Related Posts
![](https://wealthmanagementforward.com/wmf/wp-content/uploads/2024/07/pre-podcast-Cover-2-450x231.jpg)
Grow, Scale and Succeed with Financial Cents
In this episode, Rory speaks with Shahram Zarshenas, CEO of Financial Cents, to explore how practice management software can transform... read more
![ChatGPT and AI Implications](https://wealthmanagementforward.com/wmf/wp-content/uploads/2023/01/pre-podcast-Cover-450x231.jpg)
ChatGPT and AI Implications
Rory is joined by guest co-host Seth Fineberg Accounting Editor and Business Journalist, as they talk with Ben and Peter... read more
![](https://wealthmanagementforward.com/wmf/wp-content/uploads/2023/12/pre-podcast-Cover-17-450x231.jpg)
Economic Way of Thinking w/ Susan Doty Univ. of Texas at Tyler
In this episode, Rory and guest co-host Julie Johnson speak with Susan Doty, founding director of the Center for Economic... read more
![Kelly Mann CPA](https://wealthmanagementforward.com/wmf/wp-content/uploads/2023/02/pre-podcast-Cover-1-450x231.jpg)
Breaking the CPA Mold, Survivor, and 401k Technology Founder
Rory is joined by Kelly Mann, CEO and Co-founder of AuditMiner, as she shares her story of surviving breast cancer... read more
![Joey Drolshagen of IFGT Coaching and Consulting](https://wealthmanagementforward.com/wmf/wp-content/uploads/2022/06/pre-podcast-Cover-5-450x231.jpg)
Personal and Professional Development
Rory is joined by Will Hill of Will Hill Consults to talk with Joey Drolshagen of IFGT Coaching and Consulting... read more
![](https://wealthmanagementforward.com/wmf/wp-content/uploads/2024/01/pre-podcast-Cover-450x231.jpg)
Shifting the Conversation with Human First Financial Guidance
In this episode, Rory and Julie are joined by Ross Marino, CEO and founder of Transitus Wealth Partners and Advisor2X,... read more
![](https://wealthmanagementforward.com/wmf/wp-content/uploads/2024/01/image-13-450x231.png)
Best of 2023 Part II – Innovative Insights from Accounting Wealth Management and Behavioral Finance Leaders
In our Best of 2023 Part II, Rory brings together more great moments and insightful commentary from leading minds in... read more
![Once Accounting](https://wealthmanagementforward.com/wmf/wp-content/uploads/2022/06/pre-podcast-Cover-2-450x231.png)
How Real-Time Data is Changing Public Accounting
Rory and Managing Director Mark McCarron are joined by Will Baker the Director of Marketing and Client Experience at Once... read more
![](https://wealthmanagementforward.com/wmf/wp-content/uploads/2023/12/pre-podcast-Cover-12-450x231.jpg)
Dawn of a New Era: Spot Bitcoin ETF & Legacy Planning
In this episode, Rory Henry is joined by guest co-host Crystal Wampler to interview Matt McClintock, co-founder of Evergreen Legacy... read more
![](https://wealthmanagementforward.com/wmf/wp-content/uploads/2022/09/pre-podcast-Cover-2-450x231.jpg)
Vanguard Personalized Indexing, ESG, and Tax Loss Harvesting
Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about... read more