Related Posts
Personal and Professional Development
Rory is joined by Will Hill of Will Hill Consults to talk with Joey Drolshagen of IFGT Coaching and Consulting... read more
How to Lead with Vulnerability w/ Amy Vetter
In this episode, Rory has a heart-to-heart with Amy Vetter, the inspiring author of "Disconnect to Connect: Tap into the... 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
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
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
Predicting Health and Wealth Using AI and Machine Learning w/ Robert Kirk
In our latest episode, Rory engages with Robert Kirk, founder and CEO of IntergenData, to discuss the revolutionary impact of... 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
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
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
Women In Investing w/ Inga Rachwald of Charles Schwab
In this episode, Rory and Julie speak with Inga Rachwald, Senior Investment Portfolio Strategist at Schwab Asset Management, to discuss... read more