הפודקאסטים הטובים ביותר ב-Life Simplified (2023)

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Your Life Simplified: A Financial & Wealth Management Podcast

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Alternative Minimum Tax Explained 17:03

1d ago17:03

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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Simplified Organization: How moms manage life & home

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How to do a personal annual review with Leisa Moulton - part 2 18:43

4d ago18:43

18:43

על ידי Mystie Winckler

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Simplified Organization: How moms manage life & home

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How to do a personal annual review with Leisa Moulton - part 1 15:35

10d ago15:35

15:35

על ידי Mystie Winckler

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Your Life Simplified: A Financial & Wealth Management Podcast

1
Incentive Stock Options Explained 12:53

15d ago12:53

12:53

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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Simplified Organization: How moms manage life & home

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Short & Sweet Weekly Reviews with Trisha 19:28

17d ago19:28

19:28

על ידי Mystie Winckler

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Simplified Organization: How moms manage life & home

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Weekly Review Best Practices with Stefani Mons 13:52

23d ago13:52

13:52

על ידי Mystie Winckler

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Your Life Simplified: A Financial & Wealth Management Podcast

1
6 End-of-Year Tax & Financial Planning Strategies 13:26

29d ago13:26

13:26

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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Simplified Organization: How moms manage life & home

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5 Best Time Management Tips for Moms from Wendy Alcime of Plan, Prep, Pray! 8:26

1M ago8:26

8:26

Get my free Time Budget tutorials: simplyconvivial.com/timebudget Time is our most limited resource, so we need to invest it wisely. Time management is a tricky topic for moms, especially homeschooling moms, but today we have 5 tips to help! My guest today is Wendy Alcime from Plan Prep Pray. Wendy wears many hats - a wife, a homeschooling mom to f…

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Simplified Organization: How moms manage life & home

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Overwhelmed? How making a plan can help! with Wendy Alcime of Plan, Prep, Pray 11:08

1M ago11:08

11:08

על ידי Mystie Winckler

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Your Life Simplified: A Financial & Wealth Management Podcast

1
RSUs, Restricted Stock and Restricted Securities 17:09

1M ago17:09

17:09

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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Simplified Organization: How moms manage life & home

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Haunted by Perfectionism? A conversation with Cassidy Bell 12:40

2M ago12:40

12:40

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 Wasting Time https://amzn.to/3CcRzuy ➡️ Take the free daily card challenge and practice with me! http…

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Your Life Simplified: A Financial & Wealth Management Podcast

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Cybersecurity: How to Protect Your Finances from Cybercrime 31:28

2M ago31:28

31:28

In today's digital age, cybersecurity has become more important than ever. With cybercrime on the rise, it's crucial to know how to protect yourself and your data from online threats. On this episode of Your Life Simplified, Michael MacKelvie, wealth advisor, sits down with Chris Cook, senior vice president of information security, to provide you w…

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Simplified Organization: How moms manage life & home

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Routines take time with Sarah Nelson 19:06

2M ago19:06

19:06

Fighting repetition and routine is futile in homemaking because entropy is real. Our job isn’t to keep things just so, but to keep rolling with real life and managing our resources with intentionality. Sarah Nelson joins us today to chat about her progress over the last several years in seeing the real fruit and necessity of adapting routines to re…

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Simplified Organization: How moms manage life & home

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The magic of EHAP tidying up with Abby Wahl 14:31

2M ago14:31

14:31

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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Your Life Simplified: A Financial & Wealth Management Podcast

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Alternative Income From Structured Notes and Options 23:35

2M ago23:35

23:35

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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Simplified Organization: How moms manage life & home

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Creating routines with your kids with Virginia Lee Rogers 18:50

3M ago18:50

18:50

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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Your Life Simplified: A Financial & Wealth Management Podcast

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3 Things You Need to Know Before Moving Abroad 17:55

3M ago17:55

17:55

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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Simplified Organization: How moms manage life & home

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How to do your own evening review as a mom 12:39

3M ago12:39

12:39

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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Your Life Simplified: A Financial & Wealth Management Podcast

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2023 Tax Planning Strategies 18:52

3M ago18:52

18:52

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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Simplified Organization: How moms manage life & home

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Empty-Nest Homemaking with Leann Erickson 20:05

3M ago20:05

20:05

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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Simplified Organization: How moms manage life & home

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Managing Crisis Mode with Elaine Shutt 19:40

