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Your Life Simplified

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Your Life Simplified

Mariner Wealth Advisors

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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.
 
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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Get my new book, How to Use a Planner Without Wasting Time: https://amzn.to/3dz3J7l Free interval guide: https://www.simplyconvivial.com/interval Sarah is a wife and homeschooling mom to three. She is an avid reader, a writer, and she loves to nature journal with her kids. Sarah and her husband Jason moved to Honduras 15 years ago where they founde…
 
The one constant in life is change, and the investment world is certainly no exception. As the world changes, more investors seek to invest in a socially responsible way. In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk about how you can invest in a socially responsible way. This area …
 
Inflation is unavoidable right now. You see it every where you look and on the news, but what can we do to combat this inflation? Is there anything you can be doing differently in your portfolio? In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, talk through several different variables affec…
 
Today on the Simplified Organization podcast, I have Molly Nickles, also known as The Modern Homeschooler on Intagram. She's always had a job while homeschooling - and not always part time only, either! Find out how she manages a full time job (for someone else!) while homeschooling 2 teens - and why she thinks it's good for her kids, too.…
 
Free master pantry resources: https://www.simplyconvivial.com/masterpantrylist Betsy's wisdom: By 10am, I have to choose what's for dinner that day and take one step toward getting it ready, even if it's just taking the meat out to thaw.Mystie Winckler
 
An estate plan can play an important part in your overall wealth plan and can make a large impact on your spouse and children. Taking a few steps can help ensure that your estate doesn’t end up in probate and your family isn’t left with a headache. On today’s episode, Mike MacKelvie is joined by special guest Drew McDowell, attorney and senior weal…
 
Find Betsy at redeemedreader.com - where she's prereading new books for you and your kids Betsy's planning wisdom: I like to think of management as balancing humility and honesty when I plan. So the humility part is that the Lord doesn't really need me to accomplish these things. I mean, I feel like I'm indispensable to the plan, but I'm really not…
 
When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context. In this week’s episode, Valerie Escobar and Mike MacKelvie talk us through how to assess the information we glean from these news story headlines, and how it might impact our investing plans.…
 
Are you thinking about retiring early? In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss several things you should think about before retiring early. Considerations discussed include Roth conversions, capital gains, when to take social security and how much income you…
 
Amanda Sewell is a homeschooling mom of 6 and recently returned to the US from the mission field. In the latest episode of The Simplified Organization show, Amanda shares what she's learned about feeling stuck and how to get out of that mental mire of discouragement.Mystie Winckler
 
In this episode of Your Life Simplified, Mike Mackelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss bond alternatives and the pros and cons of bonds. Valerie and Michael talk about the basics of bonds, bond alternatives that you can invest in, rates of return and how impactful bonds can be in the market.…
 
In this episode of Your Life Simplified, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss volatility in the stock market and strategies to embrace the up and down rollercoaster that the stock market can be. Valerie and Michael talk about the history of markets, rates of return and impactful days in the market.…
 
In part 2 of Your Life Simplified’s real estate series, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, discuss how REITs, or real estate investment trust, and ETFs, or exchange trades funds, have performed in high interest rate environments and the advantages of investing in real estate assets.…
 
Are you looking to invest in real estate? In this week’s episode of Your Life Simplified, Mike MacKelvie, wealth advisor, and Valerie Escobar, senior wealth advisor, talk about the things you should take into consideration before investing in real estate. The topics discussed include interest rates, return on investment and the advantages and disad…
 
Free workshop: AnswerOverwhelm.com Sibling Relationship Lab: https://www.siblingrelationshiplab.com/ Lynna's channel: https://www.youtube.com/c/LynnaSutherland Large Family Homeschooling: https://yourlargefamilyhomeschool.com/ Lynna Sutherland is a homeschool mom of eight and the host of the Sibling Relationship Lab podcast. She loves to encourage …
 
Free workshop: AnswerOverwhelm.com Sibling Relationship Lab: https://www.siblingrelationshiplab.com/ Lynna's channel: https://www.youtube.com/c/LynnaSutherland Large Family Homeschooling: https://yourlargefamilyhomeschool.com/ Lynna Sutherland is a homeschool mom of eight and the host of the Sibling Relationship Lab podcast. She loves to encourage …
 
Often times, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and vaccinations. However, other costs, such as pet insurance, additional vet bills and housing need to be considered before adopting a furry friend. In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth ad…
 
How do we get our kids to make better decisions with money? In this week's podcast, Valorie, senior wealth advisor, and Mike, welath advisor, will be sharing with you tips and insights to help you teach your kids how to become financially literate.Marier Wealth Advisors
 
Find Lauren at https://www.keptandkeeping.com where she keeps a thoughtful and insightful blog. Free workshop: https://www.AnswerOverwhelm.com We have to acknowledge the reality we are in to actually address our vague overwhelm.Mystie Winckler
 
In this week’s podcast episode, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, walk through 5 tax planning strategies and opportunities like Roth conversions, backdoor Roth IRA conversions, asset allocation, tax-loss harvesting and making qualified charitable contributions. They’ll also discuss considerations for each o…
 
Free workshop: AnswerOverwhelm.com We have to acknowledge the reality we are in to actually address our vague overwhelm. Find Lauren at keptandkeeping.com where she keeps a thoughtful and insightful blog.Mystie Winckler
 
freehomeschoolplanner.com When I need homeschool planning tips, I go to Pam Barnhill. Every summer I print out my pages from Plan Your Year to put our homeschool year together. So I wanted to have her on to talk about what makes planning work and how to be consistent with our plans. Listen to my conversation with Pam Barnhill in today's episode of …
 
