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Your financial life doesn’t need to be complicated. It’s our goal to help you take the complex and make it simple. From retirement planning to investment strategies and more, hosts Mike MacKelvie, Valerie Escobar and Katie Dunn Fitzgerald share need-to-know insights on finances and wealth that can help make Your Life Simplified.
 
Do you• Need to get on top of your day?• Want to accomplish more of the things that are important to you?• Want to keep your office and life under control?• Want time for yourself, more time to enjoy life outside work?Do you wish you were getting more done, but things keep getting in your way?Do you crave peace of mind and time to enjoy it? Hi, I’m Nancy Hagan, and I’m NOT one of those people who was “born organized. I studied a lot and eventually found ways to solve my own problems. I then ...
 
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show series
 
In 2022, Congress passed SECURE 2.0 Act, and this new legislation has significant changes to the ways you save for retirement. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, detail important changes in SECURE 2.0 Act that may affect your retirement savings. They’ll discuss req…
 
Start homeschooling: https://joyful-noise-learning.ck.page/e1e764f683 Ashley didn't realize how distractible she was until the details of life started piling on with motherhood. She shares her journey to walk in faithfulness despite herself in today's episode. Ashley is a former English teacher, and current homeschool Mom of three elementary age ki…
 
Start homeschooling: https://joyful-noise-learning.ck.page/e1e764f683 Ashley didn't realize how distractible she was until the details of life started piling on with motherhood. She shares her journey to walk in faithfulness despite herself in today's episode. Ashley is a former English teacher, and current homeschool Mom of three elementary age ki…
 
In celebration of Your Life Simplified’s 100th episode, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, look back at the last 100 years in finance and the markets. While history doesn’t provide a perfect roadmap for the future, it can teach us useful lessons about bear markets, industry trends, risk and the economy.…
 
A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss mistakes that can be made when investing in a Roth IRA and how to avoid them. Topics discussed include spousal contributions, Roth 401k options, the 5-year…
 
Learn how to handle perfectionism with my free workshop: NoMorePerfectionism.com The best antidote to perfectionism is to pray. Being in prayer is fruitful and most necessary to our spiritual walk and fighting sin in our lives. We should be thanking God for everything we have been given, and asking him to make us aware of our sinful desires. So ask…
 
On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by special guest, Brett Kunshek, head of options. They break down what an option is and dive into risk mitigation, generating income and return enhancement. They’ll also cover areas of frustration for investors and examples.…
 
Learn how to handle perfectionism with my free workshop: NoMorePerfectionism.com Sometimes our desire to do well at our vocations turns into a desire for perfectionism which leaves us discouraged and defeated. Bethany gives us the truth straight: perfectionism is idolatry we must repent of and replace with worship of our Creator. You're not going t…
 
To kick off the new year, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share financial goals and new year’s resolutions you may want to set in 2023. From retirement planning to estate planning and gifting, we cover ways to help you achieve your goals.Av Mariner Wealth Advisors
 
Get module 1 of Organize Your Attitude for free: https://www.simplyconvivial.info/story Karen continues her story of battling and overcoming depression as a homeschooling farm-wife mom. Women are the backbone of society, so we must be free from cultural lies & personal guilt and have the freedom of good habits and self-control so we can build God-h…
 
Get module 1 of Organize Your Attitude for free: https://www.simplyconvivial.info/story Karen tells her story about falling into depression, how it affected her, and how she finally began recovering. Women are the backbone of society, so we must be free from cultural lies & personal guilt and have the freedom of good habits and self-control so we c…
 
Women are homemakers, but the husband is the head of the home. How do we dance this dance together, creating a family and life together than glorifies God? It begins by being on the same page, which means it begins with conversation. Gemma was nervous to ask her husband what he thought of her homemaking and the state of their house, but when she go…
 
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 and gifting.…
 
Get a year of homemaking coaching: https://www.simplyconvivial.com/stop-overwhelm Gracie is a west coast California girl transplanted to the wheat fields of the Midwest. She loves her God-given callings of daughter of the King of kings, wife to her husband, Stephen, and mother and teacher to their eight children. Some of her greatest joys are time …
 
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 talking about financial conflict…
 
Feeling stressed and frazzled? Always one step behind? Dropping balls? Clarissa realized it was perfectionism tripping her up and making her feel overwhelmed. Because she couldn't get everything organized exactly the way she'd want it in one day, she'd never start. Her perfectionism was making her home life chaotic and stressed. Hear her story of h…
 
Free Brain Dump Guide: https://www.simplyconvivial.com/braindump Overwhelmed and exhausted? Postpartum blues making life hard? There is hope and a way out. Naomi shares her story of how baby steps and a game plan helped her transform her busy family home so that she's no longer stressed and frustrated with her life. Join Mystie & Naomi for Simplifi…
 
