Plan. Grow. Prosper

About 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.

Publisher

Kate Visco

Category

business

Language

en

Explicit

No

First episode

13 Apr 2021

Latest episode

9 Dec 2024

Latest episodes

43 episodes in the feed.

1. 

   9 Dec 2024

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

   Evergreen's Michael Kolb and Dwell's Jenn Lake explore how Dwell's community support and resources empower foster, adoptive, and kinship families to thrive in safe and loving homes.

2. 

   12 Nov 2024

   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 (mailto:Kate@egwealth.com) with your questions.

3. 

   12 Nov 2024

   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 (mailto:Kate@egwealth.com) with your questions.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

6 ratings