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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.
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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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Are you letting your past define your future? Are you feeling stuck in the present and worrying about how you can make a switch in your life? Do you want to pivot in your career or launch a new business? The My Simplified Life Podcast is tackling all of these questions and more! Each episode is filled with life lessons, stories and experiences filled with humor, reality, and inspiring takeaways. We are covering career switches, motherhood, work life balance, starting your own business and wh ...
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In this episode of My Simplified Life, Michelle Glogovac interviews Stephanie Hockersmith, better known as Pie Lady Books. Stephanie shares her inspiring journey from severe illness to her unique career creating beautiful pie art inspired by book covers. She discusses how she turned her passion project into a thriving business and the process of ma…
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IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just about everybody. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Jodi Robinson, vice president of tax services. They discuss the differences between Roth IRAs and Roth 401(k)s, required minimum distri…
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In this episode of My Simplified Life, host Michelle Glogovac has a heartfelt conversation with Meg Nocero, a former federal prosecutor turned empowerment coach. They discuss Meg's journey from law to personal development, the importance of storytelling, and the transformative power of loss. What we’re talking about The importance of storytelling i…
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Lindsey runs the Reformed Faith and Family website and podcast alongside her husband Caleb. Together they have seven children ranging in ages from three to fifteen years old. Caleb is a bi-vocational pastor, and Lindsey is a long-time homeschooling mom who enjoys reading to her children, dabbling in homestead hobbies, and being a doula for friends …
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In this episode of My Simplified Life, host Michelle Glogovac sits down with author Dara Levan to discuss her debut novel, It Could Be Worse. The two delve deep into the themes of resilience and authenticity throughout Dara’s work and her unique journey from a speech therapist to a published author. They also touch on the importance of maintaining …
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In this special live episode of My Simplified Life, host Michelle Glogovac is interviewed by KTLA’s Kirk Hawkins at Zibby's Bookshop in Santa Monica, CA. Michelle shares her journey from working in corporate aviation to becoming THE Podcast Matchmaker™, and the importance of sharing knowledge and experiences through podcasting. What we’re talking a…
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In this episode, we have a delightful conversation with Lexy Sauve, a creative mom and pastor's wife who has found joy and fulfillment in adding creative pursuits to her homemaking. Join us as Lexi shares her experiences and insights on how embracing creativity has expanded her capacity to manage her home, raise her six children, and find delight i…
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Leslie is a stay-at-home mom and grandma to seven, a health writer for Substack, and a health coach. She is passionate about helping people regain their health in ways that are simple, inexpensive, and life-changing. I know I've had weight loss on my list of annual goals for years on end and many years I've just given up on it and felt like it took…
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No one likes planning their mortality, but this is not time made but time spent. The challenges and financial strain without proper planning can, unfortunately, leave a stain on someone’s legacy. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Michelle Cross, senior wealth advisor. They discuss ways to avoid…
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In this solo episode of My Simplified Life, host Michelle Glogovac discusses the importance of podcast interviews in promoting a product, service, or book. Sharing her personal experiences from the launch of her own book, she emphasizes the necessity of continuous promotion for creating ongoing momentum and growth. What we’re talking about Podcast …
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In this solo episode of My Simplified Life, host Michelle Glogovac delves into expectations. She shares her personal experiences dealing with the pressures of expectations in various aspects of life, including her recent book launch, business, and personal relationships. Michelle emphasizes the importance of reflecting on why certain expectations w…
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Habit tracking sheet: https://simplyconvivial.com/habit Find Leslie's substack here: https://fastwell.substack.com/ Join Leslie Taylor as she shares her journey of becoming a more energetic and healthy mom through intermittent fasting. As a stay-at-home mom, she struggled with weight loss and low energy, but through her lifestyle changes, she has f…
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What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by guest, Keith Lawrence, retired P&G executive & co-author of "Your Retirement Quest". They discuss ways to be happy and healthy during one of the largest transitions in your life.…
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In this episode of My Simplified Life, Michelle Glogovac chats with debut author Rosey Lee, who has released her first novel, The Gardins of Edin, under a pen name while maintaining her full-time job as a physician. They discuss her unique experience of navigating two demanding roles, the process of creating a pen name, and her journey to becoming …
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In this episode of My Simplified Life, host Michelle Glogovac has an intriguing and enlightening conversation with Boo Trundle, author of the unique and thought-provoking novel, The Daughter Ship. They delve into the journey of the book's main character, the unconventional storytelling approach, and the creative process Boo used to craft this one-o…
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Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it comes to being financially prepared. This week, Valerie Escobar, senior wealth advisor, is joined by Whitney Reagan, wealth advisor. They’ll discuss aspects like the Family Medical Leave Act, short-term disability and preparing your team for your l…
