Episodes
Monday Aug 13, 2018
Episode 7 - Dear Evo
Monday Aug 13, 2018
Monday Aug 13, 2018
We're back from vacation and ready to answer your questions during a new segment we're affectionatly calling "Dear Evo".
If you'd like to submit a question and have it answered on the air, just shoot it over to evofipodcast@gmail.com
Tuesday Jul 17, 2018
EvoFi News Break: A Look Into The Future
Tuesday Jul 17, 2018
Tuesday Jul 17, 2018
A check-in from your favorite finance folks as the team prepares for their next slate of guests.
Monday Jun 25, 2018
Episode 6 - Estate Planning 101-ish
Monday Jun 25, 2018
Monday Jun 25, 2018
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.
Monday Jun 11, 2018
Monday Jun 11, 2018
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.
Tuesday May 29, 2018
Episode 4 - Home and Auto Insurance - More Than Goofy Commercials
Tuesday May 29, 2018
Tuesday May 29, 2018
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.
Monday May 14, 2018
Episode 3 - Somebody's Watchin' Me - Protecting Yourself In A Digital World
Monday May 14, 2018
Monday May 14, 2018
This week we talk cyber security, identity theft and how to protect yourself with Shareholders Services Group's, Dan Skiles.
Monday Apr 30, 2018
Episode 2 - Death and Taxes and ABBA
Monday Apr 30, 2018
Monday Apr 30, 2018
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.
Monday Apr 16, 2018
Episode 1 - Nobody Said It (Getting Older) Would Be Easy!
Monday Apr 16, 2018
Monday Apr 16, 2018
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!
Tuesday Apr 03, 2018
Pilot - Three CFP Practitioners And A Microphone
Tuesday Apr 03, 2018
Tuesday Apr 03, 2018
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