November 13, 2020Episode 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. More
October 29, 2020Advice to Close Out 2020 -   Each October we remind you of important financial planning tasks to check off as we approach the end of the… More
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

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