Plan. Grow. Prosper
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Language:
English
Contact:
570-601-6960
Website:
https://www.egwealth.com/
Email:
info@egwealth.com
Episodes
43. A Seat at the Table: Building Stronger Families with Dwell
12/9/2024
Join Evergreen’s Michael Kolb and Dwell’s Jenn Lake as they discuss the transformative work of Dwell, a nonprofit dedicated to supporting foster, adoptive, and kinship families in Central Pennsylvania. Learn how community support can create lasting change, provide practical resources, and nurture families so every child can thrive in a safe and loving home. This inspiring conversation highlights the power of collaboration and how you can get involved in making a difference.
Duration:00:30:27
Evergreen Institutional: Private Capital
11/12/2024
Today we talk about the benefits of private investments and institution portfolios and the difference of public and private investments. We also talk about the challenge of managing private investment cash flows and more!
If you have questions or concerns, we'd love to hear from you! Email Kate@egwealth.com with your questions.
Duration:00:32:19
Evergreen Institutional: Spending Policy
11/12/2024
On this episode we talk about Spending Policy! We are going to focus on balancing the needs of present and future through spending policies and more!
If you have questions or concerns, we'd love to hear from you! Email Kate@egwealth.com with your questions.
Duration:00:19:25
Evergreen Institutional: Philosophy & Process
11/12/2024
Let's discuss how you as a board member or a member of an endowment non profit organization, might want to structure your thinking surrounding investment management and board governance.
If you have questions or concerns, we'd love to hear from you! Email Kate@egwealth.com with your questions.
Duration:00:32:22
Evergreen Institutional Episode 2
11/12/2024
On This episode we're going to talk about board governance and the primary documents that are used in informing investment decisions and how you as a investment committee or board member should be thinking about your responsibility and your contribution and decision making process surrounding governance.
If you have questions or concerns, we'd love to hear from you! Email Kate@egwealth.com with your questions.
Duration:00:23:36
Introduction to Evergreen Institutional
11/12/2024
On this episode, We're going to cover several topics that relate to the best practices of institutional asset management with the goal of creating a process and program that lasts generations.
Duration:00:10:54
37. Welcome: Todd Rishel!
5/10/2024
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.
Duration:00:21:45
36. 2024 Outlook: A Deep Dive Discussion
1/22/2024
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/
Duration:00:37:29
35. Not-For-Profit Governance
6/6/2023
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
Duration:00:30:29
34. The Impact of Philanthropy
3/8/2023
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.
Duration:00:39:49
33. Buy/Sell Agreements
2/22/2023
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
Duration:00:26:39
32. Assessing Performance
2/8/2023
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
Duration:00:15:34
31. The Concept of Asset Allocation
1/25/2023
An 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 kate@egwealth.com with your questions.
https://www.egwealth.com
Duration:00:25:05
30. What are Stocks and Bonds?
1/11/2023
How 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 kate@egwealth.com with your questions.
https://www.egwealth.com
Duration:00:18:34
29. Commercial Real Estate in a Rising Interest Rate Environment
12/28/2022
Whether 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 kate@egwealth.com with your questions.
https://www.egwealth.com
Duration:00:20:30
28. Are You Mentally Ready to Exit the Business?
12/14/2022
Leadership 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 kate@egwealth.com with your questions.
https://www.egwealth.com
Duration:00:28:01
27. EOS and Getting Your Business Ready for Your Exit
11/30/2022
EOS - 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 kate@egwealth.com with your questions.
https://www.egwealth.com
Duration:00:43:43
26. Current State of Cybersecurity, Liability, and Compliance
11/10/2022
Many 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! Email kate@egwealth.com with your questions.
https://www.egwealth.com
Duration:00:47:29
25. Management Buyout
10/26/2022
Among 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 kate@egwealth.com with your questions.
https://www.egwealth.com
Duration:00:18:12
24. Family Business Transfer
10/12/2022
The 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 about establishing an ESOP for your business, we'd love to hear from you! Email kate@egwealth.com with your questions.
https://www.egwealth.com
Duration:00:22:04