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 Discuss Cybersecurity Best Practices on Let’s Talk Money Radio Show
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 Talk Conservatorships and Estate Planning Tips on Let’s Talk Money Radio Show
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 Talks Comprehensive Estate Planning and End of Life Care Planning on Let’s Talk Money Radio Show
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 Discuss Financial Transactions on Let’s Talk Money Radio Show
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
Amy Boulware Co-Hosts Let’s Talk Money Radio Show with Evergreen Advisors
Amy Boulware joined Jayme O’Donnell and Jim Place of Evergreen Advisors on the May 21, 2021, Let’s Talk Money radio show. In the podcast, she discussed what her job as an elder law and special needs care manager entails, and how the Chambliss team collaborates to assist clients with the estate Continue Reading
Grave to Great Podcast Interviews Dana Perry for Insight on End of Life Planning
Alleo Health System's CEO Tracy Wood recently interviewed Dana Perry on the weekly podcast Grave to Great. In episode 34 "Learning More About Wills and Advance Directives With Attorney Dana Perry," (available on Google Podcasts), Dana and Tracy discuss end of life planning, covering topics from Continue Reading
Justin Furrow Discusses the COVID-19 Vaccine Dilemma and PPP Loans on Let’s Talk Money Radio Show
Justin Furrow joined Jim Place and Jayme O’Donnell of Evergreen Advisors on the February 19, 2021, Let’s Talk Money radio show. In the podcast, he discussed hot topics employers are asking as they relate to running a business today, including COVID-19 vaccines, second round Paycheck Protection Continue Reading
Willa Kalaidjian and Cal Marshall Discuss Cybersecurity Insights on Let’s Talk Money Radio Show
Willa Kalaidjian and Cal Marshall joined Jim Place and Jayme O’Donnell of Evergreen Advisors on the November 11, 2020, Let’s Talk Money radio show. In the podcast, they discussed cybersecurity, cyber threats, and risk that is often associated, especially in this time of increased remote working and Continue Reading
Josh Crowfoot and Andy Leffler Talk Commercial Real Estate on Let’s Talk Money Radio Show
Josh Crowfoot and Andy Leffler joined Jim Place and Jayme O'Donnell of Evergreen Advisors on the August 26, 2020, Let’s Talk Money radio show. In the podcast, they discussed hot topics related to commercial real estate and how COVID-19 has affected the market. Josh and Andy covered how landlords and Continue Reading