EvoFi: A Finance Podcast for Humans

Episode 39 - Why Financial Planning (with Jesse Lineberry, CFP®)

Thu, 26 Sep 2024 16:10:17 +0000

In episode 39, we’ll talk about what financial planning really is (and what it is not), what to look for in a planner and which questions to ask, and how the profession has changed over the years and where it may be headed. Dave O'Brien, CFP® and Taylor Schmaltz, CFP® are joined by our newest addition to the planning team, Kathryn Mundie, to talk with Jesse Lineberry, CFP®, the Director of the Financial Planning Program at Virginia Tech – and yes, one of Kathryn’s professors!

Episode 38 - Sticking to the Plan (with Eric Ash & Liz Cane)

Wed, 10 Jul 2024 19:36:54 +0000

Hosts Stephen Fletcher, CFP® and John Clair, CFP® sit down with Eric Ash, head coach and owner of Vintage Boxing Gym, and Liz Cane, CEO of River City Promotions, to talk about the importance and benefits of not only creating a plan but sticking to it.

Song used in Name That Tune segment is "Can't Be Touched (feat. Mr. Magic & Trouble)" by Roy Jones Jr.

Episode 37 - Mistakes Your Advisor Can Help Prevent // Cash Flow

Wed, 10 Apr 2024 18:14:40 +0000

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

Fri, 16 Feb 2024 15:22:13 +0000

In this episode, we jump back into our "Mistakes Your Financial Advisor Can Help Prevent" series to talk about taxes and some of the areas in which we see many mistakes made. Stephen Fletcher, CFP®, MBA joins Taylor Schmaltz, CFP®, MBA to discuss missed deductions, missed opportunities for optimization, and failing to take a multiyear approach to tax planning.

Episode 35 - Three Common Problems Plaguing 401(k) Retirement Plans

Tue, 31 Oct 2023 14:08:08 +0000

In this episode, we take a quick break from our Mistakes Your Advisor Can Help Prevent series and bring in our colleagues, Dave O’Brien & Jack O’Brien, to talk about some of the most common problems we see plaguing 401(k) retirement plans and how EVOadvisers can help your business simplify and improve your 401(k) experience.

Episode 34 - Mistakes Your Advisor Can Help Prevent // Estate Planning

Mon, 02 Oct 2023 19:34:37 +0000

Andres Mazabel of Trust & Will, an online estate planning tool, joins Stephen Fletcher and Taylor Schmaltz as they discuss why you should create an estate plan, when to start thinking about it, and how Trust & Will helps streamline the process in the second installment of our "Mistakes Your Advisor Can Help Prevent" series.

To learn more about Trust & Will, visit https://app.trustandwill.com/signup?code=epam23adv&ref_id=ky1p6ws7 - using this link during the month of October includes a 20% discount.

Episode 33 - Mistakes Your Advisor Can Help Prevent // Investments

Wed, 23 Aug 2023 18:26:03 +0000

We are back with another EvoFi Podcast! Investments are the focus! In this episode, Stephen Fletcher, CFP® and EVO portfolio manager, Jack O'Brien, CIMA® cover why an investment policy statement is important, why we calculate your risk tolerance and when we ignore it! Bottom line: it’s all based on the PERSON, not the PROCESS or the PACKAGE.

Episode 32 - What to Know about SECURE 2.0 (Part 2)

Fri, 07 Jul 2023 18:08:40 +0000

**UPDATE: The rule discussed around the 9:00 mark requiring high wage earners who make catch-up contributions to make those catch-up contributions on a Roth, after-tax basis has been pushed back to take effect in 2026 instead of 2024.

WE ARE BACK with our follow up and final conversation on SECURE ACT 2.0! In this podcast, Dave and Stephen dive into the changes to catch-up contributions, new Roth options, and where your retirement dollars should be going. Happy listening!

Episode 31 - What to Know about SECURE 2.0 (Part 1)

Mon, 05 Jun 2023 20:48:33 +0000

How did the SECURE Act 2.0 change planning for early retirement years? In this episode, Stephen Fletcher joins host John Clair in a discussion about how SECURE 2.0 did and - just as importantly - did not change age-related rules, such as required minimum distributions (RMDs) and qualified charitable distributions (QCDs).

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

Mon, 27 Sep 2021 02:17:00 +0000

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!

Episode 29 - Tuition Tracking w/ VA529's Mary Morris

Wed, 03 Mar 2021 23:16:03 +0000

College savings can feel like a moving target, especially in these uncertain times. CEO of Virginia529, Mary Morris, returns to the podcast to help us navigate the shifting maps of college savings and a new savings option in their program.

