Episodes
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.
Thursday Feb 21, 2019
Episode 15 - Easy Ways to Become More Cyber Secure w/ Randy Franklin
Thursday Feb 21, 2019
Thursday Feb 21, 2019
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.
Thursday Jan 17, 2019
Episode 14 - Leading the Charge with NAPFA's Geof Brown
Thursday Jan 17, 2019
Thursday Jan 17, 2019
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.
Wednesday Dec 12, 2018
Episode 13 - It's Just Stuff w/ Matt Paxton
Wednesday Dec 12, 2018
Wednesday Dec 12, 2018
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.
Monday Dec 03, 2018
Episode 12 - In Pursuit Of A Better Investment Experience
Monday Dec 03, 2018
Monday Dec 03, 2018
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.
Monday Nov 05, 2018
Episode 11 - Finding The Right Problem to Solve w/ Neil Patel
Monday Nov 05, 2018
Monday Nov 05, 2018
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.
Monday Oct 01, 2018
Episode 10 - Movin' on Up w/ Cabell Childress
Monday Oct 01, 2018
Monday Oct 01, 2018
This week we're joined by the man behind the most prolific pineapple logo in Richmond today, Real Estate juggernaut Cabell Childress!
Monday Sep 17, 2018
Episode 9 - The ABC's and 123's of Medicare
Monday Sep 17, 2018
Monday Sep 17, 2018
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.
Monday Sep 03, 2018
Episode 8 - Fusing Culture with Business w/ Roben Farzad
Monday Sep 03, 2018
Monday Sep 03, 2018
This week we're excited to have none other than the host of NPR's "Full Disclosure" podcast Roben Farzad! From his adventures on Wall St. to his work at Bloomberg and PBS NewsHour, Richmond's own rennaissance man talks to us about his new book and his journey through the worlds of finance, media, and the culture at large.