A podcast about money, economics, and being a human in spite of those things.
Episodes
Monday Sep 27, 2021
Monday Sep 27, 2021
The EvoFi team discusses those documents that give you control over your financial and legal affairs if you're no longer with us - or incapacitated. We're joined by Lead Planner, Mike Bennett, of Helios Integrated Planning. That's right: WE ARE TALKING ESTATE PLANS, BABY!
Wednesday Mar 03, 2021
Wednesday Mar 03, 2021
College savings can feel like a moving target, especially in these uncertain times. CEO of Virginia529, Mary Morris, returns to the podcast to help us navigate the shifting maps of college savings and a new savings option in their program.
Thursday Nov 12, 2020
Thursday Nov 12, 2020
Socially responsible investing, green investing, ESG investing are terms you've likely heard - it's how your money and its relationship to the greater good is changing. This week the team talks with Margaret Leung and AJ Gedwill of Nuveen about the current state of ESG investing.
Monday Sep 07, 2020
Monday Sep 07, 2020
We welcome Roger Pine, CFA, CFP and Kevin Lozer, CFP of Holistiplan to talk about everything from career change to tech start up and back around to tax planning. Buckle up, folks!
Monday Aug 03, 2020
Monday Aug 03, 2020
We're back and ready to talk health markets with guest and insurance guru Tom Lee. Specifically we're focusing on that time between jobs when you experience a gap in coverage (NOW the title makes sense, right?)
Friday Jun 05, 2020
Friday Jun 05, 2020
We're back! The whole team has rallied for our first episode of 2020. We talk to you about pandemic markets and the CARES Act while also showing you how to social distance podcast like champs!
Friday Jan 03, 2020
Friday Jan 03, 2020
This week we welcome back Bryan Gay of Boomer Insurance Group to talk about practical steps for folks approaching Medicare age.
Tuesday Dec 03, 2019
Tuesday Dec 03, 2019
This episode we're joined by tech and business guru Sailesh Patel to talk about the complexities of FAANG (Facebook, Amazon, Apple, Netflix, Google) and how tech is changing the way we think about business and finance.
Monday Oct 21, 2019
Monday Oct 21, 2019
Welcome back, EvoFi-ers! This week we're talking about the exciting and scary business of switching careers with Rich Reinecke, co-founder of Scott's Addition's own Fahrenheit Advisors!
Monday Sep 02, 2019
Monday Sep 02, 2019
Today we're talking about donor advised funds with Greg Murray of Vanguard Charitable, a top grant making organization in the U.S., to talk about really making the most of your charitable donations.