Related Posts

The Best Insights & Inspiration From 2022
In this year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen as you hear from accounting and... read more
Holistic Guide to Wealth Management w/ Seth Fineberg & Philipp Hecker
In this panel episode, Rory speaks with Seth Fineberg, founder of Accountants Forward, and Phillip Hecker, CEO of Bento Engine,... 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

Financial Therapy for CPAs and Advisors – Dr. Kristy Archuleta
In this episode, Rory speaks with Dr. Kristy Archuleta, a professor at the University of Georgia, about financial therapy and... read more

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

WSJ: Anti ESG Campaign, Inflation Reduction Act, & Billions in Clean Energy
Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Amrith Ramkumar of The Wall... read more

The AI Hype Cycle, The Power of Relationships, & Mental Health
In this episode, Rory speaks with Rafael Casas, formerly of Sage and Oracle, and now a Director at QuickFee, as... read more

Improving Intergenerational & Gender Communication w/ Julie Johnson
In this episode, Rory is joined by Julie Johnson, the CEO of XY Communication, with a mission to revolutionize intergenerational... read more

From Lawyer to Full Stack Developer and Tech Founder
In this episode, Rory welcomes Jamie Peebles, who shares his journey from lawyer-turned-developer to Founder and CEO of Knuula. Discover... read more

What’s Your “And” – People Centric Leadership w/ John Garrett
In this episode, Rory interviews John Garrett, a people-centric leadership speaker, about how individuals can embrace their personal interests and... read more