EVOacademy
Category: Podcasts
Episode 30 – Is Your Estate Plan In Good Shape?
This week we’re joined by Mike Bennett to chat about taking control in your estate plan.
Episode 29 – VA529’s Newest Tuition Tracking
This week we’re joined by Mary Morris to chat about VA529's newest Tuition Track option.
Read More
Episode 28 – The Future of (ESG) Investing
This week we’re joined by Margaret Leung and AJ Gedwill to chat about the future of ESG investing.
Read More
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.
Read More
Episode 26 – Mind The (Insurance) Gap
This week we’re joined by Tom Lee to chat about gaps in health insurance.
Read More
Episode 25 – Your Finances During COVID
This week we’re joined by the entire EVO team to celebrate our 25th podcast.
Read More
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.
Read More
Episode 23 – FAANG and Tech stocks
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 ...
Read More
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 ...
Read More
Categories
Tags
- 401(k)
- 401(k) for business
- apple
- apple high yield savings account
- apple savings account
- art
- artinvesting
- best credit card
- building credit
- carbon credits
- cash back credit card
- CFP
- credit card benefits
- credit card deby credit
- credit card interest rates
- credit card rewards
- credit card tips
- credit cards
- economy
- finance
- financial advice personal finance
- financial adviser
- financial advisor
- financial advisor richmond
- financial planner
- financial planner richmond
- financial planning
- healthcare
- high-yield
- high-yield savings account
- insurance
- investing
- investing in art
- market
- masterworks
- medicare
- rec
- recs
- renewable energy
- renewable energy credits
- retirement
- savings account
- Solar
- solar credits
- srec
- srecs
- top credit card
- top high yield savings accounts
- travel credit card
- wealth management
- wealth manager
- what is a srec
- where to put my money