Your Life Simplified: A Financial & Wealth Management Podcast

When we discuss estate planning, it's a way to communicate our values and decide how we want our legacy to look. When you have a family member with special needs, this is especially important so that they can be taken care of the way that you would want. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Kevne Sharp, wealth advisor and Chartered Special Needs Consultant. They share ways that you can help provide financial security for a loved one with special needs or a disability

Parents and Teens: Today we have creative hacks that could save you tens of thousands of dollars, regardless of if you qualify for financial aid. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share their advice for young adults heading to college and how utilizing these strategies could make a significant impact on their educational expenses.

The math behind owning a second home: does it make sense or should you just enjoy a vacation in your favorite destination? On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the pros and cons of buying a second home or if it makes more sense to take a vacation instead.

On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, break down annuities. They cover the different types, the risk and benefits associated with them and what to ask the insurance company before getting an annuity.

While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can make a significant impact on how your wealth is transferred and helps ensure that your wishes are followed. Ben Voelker, director of wealth strategy, joins this episode of Your Life Simplified to share what you should consider when creating your plan.

Being a trustee is something that requires knowledge, effort and liability, so when you're creating your estate plan, it's important to consider your options and who will make the best choices for you. Cindy Bozik, national managing director of trust services, joins this episode of Your Life Simplified to share her advice for picking the right trustee for you.

What is a money market? What is the difference between a money market and a money market fund? They are at their highest demand since 2008, but there's still confusion. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, compare the different types and what investors should know, including the risks.

With recent failures in the banking industry, many investors are worried about the safety of their accounts. Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, sit down to break down FDIC and SIPC, what that means for you and how to ensure your deposits are protected.

Starting early can make a significant impact on retirement savings, but how can you help teach your teen to start building wealth? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share tips and talking points for talking to your teen about finances and being financially responsible.

As college students, finding and accepting an internship can be a daunting task. Tracy Hutton, senior manager of recruiting, joins this episode of Your Life Simplified to share tips for getting an internship in financial planning, what you should expect once you've started the internship and how to make sure the company and career path are right for you.