Time Budget Template: https://www.simplyconvivial.com/timebudget Part 2 of my conversation with Viriginia Lee Rogers focuses on how to organize your attitude when you feel like you're going nuts keeping up with details and people, when it feels like there's not enough time to do it all (maybe there actually isn't!)…
 
Handle overwhelm better: AnswerOverwhelm.com -- free workshop As moms, we need to be realistic about what's actually going on behind our grumpy, irritable moods. We might think there's something terribly wrong, that we need to totally revamp our whole life and self, when really we just need to get enough sleep.…
 
Free Brain Dump Guide: https://www.simplyconvivial.com/braindump Stop using your head like a briefcase because it's making you feel overwhelmed and incapable of handling life. So much of what we do as moms at home doesn't have a tangible result at the end of the day. It's hard to recognize what we've done and be satisfied in it, but that recognitio…
 
Free Workshop: AnswerOverwhelm.com Today we're going to chat about feeling overwhelmed and about practical ways to organize your attitude. Leisa and her husband and three kids have built their own home in Southern Idaho, first living and homeschooling in a camper while the home was under construction. So she knows a thing or two about overwhelm.…
 
Amy's Bible Memory resources: https://humilityanddoxology.com/year-of-memory-work/ The best way to keep our attitude under control and live out the fruit of the Spirit is to memorize and recite Scripture every day, all the time. Amy gives us some tips and helps to weave Bible memory work into our lives as homeschoolers and women.…
 
No More Perfectionism Workshop! https://www.nomoreperfectionism.com Perfectionism trips us all up and sometimes we don't even realize it's our problem. We don't have to do things perfectly to be fulfilling our responsibilities well. Perfectionism is really just a guise for self-centeredness. Listen to Amy Sloan of Humility and Doxology remind us ho…
 
Free pantry printables & guides: https://www.simplyconvivial.com/pantry Abby feeds 40+ people on the regular when it's lambing season - not as a big social event where people bring their polite appetites, but where people are coming in after a long day of hard labor and will go back out again afterward. So Abby has all kinds of tips and hacks up he…
 
Free "plans that stick" workshop: https://www.simplyconvivial.com/unstuck If we spend time planning but never look at those plans, we're just wasting time. If we make plans that are completely unrealistic, then we're just wasting time planning. If you aren't sticking to your plans, the problem might lie in your planning. Let's talk about how to mak…
 
Find Kortney's resources: https://www.simplyconvivial.com/kortney Welcome to Simplified Organization, a show for busy moms who are looking for practical help in managing their homes, families, and lives for God's glory. We keep it real without complaining and we help women overcome the overwhelm and perfectionism that comes from the comparison game…
 
Free Workshop: AnswerOverwhelm.com Kortney Garrison is a poet and a homeschool mama of three who works from home as the Community Director for Read-Aloud Revival. She also blogs at kortneygarrison.com Welcome to Simplified Organization, a show for busy moms who are looking for practical help in managing their homes, families, and lives for God's gl…
 
free brain dump guide: https://www.simplyconvivial.com/braindump The root cause of procrastination and laziness is most often attitude. Again, ask yourself questions and find out the reason behind your attitude; with that information, fixing your attitude and overcoming procrastination will be simple. Don’t let your mind be a cluttered storage unit…
 
Free pantry printables: https://www.simplyconvivial.com/pantry Dawn has worked hard to make meals meaningful times of family relationship-building. She shares her insights and best tips from her years of practice. Meal planning, menu making, cooking, and feeding our family takes a lot of our time - and that's how it should be!…
 
Free overwhelm workshop: answeroverwhelm.com With teens, activities, homeschooling, and work, Dawn Garrett juggles many plates. She is the community manager for Your Morning Basket with Pam Barnhill and she homeschools her three high schoolers who are each busy and active. Dawn shares how she juggles it all and what she does when she feels overwhel…
 
Free brain dump guide: https://www.simplyconvivial.com/braindump What you say to your kids and to yourself matters immensely. Rachael Younger, a mentor-level member of the Simply Convivial Community, shares how she manages and teaches her own self-talk and fixes her attitude by doing so. Find out about Rachael's lego business here: http://youngeran…
 
Find your organization score: https://www.simplyconvivial.com/quiz Rachael Younger is a busy homeschool mom with multiple projects and interests who knows what it feels like to snap in irritation when kids seem to interrupt. However, our kids aren't interruptions. They're the point. We need to reject our irritation if we want to love our families w…
 
How to handle overwhelm: answeroverwhelm.com Moms have a lot to do. Sarah Mackenzie is no exception. While homeschooling her six kids, she also runs Readaloudrevival.com - a podcast and community to help your family fall in love with reading together. This quick conversation with Sarah will give you ideas you can apply to your own life to find time…
 
Free Overwhelm Workshop: answeroverwhelm.com Sarah Mackenzie, founder of Readaloudrevival.com, is one busy mama. She and her husband homeschool their six kids - including twin boys! - and run a thriving online community and podcast. How does she do it? How does she keep her plates spinning? Is the ever-enthusiastic Sarah ever overwhelmed? You bet. …
 
When there are so many outside factors affecting our well-being, it can be very beneficial to take a moment and focus on what’s happening inside you. In this episode, we invite Briana Struemph to help us understand what meditation is, how we can benefit from practicing and lead us through a simple breathing exercise.…
 
If you’ve always wanted to give back to the community where you live and work, but wonder how to get started, learn strategies from Katie Dunn Fitzgerald, principal and senior wealth consultant at Mariner Wealth Advisors, who joined us to talk about how to find an organization to volunteer your time for that’s fits your interests, aligns with your …
 
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