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.
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Podcast by 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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Are you letting your past define your future? Are you feeling stuck in the present and worrying about how you can make a switch in your life? Do you want to pivot in your career or launch a new business? The My Simplified Life Podcast is tackling all of these questions and more! Each episode is filled with life lessons, stories and experiences filled with humor, reality, and inspiring takeaways. We are covering career switches, motherhood, work life balance, starting your own business and wh ...
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Seven Summer Weekends with Jane L. Rosen
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27:44
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27:44
In this episode of My Simplified Life, host Michelle Glogovac interviews author Jane L. Rosen. Jane shares her journey into writing, her unique approach to crafting her novels, and the joys of motherhood. She discusses her latest book, Seven Summer Weekends, and provides listeners with valuable insights into her creative process and how she draws i…
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Year-Round Tax Planning
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20:25
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20:25
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.Mariner
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S.P.A.R.K. Your Wardrobe with Angela Foster
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39:57
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39:57
In this episode of My Simplified Life, host Michelle Glogovac sits down with petite-style coach Angela Foster. They discuss the challenges petite women face when shopping for clothes and the importance of understanding one's body type. Angela provides insightful advice on finding the perfect pants and shares some interesting facts about the history…
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I Want You More with Swan Huntley
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31:59
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31:59
In this episode of My Simplified Life, host Michelle Glogovac chats with author Swan Huntley whose book, I Want You More, is out today! Swan shares her unique journey from childhood aspirations of being a writer to becoming a published author and ghostwriter. She also details her fascinating experiences with her unconventional career path, includin…
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From Helicopter Pilot to Author: A Veteran's Unexpected Journey with Darcy Guyant
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32:15
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32:15
In this episode of My Simplified Life, Michelle Glogovac sits down with Darcy Guyant, a seasoned military veteran turned author. A former helicopter pilot, Darcy shares intriguing stories from his military service. He recounts his transition to volunteering at an elementary school and explains how he unexpectedly became an author. His journey is as…
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Incorporating Trauma Into Fiction with Amy Nielsen
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32:15
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32:15
In this episode of My Simplified Life, host Michelle engages in a conversation with Amy Nielsen, a former librarian who is now an author, literary agent, and developmental editor. Amy's inspiring journey from a homeless pregnant teen to a successful author and agent is the centerpiece of the dialogue. Amy shares how she used her traumatic experienc…
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Cash Balance Plans Explained
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15:40
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15:40
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.…
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STILL: The Art of Noticing with Mary Jo Hoffman
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41:11
In this episode of My Simplified Life, Michelle Glogovac shares a conversation with Mary Jo Hoffman, an artist, photographer, and author of the book, STILL: The Art of Noticing. The discussion revolves around Mary Jo's journey of turning a daily habit into a decade-long project, the concept of self-patronage, and the importance of noticing the beau…
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Dementia Caregiving & Legacy with Marcy McCreary
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48:01
In this episode of My Simplified Life, we delve into the intriguing world of mystery writing with author Marcy McCreary. Marcy shares her journey from a marketing and sales professional to becoming a noted author of the Ford Family Mysteries series. She also discusses the process of writing her books and how real-life experiences often inspire her …
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How Parents Can Teach Teens About Investing
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16:15
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…
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Evolving Boundaries As You Grow Your Business & As A Person
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13:38
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13:38
In this solo episode of My Simplified Life, host Michelle Glogovac talks about the importance of setting boundaries in both personal and professional life. She delves into how setting boundaries is a form of self-care and shares her experiences navigating relationships with differing beliefs. She also discusses managing the expectations of others a…
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Olivia Strauss Is Running Out Of Time with Angela Brown
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35:43
