Show cover of Plan. Grow. Prosper

Plan. Grow. Prosper

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.

Tracks

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/
37:29 1/22/24
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
30:29 6/6/23
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.  
39:49 3/8/23
33. 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
26:39 2/22/23
32. 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
15:34 2/8/23
31. The Concept of Asset Allocation
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
25:05 1/25/23
30. What are Stocks and Bonds?
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
19:39 1/11/23
29. Commercial Real Estate in a Rising Interest Rate Environment
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
20:28 12/28/22
28. Are You Mentally Ready to Exit the Business?
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
27:59 12/14/22
27. EOS and Getting Your Business Ready for Your Exit
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
43:39 11/30/22
26. Current State of Cybersecurity, Liability, and Compliance
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
47:25 11/10/22
25. Management Buyout
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
18:12 10/26/22
24. Family Business Transfer
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
22:04 10/12/22
23. Employee Stock Ownership Plan (ESOP)
There are several facets to consider when establishing an ESOP - Employee Stock Ownership Plan - for your business. Ownership stakes, tax implications, and ongoing compliance with regulations are just a few of the angles to consider. Richard Glassman, Partner of ESOP Plus®, is our guest as we discuss options for and implications of ESOPs. 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
45:11 9/28/22
22. Selling Your Business
When it comes to selling a small or family-owned business, many questions come into play. Is the owner prepared? Is the family prepared? Are there plans in place? When is the right time to exit the business? Robert McCormack, founder of Murphy McCormack Capital Advisors, is our guest as we discuss options for and ramifications of selling your own business. If you have questions about selling your business, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
57:37 9/14/22
21. Structure in the Sale of a Privately-Owned Business
With the pending sale of a private business, the deal structure of the sale itself must be considered. The sale of business assets and stock also has its own tax and legal ramifications. Listen as Ed Barone, EGW's Business Transition Advisor discusses the sale of a private business with Kevin McGarry, CPA at Urish Popeck & Co., LLC, and Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC.  If you have questions about selling your business, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
31:53 8/31/22
20. Exiting a Business Is a Process, not an Event
In this episode we are joined by John Leonetti, CEO of the International Exit Planning Association, recognized leader and educator in Exit Planning and the author of, Exiting Your Business, Protecting Your Wealth: A Strategic Guide For Owner's and Their Advisors. This episode is part of our podcast series focused on the process we built to help small business owners develop a business exit strategy. Are you ready for your exit? Tune in to learn the vital steps in our 6 Step Process for exit strategy and succession planning. Plan Grow Prosper. If you have questions about how we can help you plan, grow, or prosper as an individual or organization, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
46:34 7/26/22
19. Three Little Words. One Big Message.
When Evergreen Wealth Solutions was founded in 2015, the practice looked a lot different than it does today. A primary focus on helping individuals and families has always been the core of who we are. As our firm has grown, we are also now assisting businesses, institutions, and not-for-profit organizations manage and grow their portfolios and investment objectives. At Evergreen Wealth Solutions, we have always been, and will continue to be, a planning-cenric firm. But we also strongly believe that our clients and partners should grow, and have a prosperous mindset along the way. Plan. Grow. Prosper. If you have questions about how we can help you plan, grow, or prosper as an individual or organization, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
13:50 6/30/22
18. How Current Events Affect the Market
2022 is already off to a busy start - the pandemic is still with us, inflation is on the rise, and geopolitical strife is hitting eastern Europe. How should we evaluate the investment opportunities and mitigate risk when these and other factors fluctuate throughout the world economy? Michael and Kate discuss data-driven strategies we bring to bear in our economic analysis, from our active management philosophy to absorbing the macroeconomic environment. If you have questions, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
23:11 3/23/22
17. Selling Your Business
When it comes to selling a small or family-owned business, many questions come into play. Is the owner prepared? Is the family prepared? Are there plans in place? When is the right time to exit the business? Robert McCormack, founder of Murphy McCormack Capital Advisors, is our guest as we discuss options for and ramifications of selling your own business. If you have questions about selling your business, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
