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Insights

Pension Planning

Pension Planning

September 22, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor,...
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College Funding

College Funding

August 25, 2022
In this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Mike MacKelvie , wealth advisor,...
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Cash Flow Management: Tips to Reach Your Wealth Goals

Cash Flow Management: Tips to Reach Your Wealth Goals

August 18, 2022
How do you, as an investor, sift through all these choices that you have when creating your wealth plan?...
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What Is the Real Cost of Owning a Pet?

What Is the Real Cost of Owning a Pet?

June 9, 2022
Oftentimes, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and...
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5 Most Common DIY Financial Pitfalls

5 Most Common DIY Financial Pitfalls

May 19, 2022
Are you doing your own investing and wealth planning without the help and guidance of a wealth advisor? In...
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5 Tips for Building Wealth: A Guide for the Next Generation

5 Tips for Building Wealth: A Guide for the Next Generation

September 28, 2021
If your child or grandchild is just getting started on their financial journey, from building credit to saving for...
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Tales from the Crypto…Understanding Digital Assets

Tales from the Crypto…Understanding Digital Assets

August 18, 2021
Blockchain, cryptocurrency, Digital Ledger Technology. These terms are becoming commonplace in the news cycle, on social media and even...
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Women’s Wealth: Beyond Finances

Women’s Wealth: Beyond Finances

June 15, 2021
In the realm of managing finances, there are some key issues that are unique to women. Whether that be...
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Preparing – and Paying – for College

Preparing – and Paying – for College

May 25, 2021
As students are preparing for their final year of high school and where life may take them after that,...
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Vineyard to Glass: The Wine Experience

Vineyard to Glass: The Wine Experience

March 23, 2021
Have you ever wanted to ask a professional vintner what, regardless of cost, makes a good wine or what...
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There’s No Place Like Home…for Work

There’s No Place Like Home…for Work

January 20, 2021
Even before the pandemic, working from home has become a norm in our society. Whether you do your job...
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Honoring Hispanic Heritage

Honoring Hispanic Heritage

October 16, 2020
As Hispanic Heritage Month comes to a close, we’d like to take a moment to celebrate a few individuals...
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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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