EvoFi: A Finance Podcast for Humans

Sep 26 2024 41 ep. 46 mins 4
EvoFi: A Finance Podcast for Humans artwork

A podcast about money, economics, and being a human in spite of those things.

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

Sep 26 2024 34 mins  
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®, th

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

Jul 10 2024 46 mins  
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

Apr 10 2024 16 mins  
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. T

Episode 36 - Mistakes Your Advisor Can Help Prevent // Taxes

Feb 16 2024 19 mins  
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

Oct 31 2023 16 mins  
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

Oct 02 2023 26 mins  
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:

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

Aug 23 2023 17 mins  
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)

Jul 07 2023 21 mins  
**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 contri

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

Jun 05 2023 13 mins  
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?

Sep 26 2021 47 mins  
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!