//podcastplus.net/feed/your-life-simplified~84297f06 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. Sat, 18 Apr 2026 21:16:46 +0000 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_6_End-of-Year_Tax_Strategies.mp3?dest-id=635210 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 up. Thu, 02 Nov 2023 12:00:00 +0000 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_6_End-of-Year_Tax_Strategies.mp3?dest-id=635210 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_RSUs_Restricted_Stocks_and_Restricted_Securities.mp3?dest-id=635210 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 compensation and explain RSUs, restricted stock and restricted securities. Thu, 19 Oct 2023 12:00:00 +0000 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_RSUs_Restricted_Stocks_and_Restricted_Securities.mp3?dest-id=635210 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Creating_Your_Estate_Plan.mp3?dest-id=635210 While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can make a significant impact on how your wealth is transferred and helps ensure that your wishes are followed. Ben Voelker , director of wealth strategy, joins this episode of Your Life Simplified to share what you should consider when creating your plan. Thu, 25 May 2023 13:08:00 +0000 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Creating_Your_Estate_Plan.mp3?dest-id=635210 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Picking_the_Right_Trustee_.mp3?dest-id=635210 Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s important to consider your options and who will make the best choices for you. Cindy Bozik, national managing director of trust services, joins this episode of Your Life Simplified to share her advice for picking the right trustee for you. Thu, 18 May 2023 13:03:00 +0000 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Picking_the_Right_Trustee_.mp3?dest-id=635210 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Mechanics_of_Money_Markets.mp3?dest-id=635210 What is a money market? What is the difference between a money market and a money market fund? They are at their highest demand since 2008, but there’s still confusion. On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, compare the different types and what investors should know, including the risks. Thu, 11 May 2023 12:30:00 +0000 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Mechanics_of_Money_Markets.mp3?dest-id=635210 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_FDIC-SPIC_Insurance.mp3?dest-id=635210 With recent failures in the banking industry, many investors are worried about the safety of their accounts. Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, sit down to break down FDIC and SIPC, what that means for you and how to ensure your deposits are protected. Thu, 04 May 2023 12:00:00 +0000 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_FDIC-SPIC_Insurance.mp3?dest-id=635210 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Teaching_Teens.mp3?dest-id=635210 Starting early can make a significant impact on retirement savings, but how can you help teach your teen to start building wealth? Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share tips and talking points for talking to your teen about finances and being financially responsible. Thu, 27 Apr 2023 13:07:00 +0000 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Teaching_Teens.mp3?dest-id=635210 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Internships.mp3?dest-id=635210 As college students, finding and accepting an internship can be a daunting task. Tracy Hutton, senior manager of recruiting, joins this episode of Your Life Simplified to share tips for getting an internship in financial planning, what you should expect once you’ve started the internship and how to make sure the company and career path are right for you. Thu, 20 Apr 2023 13:22:00 +0000 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Internships.mp3?dest-id=635210 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Term_Vs_Permanent_Insurance.mp3?dest-id=635210 When looking at insurance, you’re likely faced with two options—term or permanent insurance. Which one makes more sense for you and your situation? This week, Jerry Clark , senior consultant, insurance solutions, joins Michael MacKelvie , wealth advisor, to help break down term versus permanent insurance and how to figure out which may be right for you. Thu, 13 Apr 2023 13:03:00 +0000 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Term_Vs_Permanent_Insurance.mp3?dest-id=635210 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Whole_Life_V_IUL_V_VUL_copy.mp3?dest-id=635210 With many insurance options available, it can be overwhelming and complicated to decide what is the right choice for you. This week, Jerry Clark, senior consultant, insurance solutions, joins Michael MacKelvie , wealth advisor, to help break down different types of life insurance. They’ll discuss the pros and cons of whole life insurance, indexed universal life (IUL), variable universal life (VUL) and how to determine which option may be right for you. Thu, 06 Apr 2023 15:47:00 +0000 https://traffic.libsyn.com/secure/yourlifesimplified/YLS_Whole_Life_V_IUL_V_VUL_copy.mp3?dest-id=635210