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EvoFi: A Finance Podcast for Humans

EvoFi: A Finance Podcast for Humans

Business:Investing

Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?

Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?

2021-09-27
Download

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! 

view more

More Episodes

Episode 39 - Why Financial Planning (with Jesse Lineberry, CFP®)
2024-09-26
Episode 38 - Sticking to the Plan (with Eric Ash & Liz Cane)
2024-07-10
Episode 37 - Mistakes Your Advisor Can Help Prevent // Cash Flow
2024-04-10
Episode 36 - Mistakes Your Advisor Can Help Prevent // Taxes
2024-02-16
Episode 35 - Three Common Problems Plaguing 401(k) Retirement Plans
2023-10-31
Episode 34 - Mistakes Your Advisor Can Help Prevent // Estate Planning
2023-10-02
Episode 33 - Mistakes Your Advisor Can Help Prevent // Investments
2023-08-23
Episode 32 - What to Know about SECURE 2.0 (Part 2)
2023-07-07
Episode 31 - What to Know about SECURE 2.0 (Part 1)
2023-06-05
Episode 29 - Tuition Tracking w/ VA529's Mary Morris
2021-03-03
Episode 28 - The Future of (ESG) Investing
2020-11-12
Episode 27 - Startup Co-Founders Talk Tech & Taxes
2020-09-07
Episode 26 - Mind The (Insurance) Gap
2020-08-03
Episode 25 - Your Finances in the Time of COVID
2020-06-05
Episode 24 - Medicare Timelines for Humans
2020-01-03
Episode 23 - FAANG and Tech Stocks
2019-12-03
Episode 22 - Time for a Change w/ Rich Reinecke
2019-10-21
Episode 21 - A Legacy of Generosity
2019-09-02
Episode 20 - A Bridge Over Troubled Water w/ Mark Maurer
2019-08-04
  • ←
  • 1
  • 2
  • →
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