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Movin’ on up – Residential Real Estate

Movin’ on up – Residential Real Estate We are excited to announce our newest podcast covering Real Estate is airing today! Cabell Childress of the Cabell Childress Group joins us to talk about the basics of real estate. Cabell walks us through details of buying and selling a home like setting the right sales price for your home, prepping the …

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The ABC’s and 123’s of Medicare

On this week’s episode the EvoFi team welcomes Bryan Gay owner of Boomer Insurance Group, a boutique insurance agency specializing in expert Medicare insurance advice. Bryan is a 16-year veteran of the labyrinth that is Medicare and gives us some of the best insight to ever grace a microphone. He walks us through how to enroll in Medicare, when the …

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Welcome Mariame Pierce!

We are very excited to share the news that Mariame Pierce has joined our team as an Associate Financial Planner. Our mission is to offer a level of planning services that make a difference in our client’s lives, and this new role expands on our capabilities to support you, our clients. Mariame is a recent graduate of Virginia Tech’s Financial Planning program, one of the top …

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Roben Farzad – Full Disclosure

This week we’re excited to have none other than the host of NPR’s “Full Disclosure” podcast Roben Farzad! From his adventures on Wall St. to his work at Bloomberg and PBS NewsHour, Richmond’s own renaissance man talks to us about his new book and his journey through the worlds of finance, media, and the culture at large. Check out Roben …

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Dear Evo!

There’s a new twist on our recent podcast, “Dear Evo”!  We wanted to shake things up by answering some of our most frequently asked questions from people like you, our listeners! If you have more questions after listening to the podcast you can reach us through Instagram or Twitter and through email ([email protected]). Check out “Dear Evo” on Podbean, iTunes, …

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Understanding Student Loans 

Are you gearing up to send a child or grandchild to college? The best time to begin looking at student loan strategies (we know…it can be intimidating!) is now. Now that it’s August, the University Registrar’s Office will be swamped with phone calls and emails from parents. We encourage you to begin understanding and preparing for the upcoming school year now! Educating …

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Virginia Tax Free Weekend

Take advantage of a tax-free weekend August 3rd through August 5th, 2018! For Richmond-area residents, that’s 5.3% in sales tax. The Virginia Department of Taxation details which items are qualified along with any limitations.  In addition to school or office supplies ($20 item limit or less), you can also purchase hurricane and emergency preparedness products like portable generators, batteries, and …

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EvoFi Podcast Suggestions

Are you one of the many who have begun listening to our “Finance Podcast for Humans”? As we prepare for Season 2 of our podcast series, we would like to encourage suggestions from our listeners. Questions, comments, concerns, and suggestions are welcome! You can email them to [email protected] Any questions will be answered on our next podcast airing now!   …

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Estate Planning 101(ish) – An Ongoing Conversation

Estate Planning 101(ish) – An Ongoing Conversation This week on EvoFi we had the pleasure of hosting Kimberly Skiba-Rokosky. Kim is a family attorney and partner at Surovel, Isaacs, and Levy located in Fairfax, Virginia . She shares with us estate planning 101(ish) virtually as we cover the absolute basic necessities, then drill down to the differences between those intimidating …