EVOacademy

Category: General Planning

Episode 13 – It’s Just Stuff w/ Matt Paxton

December 18, 2018

It’s Just Stuff We are so excited to have friend and host of A&E’s hit show HOARDERS Matt Paxton on our show. We talk about his new business Legacy Navigator, and the importance of letting go of stuff while leaving behind something more important. We hope you have as much …

General Planning

Dave O’Brien on Your Money

June 23, 2017

Dave O’Brien on Your Money with Kent Smetters Wharton School. Tues, June 27 at 5:30 Eastern. Sirius XM channel 111 @BizRadio111

General Planning

The Fiduciary Rule and You

February 22, 2017

Dave O’Brien adds insight to a recent AP article about what to expect as the new administration asks for a 90 day delay to review ...

General Planning Investing

Dave on NPR Marketplace

November 11, 2016

The election is over, but several weeks ago Dave was asked to participate in a story asking should Americans consider changing their retirement portfolios because ...