Plan. Grow. Prosper
37 episodes - English - Latest episode: 3 months ago - ★★★★★ - 3 ratingsWelcome 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.
Hosted by experts in finance, investing, and wealth management, Plan. Grow. Prosper brings you a diverse range of topics and interviews. We believe that wealth management is not just about making money; it's about making the most of the money you have. Join us on this journey toward financial freedom, and together, we'll navigate the path to a more secure and prosperous future. Subscribe to Plan. Grow. Prosper today and take control of your financial destiny.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
2024 Outlook: A Deep Dive Discussion
January 22, 2024 13:19 - 37 minutes - 34.3 MBFinally Normal 2024! Are we finally normal in 2024? Andy Harris and Derek Varner of Investment Research Partners sit down and have a discussion about 2024 and the implications around the new year! If you have questions or concerns, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com Click the link below to read the whitepaper 2024 Outlook: Finally "Normal" https://evergreenwealthsolutions.com/resources/whitepapers/
Not-For-Profit Governance
June 06, 2023 07:00 - 30 minutes - 27.9 MBHave you ever wondered what it takes to start and establish a non-profit? Davie Jane Gilmour, President Emeritus at Pennsylvania College of Technology, discusses with Ed her new business venture, DJG Opportunities. DJG helps non-profits with governance, which includes strategy, leadership, and developing and defining a mission. Focusing on the fundamentals first is a crucial step to lead the way for success. If you have questions regarding not-for-profit governance, we'd love to he...
34. The Impact of Philanthropy
March 08, 2023 06:00 - 39 minutes - 36.5 MBDid you know that philanthrophy can have just as much of an impact for the donor as it does the beneficiary? Listen as Andy Harris & Jason McCahan, Director of Philanthropy at First Community Foundation Partnership, discuss how giving affects our local and regional communities and how your giving objectives can fit into your financial plan.
33. Buy/Sell Agreements
February 22, 2023 11:00 - 26 minutes - 26.9 MBNot unlike a budding marriage, it is important to set expectations out clearly when beginning a business partnership, or when buying or selling that business. Noel Anderson, Vice President of Executive Benefits at Madison Brokerage, is our guest for this topic. If you have questions about a business buy/sell agreement, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
32. Assessing Performance
February 08, 2023 11:00 - 15 minutes - 23.9 MBIt is vital to look at your investment portfolio on a regular basis to determine if the current investment classes are appropriate for the market and economic conditions going forward, and appropriate for your goals and risk tolerance. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic. If you have questions about assessing the performance of your investments, we'd love to hear from you! Email [email protected] with your questions. https://ww...
31. The Concept of Asset Allocation
January 25, 2023 11:00 - 25 minutes - 37 MBAn important part of establishing investments within a portfolio involves setting up the appropriate allocation of funds amongst those various investment classes to achieve the client's goals. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic. If you have questions about the allocation of your investments, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
30. What are Stocks and Bonds?
January 11, 2023 11:00 - 19 minutes - 29.5 MBHow should various asset classes - stocks, bonds, ETFs, and mutual funds - fit into your overall portfolio and goals? Part of our job here at Evergreen Wealth Solutions to is help educate our clients on these and other investment forms. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic. If you have questions about your investments, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
29. Commercial Real Estate in a Rising Interest Rate Environment
December 28, 2022 11:00 - 20 minutes - 21.3 MBWhether it be leased space, warehousing, convenience stores, brownfields, retail, or other types of commercial property, the central Pennsylvania market has it all. John Brindger, who has specialized in commercial real estate for close to 25 years, is our guest for this topic. If you have questions about commercial real estate, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
28. Are You Mentally Ready to Exit the Business?
December 14, 2022 11:00 - 27 minutes - 28.2 MBLeadership coaching can provide vital input when planning a business exit or transition. Keith Kuzio, founder and principle of Intentional AdVennTures, LLC, is our guest for this topic. If you would like more information about business transition planning, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
27. EOS and Getting Your Business Ready for Your Exit
November 30, 2022 11:00 - 43 minutes - 42.5 MBEOS - the Entrepreneurial Operating System - is a simple, proven business operating system that can help your entrepreneurial organization clarify, simplify, and achieve its vision. Bill Stratton, a Certified EOS Implementer, is our guest for this topic. If you would like more information about how to apply EOS to your business, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
26. Current State of Cybersecurity, Liability, and Compliance
November 10, 2022 16:30 - 47 minutes - 45.9 MBMany regulated industries, including banking, insurance, investment firms, and many others, have strict requirements for digital security and compliance. Client data and personal information must be kept secure, and data storage and retrieval methods must be comply with state and federal laws. Fred Reck, founder, CEO, and President of InnoTek Computer Consulting, Inc., is our guest for this topic. If you have questions regarding cybersecurity for your business, we'd love to hear from you! ...
