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Thank you for listening to Your Life, Simplified...a podcast about putting life in perspective and having a game plan. To sign up for our monthly newsletter containing additional information to help make your life easier, visit our website. In addition, be sure to subscribe so you don't miss an episode.

Dec 15, 2022

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...


Dec 8, 2022

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...


Dec 1, 2022

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...