100 episodes
Your Life Simplified: A Financial & Wealth Management Podcast Mariner Wealth Advisors
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- Business
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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History of the Financial Markets: A Look Back at the Last 100 Years
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.
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5 Costly Roth IRA Mistakes to Avoid
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 rule and contribution eligibility.
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Stock Options Explained
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.
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Reaching Your Financial Goals & New Year’s Resolutions
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.
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End of Year Wealth Planning Checklist
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.
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Navigating Financial Conflicts Between Spouses Part 2
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 and examples of financial conflict.
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