July 17th, 2018
EvoFi News Break: A Look Into The Future
A check-in from your favorite finance folks as the team prepares for their next slate of guests.
June 25th, 2018
Episode 6 - Estate Planning 101-ish
Welcome back, EvoFi friends! This week we're joined by attorney, friend, and resident estate planning expert Kimberly Skiba-Rokosky, a partner at Surovell, Isaacs, & Levy PLC. We talk about basic estate planning for the average bear.
June 11th, 2018
Episode 5 - Starting A Small Business - Legal Considerations To Make You Legit
The EvoFi crew welcomes legal afficionado Sam Kaufman to talk about the ups, downs, left, and rights of finding your true North in the legalities of small business.
May 29th, 2018
Episode 4 - Home and Auto Insurance - More Than Goofy Commercials
On this week's show we talk insurance and you can't talk insurance without the help of indelible expert Jeff Swanson of Total Insurance Planning.
May 14th, 2018
Episode 3 - Somebody’s Watchin’ Me - Protecting Yourself In A Digital World
This week we talk cyber security, identity theft and how to protect yourself with Shareholders Services Group's, Dan Skiles.
April 30th, 2018
Episode 2 - Death and Taxes and ABBA
We welcome a new EvoFi team member to the mix, along with tax expert and all-around good dude Todd Parker, CPA. Todd helps us parse the new 2018 Tax Cuts and Jobs Act.
April 16th, 2018
Episode 1 - Nobody Said It (Getting Older) Would Be Easy!
The EvoFi team sits down with long-term care expert Linda Caruthers to get the scoop on aging and long-term care. What does that have to do with money? A ton. So much to talk about in this episode there may have to be a sequel!
April 3rd, 2018
Pilot - Three CFP Practitioners And A Microphone
Welcome to the inaugural episode of EvoFi: a finance podcast for humans! Meet our team of real life humans who also talk finance, investments, and Star Wars.
Make contact: evofipodcast@gmail.com
You can also visit us on the internet at evoadvisers.com
