Related Posts

How to become an Accountreprenuer
Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The President of Universal Accounting... read more

A.I. April – Financial Armageddon or Opportunity w/ Jody Padar
In this episode, Rory speaks with Jody Padar, The Radical CPA and Head of Tax Strategy & Evangelism at April... read more

Become like Netflix, TikTok & Amazon w/ Advice Engagement
In our latest episode, Rory speaks with John Prendergast, CEO of Blueleaf, about the latest in wealth management, behavioral finance,... read more

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

Advice Engagement: Secure ACT 2.0, Tax & Financial Planning
Rory is joined by Ross Riskin CPA/PFS, Chief Learning Officer at the Investment & Wealth Institute and Founder of VisiWealth... read more

AI in Tax, Financial Services, BlackRock and Hollywood’s Strike – Davyde Wachell
In this captivating interview, Rory engages in a thought-provoking conversation with Davyde Wachell, the CEO of Responsive AI. Davyde discusses... read more

Impact Investing w/ Toussaint Bailey
In this episode, Rory is joined again by guest co-host Julie Johnson to discuss the world of impact investing with... read more

Intersection of Money, Health, and Happiness: Doug Lennick’s Behavioral Finance Mission
In this episode, Rory engages with Doug Lennick, the co-founder of Think2Perform, in a discussion on behavioral finance, emotional competence,... 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

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