We conduct interviews with leaders in accounting, wealth management, and fintech!
Behavioral Finance + AI w/ Dr. Daniel Crosby & Randy Johnston
In this episode, Rory speaks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, and Randy Johnston, fintech strategist and co-founder of K2 Enterprises, to discuss the technology and behavioral finance topics outlined in The Holistic Guide to Wealth Management and the evolving role of CPAs and financial advisors. Dr. Crosby explains why values-based planning isn’t just feel-good...
Recent Podcasts
Behavioral Finance + AI w/ Dr. Daniel Crosby & Randy Johnston
In this episode, Rory speaks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, and Randy Johnston, fintech...
Value of an Advisor + Estate Planning w/ Vanguard & Trust & Will
In this episode, Rory speaks with Michael DiJoseph, Senior Strategist at Vanguard’s Investment Advisory Research Center, and Andres Mazabel, Head...
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,...
Personal Finance Is More Personal Than Finance w/ Tim Maurer
In this episode, Rory speaks with Tim Maurer, CFP®, registered life planner, and Chief Advisory Officer at Signature FD, as...
Investing in the Future of Accounting & Fintech w/ Michael Ly
In this episode, Rory speaks with Michael Ly, CEO of Reconciled, a leading virtual accounting and advisory firm, and General...
Financial Empathy & How Systems Influence Our Decisions w/ Dr. Michael Thomas
In this episode, Rory speaks with Dr. Michael Thomas, lecturer at the University of Georgia, accredited financial counselor, and author...
The Power of Life Planning w/ George Kinder
In this episode, Rory sits down with George Kinder, Harvard-educated financial planner, mindfulness teacher, and founder of the Kinder Institute...
Best of Behavioral Finance: The Power of Values and Human Connection
In this special episode Rory highlights the most impactful conversations of 2024, featuring insights from leaders in behavioral finance, accounting,...