Related Posts
7 Investments the Govt. Will Pay You to Make
Rory and Dan Casey of Arrowroot Family Office talk with Tom Wheelwright about his latest book: The Win-Win Wealth Strategy... read more
Head of Fintech Strategies at Vanguard & Blake Oliver Guest Co-Host – Elon Musk, Twitter, and Future of Fintech
Rory is joined by Guest Co-Host Blake Oliver, Founder of Earmark CPE and The Cloud Accounting Podcast, as they talk... 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
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
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
Turn Client Data into Actionable Insights, Move from Compliance to Consulting
Rory Henry and Will Hill of Will Hill Consults talk with Glenn Dunlap of Peerview data as they discuss how... 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
Finding your Passion and Mental Health – Randy Crabtree
Rory Henry and Will Hill talk with Randy Crabtree of Tri-Merit and Host of "The Unique CPA" Podcast about finding... 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
Global Leader in Outsourced Accounting
Rory is joined by Will Hill of Will Hill Consults and Vipul Sheth of Advancetrack Outsourcing to talk about outsourcing,... read more