Episode 28 - The Future of (ESG) Investing

Thu, 12 Nov 2020 14:26:32 +0000

Socially responsible investing, green investing, ESG investing are terms you've likely heard - it's how your money and its relationship to the greater good is changing. This week the team talks with Margaret Leung and AJ Gedwill of Nuveen about the current state of ESG investing.

Episode 27 - Startup Co-Founders Talk Tech & Taxes

Mon, 07 Sep 2020 06:11:00 +0000

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!

Episode 26 - Mind The (Insurance) Gap

Mon, 03 Aug 2020 20:33:24 +0000

We're back and ready to talk health markets with guest and insurance guru Tom Lee. Specifically we're focusing on that time between jobs when you experience a gap in coverage (NOW the title makes sense, right?)

Episode 25 - Your Finances in the Time of COVID

Fri, 05 Jun 2020 11:16:53 +0000

We're back! The whole team has rallied for our first episode of 2020. We talk to you about pandemic markets and the CARES Act while also showing you how to social distance podcast like champs!

Episode 24 - Medicare Timelines for Humans

Fri, 03 Jan 2020 14:43:02 +0000

This week we welcome back Bryan Gay of Boomer Insurance Group to talk about practical steps for folks approaching Medicare age.

Episode 23 - FAANG and Tech Stocks

Tue, 03 Dec 2019 20:48:48 +0000

This episode we're joined by tech and business guru Sailesh Patel to talk about the complexities of FAANG (Facebook, Amazon, Apple, Netflix, Google) and how tech is changing the way we think about business and finance.

Episode 22 - Time for a Change w/ Rich Reinecke

Mon, 21 Oct 2019 06:00:00 +0000

Welcome back, EvoFi-ers! This week we're talking about the exciting and scary business of switching careers with Rich Reinecke, co-founder of Scott's Addition's own Fahrenheit Advisors!

Episode 21 - A Legacy of Generosity

Mon, 02 Sep 2019 09:55:00 +0000

Today we're talking about donor advised funds with Greg Murray of Vanguard Charitable, a top grant making organization in the U.S., to talk about really making the most of your charitable donations.

Episode 20 - A Bridge Over Troubled Water w/ Mark Maurer

Sun, 04 Aug 2019 11:34:49 +0000

This week we're joined by life insurance genius Mark Maurer to talk about how you can best protect your family from financial loss should something happen to you.

Episode 19 - What Exactly IS a Virginia529? w/ Mary Morris

Thu, 18 Jul 2019 21:03:37 +0000

Welcome back, EvoFiers! This week we're joined by Mary Morris, CEO of Virginia529 to talk about the ins, outs, and what-have-you's of the largest 529 college savings plan in the U.S.

Episode 18 - A More Fulfilling Life w/ Diane MacPhee

Sun, 09 Jun 2019 23:18:33 +0000

The EvoFi squad is joined by the inimitable Diane MacPhee, CFP®, PCC of DMAC Consulting via phone from her offices in New Jersey. Diane schools us on how to have a more fulfilling existence in business and life.

Episode 17 - Clearing Pitfalls (in Financial Planning) w/ Bob Veres and Roben Farzad

Thu, 18 Apr 2019 17:02:42 +0000

It's our first ever all-star episode as we're joined by Bob Veres of Inside Information with color commentary by Richmond's beloved Roben Farzad of NPR's Full Disclosure. We talk about Bob's book on the financial advisory profession as well as classic R&B and...why not...space travel!

Episode 16 - The Most Crucial Employee Benefits w/ Chris Leahy

Fri, 15 Mar 2019 20:07:07 +0000

This week we're joined by Chris Leahy of Leahy Consulting Services to talk about something that effects your job, your family, and your entire life: employee benefits.

Episode 15 - Easy Ways to Become More Cyber Secure w/ Randy Franklin

Thu, 21 Feb 2019 21:22:15 +0000

In the age of hacking and identity theft, cyber security is a topic that warrants more than one conversation. That's why we're talking this week with healthcare industry CIO, Randy Franklin about how to become more resilient & protect ourselves from the binary code baddies out there.

