EvoFi: A Finance Podcast for Humans
Business:Investing
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.
Episode 38 - Sticking to the Plan (with Eric Ash & Liz Cane)
Episode 37 - Mistakes Your Advisor Can Help Prevent // Cash Flow
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
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