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35:43
In this episode, host Michelle Glogovac introduces us to her friend and novelist, Angela Brown. They discuss the trials of finding oneself while being content and the struggle of wanting more while being happy. Angela shares her journey to becoming a writer and the inspiration behind her book, Olivia Strauss is Running Out of Time. This conversatio…
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Why Working With a Wealth Advisor Is Important
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18:09
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.…
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Wedding Issues with Elle Evans
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30:38
In this episode of My Simplified Life, host Michelle Glogovac sits down with Elle Evans, an anesthesiologist and author of Wedding Issues. They discuss Elle's journey from being a big reader in her childhood to becoming a doctor and then deciding to write a book. Elle also shares her bridesmaid experiences and how those experiences influenced her b…
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Pie Lady Books with Steph Hockersmith
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29:15
In this episode of My Simplified Life, Michelle Glogovac interviews Stephanie Hockersmith, better known as Pie Lady Books. Stephanie shares her inspiring journey from severe illness to her unique career creating beautiful pie art inspired by book covers. She discusses how she turned her passion project into a thriving business and the process of ma…
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The Magical Guide to Bliss with Meg Nocero
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38:54
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38:54
In this episode of My Simplified Life, host Michelle Glogovac has a heartfelt conversation with Meg Nocero, a former federal prosecutor turned empowerment coach. They discuss Meg's journey from law to personal development, the importance of storytelling, and the transformative power of loss. What we’re talking about The importance of storytelling i…
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Tax Implications of Roth IRAs and Roth 401(k)s
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16:19
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 distri…
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It Could Be Worse with Dara Levan
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32:15
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32:15
In this episode of My Simplified Life, host Michelle Glogovac sits down with author Dara Levan to discuss her debut novel, It Could Be Worse. The two delve deep into the themes of resilience and authenticity throughout Dara’s work and her unique journey from a speech therapist to a published author. They also touch on the importance of maintaining …
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Michelle Glogovac In Conversation with Kirk Hawkins on HOW TO GET ON PODCASTS
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36:54
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In this special live episode of My Simplified Life, host Michelle Glogovac is interviewed by KTLA’s Kirk Hawkins at Zibby's Bookshop in Santa Monica, CA. Michelle shares her journey from working in corporate aviation to becoming THE Podcast Matchmaker™, and the importance of sharing knowledge and experiences through podcasting. What we’re talking a…
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Estate Planning: Protect Your Legacy & Avoid These Mistakes
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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…
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How Podcast Interviews Allow For A Greater Lifespan Of Your Launch
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13:17
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13:17
In this solo episode of My Simplified Life, host Michelle Glogovac discusses the importance of podcast interviews in promoting a product, service, or book. Sharing her personal experiences from the launch of her own book, she emphasizes the necessity of continuous promotion for creating ongoing momentum and growth. What we’re talking about Podcast …
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Managing Expectations
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14:54
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14:54
In this solo episode of My Simplified Life, host Michelle Glogovac delves into expectations. She shares her personal experiences dealing with the pressures of expectations in various aspects of life, including her recent book launch, business, and personal relationships. Michelle emphasizes the importance of reflecting on why certain expectations w…
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Non-Financials of Retirement
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What is it that people get wrong about retirement? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by guest, Keith Lawrence, retired P&G executive & co-author of "Your Retirement Quest". They discuss ways to be happy and healthy during one of the largest transitions in your life.…
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The Gardins of Edin with Rosey Lee
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28:52
In this episode of My Simplified Life, Michelle Glogovac chats with debut author Rosey Lee, who has released her first novel, The Gardins of Edin, under a pen name while maintaining her full-time job as a physician. They discuss her unique experience of navigating two demanding roles, the process of creating a pen name, and her journey to becoming …
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The Daughter Ship with Boo Trundle
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35:37
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35:37
