Plan. Grow. Prosper.

Plan. Grow. Prosper.

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

Episodes

April 13, 2021 15 min
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 

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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

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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. 

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May 5, 2021 22 min
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 

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Sometimes, it's a good thing to have a loss in the stock market.  YES -- you read that correctly. 

Tune in as we unpack how the team at Evergreen focuses on tax efficiency through proper portfolio allocation, and not only returns, to achieve clients' financial goals. 

If you have questions after this episode, we'd love to hear from you! Email kate@egwealth.com with your questions. 

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Investing in a company is the same as being a part-owner of that company. You share in the profits and, some would argue, this means you also share some responsibility to understand how those profits are generated. When folks want to feel good about how that profit is generated, and want to know that it aligns with their own personal ethics and beliefs, they have the option to invest based on their beliefs and their values.

Learn m...

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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 you...

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June 30, 2021 34 min
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 f...

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July 14, 2021 24 min
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...

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July 28, 2021 45 min
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 k...
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August 11, 2021 29 min
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.c...

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August 25, 2021 56 min
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.egwealt...

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September 8, 2021 24 min
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! E...

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October 20, 2021 46 min
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 succes...

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November 23, 2021 23 min
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 Off...

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December 8, 2021 14 min
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 wit...

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December 22, 2021 57 min
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 fro...

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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 macr...

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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 conti...

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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?...

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