EvoFi: A Finance Podcast for Humans

Episode 33 - Mistakes Your Advisor Can Prevent // Investments

We are back with another EvoFi Podcast! Investments are the focus! In this episode, Stephen Fletcher, CFP® and EVO portfolio manager, Jack O'Brien, CIMA® cover why an investment policy statement is important, why we calculate your risk tolerance and when we ignore it! Bottom line: it’s all based on the PERSON, not the PROCESS or the PACKAGE.

Episode 32 - What to Know about SECURE 2.0 (Part 2)

**UPDATE: The rule discussed around the 9:00 mark requiring high wage earners who make catch-up contributions to make those catch-up contributions on a Roth, after-tax basis has been pushed back to take effect in 2026 instead of 2024.

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WE ARE BACK with our follow up and final conversation on SECURE ACT 2.0! In this podcast, Dave and Stephen dive into the changes to catch-up contributions, new Roth options, and where your retirement dollars should be going. Happy listening!

Episode 31 - What to Know about SECURE 2.0

How did the SECURE Act 2.0 change planning for early retirement years? In this episode, Stephen Fletcher joins host John Clair in a discussion about how SECURE 2.0 did and - just as importantly - did not change age-related rules, such as required minimum distributions (RMDs) and qualified charitable distributions (QCDs).

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! 

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.

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. 

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!

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?) 

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!

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.