Episodes
Friday Jun 05, 2020
Episode 25 - Your Finances in the Time of COVID
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
Episode 24 - Medicare Timelines for Humans
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
Episode 23 - FAANG and Tech Stocks
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
Episode 22 - Time for a Change w/ Rich Reinecke
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
Episode 21 - A Legacy of Generosity
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.
Sunday Aug 04, 2019
Episode 20 - A Bridge Over Troubled Water w/ Mark Maurer
Sunday Aug 04, 2019
Sunday Aug 04, 2019
This week we're joined by life insurance genius Mark Maurer to talk about how you can best protect your family from financial loss should something happen to you.
Thursday Jul 18, 2019
Episode 19 - What Exactly IS a Virginia529? w/ Mary Morris
Thursday Jul 18, 2019
Thursday Jul 18, 2019
Welcome back, EvoFiers! This week we're joined by Mary Morris, CEO of Virginia529 to talk about the ins, outs, and what-have-you's of the largest 529 college savings plan in the U.S.
Sunday Jun 09, 2019
Episode 18 - A More Fulfilling Life w/ Diane MacPhee
Sunday Jun 09, 2019
Sunday Jun 09, 2019
The EvoFi squad is joined by the inimitable Diane MacPhee, CFP®, PCC of DMAC Consulting via phone from her offices in New Jersey. Diane schools us on how to have a more fulfilling existence in business and life.
Thursday Apr 18, 2019
Episode 17 - Clearing Pitfalls (in Financial Planning) w/ Bob Veres and Roben Farzad
Thursday Apr 18, 2019
Thursday Apr 18, 2019
It's our first ever all-star episode as we're joined by Bob Veres of Inside Information with color commentary by Richmond's beloved Roben Farzad of NPR's Full Disclosure. We talk about Bob's book on the financial advisory profession as well as classic R&B and...why not...space travel!
Friday Mar 15, 2019
Episode 16 - The Most Crucial Employee Benefits w/ Chris Leahy
Friday Mar 15, 2019
Friday Mar 15, 2019
This week we're joined by Chris Leahy of Leahy Consulting Services to talk about something that effects your job, your family, and your entire life: employee benefits.