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.

43. A Seat at the Table: Building Stronger Families with Dwell 12/09/2024

Evergreen Institutional: Private Capital 11/12/2024

Evergreen Institutional: Spending Policy 11/12/2024

Evergreen Institutional: Philosophy & Process 11/12/2024

Evergreen Institutional Episode 2 11/12/2024

Introduction to Evergreen Institutional 11/12/2024

37. Welcome: Todd Rishel! 05/10/2024

36. 2024 Outlook: A Deep Dive Discussion 01/22/2024

35. Not-For-Profit Governance 06/06/2023

34. The Impact of Philanthropy 03/08/2023

33. Buy/Sell Agreements 02/22/2023

32. Assessing Performance 02/08/2023

31. The Concept of Asset Allocation 01/25/2023

30. What are Stocks and Bonds? 01/11/2023

29. Commercial Real Estate in a Rising Interest Rate Environment 12/28/2022

28. Are You Mentally Ready to Exit the Business? 12/14/2022

27. EOS and Getting Your Business Ready for Your Exit 11/30/2022

26. Current State of Cybersecurity, Liability, and Compliance 11/10/2022

25. Management Buyout 10/26/2022

24. Family Business Transfer 10/12/2022

23. Employee Stock Ownership Plan (ESOP) 09/28/2022

22. Selling Your Business 09/14/2022

21. Structure in the Sale of a Privately-Owned Business 08/31/2022

20. Exiting a Business Is a Process, not an Event 07/26/2022

19. Three Little Words. One Big Message. 06/30/2022

18. How Current Events Affect the Market 03/23/2022

17. Selling Your Business 12/22/2021

16. Inflation 12/08/2021

15. Charitable Giving 11/23/2021

14. Creating a Transferrable Business 10/20/2021