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Life event: The Big Job Employee BenefitsInvesting
Life event: The Big Job
April 30, 2019

Did you just land the big job. Get the dream promotion? Has your business just reached the next level? Congratulations! There’s a lot of planning to do, too.

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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.
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It’s a (baby)! College PlanningInvesting
Financial Checklist After Having a Baby
March 30, 2019
Your bundle of joy has arrived. It’s the most special time full of such happiness. And then at some point you started thinking about the ...
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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 ...
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General Planning
Fiduciary vs “Best Interest” …don’t settle for false equivalencies!
February 25, 2019
Recently, our own Dave O’Brien, Principal at Evolution Advisers was quoted in an InvestmentNews article regarding the SEC’s recent proposal Regulation Best Interest.   Why ...
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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 ...
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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 ...
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General PlanningPodcasts
Episode 13 – It’s Just Stuff w/ Matt Paxton
December 18, 2018
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 ...
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InvestingPodcasts
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 ...
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