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.
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!
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.
In the age of hacking and identity theft, cyber security is a topic that warrants more than one conversation. That's why we're talking this week with healthcare industry CIO, Randy Franklin about how to become more resilient & protect ourselves from the binary code baddies out there.
This week we're excited to chat with Geof Brown, the CEO of NAPFA (National Association of Personal Financial Advisors) about the changing landscape of the financial advisory space and what you need to look for when the myriad of professionals all sound the same - but in reality can be very different in what and how they provide advice.
We are so excited to have long-time friend, host of A&E's hit show HOARDERS, and just all-around good dude Matt Paxton on our show. We talk about his new business, Legacy Navigator, and the importance of letting go of stuff while leaving behind something more important.
In this episode, the EvoFi team is joined by Dimensional Fund Advisors' Russell Brockett, CFA, CFP, who helps us better understand and navigate ways to get the most out of your investment dollar.
We know that the legal and financial aspects of a new business can be challenging, but what about the idea behind the business? Are you starting off on the right foot with a problem that requires solving? Former Disney and Martin Agency exec Neil Patel joins us to talk about the Big Idea that drives your business to market.
This week we're joined by the man behind the most prolific pineapple logo in Richmond today, Real Estate juggernaut Cabell Childress!
The EvoFi team is excited to welcome Bryan Gay of Boomer Insurace to the show. Bryan is a 16-year veteran of the labyrinth that is Medicare and gives us some of the best insight to ever grace a microphone.
