Dec 14, 2023

Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies and how they portray the financial industry. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, will react to hits, like The Big Short and The...

Nov 30, 2023

In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll
continue that discussion and dive deeper into Alternative Minimum Tax (ATM). Steve Moyer,
vice president of executive compensation & corporate offerings, joins our host, Valerie Escobar,
senior wealth advisor, to share more...

Nov 16, 2023

In this episode, we dive deep into the world of stock-based compensation, shedding light on
how Incentive Stock Options (ISOs) work and the strategies that can help you maximize their
benefits. Steve Moyer, vice president of executive compensation & corporate offerings, joins
our host, Valerie Escobar, senior...

Nov 2, 2023

As we near the end of the year, what is it that you should be doing to minimize taxes and make sure that you've got your financial world organized? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share 6 tax and wealth planning strategies you should consider before the year wraps...

Oct 19, 2023

As an executive, you probably have some time of restricted stock or security in your compensation. But what is right for you and your portfolio? Steve Moyer, vice president of executive compensation & corporate offerings, joins our host, Valerie Escobar, senior wealth advisor, to sort through the noise of executive...