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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.

11 episodes

Episodes

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Episode 39 - Why Financial Planning (with Jesse Lineberry, CFP®)

00:34:559/26/2024

Episode 38 - Sticking to the Plan (with Eric Ash & Liz Cane)

00:46:547/10/2024

Episode 37 - Mistakes Your Advisor Can Help Prevent // Cash Flow

00:16:584/10/2024

Episode 36 - Mistakes Your Advisor Can Help Prevent // Taxes

00:19:022/16/2024

Episode 35 - Three Common Problems Plaguing 401(k) Retirement Plans

00:16:5510/31/2023

Episode 34 - Mistakes Your Advisor Can Help Prevent // Estate Planning

00:26:3610/2/2023

Episode 33 - Mistakes Your Advisor Can Help Prevent // Investments

00:17:058/23/2023

Episode 32 - What to Know about SECURE 2.0 (Part 2)

00:21:007/7/2023

Episode 31 - What to Know about SECURE 2.0 (Part 1)

00:13:346/5/2023

Episode 30 - Taking Control - Is Your Estate Plan in Good Shape?

00:47:449/27/2021

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