EvoFi: A Finance Podcast for Humans
Business:Investing
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 discuss some key elements of cash flow, why it’s so important, and how to get started with a budget if you don’t already have one. Take a listen!
Episode 36 - Mistakes Your Advisor Can Help Prevent // Taxes
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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