Many who go through Medicare planning and enrollment find it daunting to make sense of the research, marketing, and choices on their own. If you feel confused about your options, you are not alone. Our new Money Conscious podcast episode is for you!

In Episode 21: Helping You Choose Your Best Medicare Options, we help you sort through the numerous, complicated choices to determine which work best for you. 

If you have not yet enrolled in Medicare and are in the early fact finding stage, you will find this podcast invaluable. Toni and Gio share why your initial choices when you choose a Medicare plan are so important, what typical concerns clients have, when to be skeptical of ads that push you towards a choice that may not best serve your needs, and specific, real-world scenarios that show how having an advocate like Toni and an unbiased expert like Gio can make such a positive impact on your decisions.

If you are already enrolled in Medicare but want to reevaluate your options, now’s the time to find out more. The Open Enrollment period is for existing Medicare supplement plan holders or Medicare Advantage plan holders and runs from October 15th-December 7th.  This is the window of opportunity opening to review and make changes if warranted to existing supplemental/Advantage Plan coverage. Toni and Gio are ready to help with this as well. 

See The Millstone Evans Group’s Longevity Services webpage for information on how the team supports its clients with a range of important tools services, including Medicare support - https://www.millstoneevansgroup.com/online-resources/longevity-planning

Show Notes:



Visit The Millstone Evans Group website for more information about the company.

Join Money Conscious host Sacha Millstone in conversation with Owen Ullmann, author of the new book Empathy Economics: Janet Yellen's Remarkable Rise to Power and Her Drive to Spread Prosperity to All. 

In this engaging episode, you’ll hear:

Guests:

Owen Ullmann is an award-winning journalist and author who has covered the White House, foreign affairs, economics and political campaigns for four decades. Currently USA TODAY’s Managing Editor for World News, he has reported from all 50 states and more than 60 countries, and has interviewed five U.S. presidents, numerous foreign leaders and other major political and economic decision-makers. 

Bio: https://www.hachettebookgroup.com/contributor/owen-ullmann/

Buy his book: https://www.hachettebookgroup.com/titles/owen-ullmann/empathy-economics/9781541701021/

Show Notes:

• In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way. 

• After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you!

Visit The Millstone Evans Group website for more information about the company.

Seasons. Financial markets. Nothing stays the same. That’s why this Fall is a good time to stop, take a look at what’s happening with the financial markets, and get a reality check from two people who have provided insightful perspectives for many different seasons over the years.

In Money Conscious Episode 19: Fall 2023 Market Update with Greg and Sacha, Sacha Millstone and Greg Evans, the co-founders of The Millstone Evans Group, offer an assessment of where we are now, how the market is being influenced by various factors, and what investors should be thinking about. They are interviewed by Dave Singleton, a colleague and longtime client, who asks the kinds of questions investors have on their minds right now.

In this engaging episode, Sacha and Greg share:

Guests:

Sacha Millstone and Greg Evans are the co-founders of The Millstone Evans Group and, together, they bring a wealth of experience to this conversation and to their clients in 37 states. Both have several decades of experience in these markets, gaining experience at some of the top investment firms in the country prior to joining forces years ago. Sacha, Greg Evans and the team specialize in retirement planning and distribution strategies, estate planning, longevity planning, ESG or socially conscious investing, charitable giving and a number of other financial planning and investment topics. To learn more about Sacha and Greg, please check out their bios:

Sacha’s bio: https://www.millstoneevansgroup.com/acquaint/bio?_=sacha

Greg’s bio: https://www.millstoneevansgroup.com/acquaint/bio?_=greg

Show Notes:

Visit The Millstone Evans Group website for more information about the company.

In Money Conscious Episode 18: We Explore ESG Investing with YourStake’s Co-Founder Gabe Rissman, you’ll hear from Gabe, who is both co-founder and president of YourStake, about the passion that drove him to start the company. You’ll also find out more about YourStake – a fantastic tool that uses trusted public sources to gather data and evaluate companies based on important values such as supporting the environment, gender and racial equity, healthy living, and others.

Included on the panel from the Millstone Evans Group are Sacha Millstone, President and the podcast host who has been at the forefront of ESG investing for decades, along with Brad Michalchuk, the firm’s Director of Financial Planning & ESG Research, and Dave Singleton, who manages the team’s communications and is a longtime client. 

