143 episodes
Your Life Simplified: A Financial & Wealth Management Podcast Mariner
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- Business
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5.0 • 1 Rating
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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.
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Year-Round Tax Planning
Tax season may be over, but that doesn't mean we're done tax planning. Jennifer Kohlbacher, director of wealth strategy, joins Michael MacKelvie, wealth advisor, to share the importance of year-round tax planning and what you should be thinking about.
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Cash Balance Plans Explained
Cash balance plans are often understood but can be a win-win for tax savings and retirement planning. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Daniel Sharkey, senior wealth advisor. They dive into what they are, how they're run and who they may be right for.
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How Parents Can Teach Teens About Investing
Want to teach your child about investing? It can be difficult to know where to start and even
how to answer their questions. Hosts Michael MacKelvie and Valerie Escobar share their advice
for parents looking to teach their child or teen about investing including compounding interest,
investment accounts, retirement plans and more -
Why Working With a Wealth Advisor Is Important
It's not just about the numbers. There is value beyond the data that a wealth advisor can offer. They work to solve complex challenges and guide people during transitions. Hosts Michael MacKelvie and Valerie Escobar share their perspectives on the field before getting into wealth management and what they've learned since.
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Tax Implications of Roth IRAs and Roth 401(k)s
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 distributions and Roth conversions. -
Estate Planning: Protect Your Legacy & Avoid These Mistakes
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 estate planning challenges
and give you a guide to help throughout the process.
Customer Reviews
Awesome Podcast!
Very informative podcast! Covers a ton of great content, I’d highly recommend it!
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