EVOacademy
Category: Insurance
Mistakes Your Financial Advisor Can Prevent
Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent that covers what you need covered, and a budget that allows you to live how you want to live and still squeeze in some savings.
EVO Medicare Awareness Session with Bryan Gay
Whether you are approaching Medicare age, already on Medicare - or simply want to learn more about it, we hosted a Medicare Awareness Session featuring ...
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Should I Use Life Insurance for College Funding?
Parents of young children have a lot to plan for. College is a big expense and requires a strategy for saving. Finding the dollars to ...
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Episode 26 – Mind The (Insurance) Gap
This week we’re joined by Tom Lee to chat about gaps in health insurance.
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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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Episode 24 – Medicare Timeline for Humans
This week we’re joined by Bryan Gay, Owner of Boomer Insurance Group to layout the timeline you should know as you approach Medicare age.
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Episode 20 – When do I need life insurance?
This week we’re joined by life insurance genius, Mark Maurer, to talk about Bret Michaels, Simon and Garfunkel, and Game of Thrones... oh and how ...
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Deciphering what you have: peeling back the costs in what you own.
Chances are you have accumulated a bunch of retirement accounts from former employers, investment accounts, insurance policies and maybe more. Yes, you’ll get around to ...
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Things we wish we didn’t have to see: those annuities in your IRA caused a big tax bill for future you.
Do you feel that something in your portfolio might not be just right for you? Maybe that monthly life insurance bill makes you wonder if ...
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