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Plan. Grow. Prosper

Plan. Grow. Prosper

Written by: Kate Visco
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About this listen

 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.2023 Economics Personal Finance
Episodes
  • 43. A Seat at the Table: Building Stronger Families with Dwell

    43. A Seat at the Table: Building Stronger Families with Dwell
    Dec 9 2024

    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
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    30 mins
  • Evergreen Institutional: Private Capital

    Evergreen Institutional: Private Capital
    Nov 12 2024

    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.
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    32 mins
  • Evergreen Institutional: Spending Policy

    Evergreen Institutional: Spending Policy
    Nov 12 2024

    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.
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    19 mins
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