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 you can best protect...... more
A lot of our clients ask about Virginia529 plans.  What are the tax advantages? How do I open an account? Which funds should I use? Join the EVOfi team to discuss in the largest 529 college...... more
On this episode, friend of the firm and owner of DMac Consulting Services, Diane MacPhee, reveals top tips to lead a fulfilling life both in and out of the...... more
Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do. ... more
What if you aren’t offered health care coverage through your employer? Are you curious about coverage for your family when you leave your job? Where should you maximize contributions...... more
This week we have cyber security expert, Randy Franklin, Chief Information Officer of a leading healthcare analytics organization, on our podcast telling us how to combat against hackers and...... more
Have you heard us talk about NAPFA? It’s something we talk about frequently at EVO because we believe so deeply in NAPFA’s values that we aligned our values with...... more
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...... more
In Pursuit of a Better Investment Experience In this episode, the EvoFi team is joined by Dimensional Fund Advisors’ Russell Brockett, CFA, CFP, who helps us better understand and...... more