, “Alice in Wonderland” August...
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The Economic Impact of Rising Mortgage Rates

The Economic Impact of Rising Mortgage Rates

September 14, 2023
In April 2022, I provided an analysis of home purchase costs in relation to median national household income. In...
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The Latest on Required Minimum Distribution (RMD) Rules

The Latest on Required Minimum Distribution (RMD) Rules

September 7, 2023
As of 2023, the age for starting RMDs is 73. It increases to age 75 by 2033. In addition,...
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Are You Planning for Taxes Year-Round?

Are You Planning for Taxes Year-Round?

September 7, 2023
We recommend discussing proactive tax planning with your wealth advisor and tax professional throughout the year to help ensure...
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3 Things You Need to Know Before Moving Abroad

3 Things You Need to Know Before Moving Abroad

September 7, 2023
With flexibility and connectivity in today’s world, many are excited by the idea of moving abroad and traveling; however,...
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Relocating to a Tax-Friendly State

Relocating to a Tax-Friendly State

August 25, 2023
If you’re retiring and thinking about relocating or have a job that allows you to live anywhere, it may...
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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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Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

August 10, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Jake Kern , managing director...
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How to Select a Philanthropic Organization to Support

How to Select a Philanthropic Organization to Support

August 1, 2023
Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...
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Money Management Strategies for Your College Student or Recent Graduate

Money Management Strategies for Your College Student or Recent Graduate

August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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Eliminating Guilt from Spending

Eliminating Guilt from Spending

July 27, 2023
For many, they’ve become wealthy because of their focus on saving. They’ve spent their entire lives being disciplined and...
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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

#150

Behind the Scenes With a Chief Investment Strategist 

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January 9, 2025
#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
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