A podcast about #money, #economics, and being a human in spite of those things. Airing on Spotify, Apple Music, and Podbean!
Richmond, VA
Joined April 2018
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EvoFIPodcast retweeted
We love celebrating our client's milestones and achievements with the best chocolate in #Richmond! @GearhartsRVA
#ScottsAddition #RVA #FeeOnlyYouOnly #NAPFA – at Richmond, VA
These financial planning sessions are free and open to the public!
This Saturday marks the beginning of #MoneySmartWeek. If you’ve been hit hard financially by the COVID-19 pandemic, sign up for these free, 15-minute, live sessions covering basic financial planning. Follow @MoneySmartWeek or see the link in our bio. #MSW2021
EvoFIPodcast retweeted
If you want to sock away as much as you can in a tax-efficient manner, don't overlook the value of an HSA and it's role in your long-term financial plan. Check out a unique scenario in our recent blog post! #HealthSavingsAccount
EvoFIPodcast retweeted
Considering ESG investing? Check out our latest podcast and learn more about the ABC’s of ESG and how our guest Nuveen implements this investing principle into their funds.
open.spotify.com/episode/0De…
Considering a #Startup? Join us on our latest podcast with @Roger_S_Pine and @kevin_lozer to chat about their new startup @Holistiplan. We talk tech, #taxes, and karaoke! Listen along!
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EvoFIPodcast retweeted
Check out @DaveOBrienCFP talking about withdrawing from your 401k and alternatives you should explore if you're in a financial pinch
fatherly.com/love-money/fina…
We're coming at you from a (social) distance... join the EVO team in our #HomeOffices for an episode of all finances during #COVID
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EvoFIPodcast retweeted
Want to be sure your advisor is Fee-Only? Look at the @NAPFA find an advisor tool. CFP Board removes compensation descriptions from consumer website investmentnews.com/cfp-board… @EVOAdvice @investmentnews
EvoFIPodcast retweeted
Do I need a financial advisor? If so, what kind? linkedin.com/pulse/do-i-need… via @LinkedIn #financialplanning @evoadvice
Approaching #Medicare age? Know someone who is? Bryan Gay of Boomer Insurance Group joins us again to talk about what the timeline should look like as you approach one of the busiest times of your life. Listen along!
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EvoFIPodcast retweeted
It's FAFSA season, that time of year when families learn how much they're expected to pay for college. But that figure is often higher than many households can afford, and yet in many cases, it’s still not enough. We break it all down here: nytimes.com/2019/11/15/your-…
Is it time for a #change? Does social media actually affect your job search? @RichReinecke of
@FahrenheitAdvs joins us on our latest podcast to chat about the job landscape today and why his grandfather is his role model. Listen along!
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EvoFIPodcast retweeted
Happy #NationalBossDay to @DaveOBrienCFP and @Clair1John - we are so luck to have leaders who guide and inspire us daily!
Want to leave a legacy of #generosity? Listen in as we chat with Greg Murray of #Vanguard Charitable about pros and cons of donor-advised funds!
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This week we're joined by #LifeInsurance genius, Mark Maurer of @teamLLIS , to talk about Bret Michaels, Simon & Garfunkel, and #GameOfThrones... oh and how you can best protect your family should something unexpected happen to you. Listen along through the link in our bio!
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We are excited to hear this episode! Thank you for having the conversation!
#529accounts #HigherEd
EvoFIPodcast retweeted
Awareness is growing about how 529 plans help families save for their children's dreams in an affordable tax-advantaged way, but there is plenty of work to still be done! Stay tuned for the episode of @evofipodcast where I talk saving for education through #529s. #moneymatters
A lot of our clients ask about #Virginia529 plans. Mary Morris (@529ceo), CEO of @virginia529, joins the EVOfi team to discuss in the largest 529 #collegesavings plan in the country. Check out the link in our bio!
