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Episode 17 – Clearing pitfalls (in financial planning) with Bob Veres
Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do.
Financial Checklist After Having a Baby
Your bundle of joy has arrived. Itās the most special time full of such happiness. And then at some point you started thinking about the ...
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Episode 16 – The most crucial employee benefits w/ Chris Leahy
What if you arenāt 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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Episode 15 – Easy ways to become more cyber secure w/ Randy Franklin
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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Fiduciary vs āBest Interestā ā¦donāt settle for false equivalencies!
Recently, our own Dave OāBrien, Principal at Evolution Advisers was quoted in an InvestmentNews article regarding the SECās recent proposal Regulation Best Interest. Ā Why ...
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Episode 14 – Leading the Charge with NAPFA’s Geof Brown
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 ...
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Episode 13 – It’s Just Stuff w/ Matt Paxton
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 ...
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Episode 12 – In Pursuit Of A Better Investment Experience
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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Episode 11 – Finding The Right Problem to Solve w/ Neil Patel
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 ...
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