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From Data to Wealth: How AI Turns Accounting Insights into Action
In this episode, Rory speaks with Trevor Greenway, CEO of InterVal, a leader in automated discovery for accounting firms, financial... read more
Taking the Capital Pain out of Capital Gains: Opportunity Zone Program
Rory and Rob speak with Nationally Recognized OZ program influencer Blake Christian of HCVT. Listen as Blake covers the basics... read more
Intersection of Accounting & Entertainment w/ Kendale King
In this episode, Rory sits down with Kendale King, a CPA and entrepreneur who's flipping the script on how the... read more
Measure x Hack Your Life – Michael Hsu
In this episode, Rory converses with Michael Hsu, founder, and CEO of DeepSky and the Measure x Hack Program, about... read more
Human Side of Money – Build Trust and Connection with Clients
Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of "The Human Side of Money"... read more
Venture Capital Fundraising w/ Jason Yeh
In this episode, Rory Henry welcomes Jason Yeh, founder of Adamant Ventures, to explore the world of venture capital and... read more
A Financial Crime Thriller w/ Greg Adams
In this episode, Rory speaks with Greg Adams, SVP and CFO of the American Management Association and author of the... read more
Goodwill Hunting & Charitable Strategies
In this episode, Rory speaks with Randy Fox of Two Hawks Consulting about wealth and charitable planning strategies. Randy talks... read more
Tightwads and Spendthrifts – Money and Relationships w/ Scott Rick
In this episode, Rory engages with Scott Rick, Associate Professor of Marketing at the University of Michigan's Ross School of... read more
Behavior, Psychology & Money Messages – Dr. Joy Lere
In this episode, Rory hosts a conversation with Dr. Joy Lere, a clinical psychologist and the Co-Founder of Shaping Wealth.... read more