
Sign up to save your podcasts
Or
In this episode of Your Life Simplified, host Michael MacKelvie, senior wealth advisor, talks with Kurt Schindler, senior wealth advisor, about the benefits of working with an advisor to learn financial principles that can help you navigate your financial situation as it evolves. They discuss how proactive learning leads to more informed, confident decisions, and how, even though not everything can be predicted, a strong foundation in financial knowledge supports smarter, more adaptable planning.
5
5757 ratings
In this episode of Your Life Simplified, host Michael MacKelvie, senior wealth advisor, talks with Kurt Schindler, senior wealth advisor, about the benefits of working with an advisor to learn financial principles that can help you navigate your financial situation as it evolves. They discuss how proactive learning leads to more informed, confident decisions, and how, even though not everything can be predicted, a strong foundation in financial knowledge supports smarter, more adaptable planning.
3,196 Listeners
8,713 Listeners
3,206 Listeners
791 Listeners
1,924 Listeners
2,178 Listeners
840 Listeners
2,000 Listeners
323 Listeners
2,075 Listeners
884 Listeners
442 Listeners
5,376 Listeners
1,549 Listeners
319 Listeners