EvoFi: A Finance Podcast For Humans

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 ARE TALKING ESTATE PLANS, BABY! 

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.

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 the current state of ESG investing. 

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 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. 

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. 

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

A check-in from your favorite finance folks as the team prepares for their next slate of guests.

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.

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.

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.

This week we talk cyber security, identity theft and how to protect yourself with Shareholders Services Group's, Dan Skiles.

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.

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!

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