Aug 25, 2022

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...

Aug 18, 2022

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...

Aug 11, 2022

The one constant in life is change, and the investment world is certainly no exception. As the world changes, more investors seek to invest in a socially responsible way. In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk about how you can invest in...

Aug 4, 2022

Inflation is unavoidable right now. You see it every where you look and on the news, but what can we do to combat this inflation? Is there anything you can be doing differently in your portfolio?  In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk...