EVOacademy

Category: Podcasts

Business PlanningEmployee BenefitsGeneral Planning
Episode 22 – Time For A Change
October 24, 2019

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 new world of job searching.

Read More
Estate PlanningPodcastsTax
Episode 21 – How To Leave A Legacy Of Generosity
September 6, 2019
This week we’re joined by national sales executive, Greg Murray, of Vanguard Charitable to talk about how you can best leave a multi-generational legacy or ...
Read More
InsurancePodcasts
Episode 20 – When do I need life insurance?
August 14, 2019
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 ...
Read More
College PlanningPodcasts
Episode 19 – How do 529 plans work?
July 19, 2019
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 ...
Read More
A More Fulfilling Life with Diane MacPhee General PlanningPodcasts
Episode 18 – How to lead a more fulfilling life
June 12, 2019
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 ...
Read More
Clearing Pitfalls (in Financial Planning) with Bob Veres Finding an AdvisorGeneral PlanningInvesting
Episode 17 – Clearing pitfalls (in financial planning) with Bob Veres
April 29, 2019
Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do.
Read More
Benefits, HSA’s, and COBRA Employee BenefitsHealthcareInsurance
Episode 16 – The most crucial employee benefits w/ Chris Leahy
March 28, 2019
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 ...
Read More
Identity ProtectionPodcasts
Episode 15 – Easy ways to become more cyber secure w/ Randy Franklin
February 25, 2019
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 ...
Read More
Finding an AdvisorGeneral PlanningPodcasts
Episode 14 – Leading the Charge with NAPFA’s Geof Brown
January 31, 2019
Have you heard us talk about NAPFA? It’s something we talk about frequently at EVO because we are NAPFA advisors and believe so deeply in ...
Read More
Categories
Tags

Let's set up a meeting!

Contact Us