EvoFi: A Finance Podcast for Humans
Business:Investing
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 discuss missed deductions, missed opportunities for optimization, and failing to take a multiyear approach to tax planning.
Episode 37 - Mistakes Your Advisor Can Help Prevent // Cash Flow
Episode 35 - Three Common Problems Plaguing 401(k) Retirement Plans
Episode 34 - Mistakes Your Advisor Can Help Prevent // Estate Planning
Episode 33 - Mistakes Your Advisor Can Help Prevent // Investments
Episode 32 - What to Know about SECURE 2.0 (Part 2)
Episode 31 - What to Know about SECURE 2.0 (Part 1)
Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?
Episode 29 - Tuition Tracking w/ VA529's Mary Morris
Episode 28 - The Future of (ESG) Investing
Episode 27 - Startup Co-Founders Talk Tech & Taxes
Episode 26 - Mind The (Insurance) Gap
Episode 25 - Your Finances in the Time of COVID
Episode 24 - Medicare Timelines for Humans
Episode 23 - FAANG and Tech Stocks
Episode 22 - Time for a Change w/ Rich Reinecke
Episode 21 - A Legacy of Generosity
Episode 20 - A Bridge Over Troubled Water w/ Mark Maurer
Episode 19 - What Exactly IS a Virginia529? w/ Mary Morris
Episode 18 - A More Fulfilling Life w/ Diane MacPhee
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