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...
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...
Nov 17, 2022
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...
Nov 10, 2022
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.