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 difficult time.…
 
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 interest, investments and financial pla…
 
Is your grocery budget troubling you? Even though it's hard as prices increase, Jamie reminds us that feeding people is a good work and it's ok if it costs us money. When she’s not curating memories, hoarding vintage books, or playing ringmaster to her circus of five blissfully abnormal kids, Jamie Erickson can be found encouraging and equipping a …
 
Irritation could be a sign that something deeper is wrong than a few logistical headaches. The truth is that irritation is simply anger, and we need to deal with it according to its real nature if we're going to deal with it effectively at all. When she’s not curating memories, hoarding vintage books, or playing ringmaster to her circus of five bli…
 
Planning helps us see what's going on in our lives so we can handle it without stress. Mackenzie shares some great tips for making planning a stress-free activity. Mackenzie is a podcaster, voice actor, and YouTuber who helps women fight the overwhelm and stress in their lives with planning and lifestyle solutions so that they can live well in the …
 
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.Av Mariner Wealth Advisors
 
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.Av Mariner Wealth Advisors
 
Life is hard, but we can cheer one another on as we each faithfully tackle the life God has given us. Mackenzie is a podcaster, voice actor, and YouTuber who helps women fight the overwhelm and stress in their lives with planning and lifestyle solutions so that they can live well in the midst of life's chaos. Mackenzie is a single mom of four kids …
 
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.Av Mariner Wealth Advisors
 
DeeDee & Ximena chat with Mystie about keeping food on the table - for meals and snacks - while also keeping our sanity as busy moms with lots on our plates. Avoid unnecessary irritation! Get DeeDee & Ximena's free cycle tracker: https://chipsnsalsahomeschooling.com/cycletracker DeeDee and Ximena (known as the Chips & Salsa Ladies), are two homesch…
 
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 beneficial to your long-term goals.…
 
DeeDee & Ximena chat with Mystie about what makes moms irritated and how to combat irritation as a default response so we can have God-glorifying, cheerful homeschools. Avoid unnecessary irriation! Get DeeDee & Ximena's free cycle tracker: https://chipsnsalsahomeschooling.com/cycletracker DeeDee and Ximena (known as the Chips & Salsa Ladies), are t…
 
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, talk about pensions and how you can use your pension to elevate your retirement plan. Mike and Valerie discuss the factors to consider when thinking about your pension, risk factors and the other pension options that may be availa…
 
Durenda has been homeschooling since 1996 and has graduated 7 of her 8 children so far. She has been married to Darryl for 32 years and they have 9 grandkids. Durenda is convinced that home education is an incredible blessing, but only if we don’t let it hold us hostage to unnecessary expectations and notions of what it “should” look like. The hear…
 
Create a working homeschool schedule with help from Amy: https://www.raisingarrows.net/homeschoolschedule Amy's course will walk you step by step to plug in the different homeschool subjects, where to put them, how to make it all work, how to practice it and make sure that it is what you really need. Amy provides the fundamentals and principles tha…
 
Compensation for executives can come in different forms and be more complicated than simply earning a salary. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Natalie Haggard, senior wealth advisor, discuss the different retirement plans that are advantageous to executives, compensation in the form of stock and s…
 
Amy Roberts of RaisingArrows.net is a homeschooling mom of 10. She offers practical homeschooling and homemaking advice and encouragement to other large family moms through her blog, her podcast and her YouTube channel. With so many people to take care of, Amy shares how she has learned to adjust her routines and create margin in her life. 5 Steps …
 
Long-term care insurance can be complex and costly. With so many different plans available, it can be difficult to know which one is right for you and your family. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss the thing you should consider when searching for a long-term …
 
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 college including 529 plans, Roth I…
 
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 wealth advisor, as they discuss tips …
 
Get my new book, How to Use a Planner Without Wasting Time: https://amzn.to/3dz3J7l Free interval guide: https://www.simplyconvivial.com/interval Sarah is a wife and homeschooling mom to three. She is an avid reader, a writer, and she loves to nature journal with her kids. Sarah and her husband Jason moved to Honduras 15 years ago where they founde…
 
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 a socially responsible way. This area …
 
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 through several different variables affec…
 
Today on the Simplified Organization podcast, I have Molly Nickles, also known as The Modern Homeschooler on Intagram. She's always had a job while homeschooling - and not always part time only, either! Find out how she manages a full time job (for someone else!) while homeschooling 2 teens - and why she thinks it's good for her kids, too.…
 
An estate plan can play an important part in your overall wealth plan and can make a large impact on your spouse and children. Taking a few steps can help ensure that your estate doesn’t end up in probate and your family isn’t left with a headache. On today’s episode, Mike MacKelvie is joined by special guest Drew McDowell, attorney and senior weal…
 
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