Plan. Grow. Prosper

Hosted by Kate Visco

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Dec 2024

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About the show

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.

Listen to episodes

43 recent

December 9, 2024Episode 4330 min

43. A Seat at the Table: Building Stronger Families with Dwell

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. https://givebutter.com/EvergreenForDwell

November 12, 202432 min

Evergreen Institutional: Private Capital

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.

November 12, 202419 min

Evergreen Institutional: Spending Policy

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.

November 12, 2024Episode 4032 min

Evergreen Institutional: Philosophy & Process

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.

November 12, 2024Episode 3923 min

Evergreen Institutional Episode 2

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.

November 12, 2024Episode 3910 min

Introduction to Evergreen Institutional

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.

May 10, 2024Episode 3821 min

37. Welcome: Todd Rishel!

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.

January 22, 2024Episode 3737 min

36. 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/

June 6, 2023Episode 3530 min

35. 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

March 8, 2023Episode 3439 min

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.