67 episodes

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.

Your Life Simplified Mariner Wealth Advisors

    • 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.

    DIY Financial Pitfalls

    DIY Financial Pitfalls

    Should you or should you not be doing your own investing? In this episode, Valarie and Mike will be covering the 5 most common financial pitfalls of a DIY investor.

    • 22 min
    Take a Deep Breath: Meditation and Mindfulness

    Take a Deep Breath: Meditation and Mindfulness

    When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment and focus on what’s happening inside you. In this episode, we invite Briana Struemph to help us understand what meditation is, how we can benefit from practicing and lead us through a simple breathing exercise. 

    • 19 min
    Community Involvement: Giving Back So We All Move Forward

    Community Involvement: Giving Back So We All Move Forward

    If you’ve always wanted to give back to the community where you live and work, but wonder how to get started, learn strategies from Katie Dunn Fitzgerald, principal and senior wealth consultant at Mariner Wealth Advisors, who joined us to talk about how to find an organization to volunteer your time for that’s fits your interests, aligns with your values and operates with integrity.

    • 23 min
    Here in My Car: What’s Driving the Auto Industry?

    Here in My Car: What’s Driving the Auto Industry?

    We’ve all seen the automotive industry headlines lately; chip shortages and used car scarcities, to name a few. In this episode, we invited back John M. Vincent, an automotive consumer advice writer with U.S. News & World Report, to discuss challenges manufacturers face, how to take advantage of the current car market and his thoughts on electric vehicles.

    • 21 min
    Legacy Planning: Discussing Wealth Transfer with the Next Generation

    Legacy Planning: Discussing Wealth Transfer with the Next Generation

    When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there are a few key concepts to keep in mind. We invite Chad Hamilton of our practice management team to discuss setting up a goals-based, comprehensive foundation of education. Included in this groundwork discussion are building blocks of debt, cash flow management, investment 101 and insurance.

    • 26 min
    5 Tips for Building Wealth: A Guide for the Next Generation

    5 Tips for Building Wealth: A Guide for the Next Generation

    If you or someone you know is just getting started on the financial paths of life, there are many routes to choose and potholes to avoid. We invite a group of our advisors to sit down and share some tips on how to thoughtfully build wealth based on conversations they’ve had with their clients and experiences in their own lives. From recognizing the difference between good debt and bad debt, to best practices for budgeting, this conversation offers five actionable steps that can be taken to begin building wealth today.

    • 19 min

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