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.

EvoFi: A Finance Podcast For Humans

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

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 28 - The Future of (ESG) Investing

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 27 - Startup Co-Founders Talk Tech & Taxes

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 26 - Mind The (Insurance) Gap

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 25 - Your Finances in the Time of COVID

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

Episode 24 - Medicare Timelines for Humans

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 23 - FAANG and Tech Stocks

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 22 - Time for a Change w/ Rich Reinecke

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 21 - A Legacy of Generosity

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 20 - A Bridge Over Troubled Water w/ Mark Maurer

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

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 18 - A More Fulfilling Life w/ Diane MacPhee

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

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 16 - The Most Crucial Employee Benefits w/ Chris Leahy

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

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

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EvoFi: A Finance Podcast For Humans

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