Alternative Minimum Tax Explained
Your Life Simplified: A Financial & Wealth Management Podcast
Release Date: 11/30/2023
Fixed Income Explained
Your Life Simplified: A Financial & Wealth Management Podcast
On this episode of Your Life Simplified, , senior wealth advisor, is joined by , head of fixed income. They unpack common misconceptions of fixed income and bonds, strategies and how you may want to think about them as part of your portfolio.
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Scary Financial Mistakes to Avoid
Your Life Simplified: A Financial & Wealth Management Podcast
Do these financial mistakes have you spooked? They don't have to. , wealth advisor, and , senior wealth advisor, share four scenarios that often scare people and strategies to overcome that fear. From investing to required minimum distributions, we simplify these common scary financial situations. They also share three things you may want to avoid.
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2025 Estate Tax Exemption
Your Life Simplified: A Financial & Wealth Management Podcast
, vice president of multi-generational wealth planning, joins , senior wealth advisor, on this episode of Your Life Simplified to share what you need to know before the 2025 estate tax exemption. Scott shares a few strategies to prepare for this extate tax exposure.
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Why the SECURE 2.0 Act Matters More Than Ever
Your Life Simplified: A Financial & Wealth Management Podcast
On this episode of Your Life Simplified, host , senior wealth advisor, is joined by , vice president of multi-generational wealth planning, to discuss the SECURE 2.0 Act. They’ll cover what has changed in government legislation, how it impacts 401(k), Roth IRA and other retirement accounts, and why it matters more than ever.
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Set Your Family Up for a Successful Family Meeting
Your Life Simplified: A Financial & Wealth Management Podcast
On this episode of Your Life Simplified, hosts , wealth advisor, and , senior wealth advisor, continue their discussion on making financial meetings with your family successful. They’ll share tips for making family meetings successful, including getting everyone’s buy-in, making it a singular event, being intentional in your agenda, speaking to different generations and incorporating family history.
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The Value of a Family Meeting
Your Life Simplified: A Financial & Wealth Management Podcast
Family meetings may sound daunting and challenging but they don't have to be. Hosts , wealth advisor, and , senior wealth advisor, discuss making these financial meetings with your broader family productive. They'll cover what is a family meeting, why you should have them regularly and what topics are important to include.
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Never Pay Full Price for College
Your Life Simplified: A Financial & Wealth Management Podcast
College is expensive, so you should never pay full price. Hosts , wealth advisor, and , senior wealth advisor, discuss ways to reduce college costs. They’ll cover more well-known strategies, like 529 plans, and some lesser-known tactics.
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Building Wealth as a Young Professional
Your Life Simplified: A Financial & Wealth Management Podcast
Young Professionals: Now that you're past the basics of financial planning, what should you be thinking about as you continue building your wealth? Host , wealth advisor, is joined by , senior wealth advisor, to discuss goal setting, employer benefits, real estate investing, estate planning and insurance, all to help you build your wealth.
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In 2024, Should You Rent or Buy Your Home?
Your Life Simplified: A Financial & Wealth Management Podcast
Should I rent or buy my home? On this episode, we'll dive into several studies and look at your return on investment, time, taxes, cost of home renovations and more. Host , wealth advisor, shares historical data, where we're at today and what you should consider as you weigh the pros and cons of homeownership.
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Year-Round Tax Planning
Your Life Simplified: A Financial & Wealth Management Podcast
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.
info_outlineIn our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll
continue that discussion and dive deeper into Alternative Minimum Tax (ATM). Steve Moyer,
vice president of executive compensation & corporate offerings, joins our host, Valerie Escobar,
senior wealth advisor, to share more about the tax implications and strategies for ISOs and
executive compensation.