EvoFi: A Finance Podcast For Humans

A podcast about money, economics, and being a human in spite of those things.

September 27th, 2021    

Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?

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! 

March 3rd, 2021    

Episode 29 - Tuition Tracking w/ VA529’s Mary Morris

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.

November 12th, 2020    

Episode 28 - The Future of (ESG) Investing

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. 

September 7th, 2020    

Episode 27 - Startup Co-Founders Talk Tech & Taxes

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!

August 3rd, 2020    

Episode 26 - Mind The (Insurance) Gap

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?) 

June 5th, 2020    

Episode 25 - Your Finances in the Time of COVID

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!

January 3rd, 2020    

Episode 24 - Medicare Timelines for Humans

This week we welcome back Bryan Gay of Boomer Insurance Group to talk about practical steps for folks approaching Medicare age. 

December 3rd, 2019    

Episode 23 - FAANG and Tech Stocks

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. 

October 21st, 2019    

Episode 22 - Time for a Change w/ Rich Reinecke

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! 

September 2nd, 2019    

Episode 21 - A Legacy of Generosity

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.  

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