100 episodes
Your Life Simplified: A Financial & Wealth Management Podcast Mariner Wealth Advisors
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- Business
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5.0 • 56 Ratings
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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.
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Considerations of Owning a Second Home
The math behind owning a second home: does it make sense or should you just enjoy a vacation in your favorite destination? On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the pros and cons of buying a second home or if it makes more sense to take a vacation instead.
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What is an Annuity and How Does it Work?
On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, break down annuities. They cover the different types, the risk and benefits associated with them and what to ask the insurance company before getting an annuity.
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Creating Your Estate Plan
While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can make a significant impact on how your wealth is transferred and helps ensure that your wishes are followed. Ben Voelker, director of wealth strategy, joins this episode of Your Life Simplified to share what you should consider when creating your plan.
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Picking the Right Trustee
Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s important to consider your options and who will make the best choices for you. Cindy Bozik, national managing director of trust services, joins this episode of Your Life Simplified to share her advice for picking the right trustee for you.
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Money Markets: What You Need to Know
What is a money market? What is the difference between a money market and a money market fund? They are at their highest demand since 2008, but there’s still confusion. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, compare the different types and what investors should know, including the risks.
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FDIC & SIPC Insurance
With recent failures in the banking industry, many investors are worried about the safety of their accounts. Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, sit down to break down FDIC and SIPC, what that means for you and how to ensure your deposits are protected.
Customer Reviews
Great topics!
I enjoy that this podcast covers a variety of topics. There is something for everyone and I learn something each time I listen. Well done!
Excellent life and wealth management advice
This is a solid podcast that offers fantastic life and money management advice. I don’t have a big investment portfolio by any means, but the information in these sessions is fantastic! They had a whole one on buying a car (Whether to lease or buy) and that was just great! And they have excellent tax sessions and other things. The speakers are really great at keeping everything in Laymen’s terms and not loosing me when I listen yet they are speaking on incredibly intelligent and complex topics.
Super Informative!
Mariner does a great job of taking complex topics and making them simple! Love the variety of content too. Looking forward to future episodes!