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EvoFi: A Finance Podcast for Humans | Wave AI Podcast Notes
EvoFi: A Finance Podcast for Humans
A podcast about money, economics, and being a human in spite of those things.
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11 episodes
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Episodes
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Episode 39 - Why Financial Planning (with Jesse Lineberry, CFP®)
00:34:55
9/26/2024
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Episode 38 - Sticking to the Plan (with Eric Ash & Liz Cane)
00:46:54
7/10/2024
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Episode 37 - Mistakes Your Advisor Can Help Prevent // Cash Flow
00:16:58
4/10/2024
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Episode 36 - Mistakes Your Advisor Can Help Prevent // Taxes
00:19:02
2/16/2024
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Episode 35 - Three Common Problems Plaguing 401(k) Retirement Plans
00:16:55
10/31/2023
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Episode 34 - Mistakes Your Advisor Can Help Prevent // Estate Planning
00:26:36
10/2/2023
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Episode 33 - Mistakes Your Advisor Can Help Prevent // Investments
00:17:05
8/23/2023
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Episode 32 - What to Know about SECURE 2.0 (Part 2)
00:21:00
7/7/2023
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Episode 31 - What to Know about SECURE 2.0 (Part 1)
00:13:34
6/5/2023
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Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?
00:47:44
9/27/2021
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