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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.

  1. All Episodes
  2. 2022
  3. 10

Five Financial Decisions That Could Haunt You

Oct 27, 2022

In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and special guest Joe Reynoldson, associate wealth advisor, get into the spooky seasons spirit by discussing five financial decisions that can haunt you and tips to avoid making these mistakes.

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Donor-Advised Funds

Oct 20, 2022

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.

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The Emotional Side of Financial Decision Making

Oct 13, 2022

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.

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Retirement Plan Rollover

Oct 6, 2022

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...

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