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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 combat against hackers and those alike. Randy dishes great tips on how to keep up with basic cyber hygiene including password managers and virtual private …
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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Episode 10 – Movin’ on Up w/ Cabell Childress
Movinā on up – Residential Real Estate We are excited to announce our newest podcast covering Real Estate is airing today! Cabell Childress of the ...
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Episode 9 – The ABC’s and 123’s of Medicare
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. ...
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Episode 8 – Fusing Culture with Business w/ Roben Farzad
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 ...
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