EVOacademy
September 17, 2020Episode 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… More
August 13, 2020Episode 26 – Mind The (Insurance) Gap - This week we’re joined by Tom Lee to chat about gaps in health insurance. More
June 18, 2020We Moved to Historic Scott’s Addition! - After six months of renovation, our new office space in Scotts Addition is complete! We are excited to announce we… More
June 17, 2020Episode 25 – Your Finances During COVID - This week we’re joined by the entire EVO team to celebrate our 25th podcast. More
March 18, 2020CFP Board Removes Compensation Descriptions - You may have heard the CFP Board recently removed compensation descriptions from their website. What does this mean? Previously, prospective… More
March 16, 2020Amid Coronavirus Anxiety, Should I Stop Making 401(k) Contributions? - Wondering if you should pause your 401(k) contributions amidst Coronavirus anxiety? Absolutely not! Our own, Dave O'Brien, explains why. Link:… More
February 26, 2020Life Insurance Gets a C- in Funding College Costs - Parents of young children have a lot to plan for. College is a big expense and requires a strategy for… More
January 6, 2020Tips for Paying Off Your Holiday Credit Card Debt - Wondering how you've suddenly accumulated high credit card balances? This article from the New York Times, featuring our own Dave… More
January 3, 2020Episode 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… MoreNext Steps -
Are you in research mode?
We want to help you on your journey even if you don't choose us. Check out EVOacademy for all sorts of free resources, including podcasts, videos, articles, and even a Financial Planning Jargon Decoder.
Need to know more about EVO?
We're totally transparent. Read about what "You-Only Advice®" is , what our values are (which guide all our financial advice), and why people like working with us.
Ready to talk?
Start with a quick, free, no-obligation, 15-minute call. No pressure, just answers.