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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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Do you• Need to get on top of your day?• Want to accomplish more of the things that are important to you?• Want to keep your office and life under control?• Want time for yourself, more time to enjoy life outside work?Do you wish you were getting more done, but things keep getting in your way?Do you crave peace of mind and time to enjoy it? Hi, I’m Nancy Hagan, and I’m NOT one of those people who was “born organized. I studied a lot and eventually found ways to solve my own problems. I then ...
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Family life at home can be crazy and the house absolute chaos, but we moms can manage it all cheerfully & capably. We can tackle projects, overcome overwhelm, end perfectionism, and beat the boom and bust cycle! Listen to the stories of moms who have and know that you can, too.
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Overcome unrealistic expectations for your home AND work on improving the normal state of your home with 6-week Sweep & Smile course: https://www.simplyconvivial.info/sweep-smile Having kids home all day means a lot of messes happen all day, every day. How can we deal with that? We don't want to be hovering hoovers with our kids' work and play. We …
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On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by special guest, Brett Kunshek, head of options and structured notes. They break down what structured notes and options are and dive into their complexities, different types of structured notes and which investors these may be right for. They’ll also cover why th…
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Get the free housekeeping routine guide: https://simplyconvivial.com/clean Mystie and Virginia Lee chat about how to train kids to do chores, as well as why it's worth the effort it takes. Women are the backbone of society, so we must be free from cultural lies & personal guilt and have the freedom of good habits and self-control so we can build Go…
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With flexibility and connectivity in today’s world, many are excited by the idea of moving abroad and traveling; however, with that comes complications that you may not have considered. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Raoul Rodriguez, senior wealth advisor. Here are 3 things you need to …
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Spend a month practicing and iterating an evening review with us! https://www.simplyconvivial.com/stop-overwhelm Women are the backbone of society, so we must be free from cultural lies & personal guilt and have the freedom of good habits and self-control so we can build God-honoring families and communities. 📖 Get my latest book: How to Use a Plan…
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We may not be at the end of the year yet, but now is the time to start end-of-year tax planning. Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share ways to minimize the amount of taxes you’ll pay for 2023. They’ll cover tax planning strategies like capital gains, tax loss harvesting and Roth conversions to help lim…
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Improve your homemaking - https://www.simplyconvivial.com/stop-overwhelm Leann Erickson joins Mystie to chat about how the challenges of homemaking don't let up when all the kids are grown and gone. She shares how she shifted gears to adapt to a new phase of life and ministry. Leann Erickson has been homemaking since 1994. She and David have lived …
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Enroll today and makeover your homemaking with Simplified Organization Community Coaching: https://www.simplyconvivial.com/stop-overwhelm Today Elaine Shutt chats with me about how she learned to handle crisis mode when her son had medical emergencies and many following doctor visits - while she also homeschooled and worked part time. It was a chal…
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On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Jake Kern, managing director and senior wealth advisor, discuss the powerful strategy of Intentionally Defective Grantor Trusts (IDGTs) and how they can benefit you. An IDGT is a trust that is intentionally drafted to be "defective" for income tax purposes. This al…
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Join Simplified Organization Community Coaching: https://www.simplyconvivial.com/stop-overwhelm Anna wanted to get back in the saddle after having a baby, and Convivial Circle gave her the guidance and support she needed. Find out the steps that made the biggest difference in her postpartum recovery! Anna and her husband, Gandalf, live in Indiana a…
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Take the free daily card challenge: https://www.simplyconvivial.com/dailycard Mystie and Kat talk about how motherhood changes as your kids get older and develop lives of their own. Kat Lee is passionate about teaching others how to jump-start each day with a grace-filled, life-giving morning routine. She is the author of the Hello Mornings book, a…
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Take the free daily card to-do list challenge: https://www.simplyconvivial.com/dailycard Mystie chats with Kat Lee from HelloMornings.org about being organized without being perfectionist and making the most of the very first few minutes of every day. Kat Lee is passionate about teaching others how to jump-start each day with a grace-filled, life-g…
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Make a custom cleaning plan that works for you: simplyconvivial.com/clean Kristi is a go-to source for organization tips and she delivers today! Kristi Clover is a home organization and #momlife expert. She’s also the author of M.O.M.=Master Organizer of Mayhem and Homeschool Basics, the host of the Simply Joyful Podcast, and a popular conference s…
