Your Life
Simplified
Your financial life doesn’t
need to be complicated.
It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie and Valerie Escobar share need-to-know insights on finances and wealth that can help make Your Life Simplified.
Available On:
Watch Our Latest Podcast Episodes
Bi-weekly on Thursdays, we dive into topics to help simplify your financial life.
Cash Balance Plans Explained
How Parents Can Teach Teens About Investing
Why Working With a Wealth Advisor Is Important
Meet Our Co-Hosts
Valerie Escobar
Valerie keeps her life simplified and balanced by practicing yoga and volunteering. The senior wealth advisor and CERTIFIED FINANCIAL PLANNER™ helps her clients cut through the complex by providing financial solutions based on their needs, goals and objectives. Her focus is on financial planning for families and individuals.
Mike MacKelvie
Mike finds his balance in reading, playing basketball and camping. The wealth advisor and CERTIFIED FINANCIAL PLANNER™ works with individuals and families to provide customized wealth management solutions to help them reach their goals and keep their lives simplified and enjoyable.