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In this episode of My Simplified Life, host Michelle Glogovac interviews Donna Hemans, the author of The House of Plain Truth. Michelle and Donna discuss Donna's journey from being a journalist to becoming an author. They delve into the inspiration behind Donna's latest book, her writing process, and how she incorporates aspects of her Jamaican her…
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In this episode of My Simplified Life, host Michelle Glogovac interviews guest Sagit Schwartz, a licensed psychotherapist and author of the upcoming thriller novel Since She's Been Gone. They discuss Sagit's journey as an author, the inspiration behind her book, and the importance of addressing eating disorders in adult contemporary fiction. Here a…
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In this special episode of My Simplified Life, host Michelle Glogovac celebrates the launch of her new book, How to Get on Podcasts. She shares her excitement and gratitude for the day finally arriving, reflecting on the hard work and years of effort she put into creating her book. Michelle talks about her upcoming book signings and her anticipatio…
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The one constant in life is change, and the markets are no exception to this, which leads to a familiar question for many investors. When should you rebalance your portfolio, if at all? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Brad Rollins, vice president of investments. They discuss what rebalancing …
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In this episode of My Simplified Life, Jessica Saunders opens up about her journey of writing her first novel, Love, Me, while balancing her full-time job as an attorney and her responsibilities as a mother. She shares valuable insights about her writing process, the challenges she faced, and the lessons she learned. What we’re talking about Turnin…
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In this episode of My Simplified Life, Julie Chavez, a repeat guest and author of the memoir Everyone But Myself, shares her experience of going through an intense period of anxiety and depression after neglecting her own needs for the sake of others. The episode provides an enlightening view on mental health, the importance of self-care, and the c…
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In this episode of My Simplified Life, host Michelle Glogovac explores the concept of storytelling and the importance of sharing our personal experiences. Michelle discusses the complexities of sharing one's story, the challenges of deciding what to include and exclude, and the potential impact these stories can have on others. She also shares tidb…
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In this episode of My Simplified Life, host Michelle Glogovac sits down with Silvia Vasquez-Lavado, the first Peruvian woman to climb Mount Everest and the author of In the Shadow of the Mountain. Silvia's life story is a journey of courage, resilience, and healing. Throughout the conversation, she shares her insights on dreaming with intention, th…
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In this episode of My Simplified Life, host Michelle Glogovac shares her reasons for writing her book How to Get on Podcasts. Michelle opens up about her love for books, her desire to help others share their stories, and her ambition to set industry standards for podcast guesting. She encourages listeners to show up authentically, share their truth…
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Join homemaking bootcamp: https://simplyconvivial.com/membership Are we ever too old to keep learning and gaining skills at home? Is homemaking something we figure out and move on from? Are we the only ones struggling for years with the homemaking life? No! This encouraging conversation with Mary Shearouse will help you smile and start in your home…
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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 Wolf of Wall Street, and share the…
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In this solo episode of My Simplified Life, host Michelle Glogovac delves into the importance of pitching oneself rather than the product, service, or book. She emphasizes the power of stories and the need for authenticity in gaining attention and resonating with audiences. Michelle shares insightful tips and experiences on effectively pitching one…
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Join us for Simplified Organization Community Coaching: https://simplyconvivial.com/stop-overwhelm Prioritize Daily and Weekly Goals: Krista shares how she aligns her priorities and obligations on a daily and weekly basis. We need to make a conscious effort to understand and address our most crucial tasks so we can have a sense of accomplishment an…
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In this episode of My Simplified Life, Suzy Gigante, the Senior Community Manager at Virgin Unite, shares her journey from growing up in a single-parent immigrant household in New York City to working for high-profile nonprofit organizations like the Clinton Foundation and Virgin Unite. The conversation reveals Suzy's passion for making a differenc…
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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 about the tax implications and st…
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Author Emma Grey shares her personal journey from grief to love, which inspired her beautiful novel, "The Last Love Note." The episode is a deep dive into Emma's unique writing process, the inception of her book, and her experience with the publishing industry. Emma's story is a testament to the power of resilience, hope, and the transformative pow…
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In this episode of My Simplified Life, host Michelle Glogovac interviews Jane Friedman, a seasoned expert in the publishing industry. They delve into Jane's rich 25-year career, her views on traditional, hybrid, and self-publishing, and the transformative role of AI in the industry. Jane shares her experiences of AI's impact, both the exciting pote…
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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 wealth advisor, to simplify the complex…
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In this episode of My Simplified Life, host Michelle Glogovac speaks with Meghan Riordan Jarvis, a clinical psychotherapist specializing in trauma and grief. Meghan shares her journey of grief and trauma following the sudden death of her mother, which led her to seek professional help and eventually write her book, End of the Hour. The episode expl…
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