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| Episode | Date |
|---|---|
|
Episode 39 - Why Financial Planning (with Jesse Lineberry, CFP®)
|
Sep 26, 2024 |
|
Episode 38 - Sticking to the Plan (with Eric Ash & Liz Cane)
|
Jul 10, 2024 |
|
Episode 37 - Mistakes Your Advisor Can Help Prevent // Cash Flow
|
Apr 10, 2024 |
|
Episode 36 - Mistakes Your Advisor Can Help Prevent // Taxes
|
Feb 16, 2024 |
|
Episode 35 - Three Common Problems Plaguing 401(k) Retirement Plans
|
Oct 31, 2023 |
|
Episode 34 - Mistakes Your Advisor Can Help Prevent // Estate Planning
|
Oct 02, 2023 |
|
Episode 33 - Mistakes Your Advisor Can Help Prevent // Investments
|
Aug 23, 2023 |
|
Episode 32 - What to Know about SECURE 2.0 (Part 2)
|
Jul 07, 2023 |
|
Episode 31 - What to Know about SECURE 2.0 (Part 1)
|
Jun 05, 2023 |
|
Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?
|
Sep 27, 2021 |
|
Episode 29 - Tuition Tracking w/ VA529's Mary Morris
|
Mar 03, 2021 |
|
Episode 28 - The Future of (ESG) Investing
|
Nov 12, 2020 |
|
Episode 27 - Startup Co-Founders Talk Tech & Taxes
|
Sep 07, 2020 |
|
Episode 26 - Mind The (Insurance) Gap
|
Aug 03, 2020 |
|
Episode 25 - Your Finances in the Time of COVID
|
Jun 05, 2020 |
|
Episode 24 - Medicare Timelines for Humans
|
Jan 03, 2020 |
|
Episode 23 - FAANG and Tech Stocks
|
Dec 03, 2019 |
|
Episode 22 - Time for a Change w/ Rich Reinecke
|
Oct 21, 2019 |
|
Episode 21 - A Legacy of Generosity
|
Sep 02, 2019 |
|
Episode 20 - A Bridge Over Troubled Water w/ Mark Maurer
|
Aug 04, 2019 |
|
Episode 19 - What Exactly IS a Virginia529? w/ Mary Morris
|
Jul 18, 2019 |
|
Episode 18 - A More Fulfilling Life w/ Diane MacPhee
|
Jun 09, 2019 |
|
Episode 17 - Clearing Pitfalls (in Financial Planning) w/ Bob Veres and Roben Farzad
|
Apr 18, 2019 |
|
Episode 16 - The Most Crucial Employee Benefits w/ Chris Leahy
|
Mar 15, 2019 |
|
Episode 15 - Easy Ways to Become More Cyber Secure w/ Randy Franklin
|
Feb 21, 2019 |
|
Episode 14 - Leading the Charge with NAPFA's Geof Brown
|
Jan 17, 2019 |
|
Episode 13 - It's Just Stuff w/ Matt Paxton
|
Dec 12, 2018 |
|
Episode 12 - In Pursuit Of A Better Investment Experience
|
Dec 03, 2018 |
|
Episode 11 - Finding The Right Problem to Solve w/ Neil Patel
|
Nov 05, 2018 |
|
Episode 10 - Movin' on Up w/ Cabell Childress
|
Oct 01, 2018 |
|
Episode 9 - The ABC's and 123's of Medicare
|
Sep 17, 2018 |
|
Episode 8 - Fusing Culture with Business w/ Roben Farzad
|
Sep 03, 2018 |
|
Episode 7 - Dear Evo
|
Aug 13, 2018 |
|
EvoFi News Break: A Look Into The Future
|
Jul 17, 2018 |
|
Episode 6 - Estate Planning 101-ish
|
Jun 25, 2018 |
|
Episode 5 - Starting A Small Business - Legal Considerations To Make You Legit
|
Jun 11, 2018 |
|
Episode 4 - Home and Auto Insurance - More Than Goofy Commercials
|
May 29, 2018 |
|
Episode 3 - Somebody's Watchin' Me - Protecting Yourself In A Digital World
|
May 14, 2018 |
|
Episode 2 - Death and Taxes and ABBA
|
Apr 30, 2018 |
|
Episode 1 - Nobody Said It (Getting Older) Would Be Easy!
|
Apr 16, 2018 |
|
Pilot - Three CFP Practitioners And A Microphone
|
Apr 03, 2018 |