Plan. Grow. Prosper

Plan. Grow. Prosper

By Kate ViscoBusinessInvesting
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Plan. Grow. Prosper episodes

  • 13. Pay Yourself First
    The concept of "paying yourself first" comes down to a mindset - using the power of budgeting to find "missing money" that you can use to create wealth. Listen as Jim and Kate discuss the importance of putting your own financial goals and future first when budgeting your money.

    If you have questions about budgeting your money to create wealth through "paying yourself first", we'd love to hear from you! Email [email protected] with your questions.

    https://www.egwealth.com

    25 min
  • 12. Planning for Long Term Care
    Estate planning and long term care planning are topics that can be uncomfortable to discuss at times, but that can make it all the more important to plan for. Join Andy as he sits down with Elizabeth White, a Certified Elder Law Attorney (CELA), to discuss long term care planning.

    If you have questions about long term care planning, we'd love to hear from you! Email [email protected] with your questions.

    https://www.egwealth.com

    57 min
  • 11. Decrypting Cryptocurrency
    What is cryptocurrency? And for that matter, what is currency? How does the exchange of cryptocurrency affect our everyday financial transactions? Should you consider holding or exchanging cryptocurrency as part of your portfolio? Join Michael and Kate as they discuss all things crypto!

    If you have questions about cryptocurrency, we'd love to hear from you! Email [email protected] with your questions.

    https://www.egwealth.com

    30 min
  • 10. Let's Talk Life Insurance
    Listen as Andy and Jim discuss a range of life insurance topics - everything from its history to the different types of and limitations on life insurance. At Evergreen Wealth Solutions, we analyze your complete financial situation, including your life insurance status, to help you achieve your goals. If you have questions about life insurance and how it plays a role in your financial picture, we'd love to hear from you! Email [email protected] with your questions.

    https://www.egwealth.com

    46 min
  • 9. Estate Planning in the Biden Era
    In this episode, Andy talks with Justin Duft, Director of Advanced Planning at Commonwealth Financial Network. Listen as we discuss estate planning in the Biden Era. Topics include estate taxes, steps to take when beginning to plan your estate, state vs. federal estate tax regulations, and stories of clients' estate planning challenges.

    If you have questions about investing in the current environment, we'd love to hear from you! Email [email protected] with your questions.

    https://www.egwealth.com

    25 min
  • 8. Institutional Investing
    The experts at Evergreen Wealth Solutions have deep knowledge and experience handling investing for institutions and not-for-profit organizations. Listen as we discuss three key areas - governance, portfolio management, and stakeholder engagement - that guide ourselves and our clients to meet their investment objectives.

    If you have questions about investing for institutions and not-for-profit organizations, we'd love to hear from you! Email [email protected] with your questions.

    https://www.egwealth.com

    35 min
  • 7. Risk Management in Financial Planning
    When managing an investment portfolio, risk management is one of the most fundamental concepts to be considered to achieve your investment goals. Managing risk requires looking at a broad spectrum of factors, from longevity to life events to personal behaviors. Hedging against known risks - and diversifying against unknown risks - can set the stage for successful investing.

    If you have questions about the risk factors affecting your investments, we'd love to hear from you! Email [email protected] with your questions.

    https://www.egwealth.com

    24 min
  • 6. An Inside Look at "ESG" or Socially Responsible Investing
    Investing in a company is the same as being a part-owner of that company. You share in the profits and, some would argue, this means you also share some responsibility to understand how those profits are generated. When folks want to feel good about how that profit is generated, and want to know that it aligns with their own personal ethics and beliefs, they have the option to invest based on their beliefs and their values.

    Learn more about what this means by listening to this podcast and then email us at [email protected] to learn more about how to get started.

    https://www.egwealth.com

    22 min
  • 5. The Benefits of Proper Portfolio Allocation & Householding
    Sometimes, it's a good thing to have a loss in the stock market. YES -- you read that correctly.

    Tune in as we unpack how the team at Evergreen focuses on tax efficiency through proper portfolio allocation, and not only returns, to achieve clients' financial goals.

    If you have questions after this episode, we'd love to hear from you! Email [email protected] with your questions.

    28 min
  • 4. Meet the Investment Committee
    The Evergreen Wealth Solutions investment committee is comprised of Evergreen team members and third-party advisors. This group provides structure to how and where Evergreen invests and is focused on fulfilling the needs of every Evergreen client.

    After you listen to the committee members in this episode, you can visit us online for more information.

    Or email us with any of your questions: [email protected]

    23 min

About Plan. Grow. Prosper

From the publisher's feed

Welcome to Plan. Grow. Prosper. the podcast that empowers you to make informed financial decisions and navigate the complex world of wealth management. Whether you're just starting your journey to financial success or looking to enhance your existing wealth, our show is designed to provide you with the knowledge, strategies, and insights you need to build and protect your wealth.