In this episode, we delve into details around:

Show Notes:

• In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way. 

• After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you!

Visit The Millstone Evans Group website for more information about the company.

In Money Conscious Episode 17: Security Experts on How EverSafe Protects You from Financial Fraud, we talk with the co-founders of EverSafe, a service that shields you and your loved ones from financial fraud through monitoring accounts for unusual activity and sending alerts to you and anyone you designate as a trusted advocate. Keeping your finances secure and avoiding fraud and scams are increasingly important in today’s world. 

We are very pleased to host the two co-founders of EverSafe: CEO and technology expert Howard Tischler and Chief Operating Officer Elizabeth Loewy, former Chief of the Elder Abuse Unit in the Manhattan District Attorney's Office.

Included on the panel from the Millstone Evans Group are Sacha Millstone, president and the podcast host, along with the firm’s Life Cycle Planning Specialist Toni Noto, Director of Operations and Financial Planning Associate Martial Frindethie, and Dave Singleton, communications leader and longtime client. 

In this episode, we share:

We also spotlight two longevity services – Clear Match Medicare and Everplans. Along with EverSafe, these three are complimentary, added-value services that The Millstone Evans Group offers its clients. 

Show Notes:

Visit The Millstone Evans Group website for more information about the company.

In Money Conscious Episode 16: Experts on Longevity Planning Services Available Now, knowledgeable leaders from Raymond James and the Millstone Evans team update you on longevity planning – what it is and what it encompasses, including an overview of incredible tools available today. 

Included on the expert panel are Sacha Millstone, president of the Millstone Evans Group and podcast host, along with the firm’s Life Cycle Planning Specialist Toni Noto and, from Raymond James, Senior Longevity Planning Consultant Alaina Butler. The episode is hosted by Dave Singleton, who works with the team on the firm’s communications and is also a longtime client who asks questions from the client’s point of view. 

In this information-packed and engaging episode, Sacha, Toni and Alaina share their perspectives on how longevity planning benefits people of all ages. They explore how important it is to have a vision for the rest of your life – and how key it is to plan early to make that vision a reality. They also spotlight specific details about the available suite of longevity planning tools and resources, including:

All three of these are complimentary, added-value longevity planning services that The Millstone Evans Group offers clients. 

The panel also focuses on Broadspire Care Management, a fee-based caregiving service. Broadspire’s dedicated care experts use a holistic, specific approach to assist you with identifying and successfully addressing the often-disorienting challenges involved in caring for an aging or disabled loved one. 

Guests:

Show Notes:

Most of us have weathered the ups and downs of volatile financial markets, but somehow each time the daunting news headlines are still unsettling. That’s why it’s a good time to stop, get a reality check and turn to two people who always provide insightful perspectives on the financial markets. 

In Episode 15: Spring 2023 Market Update with Sacha and Greg, Sacha Millstone and Greg Evans, the co-founders of The Millstone Evans Group, update you on the financial markets, including an assessment of where we are now, what investors should be thinking about, and how best you can continue to navigate market volatility. They are interviewed by Dave Singleton, a colleague and longtime client who asks the kinds of questions investors have on their minds right now.

In this information-packed and engaging episode, Sacha and Greg share:

Guests:

Sacha Millstone and Greg Evans are the co-founders of The Millstone Evans Group and, together, they bring a wealth of experience to this conversation and to their clients in 37 states. Both have several decades of experience in these markets, gaining experience at some of the top investment firms in the country prior to joining forces years ago. Sacha, Greg Evans and the team specialize in retirement planning and distribution strategies, estate planning, longevity planning, ESG or socially conscious investing, charitable giving and a number of other financial planning and investment topics. To learn more about Sacha and Greg, please check out their bios:

Sacha’s bio: https://www.millstoneevansgroup.com/acquaint/bio?_=sacha

Greg’s bio: https://www.millstoneevansgroup.com/acquaint/bio?_=greg

Show Notes:

Visit The Millstone Evans Group website for more information about the company.

