Your Life Simplified: A Financial & Wealth Management Podcast
Mariner
Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
Episodes
Mentioned books
Feb 2, 2023 • 21min
SECURE 2.0 Act: Retirement Saving Changes
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save for retirement. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, detail important changes in SECURE 2.0 Act that may affect your retirement savings. They'll discuss required minimum distributions, Roths, saving for education expenses through 529 Plans, student loan payments and more.
Jan 26, 2023 • 21min
History of the Financial Markets: A Look Back at the Last 100 Years
In celebration of Your Life Simplified's 100th episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, look back at the last 100 years in finance and the markets. While history doesn't provide a perfect roadmap for the future, it can teach us useful lessons about bear markets, industry trends, risk and the economy.
Jan 19, 2023 • 16min
5 Costly Roth IRA Mistakes to Avoid
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss mistakes that can be made when investing in a Roth IRA and how to avoid them. Topics discussed include spousal contributions, Roth 401k options, the 5-year rule and contribution eligibility.
Jan 12, 2023 • 18min
Stock Options Explained
On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by special guest, Brett Kunshek, head of options. They break down what an option is and dive into risk mitigation, generating income and return enhancement. They'll also cover areas of frustration for investors and examples.
Jan 5, 2023 • 17min
Reaching Your Financial Goals & New Year's Resolutions
To kick off the new year, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share financial goals and new year's resolutions you may want to set in 2023. From retirement planning to estate planning and gifting, we cover ways to help you achieve your goals.
Dec 15, 2022 • 13min
End of Year Wealth Planning Checklist
With only a few weeks left in the year, make sure you check everything off your financial list. On this episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor provide an end of year wealth planning checklist, which includes areas like retirement planning, Required Minimum Distributions and gifting.
Dec 8, 2022 • 20min
Navigating Financial Conflicts Between Spouses Part 2
In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, continue their conversation about financial conflicts between spouses. Topics discussed include tips for managing spousal differences as an advisor, suggestions for spouses when talking about financial conflict and examples of financial conflict.
Dec 1, 2022 • 21min
Navigating Financial Conflicts Between Spouses Part 1
In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, dive into the topic of financial challenges between spouses including divorce, overspending and how wealth advisors and clients can communicate during this difficult time.
Nov 17, 2022 • 8min
What We're Grateful For
In preparation for Thanksgiving, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share what they are grateful for. Each discusses one thing in the financial industry and one personal thing they are cherishing this season. Listen to hear more about their gratitude for compounding interest, investments and financial planning.
Nov 10, 2022 • 14min
Health Savings Accounts
In this week's episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss Health Savings Accounts and the 5 benefits of having one.
