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
Jul 14, 2021
24 min
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!
https://www.egwealth.com
Jun 30, 2021
34 min
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 management, we'd love to hear from you! Email [email protected] with your questions.
Jun 16, 2021
23 min
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.
Email us at [email protected] to learn more about how to get started.
Jun 2, 2021
21 min
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.
May 19, 2021
27 min
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]
May 5, 2021
22 min
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.
Apr 21, 2021
12 min
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.
Apr 14, 2021
11 min
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
Apr 13, 2021
15 min
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.
For more about Evergreen Wealth Solutions, visit us online at https://wwww.egwealth.com
Apr 5, 2021
2 min