Podcast

Shelton Chambers and Nick Nester joined Jim Place and Jayme O'Donnell of Evergreen Advisors on the November 17, 2022, Let's Talk Money radio show. In the podcast, they shared insight on year-end giving and tax considerations. For the full episode, listen to the on-demand Let's Talk Money podcast Continue Reading

Jim Catanzaro joined Jim Place and Jayme O'Donnell of Evergreen Advisors on the August 23, 2022, Let's Talk Money radio show. In the podcast, Jim shared insight on nonprofits, including the different types of organizations, common misunderstandings surrounding the term, and how they are evaluated. Continue Reading

Stephen Adams and Cal Marshall joined Jim Place and Jayme O’Donnell of Evergreen Advisors on the June 7, 2022, Let’s Talk Money radio show. In the podcast, they discussed their backgrounds and experience with intellectual property and insight into the types of issues they deal with in their daily Continue Reading

Amy Boulware joined Jim Place and Jayme O'Donnell of Evergreen Advisors on the May 16, 2022, Let's Talk Money radio show. In the podcast, she discussed the upcoming 2022 Embrace Aging Forum and important details about the event including who should attend, topics that will be covered, the keynote Continue Reading

Shelton Chambers joined Jim Place and Jayme O'Donnell of Evergreen Advisors on the March 10, 2022, Let's Talk Money radio show. In the podcast, she shared estate planning tips related to executors, various issues that individuals may encounter during estate planning, and the importance of getting Continue Reading

Cathy Dorvil and Rachel Ragghianti, CPA joined Jayme O’Donnell and Jim Place of Evergreen Advisors on the November 16, 2021, Let’s Talk Money radio show. In the podcast they discussed Payment Protection Program (PPP) reporting requirements and potential government audits for those who received Continue Reading

Willa Kalaidjian and Cal Marshall joined Jayme O’Donnell and Jim Place of Evergreen Advisors on the September 22, 2021, Let’s Talk Money radio show. In the podcast they discussed cybersecurity topics related to ransomware and incident response plans, while providing real world examples. For the Continue Reading

Sally Brewer and Leah Mitchell joined Jayme O’Donnell and Jim Place of Evergreen Advisors on the August 24, 2021, Let's Talk Money radio show. In the podcast, they discussed important topics related to conservatorships, powers of attorney, and the difference between Medicare and Medicaid. For Continue Reading

Dana Perry joined Jim Place of Evergreen Advisors on the July 26, 2021, Let's Talk Money radio show. In the podcast, she discussed topics related to a comprehensive estate plan, elder care considerations, and the importance of how to prepare for end of life care and planning. For the full Continue Reading

Laura McKinney and Jed Roebuck joined Jayme O’Donnell of Evergreen Advisors on the May 26, 2021, Let’s Talk Money radio show. In the podcast they discussed topics related to financial transactions, joint ventures, mergers and acquisitions, and organizational structure. For more information on Continue Reading