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For many, they've become wealthy because of their focus on saving. They've spent their entire lives being disciplined and saving money. Then, there comes a time when they need to spend it, and that can be a difficult transition. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Abby Foster, associate weal…
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Organization doesn't have to be perfect. In fact, it can't be and won't be. But it's still worth working on. Kristi Clover is a home organization and #momlife expert. She’s also the author of M.O.M.=Master Organizer of Mayhem and Homeschool Basics, the host of the Simply Joyful Podcast, and a popular conference speaker. Her passion is to help Chris…
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While we can’t look into the future, each year, we feature a webinar that peers into a crystal ball and shares what we expect to see from the markets during the second half of the year. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Jeff Krumpelman, chief investment strategies and head of equities. Jef…
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We have so much to do and so many distractions that we readily neglect the simple things that would connect us to the real world and real relationships best. One of those things is spending time enjoying the outdoors. Joy has some tips and a free challenge that will help you get outside with your kids with no pressure and no guilt. Find it here: ht…
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With larger estates, often come more complicated estate plans. Ben Voelker, director of wealth strategy, is back on this episode of Your Life Simplified to discuss more advanced estate planning techniques and strategies to avoid high estate taxes.Oleh Mariner Wealth Advisors
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Enroll and do the Baby Step Bingo with us in July! https://www.simplyconvivial.com/stop-overwhelm Women are the backbone of society, so we must be free from cultural lies & personal guilt and have the freedom of good habits and self-control so we can build God-honoring families and communities. 📖 Get my latest book: How to Use a Planner Without Was…
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When we discuss estate planning, it’s a way to communicate our values and decide how we want our legacy to look. When you have a family member with special needs, this is especially important so that they can be taken care of the way that you would want. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by K…
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Spend July doing the Baby Step Bingo Challenge with Mystie & Leisa: https://simplyconvivial.com/membership Mystie and Leisa Moulton chat about how to make chores a less-dreaded thing we have to deal with. 📖 Get my latest book: How to Use a Planner Without Wasting Time https://amzn.to/3CcRzuy ➡️ Take the free daily card challenge and practice with m…
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Join us inside Convivial Circle: https://www.simplyconvivial.com/stop-overwhelm In this episode, Stefani discusses her struggle with balancing productivity and taking necessary breaks. She finds it challenging to pause her work because she always sees something more to be done. However, she has realized the importance of taking breaks to prevent bu…
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Parents and Teens: Today we have creative hacks that could save you tens of thousands of dollars, regardless of if you qualify for financial aid. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share their advice for young adults heading to college and how utilizing these strat…
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Get mostly-daily, bite-sized encouraging emails by signing up here: https://simplyconvivial.com/newsletter Bess is a wife, mother of 5, and grandmother of 3! She currently teaches full time at Logos School and hosts the podcast, Come Over for Dinner!, on all the ways to make hospitality practical and fun. Apart from her family, Bess’s days are live…
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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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Get mostly-daily, bite-sized encouraging emails by signing up here: https://simplyconvivial.com/newsletter Bess is a wife, mother of 5, and grandmother of 3! She currently teaches full time at Logos School and hosts the podcast, Come Over for Dinner!, on all the ways to make hospitality practical and fun. Apart from her family, Bess’s days are live…
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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.Oleh Mariner Wealth Advisors
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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 y…
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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 trus…
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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, i…
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Get mostly-daily, bite-sized encouraging emails by signing up here: https://simplyconvivial.com/newsletter Dallas Nachtigall is an artist by training, a wife and a mom of three. As she researched homeschooling, she was thrilled to learn that art education, drawing, and nature journaling could be integral pieces of her kids' education. So, at age 28…
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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.Oleh Mariner Wealth Advisors
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Get mostly-daily, bite-sized encouraging emails by signing up here: https://simplyconvivial.com/newsletter Dallas Nachtigall is an artist by training, a wife and a mom of three. As she researched homeschooling, she was thrilled to learn that art education, drawing, and nature journaling could be integral pieces of her kids' education. So, at age 28…
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Starting early can make a significant impact on retirement savings, but how can you help teach your teen to start building wealth? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share tips and talking points for talking to your teen about finances and being financially responsible.…
