Related Posts
Mental Health Awareness & Money Mindset
In this episode, Rory speaks with Larry Sprung, Host of the Mitlin Money Mindset to talk about Mental Health and... read more
Connecting People with Resources – Mike Max
In this episode, Rory engages in a thought-provoking conversation with Mike Maksymiw, CPA, an executive with Aprio Firm Alliance. Together,... read more
Grow through CFO Services – Escape the Accountants Trap
In this episode, Rory interviews Adam Lean, the Co-founder, and CEO of the CFO Project, a company that provides training... read more
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
AI Nasdaq Rap w/ Tech 4 Accountants Andrew Lassise
In this episode, Rory has a thought-provoking conversation with Andrew Lassise, the founder of Tech 4 Accountants. They provide a... read more
Goldman Sachs Small Business Program – Leveraging Many to One
Rory is joined by 2022 Women Entrepreneur of the Year Susan Bryant, CPA, CTC, and Principal at MB Group to... read more
Advisory, Community & Work-Life Balance
Rory is joined by Will Hill of Will Hill Consults to talk with Twyla Verhelst, Head of Accountant Chanel at... read more
Merging Healthcare and Financial Planning
In this episode, Rory Henry and guest co-host Julie Johnson introduce Christine Simone, CEO of Caribou Wealth, whose innovative platform... read more
Value of an Advisor and Behavioral Coaching w/ Vanguard’s Michael DiJoseph
In this episode, Rory speaks with Michael DiJoseph, CFA, a senior strategist at Vanguard Investment Advisory Research Center, as they... read more
Tax Titans and the Amazonization of Accounting
In this engaging episode, Rory is joined by Al Blakeborough, a military veteran and Olympic fencer who founded Tax Titans,... read more