37 episodes
Plan. Grow. Prosper Kate Visco
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- Business
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5.0 • 6 Ratings
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Welcome 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.
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Welcome: Todd Rishel!
This is your chance to get to know Todd Rishell! A new advisor that joined us in 2023. Get to know and learn a little bit about Todd in this podcast.
If you have questions or concerns, we'd love to hear from you! Email Kate@egwealth.com with your questions. -
2024 Outlook: A Deep Dive Discussion
Finally 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 Kate@egwealth.com 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
Have 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 Kate@egwealth.com with your questions.
https://www.egwealth.com -
34. The Impact of Philanthropy
Did 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.
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Buy/Sell Agreements
Not 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 kate@egwealth.com with your questions.
https://www.egwealth.com -
Assessing Performance
It 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 kate@egwealth.com with your questions.
https://www.egwealth.com
Customer Reviews
Great team!
The entire crew is top-notch. Great podcast and great people.