Financial Tip: Implement a Goals-Based Budget

Overcoming 5 Fears Related to Charitable Giving

In this episode, Evan details the concerns and fears that clients have expressed to us about charitable giving over the years. It turns out, those boil down to 5 main fears. Evan discusses each and how we help clients overcome them so they can create positive financial impact for their families, communities, and beyond. If you're interested in how to structure and manage your charitable giving, this episode is for you!

Financial Tip: Start Saving As Early As Possible

In this episode, Evan details a scenario of two investors beginning their savings at different ages and you will be shocked to hear what a difference only a few years makes!

Financial Tip: Streamline Your Money System

In this episode, Evan provides a high level overview of how he manages his personal, family, and business money system including segmenting bills from spending and how to set up your banking and investment automations.

Financial Tip: Why You Should Review Insurance Policies Annually

In this episode, Evan details why we recommend and often perform insurance policy annual reviews for client life, disability, long term care, and property and casualty coverages on an annual basis.

Financial Tip: Implement a Goals-Based Budget

In this episode, Evan details why we most often recommend clients implement a goals-based budget vs. a restrictive penny counting budget.