Plan. Grow. Prosper

Plan. Grow. Prosper

By Kate ViscoBusinessInvesting
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Plan. Grow. Prosper episodes

  • 3. Net Worth Statements: How to create one & why they are important
    What is a net worth statement? Why is it important? Income may afford you a way of life, but when you go to retire if your net worth cannot help you replace that income, your lifestyle may be in trouble.

    Listen as the Evergreen team unpacks how to set up your own net worth statement and when you may need one.

    Check out these additional resources on building your net worth statement.

    12 min
  • 2. The Importance of Budgeting
    Most everyone understands the value of a household budget. However, it's rare that people have a true accounting for every dollar that comes in and out of their bank account. In this episode, the Evergreen teams talks about the benefits of budgeting, how to properly organize a budget, and why a budget is key to financial freedom.

    Check out these additional resources on Budgeting.

    11 min
  • 1. Getting to know Evergreen Wealth Solutions
    In this episode of the podcast, Kate sits down with Andrew Harris, founder and president of Evergreen Wealth Solutions. Kate and Andrew talk about "how" and "why" the company was founded, the mission of the firm, and how they landed on Evergreen Wealth Solutions for a name.

    Read more about the Evergreen story here: https://www.evergreenwealthsolutions.com/evergreen-story

    16 min
  • Coming Soon: Plan. Grow. Prosper.
    At Evergreen Wealth Solutions we're focused on helping you build and maintain your ideal financial life.

    Each episode of this podcast will provide you with insights and frameworks to help you build your own ideal financial life.

    To do this, we'll feature members of the Evergreen Wealth Solutions team, industry experts, and successful individuals. We hope that, by telling their stories, this podcast can become a way for you to gain perspective when evaluating your own financial choices and goals.

    For more about Evergreen Wealth Solutions, visit us online at https://wwww.egwealth.com 

    3 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.