March is Women's History Month and to help kick it off, I’m thrilled to spotlight how gender lens investing helped spur enormous progress in diversity of leadership at public companies over the past decade. 

Launched nine years ago, the Impax Ellevate Global Women’s Leadership Fund was the first mutual fund to focus on research and measurement of the advancement of women in the workforce at public companies around the world. The tangible results companies have experienced from engaging in this way create a virtuous circle that leads to greater leadership diversity and even better outcomes. The fund invests in many of the highest rated companies in the world.

In Money Conscious Episode 14: The Impact of Gender Lens Investing and Women’s Leadership Funds, my guest is Kelly Baldoni, Head of Global Women's Strategies at Impax Asset Management. Kelly has worked with the Impax Ellevate Global Women's Leadership Fund since its inception.

We explore many key areas such as:

Guest:

This episode’s guest is Kelly Baldoni, Head of Global Women's Strategies at Impax Asset Management. Kelly also oversees national sales and marketing initiatives for the firm’s gender lens strategies particularly the Impax Ellevate Global Women's Leadership Fund. She joined Impax Asset Management in 2014, the Fund’ founding year. Kelly has honed and expanded the firm's practice management resources, which help financial advisors very effectively engage with and serve women investors as well as the next generation of clients. In addition, Kelly publishes articles in industry publications, and regularly presents at key industry conferences and events nationwide.

Show Notes:

We could not be more excited to bring you our first podcast of 2023! In Money Conscious Episode 13: A Raymond James Expert Shares Why This is the Time to Really Get Invested, my guest is Mike Gibbs, formerly Head of Portfolio and Technical Strategy, now Lead Portfolio Manager with Gibbs Capital Management, a division of Raymond James Investment Management. My podcast last fall with Mike was one of the most popular ones and there’s a reason for that: he’s a fabulous speaker, full of facts and so insightful about strategic thinking about the markets - where we are and where we’re likely going. You’re going to love this latest episode with Mike. 

We explore in detail many key areas such as:



Guest: 

This episode’s guest is J. Michael (“Mike”) Gibbs. Mike joined Raymond James in 2012 through the acquisition of Morgan Keegan & Co. and has 37 years’ experience as Chief Equity Strategist and Portfolio Manager. As of this month, Mike is thrilled to announce his new position as Lead Portfolio Manager with Gibbs Capital Management, a division of Raymond James Investment Management.

Show Notes:

• In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way. 

• After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you!

Visit The Millstone Evans Group website for more information about the company.

As the holiday season approaches and the end of the tax year nears, it’s the time to make charitable giving decisions for the year. I know this can lead to many questions. What are your giving goals? When should you give – is it better to do it now or wait? And the question donors ask more than any other, where should you direct your donations?

In Money Conscious Episode 12: Want to Make an Impact with Charitable Giving? It’s Easier than You Think, I’m excited to explore answers to these questions and more with my guest Nicole Hisler, the Senior Vice President and Director of Charitable Solutions at Raymond James Trust. Join us for this lively episode to learn more about trends and developments in charitable giving, some of which may surprise you. Nicole and I also share the many smart ways you can approach charitable giving today and how easy it’s become to do so. We highlight the fast-growing area of donor advised funds, because we think more of you may choose to participate if you know a little bit more about them.  Among the many advantages, a donor advised fund (DAF) is extremely easy to set up, provides an immediate tax deduction, and allows you to donate to your favorite charities at the timing of your choice. Many people tell me they love having a special account that is designated just for charitable purposes – and we talk about why. 

This episode is especially timely since December 16 is the deadline to submit contribution of cash or securities held at Raymond James to a donor advised fund account. This deadline is for new account applications and all contributions. Please enjoy the episode and if you are interested in discussing this further, and possibly setting up an account, contact me and I’ll answer your questions and help you get started. 

Guest: 

This episode’s guest is Nicole Hisler, the Senior Vice President and Director of Charitable Solutions at Raymond James Trust. She is responsible for the team that provides general administration of Raymond James Charitable, a nonprofit established to give donors an easy and convenient way to support their favorite charities. Prior to her current role, Nicole worked with Raymond James Charitable for more than five years as a marketing director with Raymond James.

Show Notes:

Visit The Millstone Evans Group website for more information about the company.