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In this conversation, Katie Westenberg discusses practical tips for staying faithful to God in moments of disappointment and overwhelm. We must prepare in advance by investing time daily in reading the Bible, even when it may not always feel productive or inspiring in the moment. Our devotional time is an investment in a "debit account" we can draw…
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Overcome overwhelm with my free workshop: AnswerOverwhelm.com Katie Westenberg, a Christian author and speaker, shares her perspective on how to deal with overwhelming situations. Our capacity for dealing with stress can change throughout our lives and is dependent on our circumstances. We need to be aware enough to diagnose whether the problem is …
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When we aim for completion rather than faithfulness we can get sucked down into resenting the work in front of us. The room you just cleaned needs cleaned again, and the laundry will never be forever done. Changing our goal to being faithful in our work rather than being done with our work is such a helpful shift. Laney Homan is a wife of 25 years …
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As college students, finding and accepting an internship can be a daunting task. Tracy Hutton, senior manager of recruiting, joins this episode of Your Life Simplified to share tips for getting an internship in financial planning, what you should expect once you’ve started the internship and how to make sure the company and career path are right fo…
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When looking at insurance, you’re likely faced with two options—term or permanent insurance. Which one makes more sense for you and your situation? This week, Jerry Clark, senior consultant, insurance solutions, joins Michael MacKelvie, wealth advisor, to help break down term versus permanent insurance and how to figure out which may be right for y…
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With many insurance options available, it can be overwhelming and complicated to decide what is the right choice for you. This week, Jerry Clark, senior consultant, insurance solutions, joins Michael MacKelvie, wealth advisor, to help break down different types of life insurance. They’ll discuss the pros and cons of whole life insurance, indexed un…
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Blockchain technology has been gaining a lot of attention in recent years for its potential to transform industries such as finance, supply chain, healthcare, and more. Ric Edelman, founder of DACFP, joins this episode of Your Life Simplified where we explore the various aspects of blockchain technology, including how it works and how to buy blockc…
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Medicare is another cost to consider during retirement. How do you get the most value out of your Medicare package? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Tim Mickelson, Medicare specialist. They’ll discuss the costs associated with each part and working with an insurance agent. They’ll also cover t…
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Free EHAP (Whole House Tidy Time!) Guide: https://simplyconvivial.com/ehap As moms we can easily feel scattered, like all the different responsibilities we have are pulling us in different directions, and like there’s never enough time to get it all done. Homeschool moms especially can struggle with this because they have the all the schooling duti…
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There can be a lot to unpack when considering the different Medicare coverage components and understanding what may be right for you. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Tim Mickelson, Medicare specialist. They’ll discuss the basics of Medicare, including Part A, B, C and D, costs, signing up for…
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Considering rising interest rates and inflation, should you invest in bonds? While bonds are a common investment, they can be complex. Michael MacKelvie, wealth advisor, is joined by Carolyn Moriarty, wealth advisor, to break down bonds, their structure, how they work within your portfolio and if you should consider investing in bonds…
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50% of adults will need long-term care at some point in their life, and this can have major impacts on your emotions and financial plan. Dr. Christina Lynn, practice management consultant, joins this episode of Your Life Simplified to share how to discuss aging and long-term care with your parents, what emotions this may bring, how much to plan for…
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Before saying, “I do,” it can be helpful to discuss finances with your fiancé and have a prenuptial agreement in place. On this episode, Valerie Escobar, senior wealth advisor, hosts, Julia Rodgers, CEO and Co-Founder of HelloPrenup, who shares ways you can approach this topic with your partner, how to have that conversation and ways that you can h…
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Oftentimes, getting a prenuptial agreement may feel unromantic, timely and expensive. But not having a prenup can end up causing more strife and costing more in the long run. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and hosts guest, Julia Rodgers, CEO and Co-Founder of HelloPrenup. They discuss what is a pren…
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You don't have to stay stuck in overwhelm. Free workshop: AnswerOverwhelm.com Sarah is a mom of six and grandmother of four. She lives in beautiful New England and is in her 27th year of homeschooling. She is passionate about books, decorating, hospitality, strong coffee and BBC drama. She blogs at Joyfilleddays.com where she talks about all aspect…
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With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So, how should investors with an IRA manage this and what should beneficiaries do with their inherited IRA? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share strategies investors may consider with their IRAs.…
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