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Clearing Pitfalls (in Financial Planning) with Bob Veres

Do your friends and family think of us as salesmen?  Bankers?  Insurance agents?  Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do.  Roben Farzad joins the EVO team and guest Bob Veres to talk all things Will Chamberlain (yes, the basketball player!), crepuscular animals, and …

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Benefits, HSA’s, and COBRA (…no we aren’t talking about snakes!)

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 should you maximize contributions for the greatest benefit in retirement? Join the EVO team and Chris Leahy, managing partner of Leahy Consulting Services, where we dive into employee benefits. Chris reveals his opinion on the …

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Common Sense Cybersecurity

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 networks (VPN).  The most important of his advice were 4 …

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Fiduciary vs “Best Interest” …don’t settle for false equivalencies!

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 this matters: Consumers need to know their adviser is placing their interests first, and the SEC proposal bows to special interests who wish to blur the line between product sales and real advice. We at …

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What the heck is NAPFA?

Have you heard us talk about NAPFA? It’s something we talk about frequently at EVO because we believe so deeply in NAPFA’s values that we aligned our values with theirs. Chief Association Executive and CEO of NAPFA, Geof Brown, joins us to talk about what’s next for NAPFA and how we can lead the charge in change within the financial …

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Underwriting NPR’s Roben Farzad

At Evo we believe that knowing more about how the world works and how finance fits in is always important.  The problem is our industry does a terrible job making finance accessible. So, we have teamed with seasoned NPR journalist Roben Farzad to make it better.  We are underwriting Full Disclosure Radio Show and Podcast on public radio’s WCVE. “The …

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Q4 – 2018 Quarterly Market Review

Click Here For Q4 – 2018 Quarterly Market Review “We want important information to be easily accessible to our clients. Understanding that most clients will see this on their phone we have formatted our Quarterly Review for that specific purpose. If you’d like to see it in a different format let us know and we’ll be happy to send it to …

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It’s Just Stuff

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 his new business Legacy Navigator, and the importance of letting go of stuff while leaving behind something more important. We hope you have as much fun listening as we did recording this episode! Listen to …

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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 us better understand and navigate ways to get the most out of your investment dollar. Listen to ‘In Pursuit of a Better Investment Experience’ on Spotify, iTunes, and Podbean!

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Finding The Right Problem to Solve

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 idea behind the business? Are you starting off on the right foot with a problem that requires solving? Former Disney and Martin Agency executive Neil Patel joins us to talk about the Big Idea that …