Expert Advice on Personal Audit Risk
In our latest podcast, one of Evergreen Gavekal’s seasoned CFP® & CEPA professionals, Kaeli Kaainoa, sits down with our newest…
2024 Horizon
There are many professional economists who can tell you what is on the horizon for 2024. In this episode of…
Understanding the People in Your Plan
On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to…
Planning for Tax Reform
In 2020, Evergreen published a podcast on our thoughts about preparing for Biden’s tax plan. Now, we are offering more…
Accidental Wealth and Smart Investing for Tech Workers
Something we see almost daily but have never discussed on the podcast is the occurrence of what Jeff Otis calls…
All About Gifting
In this episode, Jeff Otis talks to estate planner, Katie Ludwick, of Ludwick Law Group P.S. about the basic rules…