25. Management Buyout
October 26, 2022 10:00 - 18 minutes - 27.5 MBAmong the most challenging business transitions is the management buyout. Seller financing, leadership skills of the new ownership team, and legal implications can make this a high-risk business transfer, requiring careful planning. Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC, is our guest for this topic. If you have questions regarding a management buyout of your business, we'd love to hear from you! Email [email protected] with your questions. https://www...
24. Family Business Transfer
October 12, 2022 13:25 - 22 minutes - 30.3 MBThe process of transfering a family business can be very hard from an emotional perspective. There's a lot invested in the business and there can be several challenges. What's the best way to work through this process? In this episode, Ed Barone, EGW's Business Transition Advisor discusses options, challenges and offers best practices in working through the family business transfer with guest Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC. If you have questions ...
23. Employee Stock Ownership Plan (ESOP)
September 28, 2022 11:23 - 45 minutes - 43.9 MBThere are several facets to consider when establishing an ESOP - Employee Stock Ownership Plan - for your business. Ownership stakes, tax implications, and ongoing compliance with regulations are just a few of the angles to consider. Richard Glassman, Partner of ESOP Plus®, is our guest as we discuss options for and implications of ESOPs. If you have questions about establishing an ESOP for your business, we'd love to hear from you! Email [email protected] with your questions. https://ww...
22. Selling Your Business
September 14, 2022 11:00 - 57 minutes - 81.7 MBWhen it comes to selling a small or family-owned business, many questions come into play. Is the owner prepared? Is the family prepared? Are there plans in place? When is the right time to exit the business? Robert McCormack, founder of Murphy McCormack Capital Advisors, is our guest as we discuss options for and ramifications of selling your own business. If you have questions about selling your business, we'd love to hear from you! Email [email protected] with your questions. https://w...
21. Structure in the Sale of a Privately-Owned Business
August 31, 2022 11:00 - 31 minutes - 43.8 MBWith the pending sale of a private business, the deal structure of the sale itself must be considered. The sale of business assets and stock also has its own tax and legal ramifications. Listen as Ed Barone, EGW's Business Transition Advisor discusses the sale of a private business with Kevin McGarry, CPA at Urish Popeck & Co., LLC, and Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC. If you have questions about selling your business, we'd love to hear from yo...
20. Exiting a Business Is a Process, not an Event
July 26, 2022 20:52 - 46 minutes - 42.6 MBIn this episode we are joined by John Leonetti, CEO of the International Exit Planning Association, recognized leader and educator in Exit Planning and the author of, Exiting Your Business, Protecting Your Wealth: A Strategic Guide For Owner's and Their Advisors. This episode is part of our podcast series focused on the process we built to help small business owners develop a business exit strategy. Are you ready for your exit? Tune in to learn the vital steps in our 6 Step Process for exit ...
19. Three Little Words. One Big Message.
June 30, 2022 15:36 - 13 minutes - 12.7 MBWhen Evergreen Wealth Solutions was founded in 2015, the practice looked a lot different than it does today. A primary focus on helping individuals and families has always been the core of who we are. As our firm has grown, we are also now assisting businesses, institutions, and not-for-profit organizations manage and grow their portfolios and investment objectives. At Evergreen Wealth Solutions, we have always been, and will continue to be, a planning-cenric firm. But we also strongly bel...
18. How Current Events Affect the Market
March 23, 2022 04:30 - 23 minutes - 31.8 MB2022 is already off to a busy start - the pandemic is still with us, inflation is on the rise, and geopolitical strife is hitting eastern Europe. How should we evaluate the investment opportunities and mitigate risk when these and other factors fluctuate throughout the world economy? Michael and Kate discuss data-driven strategies we bring to bear in our economic analysis, from our active management philosophy to absorbing the macroeconomic environment. If you have questions, we'd love to he...
17. Selling Your Business
December 22, 2021 05:00 - 57 minutes - 79.1 MBWhen it comes to selling a small or family-owned business, many questions come into play. Is the owner prepared? Is the family prepared? Are there plans in place? When is the right time to exit the business? Robert McCormack, founder of Murphy McCormack Capital Advisors, is our guest as we discuss options for and ramifications of selling your own business. If you have questions about selling your business, we'd love to hear from you! Email [email protected] with your questions. https://www...