57:37 12/22/21
16. Inflation
Inflation can be caused by excessive demand for, or inadequate supply of, goods and services. These can range from mundane goods like food, clothing, and gas, to cars, homes, and even investments. Listen as Kate discusses the implications of inflation with special guest Derek Varner, CFA®. If you have questions about mitigating the risks of inflation in your portfolio, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
14:07 12/8/21
15. Charitable Giving
A community foundation works to help donors fulfill their philanthropic passion, and to support nonprofit organizations in their area. When donors come forward and are looking to invest funds in charitable giving, they often need help in guiding those funds to make the most impact. Listen as Ed and Kate discuss some of the charitable giving options available with special guest Jennifer D. Wilson, President & Chief Executive Officer of First Community Foundation Partnership of Pennsylvania (FCFP). If you have questions about allocating funds for charity, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
23:04 11/23/21
14. Creating a Transferrable Business
What should a business owner plan for when deciding how (or when, or if!) to sell or divest themselves from the business they created? How can the business owner extract value from the company, while taking care of their employees as well as their own heirs? Listen as Ed and Kate discuss these business options with special guest Marshall Welch, an EOS Implementer with a broad range of experience in helping businesses be more successful. If you have questions about your exit options as a business owner, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
46:47 10/20/21
13. Pay Yourself First
The concept of "paying yourself first" comes down to a mindset - using the power of budgeting to find "missing money" that you can use to create wealth. Listen as Jim and Kate discuss the importance of putting your own financial goals and future first when budgeting your money. If you have questions about budgeting your money to create wealth through "paying yourself first", we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
24:01 9/8/21
12. Planning for Long Term Care
Estate planning and long term care planning are topics that can be uncomfortable to discuss at times, but that can make it all the more important to plan for. Join Andy as he sits down with Elizabeth White, a Certified Elder Law Attorney (CELA), to discuss long term care planning. If you have questions about long term care planning, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
56:49 8/25/21
11. Decrypting Cryptocurrency
What is cryptocurrency? And for that matter, what is currency? How does the exchange of cryptocurrency affect our everyday financial transactions? Should you consider holding or exchanging cryptocurrency as part of your portfolio? Join Michael and Kate as they discuss all things crypto! If you have questions about cryptocurrency, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
29:23 8/11/21
10. Let's Talk Life Insurance
Listen as Andy and Jim discuss a range of life insurance topics - everything from its history to the different types of and limitations on life insurance. At Evergreen Wealth Solutions, we analyze your complete financial situation, including your life insurance status, to help you achieve your goals. If you have questions about life insurance and how it plays a role in your financial picture, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
45:04 7/28/21
9. Estate Planning in the Biden Era
In this episode, Andy talks with Justin Duft, Director of Advanced Planning at Commonwealth Financial Network. Listen as we discuss estate planning in the Biden Era. Topics include estate taxes, steps to take when beginning to plan your estate, state vs. federal estate tax regulations, and stories of clients' estate planning challenges. If you have questions about investing in the current environment, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
24:41 7/14/21
8. Institutional Investing
The experts at Evergreen Wealth Solutions have deep knowledge and experience handling investing for institutions and not-for-profit organizations. Listen as we discuss three key areas - governance, portfolio management, and stakeholder engagement - that guide ourselves and our clients to meet their investment objectives. If you have questions about investing for institutions and not-for-profit organizations, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
34:48 6/30/21
7. Risk Management in Financial Planning
When managing an investment portfolio, risk management is one of the most fundamental concepts to be considered to achieve your investment goals. Managing risk requires looking at a broad spectrum of factors, from longevity to life events to personal behaviors. Hedging against known risks - and diversifying against unknown risks - can set the stage for successful investing. If you have questions about the risk factors affecting your investments, we'd love to hear from you! Email kate@egwealth.com with your questions. https://www.egwealth.com
23:05 6/16/21