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In our latest episode, Rory speaks with John Prendergast, CEO of Blueleaf, about the latest in wealth management, behavioral finance,... read more

Neurofinance: The Future of Financial Planning and Brain Science
In this episode, Rory speaks with Oliver Schnusenberg, a professor at the University of North Florida, about the emerging field... read more

Intangible Asset Revolution w/ Andrea Eisfeldt
In this episode, Rory welcomes Andrea Eisfeldt, economist, researcher, and finance professor at UCLA Anderson School of Management, to talk... read more

Empowering Entrepreneurs – Nicole Davis CPA
In this episode, Rory speaks with Nicole Davis, Chief Hello Officer at Butler Davis Accounting and co-founder of The Modern... read more

Changing Firm Culture
Rory is joined by co-host Will Hill of Will Hill Consults as they talk with Glenn Harper and Julie Smith... read more

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

New SEC Marketing Rule – Could Matt Damon say “Fortune Favors the Diversified”
Rory speaks with Chris Stanley of Beach Street Legal to discuss the latest SEC-Marketing Rule. In this episode, they talk... read more

High-Frequency Trading to Employee Stock Ownership Plans (ESOPs)
In this episode, Rory speaks with Darren Gleeman, Managing Partner of MBO Ventures, to discuss Employee Stock Ownership Plans. Darren... read more

How to Become Emotionally Ready for Retirement w/ Morningstar’s Samantha Lamas
In this episode, Rory speaks with Samantha Lamas, a behavioral researcher at Morningstar, about the crucial but often neglected aspect... read more

Risk Aware – Recession, Deglobalization, Ukraine/Russia War, and FTX
Rory speaks with Rick Bookstaber, former Head of Risk at Morgan Stanley, Author of The End of Theory and A... read more