143 episodes

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.

Your Life Simplified: A Financial & Wealth Management Podcast Mariner

    • Business

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.

    Year-Round Tax Planning

    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.

    • 20 min
    Cash Balance Plans Explained

    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.

    • 15 min
    How Parents Can Teach Teens About Investing

    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

    • 16 min
    Why Working With a Wealth Advisor Is Important

    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.

    • 18 min
    Tax Implications of Roth IRAs and Roth 401(k)s

    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.

    • 16 min
    Estate Planning: Protect Your Legacy & Avoid These Mistakes

    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.

    • 17 min

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