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Category: General Planning

Business PlanningEmployee BenefitsGeneral Planning
Episode 22 – Time For A Change
October 24, 2019

This week we’re joined by Co-Founder and Co-Managing Partner, Rich Reinecke, of Fahrenheit Advisors to talk about how to maneuver a career change in a new world of job searching.

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Finding an AdvisorGeneral Planning
Dave O’Brien, EVOadvisers co-founder, named Chair of the National Association of Personal Financial Advisors (NAPFA)
October 14, 2019
At the start of September, Dave will lead the largest association of Fee-Only advisors during a time of growth and consumer regulatory reform.
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Working With a Financial Advisor Business PlanningFinding an AdvisorGeneral Planning
What’s the Value of a financial advisor?
August 6, 2019
Working with a financial advisor may add “about 3%” in increased returns. Does this claim sound pretty bold to you?  We should all be skeptical ...
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A More Fulfilling Life with Diane MacPhee General PlanningPodcasts
Episode 18 – How to lead a more fulfilling life
June 12, 2019
On this episode, friend of the firm and owner of DMac Consulting Services, Diane MacPhee, reveals top tips to lead a fulfilling life both in ...
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Deciphering what you have: peeling back the costs in what you own. General PlanningInsuranceInvesting
Deciphering what you have: peeling back the costs in what you own.
June 7, 2019
Chances are you have accumulated a bunch of retirement accounts from former employers, investment accounts, insurance policies and maybe more. Yes, you’ll get around to ...
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Do I Need A Financial Advisor? Finding an AdvisorGeneral Planning
Do I need a financial advisor?
May 30, 2019
Many people find that working with a financial planner makes the difference between achieving the important goals they set…and watching time go by while those ...
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Clearing Pitfalls (in Financial Planning) with Bob Veres Finding an AdvisorGeneral PlanningInvesting
Episode 17 – Clearing pitfalls (in financial planning) with Bob Veres
April 29, 2019
Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do.
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General Planning
Fiduciary vs “Best Interest” …don’t settle for false equivalencies!
February 25, 2019
Recently, our own Dave O’Brien, Principal at Evolution Advisers was quoted in an InvestmentNews article regarding the SEC’s recent proposal Regulation Best Interest.   Why ...
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Finding an AdvisorGeneral PlanningPodcasts
Episode 14 – Leading the Charge with NAPFA’s Geof Brown
January 31, 2019
Have you heard us talk about NAPFA? It’s something we talk about frequently at EVO because we are NAPFA advisors and believe so deeply in ...
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