4M ago19:40

19:40

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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Your Life Simplified: A Financial & Wealth Management Podcast

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Intentionally Defective Grantor Trusts 23:47

4M ago23:47

23:47

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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Simplified Organization: How moms manage life & home

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Having babies, taking baby steps - with Anna Laura Farnham 20:24

4M ago20:24

20:24

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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Simplified Organization: How moms manage life & home

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Loving your teenagers (with Kat Lee!) 13:08

4M ago13:08

13:08

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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Simplified Organization: How moms manage life & home

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A minimum viable morning routine (with Kat Lee!) 9:47

4M ago9:47

9:47

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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Simplified Organization: How moms manage life & home

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Home organization tips with Kristi Clover 9:58

4M ago9:58

9:58

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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Your Life Simplified: A Financial & Wealth Management Podcast

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Eliminating Guilt From Spending 15:54

4M ago15:54

15:54

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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Simplified Organization: How moms manage life & home

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Organization isn't perfection - with Kristi Clover 11:25

5M ago11:25

11:25

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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Your Life Simplified: A Financial & Wealth Management Podcast

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2023 Midyear Crystal Ball Outlook 19:40

5M ago19:40

19:40

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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Simplified Organization: How moms manage life & home

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Put down the phone and get outside (with Joy Cherrick) 18:53

5M ago18:53

18:53

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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Your Life Simplified: A Financial & Wealth Management Podcast

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Advanced Estate Planning Strategies 27:55

5M ago27:55

27:55

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.על ידי Mariner Wealth Advisors

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Simplified Organization: How moms manage life & home

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Getting creative with your housework with Rosemary Bartlett 18:02

5M ago18:02

18:02

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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Your Life Simplified: A Financial & Wealth Management Podcast

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Providing Financial Security for Loved Ones with Special Needs 20:15

5M ago20:15

20:15

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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Simplified Organization: How moms manage life & home

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How to gamify chores for you and your family (with Leisa Moulton) 11:41

5M ago11:41

11:41

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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Simplified Organization: How moms manage life & home

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When you feel guilty for resting (with Stefani Mons) 14:39

6M ago14:39

14:39

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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Your Life Simplified: A Financial & Wealth Management Podcast

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What Young Adults Need to Know Before College 17:07

6M ago17:07

17:07

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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Simplified Organization: How moms manage life & home

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Hospitality Tips with Bess Hawthorne 20:12

6M ago20:12

20:12

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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Your Life Simplified: A Financial & Wealth Management Podcast

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Considerations of Owning a Second Home 18:43

6M ago18:43

18:43

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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Simplified Organization: How moms manage life & home

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Dealing with Perfectionism with Bess Hawthorne 9:54

6M ago9:54

9:54

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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Your Life Simplified: A Financial & Wealth Management Podcast

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What is an Annuity and How Does it Work? 31:21

6M ago31:21

31:21

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.על ידי Mariner Wealth Advisors

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Your Life Simplified: A Financial & Wealth Management Podcast

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Creating Your Estate Plan 18:06

6M ago18:06

18:06

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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Your Life Simplified: A Financial & Wealth Management Podcast

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Picking the Right Trustee 24:43

7M ago24:43

24:43

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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Your Life Simplified: A Financial & Wealth Management Podcast

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Money Markets: What You Need to Know 16:51

7M ago16:51

16:51

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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Simplified Organization: How moms manage life & home

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How to go from scattered to reliable, with Dallas Nachtigall 12:13

7M ago12:13

12:13

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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Your Life Simplified: A Financial & Wealth Management Podcast

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FDIC & SIPC Insurance 16:23

7M ago16:23

16:23

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.על ידי Mariner Wealth Advisors

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Simplified Organization: How moms manage life & home

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What to do when you're irritable, with Dallas Nachtigall 12:13

7M ago12:13

12:13

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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Your Life Simplified: A Financial & Wealth Management Podcast

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Teaching Teens About Finances 17:49

7M ago17:49

17:49

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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Simplified Organization: How moms manage life & home

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Choosing Joy, with Katie Westenberg 16:26

7M ago16:26

16:26

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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Simplified Organization: How moms manage life & home

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Ack! There's never enough time! with Katie Westenberg 13:39

7M ago13:39

13:39

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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Simplified Organization: How moms manage life & home

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How to get a grip on your thoughts, with Laney Homan 9:40

7M ago9:40

9:40

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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