In this episode of My Simplified Life, host Michelle Glogovac has an intriguing and enlightening conversation with Boo Trundle, author of the unique and thought-provoking novel, The Daughter Ship. They delve into the journey of the book's main character, the unconventional storytelling approach, and the creative process Boo used to craft this one-o…
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How to Prepare for Maternity Leave
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Having a new child can bring immense amounts of joy, but it can also bring stress, especially when it comes to being financially prepared. This week, Valerie Escobar, senior wealth advisor, is joined by Whitney Reagan, wealth advisor. They’ll discuss aspects like the Family Medical Leave Act, short-term disability and preparing your team for your l…
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The House of Plain Truth with Donna Hemans
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28:15
In this episode of My Simplified Life, host Michelle Glogovac interviews Donna Hemans, the author of The House of Plain Truth. Michelle and Donna discuss Donna's journey from being a journalist to becoming an author. They delve into the inspiration behind Donna's latest book, her writing process, and how she incorporates aspects of her Jamaican her…
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Since She's Been Gone with Sagit Schwartz
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32:24
In this episode of My Simplified Life, host Michelle Glogovac interviews guest Sagit Schwartz, a licensed psychotherapist and author of the upcoming thriller novel Since She's Been Gone. They discuss Sagit's journey as an author, the inspiration behind her book, and the importance of addressing eating disorders in adult contemporary fiction. Here a…
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In this special episode of My Simplified Life, host Michelle Glogovac celebrates the launch of her new book, How to Get on Podcasts. She shares her excitement and gratitude for the day finally arriving, reflecting on the hard work and years of effort she put into creating her book. Michelle talks about her upcoming book signings and her anticipatio…
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Rebalancing Your Portfolio
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23:39
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23:39
The one constant in life is change, and the markets are no exception to this, which leads to a familiar question for many investors. When should you rebalance your portfolio, if at all? On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, is joined by Brad Rollins, vice president of investments. They discuss what rebalancing …
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Love, Me with Jessica Saunders
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27:20
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27:20
In this episode of My Simplified Life, Jessica Saunders opens up about her journey of writing her first novel, Love, Me, while balancing her full-time job as an attorney and her responsibilities as a mother. She shares valuable insights about her writing process, the challenges she faced, and the lessons she learned. What we’re talking about Turnin…
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Everyone But Myself with Julie Chavez
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36:23
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36:23
In this episode of My Simplified Life, Julie Chavez, a repeat guest and author of the memoir Everyone But Myself, shares her experience of going through an intense period of anxiety and depression after neglecting her own needs for the sake of others. The episode provides an enlightening view on mental health, the importance of self-care, and the c…
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In this episode of My Simplified Life, host Michelle Glogovac explores the concept of storytelling and the importance of sharing our personal experiences. Michelle discusses the complexities of sharing one's story, the challenges of deciding what to include and exclude, and the potential impact these stories can have on others. She also shares tidb…
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Dreaming With Intention & Authenticity with Sylvia Vasquez-Lavado
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47:04
In this episode of My Simplified Life, host Michelle Glogovac sits down with Silvia Vasquez-Lavado, the first Peruvian woman to climb Mount Everest and the author of In the Shadow of the Mountain. Silvia's life story is a journey of courage, resilience, and healing. Throughout the conversation, she shares her insights on dreaming with intention, th…
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Why I Wrote HOW TO GET ON PODCASTS
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In this episode of My Simplified Life, host Michelle Glogovac shares her reasons for writing her book How to Get on Podcasts. Michelle opens up about her love for books, her desire to help others share their stories, and her ambition to set industry standards for podcast guesting. She encourages listeners to show up authentically, share their truth…
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Money is a topic of conversation in many movies. The question is the legitimacy of some of these movies and how they portray the financial industry. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, will react to hits, like The Big Short and The Wolf of Wall Street, and share the…
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The Importance of Pitching The Person
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11:43
In this solo episode of My Simplified Life, host Michelle Glogovac delves into the importance of pitching oneself rather than the product, service, or book. She emphasizes the power of stories and the need for authenticity in gaining attention and resonating with audiences. Michelle shares insightful tips and experiences on effectively pitching one…
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Virgin Unite with Suzy Gigante
