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Category: Business Planning

Business PlanningPodcastsTax
Episode 27 – Startup Co-Founders Talk Tech and Taxes

This week we’re joined by Kevin Lozer, CFP® and Roger Pine, CFA, CFP® 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
This week we’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
This week we’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?
Working with a financial advisor may add “about 3%” in increased returns. Does this claim sound pretty bold to you?  We should all be skeptical ...
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Business PlanningPodcasts
Episode 11 – Finding The Right Problem to Solve w/ Neil Patel
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
This week we’re excited to have none other than the host of NPR’s “Full Disclosure” 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
Sam Kaufman, named ‘One of the Best Lawyers in America’ in 2017, dives into the legal aspects of all things small business related. If you’re ...
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