Plan. Grow. Prosper
by Kate ViscoWelcome 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.
Copyright: 2023
Episodes
2024 Outlook: A Deep Dive Discussion
37m · PublishedFinally 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] 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
30m · PublishedHave 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 hear from you! Email [email protected] with your questions.
https://www.egwealth.com
34. The Impact of Philanthropy
39m · PublishedDid 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
26m · PublishedNot 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
15m · PublishedIt 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://www.egwealth.com
31. The Concept of Asset Allocation
25m · PublishedAn 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?
19m · PublishedHow 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
20m · PublishedWhether 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?
27m · PublishedLeadership 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
43m · PublishedEOS - 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
Plan. Grow. Prosper has 36 episodes in total of non- explicit content. Total playtime is 18:01:12. The language of the podcast is English. This podcast has been added on October 26th 2022. It might contain more episodes than the ones shown here. It was last updated on May 5th, 2024 00:13.