Episode 14 - Leading the Charge with NAPFA's Geof Brown

Thu, 17 Jan 2019 14:29:10 +0000

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 13 - It's Just Stuff w/ Matt Paxton

Wed, 12 Dec 2018 13:08:25 +0000

We are so excited to have long-time friend, host of A&E's hit show HOARDERS, and just all-around good dude Matt Paxton on our show. We talk about his new business, Legacy Navigator, and the importance of letting go of stuff while leaving behind something more important.

Episode 12 - In Pursuit Of A Better Investment Experience

Mon, 03 Dec 2018 15:41:19 +0000

In this episode, the EvoFi team is joined by Dimensional Fund Advisors' Russell Brockett, CFA, CFP, who helps us better understand and navigate ways to get the most out of your investment dollar.

Episode 11 - Finding The Right Problem to Solve w/ Neil Patel

Mon, 05 Nov 2018 14:24:25 +0000

We know that the legal and financial aspects of a new business can be challenging, but what about the idea behind the business? Are you starting off on the right foot with a problem that requires solving? Former Disney and Martin Agency exec Neil Patel joins us to talk about the Big Idea that drives your business to market.

Episode 10 - Movin' on Up w/ Cabell Childress

Mon, 01 Oct 2018 15:34:07 +0000

This week we're joined by the man behind the most prolific pineapple logo in Richmond today, Real Estate juggernaut Cabell Childress!

Episode 9 - The ABC's and 123's of Medicare

Mon, 17 Sep 2018 06:53:00 +0000

The EvoFi team is excited to welcome Bryan Gay of Boomer Insurace to the show. Bryan is a 16-year veteran of the labyrinth that is Medicare and gives us some of the best insight to ever grace a microphone.

Episode 8 - Fusing Culture with Business w/ Roben Farzad

Mon, 03 Sep 2018 10:23:00 +0000

This week we're excited to have none other than the host of NPR's "Full Disclosure" podcast Roben Farzad! From his adventures on Wall St. to his work at Bloomberg and PBS NewsHour, Richmond's own rennaissance man talks to us about his new book and his journey through the worlds of finance, media, and the culture at large.

Episode 7 - Dear Evo

Mon, 13 Aug 2018 06:30:00 +0000

We're back from vacation and ready to answer your questions during a new segment we're affectionatly calling "Dear Evo".

If you'd like to submit a question and have it answered on the air, just shoot it over to evofipodcast@gmail.com

EvoFi News Break: A Look Into The Future

Tue, 17 Jul 2018 13:49:42 +0000

A check-in from your favorite finance folks as the team prepares for their next slate of guests.

Episode 6 - Estate Planning 101-ish

Mon, 25 Jun 2018 06:04:00 +0000

Welcome back, EvoFi friends! This week we're joined by attorney, friend, and resident estate planning expert Kimberly Skiba-Rokosky, a partner at Surovell, Isaacs, & Levy PLC. We talk about basic estate planning for the average bear.

Episode 5 - Starting A Small Business - Legal Considerations To Make You Legit

Mon, 11 Jun 2018 07:43:00 +0000

The EvoFi crew welcomes legal afficionado Sam Kaufman to talk about the ups, downs, left, and rights of finding your true North in the legalities of small business.

Episode 4 - Home and Auto Insurance - More Than Goofy Commercials

Tue, 29 May 2018 00:41:50 +0000

On this week's show we talk insurance and you can't talk insurance without the help of indelible expert Jeff Swanson of Total Insurance Planning.

Episode 3 - Somebody's Watchin' Me - Protecting Yourself In A Digital World

Mon, 14 May 2018 13:44:22 +0000

This week we talk cyber security, identity theft and how to protect yourself with Shareholders Services Group's, Dan Skiles.

Episode 2 - Death and Taxes and ABBA

Mon, 30 Apr 2018 12:55:53 +0000

We welcome a new EvoFi team member to the mix, along with tax expert and all-around good dude Todd Parker, CPA. Todd helps us parse the new 2018 Tax Cuts and Jobs Act.

Episode 1 - Nobody Said It (Getting Older) Would Be Easy!

Mon, 16 Apr 2018 12:21:00 +0000

The EvoFi team sits down with long-term care expert Linda Caruthers to get the scoop on aging and long-term care. What does that have to do with money? A ton. So much to talk about in this episode there may have to be a sequel!

Pilot - Three CFP Practitioners And A Microphone

Tue, 03 Apr 2018 14:57:51 +0000

Welcome to the inaugural episode of EvoFi: a finance podcast for humans! Meet our team of real life humans who also talk finance, investments, and Star Wars.

Make contact: evofipodcast@gmail.com

You can also visit us on the internet at evoadvisers.com