Blog
News, podcasts and insights for you
Episode 14 – Leading the Charge with NAPFA’s Geof Brown
January 31, 2019
Have you heard us talk about NAPFA? Itās something we talk about frequently at EVO because we are NAPFA advisors and believe so deeply in NAPFAās values that we aligned our values with theirs, opting to always provide unbiased fee-only advice. Chief Association Executive and CEO of NAPFA, Geof Brown, …
Episode 13 – It’s Just Stuff w/ Matt Paxton
December 18, 2018
Itās Just Stuff We are so excited to have friend and host of A&Eās hit show HOARDERS Matt Paxton on our show. We talk about ...
Read More
Episode 12 – In Pursuit Of A Better Investment Experience
December 4, 2018
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 ...
Read More
Episode 11 – Finding The Right Problem to Solve w/ Neil Patel
November 5, 2018
Finding The Right Problem to Solve We know that the legal and financial aspects of a new business can be challenging, but what about the ...
Read More
Episode 10 – Movin’ on Up w/ Cabell Childress
October 24, 2018
Movinā on up – Residential Real Estate We are excited to announce our newest podcast covering Real Estate is airing today! Cabell Childress of the ...
Read More
Episode 9 – The ABC’s and 123’s of Medicare
September 17, 2018
On this weekās episode the EvoFi team welcomes Bryan Gay owner of Boomer Insurance Group, a boutique insurance agency specializing in expert Medicare insurance advice. ...
Read More
Episode 8 – Fusing Culture with Business w/ Roben Farzad
September 7, 2018
This week weāre excited to have none other than the host of NPRās āFull Disclosureā podcast Roben Farzad! From his adventures on Wall St. to ...
Read More
Episode 7 – Dear Evo
August 17, 2018
Thereās a new twist on our recent podcast, āDear Evoā!Ā We wanted to shake things up by answering some of our most frequently asked questions ...
Read More
EvoFi News Break: A Look Into The Future
July 30, 2018
Are you one of the many who have begun listening to our āFinance Podcast for Humansā? As we prepare for Season 2 of our podcast ...
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