Your Life Simplified: A Financial & Wealth Management Podcast

Description: In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss what a donor-advised fund is, the best strategies to use a donor-advised fund and how they can be beneficial to your charitable giving.

In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss how financial decision making can be tied to emotion and why it is important to make logical decisions when managing your finances.

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss how retirement plan rollover works. They also discuss your rollover options, including but not limited to the pros and cons of using an IRA as a rollover vehicle, and what options may be beneficial to your long-term goals.

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, andMichael MacKelvie, wealth advisor, discuss the checklist you should run through before the end of the year to make sure your taxes are in ordergoing into the new year.

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, talk about pensions and how you can use your pension to elevate your retirement plan. Mike and Valerie discuss the factors to consider when thinking about your pension, risk factors and the other pension options that may be available to you.

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the ins and out of tax-loss harvesting. Topics discussed include the selling of a security, capital gains brackets and tax deferrals.

Compensation for executives can come in different forms and be more complicated than simply earning a salary. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Natalie Haggard, senior wealth advisor, discuss the different retirement plans that are advantageous to executives, compensation in the form of stock and strategies to effectively make the most of your executive compensation.

Long-term care insurance can be complex and costly. With so many different plans available, it can be difficult to know which one is right for you and your family. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss the thing you should consider when searching for a long-term care insurance plan and how to have a successful long-term care plan in place to save money and have the essential care required.

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss the complexity of college funding and strategies to tackle to rising cost of college. Mike and Valerie weed through the complexity of paying for college talk about effective ways to pay for college including 529 plans, Roth IRAs, brokerage accounts, and things to consider before applying to a school.

How do you, as an investor, sift through all these choices that you have when creating your wealth plan? What's the order of operations when building your financial plan and managing your cash flow? In this week's podcast episode, Mike MacKelvie, wealth advisor, is joined by special guest Abby Foster, associate wealth advisor, as they discuss tips to help maximize your wealth through this order of operations as you pursue your financial goals.