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EvoFi: A Finance Podcast for Humans

EvoFi: A Finance Podcast for Humans

Business:Investing

Episode 27 - Startup Co-Founders Talk Tech & Taxes

Episode 27 - Startup Co-Founders Talk Tech & Taxes

2020-09-07
Download

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!

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More Episodes

Episode 31 - What to Know about SECURE 2.0
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Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?
2021-09-27
Episode 29 - Tuition Tracking w/ VA529's Mary Morris
2021-03-03
Episode 28 - The Future of (ESG) Investing
2020-11-12
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
Episode 19 - What Exactly IS a Virginia529? w/ Mary Morris
2019-07-18
Episode 18 - A More Fulfilling Life w/ Diane MacPhee
2019-06-09
Episode 17 - Clearing Pitfalls (in Financial Planning) w/ Bob Veres and Roben Farzad
2019-04-18
Episode 16 - The Most Crucial Employee Benefits w/ Chris Leahy
2019-03-15
Episode 15 - Easy Ways to Become More Cyber Secure w/ Randy Franklin
2019-02-21
Episode 14 - Leading the Charge with NAPFA's Geof Brown
2019-01-17
Episode 13 - It's Just Stuff w/ Matt Paxton
2018-12-12
Episode 12 - In Pursuit Of A Better Investment Experience
2018-12-03
  • ←
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