16. Inflation
December 08, 2021 05:00 - 14 minutes - 19.4 MBInflation can be caused by excessive demand for, or inadequate supply of, goods and services. These can range from mundane goods like food, clothing, and gas, to cars, homes, and even investments. Listen as Kate discusses the implications of inflation with special guest Derek Varner, CFA®. If you have questions about mitigating the risks of inflation in your portfolio, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
15. Charitable Giving
November 23, 2021 05:00 - 23 minutes - 31.7 MBA community foundation works to help donors fulfill their philanthropic passion, and to support nonprofit organizations in their area. When donors come forward and are looking to invest funds in charitable giving, they often need help in guiding those funds to make the most impact. Listen as Ed and Kate discuss some of the charitable giving options available with special guest Jennifer D. Wilson, President & Chief Executive Officer of First Community Foundation Partnership of Pennsylvania (FC...
14. Creating a Transferrable Business
October 20, 2021 17:46 - 46 minutes - 64.2 MBWhat should a business owner plan for when deciding how (or when, or if!) to sell or divest themselves from the business they created? How can the business owner extract value from the company, while taking care of their employees as well as their own heirs? Listen as Ed and Kate discuss these business options with special guest Marshall Welch, an EOS Implementer with a broad range of experience in helping businesses be more successful. If you have questions about your exit options as a busi...
13. Pay Yourself First
September 08, 2021 04:00 - 24 minutes - 33 MBThe concept of "paying yourself first" comes down to a mindset - using the power of budgeting to find "missing money" that you can use to create wealth. Listen as Jim and Kate discuss the importance of putting your own financial goals and future first when budgeting your money. If you have questions about budgeting your money to create wealth through "paying yourself first", we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
12. Planning for Long Term Care
August 25, 2021 04:00 - 56 minutes - 78 MBEstate planning and long term care planning are topics that can be uncomfortable to discuss at times, but that can make it all the more important to plan for. Join Andy as he sits down with Elizabeth White, a Certified Elder Law Attorney (CELA), to discuss long term care planning. If you have questions about long term care planning, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
11. Decrypting Cryptocurrency
August 11, 2021 04:00 - 29 minutes - 40.3 MBWhat is cryptocurrency? And for that matter, what is currency? How does the exchange of cryptocurrency affect our everyday financial transactions? Should you consider holding or exchanging cryptocurrency as part of your portfolio? Join Michael and Kate as they discuss all things crypto! If you have questions about cryptocurrency, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
10. Let's Talk Life Insurance
July 28, 2021 04:00 - 45 minutes - 61.9 MBListen as Andy and Jim discuss a range of life insurance topics - everything from its history to the different types of and limitations on life insurance. At Evergreen Wealth Solutions, we analyze your complete financial situation, including your life insurance status, to help you achieve your goals. If you have questions about life insurance and how it plays a role in your financial picture, we'd love to hear from you! Email [email protected] with your questions. https://www.egwealth.com
9. Estate Planning in the Biden Era
July 14, 2021 04:00 - 24 minutes - 33.9 MBIn 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.egwe...
8. Institutional Investing
June 30, 2021 04:00 - 34 minutes - 47.8 MBThe 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! Email [email protected] with your questions. https://w...
7. Risk Management in Financial Planning
June 16, 2021 04:00 - 23 minutes - 31.7 MBWhen 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 kate@egwealt...
6. An Inside Look at "ESG" or Socially Responsible Investing
June 02, 2021 04:00 - 21 minutes - 29.2 MBInvesting 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 th...
5. The Benefits of Proper Portfolio Allocation & Householding
May 19, 2021 04:00 - 27 minutes - 37.9 MBSometimes, 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.
4. Meet the Investment Committee
May 05, 2021 04:00 - 22 minutes - 30.4 MBThe 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]
3. Net Worth Statements: How to create one & why they are important
April 21, 2021 04:00 - 12 minutes - 16.5 MBWhat 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.
2. The Importance of Budgeting
April 14, 2021 04:00 - 11 minutes - 15.1 MBMost 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.
1. Getting to know Evergreen Wealth Solutions
April 13, 2021 17:08 - 15 minutes - 20.6 MBIn 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
Coming Soon: Plan Well. Live Well.
April 05, 2021 17:22 - 2 minutes - 4.9 MBAt 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 an...