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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
 
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…
 
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.…
 
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 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.Mariner Wealth Advisors tarafından oluşturuldu
 
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.Mariner Wealth Advisors tarafından oluşturuldu
 
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.Mariner Wealth Advisors tarafından oluşturuldu
 
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, andMichael MacKelvie, wealth advisor, discuss the checklist you should run through before the end of the year to make sure your taxes are in ordergoing into the new year.Mariner Wealth Advisors tarafından oluşturuldu
 
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…
 
In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the ins and out of tax-loss harvesting. Topics discussed include the selling of a security, capital gains brackets and tax deferrals.Mariner Wealth Advisors tarafından oluşturuldu
 
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.…
 
Free master pantry resources: https://www.simplyconvivial.com/masterpantrylist Betsy's wisdom: By 10am, I have to choose what's for dinner that day and take one step toward getting it ready, even if it's just taking the meat out to thaw.Mystie Winckler tarafından oluşturuldu
 
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…
 
Find Betsy at redeemedreader.com - where she's prereading new books for you and your kids Betsy's planning wisdom: I like to think of management as balancing humility and honesty when I plan. So the humility part is that the Lord doesn't really need me to accomplish these things. I mean, I feel like I'm indispensable to the plan, but I'm really not…
 
When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context. In this week’s episode, Valerie Escobar and Mike MacKelvie talk us through how to assess the information we glean from these news story headlines, and how it might impact our investing plans.…
 
Are you thinking about retiring early? In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss several things you should think about before retiring early. Considerations discussed include Roth conversions, capital gains, when to take social security and how much income you…
 
Amanda Sewell is a homeschooling mom of 6 and recently returned to the US from the mission field. In the latest episode of The Simplified Organization show, Amanda shares what she's learned about feeling stuck and how to get out of that mental mire of discouragement.Mystie Winckler tarafından oluşturuldu
 
In this episode of Your Life Simplified, Mike Mackelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss bond alternatives and the pros and cons of bonds. Valerie and Michael talk about the basics of bonds, bond alternatives that you can invest in, rates of return and how impactful bonds can be in the market.…
 
In this episode of Your Life Simplified, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss volatility in the stock market and strategies to embrace the up and down rollercoaster that the stock market can be. Valerie and Michael talk about the history of markets, rates of return and impactful days in the market.…
 
In part 2 of Your Life Simplified’s real estate series, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss how REITs, or real estate investment trust, and ETFs, or exchange trades funds, have performed in high interest rate environments and the advantages of investing in real estate assets.…
 
Are you looking to invest in real estate? In this week’s episode of Your Life Simplified, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, talk about the things you should take into consideration before investing in real estate. The topics discussed include interest rates, return on investment and the advantages and disad…
 
Free workshop: AnswerOverwhelm.com Sibling Relationship Lab: https://www.siblingrelationshiplab.com/ Lynna's channel: https://www.youtube.com/c/LynnaSutherland Large Family Homeschooling: https://yourlargefamilyhomeschool.com/ Lynna Sutherland is a homeschool mom of eight and the host of the Sibling Relationship Lab podcast. She loves to encourage …
 
Free workshop: AnswerOverwhelm.com Sibling Relationship Lab: https://www.siblingrelationshiplab.com/ Lynna's channel: https://www.youtube.com/c/LynnaSutherland Large Family Homeschooling: https://yourlargefamilyhomeschool.com/ Lynna Sutherland is a homeschool mom of eight and the host of the Sibling Relationship Lab podcast. She loves to encourage …
 
Often times, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and vaccinations. However, other costs, such as pet insurance, additional vet bills and housing need to be considered before adopting a furry friend. In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth ad…
 
How do we get our kids to make better decisions with money? In this week's podcast, Valorie, senior wealth advisor, and Mike, welath advisor, will be sharing with you tips and insights to help you teach your kids how to become financially literate.Marier Wealth Advisors tarafından oluşturuldu
 
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