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Plan Well. Live Well.

Business & Economics Podcasts

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. 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 and goals. For more about Evergreen Wealth Solutions, visit us online at https://wwww.egwealth.com

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. 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 and goals. For more about Evergreen Wealth Solutions, visit us online at https://wwww.egwealth.com

Location:

United States

Description:

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. 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 and goals. For more about Evergreen Wealth Solutions, visit us online at https://wwww.egwealth.com

Language:

English

Contact:

570-601-6960


Episodes

4. Meet the Investment Committee

5/5/2021
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: kate@egwealth.com

Duration:00:22:09

3. Net Worth Statements: How to create one & why they are important

4/21/2021
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.

Duration:00:12:00

2. The Importance of Budgeting

4/14/2021
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.

Duration:00:11:02

1. Getting to know Evergreen Wealth Solutions

4/13/2021
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

Duration:00:15:03

Coming Soon: Plan Well. Live Well.

4/5/2021
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. 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 and...

Duration:00:03:34