Evolution Advisers
EvoFi: A Finance Podcast for HumansEpisodes
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Today, in honor of America Saves Week this week, we’re talking about cash flow and, yes, savings, as part 4 of our Mistakes Your Financial Advisor Can Help Prevent series. Stephen Fletcher, CFP®, MBA, and Taylor Schmaltz, CFP®, MBA sit down to
In this episode, we jump back into our "Mistakes Your Financial Advisor Can Help Prevent" series to talk about taxes and some of the areas in which we see many mistakes made. Stephen Fletcher, CFP®, MBA joins Taylor Schmaltz, CFP®, MBA to discu
In this episode, we take a quick break from our Mistakes Your Advisor Can Help Prevent series and bring in our colleagues, Dave O’Brien & Jack O’Brien, to talk about some of the most common problems we see plaguing 401(k) retirement plans and h
Andres Mazabel of Trust & Will, an online estate planning tool, joins Stephen Fletcher and Taylor Schmaltz as they discuss why you should create an estate plan, when to start thinking about it, and how Trust & Will helps streamline the process
We are back with another EvoFi Podcast! Investments are the focus! In this episode, Stephen Fletcher, CFP® and EVO portfolio manager, Jack O'Brien, CIMA® cover why an investment policy statement is important, why we calculate your risk toleranc
**UPDATE: The rule discussed around the 9:00 mark requiring high wage earners who make catch-up contributions to make those catch-up contributions on a Roth, after-tax basis has been pushed back to take effect in 2026 instead of 2024.-WE ARE
How did the SECURE Act 2.0 change planning for early retirement years? In this episode, Stephen Fletcher joins host John Clair in a discussion about how SECURE 2.0 did and - just as importantly - did not change age-related rules, such as requir
The EvoFi team discusses those documents that give you control over your financial and legal affairs if you're no longer with us - or incapacitated. We're joined by Lead Planner, Mike Bennett, of Helios Integrated Planning. That's right: WE AR
College savings can feel like a moving target, especially in these uncertain times. CEO of Virginia529, Mary Morris, returns to the podcast to help us navigate the shifting maps of college savings and a new savings option in their program.
Socially responsible investing, green investing, ESG investing are terms you've likely heard - it's how your money and its relationship to the greater good is changing. This week the team talks with Margaret Leung and AJ Gedwill of Nuveen about
We welcome Roger Pine, CFA, CFP and Kevin Lozer, CFP of Holistiplan to talk about everything from career change to tech start up and back around to tax planning. Buckle up, folks!
We're back and ready to talk health markets with guest and insurance guru Tom Lee. Specifically we're focusing on that time between jobs when you experience a gap in coverage (NOW the title makes sense, right?)
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!
This week we welcome back Bryan Gay of Boomer Insurance Group to talk about practical steps for folks approaching Medicare age.
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.
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!
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.
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.
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.
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
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
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
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
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