EVOacademy

Category: Podcasts

401(k)Employee Benefitsfinancial planning
LIFE series: Leaving A Job
June 1, 2024 financial planning retirement

We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy and unhappy reasons to leave a job, and they all bring with many things to consider.

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EvoFi Podcast - Is Your Estate Plan in Good Shape? Estate PlanningPodcasts
Episode 30 – Is Your Estate Plan In Good Shape?
October 7, 2021
This week we’re joined by Mike Bennett to chat about taking control in your estate plan.
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EvoFi Podcast on College Financial Planning College PlanningPodcasts
Episode 29 – VA529’s Newest Tuition Tracking
June 1, 2021
This week we’re joined by Mary Morris to chat about VA529's newest Tuition Track option.
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John Clair and Dave O'Brien on their episode 28 EvoFi podcast, "The Future of ESG Investing" InvestingPodcasts
Episode 28 – The Future of (ESG) Investing
November 13, 2020
This week we’re joined by Margaret Leung and AJ Gedwill to chat about the future of ESG investing.
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Business PlanningPodcastsTax
Episode 27 – Startup Co-Founders Talk Tech and Taxes
September 17, 2020
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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Employee BenefitsHealthcareInsurance
Episode 26 – Mind The (Insurance) Gap
August 13, 2020
This week we’re joined by Tom Lee to chat about gaps in health insurance.
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Business PlanningGeneral PlanningIdentity Protection
Episode 25 – Your Finances During COVID
June 17, 2020
This week we’re joined by the entire EVO team to celebrate our 25th podcast.
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HealthcareInsurancePodcasts
Episode 24 – Medicare Timeline for Humans
January 3, 2020
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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General PlanningIdentity ProtectionPodcasts
Episode 23 – FAANG and Tech stocks
December 13, 2019
This week we’re joined by Sailesh Patel, Co-Founding Partner and CEO of Scale4GOOD to dive into the complexities of FAANG and how tech is changing ...
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