Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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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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The History and Philosophy of Retirement with Moshe Milevsky
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Set Your Family Up for a Successful Family Meeting
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On this episode of Your Life Simplified, hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, 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 …
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Inflation, Interest Rates and More with Atlanta Fed President Raphael Bostic
30:56
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Family meetings may sound daunting and challenging but they don't have to be. Hosts Whitney Reagan, wealth advisor, and Daniel Sharkey, 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 includ…
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Wealth Management Meets Retirement with Envestnet’s Sean Murray
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College is expensive, so you should never pay full price. Hosts Michael MacKelvie, wealth advisor, and Daniel Sharkey, senior wealth advisor, discuss ways to reduce college costs. They’ll cover more well-known strategies, like 529 plans, and some lesser-known tactics.Af Mariner
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Real Social Security Talk with NARSSA Co-Founder Martha Shedden
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A Conversation with DGIM Law Partner Monique Hayes
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Building Wealth as a Young Professional
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25:09
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 Michael MacKelvie, wealth advisor, is joined by Jinger Pajestka, senior wealth advisor, to discuss goal setting, employer benefits, real estate investing, estate planning and insurance, all to help…
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A Conversation with Vanguard Charitable Chief Financial Officer Mark Froehlich
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A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka
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In 2024, Should You Rent or Buy Your Home?
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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 Michael MacKelvie, 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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A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson
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A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig
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A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson
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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.Af Mariner
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Navigating Medicare Supplement: An Advisor’s Guide
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A Conversation with The Sandidge Group Principal, James Sandidge
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A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner
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A Conversation with Endeavor Retirement Founder Bonnie Treichel
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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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A Conversation with IncomeConductor CEO Sheryl O'Connor
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A Conversation with HealthView Services CEO Ron Mastrogiovanni
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A Conversation with IncomePath Co-Founder Tamiko Toland
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How Parents Can Teach Teens About Investing
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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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A Conversation with Ferri Investment Solutions CEO Rick Ferri
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Why Working With a Wealth Advisor Is Important
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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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Tax Implications of Roth IRAs and Roth 401(k)s
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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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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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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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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 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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How Charitable Works and Philanthropy Connect Alger to Its Community
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As part of the Luminaries Class of 2023, Alger CEO and Chief Investment Officer Dan Chung is being recognized in the category of Community Impact. This podcast was recorded before the ceremony on November 28 where we announced that Dan was the winner of the Community Impact award in the asset manager group. Through his leadership role, Chung overse…
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Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins
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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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Ask the Retirement Expert About RMDs & Taxes: Ed Slott
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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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How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management
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Ask the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz
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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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Ask the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish
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How Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career
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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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Ask the Retirement Expert About Social Security: Marcia Mantell
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Ask the Retirement Expert About Financial Planning & Income: Michael Finke
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RSUs, Restricted Stock and Restricted Securities
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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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Cybersecurity: How to Protect Your Finances from Cybercrime
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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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Alternative Income From Structured Notes and Options
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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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3 Things You Need to Know Before Moving Abroad
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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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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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