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Category: Business Planning

Business PlanningPodcastsTax
Episode 27 – Startup Co-Founders Talk Tech and Taxes
September 17, 2020

This week weā€™re joined by Kevin Lozer, CFPĀ® and Roger Pine, CFA, CFPĀ® to chat about leaving a thriving career to begin a startup.

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Business PlanningGeneral PlanningIdentity Protection
Episode 25 – Your Finances During COVID
June 17, 2020
This week weā€™re joined by the entire EVO team to celebrate our 25th podcast.
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Business PlanningEmployee BenefitsGeneral Planning
Episode 22 – Time For A Change
October 24, 2019
This week weā€™re joined by Co-Founder and Co-Managing Partner, Rich Reinecke, of Fahrenheit Advisors to talk about how to maneuver a career change in a ...
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Working With a Financial Advisor Business PlanningFinding an AdvisorGeneral Planning
What’s the Value of a financial advisor?
August 6, 2019
Working with a financial advisor may add ā€œabout 3%ā€ in increased returns. Does this claim sound pretty bold to you?Ā  We should all be skeptical ...
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Business PlanningPodcasts
Episode 11 – Finding The Right Problem to Solve w/ Neil Patel
November 5, 2018
Finding The Right Problem to Solve We know that the legal and financial aspects of a new business can be challenging, but what about the ...
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Business PlanningPodcasts
Episode 8 – Fusing Culture with Business w/ Roben Farzad
September 7, 2018
This week weā€™re excited to have none other than the host of NPRā€™s ā€œFull Disclosureā€ podcast Roben Farzad! From his adventures on Wall St. to ...
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Business PlanningPodcasts
Episode 5 – Starting A Small Business – Legal Considerations To Make You Legit
June 25, 2018
Sam Kaufman, named ā€˜One of the Best Lawyers in Americaā€™ in 2017, dives into the legal aspects of all things small business related. If youā€™re ...
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