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31:32
In this episode of My Simplified Life, Suzy Gigante, the Senior Community Manager at Virgin Unite, shares her journey from growing up in a single-parent immigrant household in New York City to working for high-profile nonprofit organizations like the Clinton Foundation and Virgin Unite. The conversation reveals Suzy's passion for making a differenc…
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Alternative Minimum Tax Explained
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17:03
In 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 st…
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The Last Love Note with Emma Grey
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31:41
Author Emma Grey shares her personal journey from grief to love, which inspired her beautiful novel, "The Last Love Note." The episode is a deep dive into Emma's unique writing process, the inception of her book, and her experience with the publishing industry. Emma's story is a testament to the power of resilience, hope, and the transformative pow…
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A Look At The Publishing Industry with Jane Friedman
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32:29
In this episode of My Simplified Life, host Michelle Glogovac interviews Jane Friedman, a seasoned expert in the publishing industry. They delve into Jane's rich 25-year career, her views on traditional, hybrid, and self-publishing, and the transformative role of AI in the industry. Jane shares her experiences of AI's impact, both the exciting pote…
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Incentive Stock Options Explained
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In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options (ISOs) work and the strategies that can help you maximize their benefits. Steve Moyer, vice president of executive compensation & corporate offerings, joins our host, Valerie Escobar, senior wealth advisor, to simplify the complex…
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End Of The Hour with Meghan Riordan Jarvis
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39:07
In this episode of My Simplified Life, host Michelle Glogovac speaks with Meghan Riordan Jarvis, a clinical psychotherapist specializing in trauma and grief. Meghan shares her journey of grief and trauma following the sudden death of her mother, which led her to seek professional help and eventually write her book, End of the Hour. The episode expl…
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How You Can Support Authors
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In this solo episode of My Simplified Life, host Michelle Glogovac discusses the importance of supporting authors, especially as they navigate the process of publishing their books. She shares her personal experience as an author and offers practical ways to show your support and help boost their success. What she’s talking about Share and recommen…
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6 End-of-Year Tax & Financial Planning Strategies
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As we near the end of the year, what is it that you should be doing to minimize taxes and make sure that you've got your financial world organized? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share 6 tax and wealth planning strategies you should consider before the year wraps up.…
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Woman of Valor with Lynne Golodner
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30:58
In this episode of the My Simplified Life Podcast, host Michelle Glogovac interviews Lynne Golodner, a publisher, author, and book coach. They discuss Lynne's journey to becoming a publisher and her latest novel, Woman of Valor, which tells the story of a woman who converts to Orthodox Judaism. The conversation explores the challenges and choices t…
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From Cookbooks to Novels with Mary Carroll Moore
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Mary Carroll Moore is the author of the newly released novel A Woman's Guide to Search and Rescue. The book tells the story of two estranged sisters who are forced to reunite under perilous circumstances and become heroes in their own right. What we’re talking about Pursuing your passions can lead to unexpected and fulfilling life paths. Even in th…
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RSUs, Restricted Stock and Restricted Securities
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As an executive, you probably have some time of restricted stock or security in your compensation. But what is right for you and your portfolio? Steve Moyer, vice president of executive compensation & corporate offerings, joins our host, Valerie Escobar, senior wealth advisor, to sort through the noise of executive compensation and explain RSUs, re…
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How My Podcast Has Taught Me To Use My Voice
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In this milestone episode, host Michelle Glogovac reflects on the journey of the My Simplified Life podcast and the power of using one's voice to create change. She discusses the importance of authenticity, standing up for what is right, and the impact of speaking out for those who don't have a voice. Michelle shares personal experiences, from disc…
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A Book Update: How To Get On Podcasts
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12:04
In this solo episode of My Simplified Life, host Michelle Glogovac provides an update on her upcoming book launch and the challenges she has faced along the way. She shares her experiences with changes in her publishing team, the editing process, obtaining endorsements, and planning for the book launch. Despite the obstacles, Michelle remains deter…
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