Money Conscious

Many who go through Medicare planning and enrollment find it daunting to make sense of the research, marketing, and choices on their own. If you feel confused about your options, you are not alone. Our new Money Conscious podcast episode is for you! In Episode 21: Helping You Choose Your Best Medicare Options, we help you sort through the numerous, complicated choices to determine which work best for you.  If you have not yet enrolled in Medicare and are in the early fact finding stage, you will find this podcast invaluable. Toni and Gio share why your initial choices when you choose a Medicare plan are so important, what typical concerns clients have, when to be skeptical of ads that push you towards a choice that may not best serve your needs, and specific, real-world scenarios that show how having an advocate like Toni and an unbiased expert like Gio can make such a positive impact on your decisions. If you are already enrolled in Medicare but want to reevaluate your options, now’s the time to find out more. The Open Enrollment period is for existing Medicare supplement plan holders or Medicare Advantage plan holders and runs from October 15th-December 7th.  This is the window of opportunity opening to review and make changes if warranted to existing supplemental/Advantage Plan coverage. Toni and Gio are ready to help with this as well.  See The Millstone Evans Group’s Longevity Services webpage for information on how the team supports its clients with a range of important tools services, including Medicare support - https://www.millstoneevansgroup.com/online-resources/longevity-planning Show Notes: In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way.  After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you!  Visit The Millstone Evans Group website for more information about the company.

Join Money Conscious host Sacha Millstone in conversation with Owen Ullmann, author of the new book Empathy Economics: Janet Yellen's Remarkable Rise to Power and Her Drive to Spread Prosperity to All.  In this engaging episode, you’ll hear: How Secretary Yellen broke through glass ceilings and old boys’ clubs to become the first person in American history to have led the White House Council of Economic Advisors, the Federal Reserve, and the Treasury Department.  Examples of how her values of equity and inclusion have informed every aspect of her working life. Personal anecdotes that demonstrate her humor and ability to disagree without being disagreeable. More about the origins and trajectory of her career and what factors contributed to her success. Guests: Owen Ullmann is an award-winning journalist and author who has covered the White House, foreign affairs, economics and political campaigns for four decades. Currently USA TODAY’s Managing Editor for World News, he has reported from all 50 states and more than 60 countries, and has interviewed five U.S. presidents, numerous foreign leaders and other major political and economic decision-makers.  Bio: https://www.hachettebookgroup.com/contributor/owen-ullmann/ Buy his book: https://www.hachettebookgroup.com/titles/owen-ullmann/empathy-economics/9781541701021/ Show Notes: In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way.  After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you! Visit The Millstone Evans Group website for more information about the company.

Seasons. Financial markets. Nothing stays the same. That’s why this Fall is a good time to stop, take a look at what’s happening with the financial markets, and get a reality check from two people who have provided insightful perspectives for many different seasons over the years. In Money Conscious Episode 19: Fall 2023 Market Update with Greg and Sacha, Sacha Millstone and Greg Evans, the co-founders of The Millstone Evans Group, offer an assessment of where we are now, how the market is being influenced by various factors, and what investors should be thinking about. They are interviewed by Dave Singleton, a colleague and longtime client, who asks the kinds of questions investors have on their minds right now. In this engaging episode, Sacha and Greg share: Their advice on how to look beyond gloomy news headlines to stay the course and focus on what matters. How they see the rest of 2023 playing out – e.g., what role inflation, the healthy employment rate, a possible recession and/or government shutdown, the political climate and other business factors might play in determining market performance. Tips for how best to manage financial portfolios right now, including a focus on dollar-cost averaging.  Guests: Sacha Millstone and Greg Evans are the co-founders of The Millstone Evans Group and, together, they bring a wealth of experience to this conversation and to their clients in 37 states. Both have several decades of experience in these markets, gaining experience at some of the top investment firms in the country prior to joining forces years ago. Sacha, Greg Evans and the team specialize in retirement planning and distribution strategies, estate planning, longevity planning, ESG or socially conscious investing, charitable giving and a number of other financial planning and investment topics. To learn more about Sacha and Greg, please check out their bios: Sacha’s bio: https://www.millstoneevansgroup.com/acquaint/bio?_=sacha Greg’s bio: https://www.millstoneevansgroup.com/acquaint/bio?_=greg Show Notes: In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way.  After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you! Visit The Millstone Evans Group website for more information about the company.

In Money Conscious Episode 18: We Explore ESG Investing with YourStake’s Co-Founder Gabe Rissman, you’ll hear from Gabe, who is both co-founder and president of YourStake, about the passion that drove him to start the company. You’ll also find out more about YourStake – a fantastic tool that uses trusted public sources to gather data and evaluate companies based on important values such as supporting the environment, gender and racial equity, healthy living, and others. Included on the panel from the Millstone Evans Group are Sacha Millstone, President and the podcast host who has been at the forefront of ESG investing for decades, along with Brad Michalchuk, the firm’s Director of Financial Planning & ESG Research, and Dave Singleton, who manages the team’s communications and is a longtime client.  In this episode, we delve into details around: How ESG investing is about aligning your values with your investments, which can enable you to have a positive impact on society while also optimizing your returns. How ESG provides investors with more data and information to make informed decisions around a company's risk and future growth and sustainability potential. The many myths around ESG investing and why it’s important to bust them. For example, nobody is forced to invest with an ESG lens at all. There are many more investments that don't use ESG than do.  The new YourStake tool which helps quickly find investments for your portfolio that align to your values. It offers you “how about this, not that” options with expected returns that are equal or better to what you currently have. Why the Millstone Evans Group chose YourStake as our ESG Investing tool.  What the YourStake experience is like for a client. Dave shares his experience.  Show Notes: In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way.  After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you! Visit The Millstone Evans Group website for more information about the company.

In Money Conscious Episode 17: Security Experts on How EverSafe Protects You from Financial Fraud, we talk with the co-founders of EverSafe, a service that shields you and your loved ones from financial fraud through monitoring accounts for unusual activity and sending alerts to you and anyone you designate as a trusted advocate. Keeping your finances secure and avoiding fraud and scams are increasingly important in today’s world.  We are very pleased to host the two co-founders of EverSafe: CEO and technology expert Howard Tischler and Chief Operating Officer Elizabeth Loewy, former Chief of the Elder Abuse Unit in the Manhattan District Attorney's Office. Included on the panel from the Millstone Evans Group are Sacha Millstone, president and the podcast host, along with the firm’s Life Cycle Planning Specialist Toni Noto, Director of Operations and Financial Planning Associate Martial Frindethie, and Dave Singleton, communications leader and longtime client.  In this episode, we share: Stories about the widespread prevalence of scams that prey on people of all ages, especially the elderly. Tips to protect you and your family from financial fraud.  The easy way to set up a trusted advocate with whatever level of access to your accounts you choose.  How to easily sign up for EverSafe weekly alerts and how to contact their customer service when needed. We also spotlight two longevity services – Clear Match Medicare and Everplans. Along with EverSafe, these three are complimentary, added-value services that The Millstone Evans Group offers its clients.  Show Notes: In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way.  After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you! Visit The Millstone Evans Group website for more information about the company.