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Plan Well. Live Well.
23 minutes | Jun 16, 2021
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 firstname.lastname@example.org with your questions. https://www.egwealth.com
21 minutes | Jun 2, 2021
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@example.com to learn more about how to get started. https://www.egwealth.com
28 minutes | May 19, 2021
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 firstname.lastname@example.org with your questions.
22 minutes | May 5, 2021
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@example.com
12 minutes | Apr 21, 2021
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.
11 minutes | Apr 14, 2021
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.
15 minutes | Apr 13, 2021
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
3 minutes | Apr 5, 2021
Coming Soon: Plan Well. Live Well.
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
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