Podcast

We conduct interviews with leaders in accounting, wealth management, and fintech!

We have been featured on

and more …

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 of Black Financial Culture: Building Wealth from the Inside Out. Known for his TED Talk on financial empathy, Dr. Thomas explores how financial decisions are shaped not just by personal choices but by the systems we navigate—familial beliefs, societal norms,...

Recent Podcasts

AFO|Wealth Management Forward

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,...

“The Fun CPA” Yuri Kapilovich

In this episode, Rory speaks with Yuri Kapilovich, better known as “The Fun CPA,” about how he’s transforming the accounting...

In this episode, Rory sits down with Dr. Preston Cherry, founder of Concurrent Wealth Management, director at the Charles Schwab Center for Personal Financial Planning at the University of Wisconsin Green Bay, and author of Wealth in the Key of Life: Finding Your Financial Harmony. Discover how financial wellness isn't just about numbers—it's about aligning your values, goals, and money decisions to create a life of purpose and meaning. Learn how tools like the "honest self-audit" and identifying your "money story" can help you build a stronger relationship with your finances. Dr. Cherry also shares his insights on creating financial compassion, embracing flexibility amidst uncertainty, and understanding the role of gratitude and grace in financial planning. Learn how how writing a financial purpose statement can illuminate your true priorities. Do you want to know why Dr. Cherry wrote about Michael Jackson's song "Man in the Mirror" metaphor? Are you ready to uncover the deeper connections between wealth and well-being? Find out the answers to these questions and more in this inspiring and thought-provoking conversation with author Dr. Preston Cherry.

Wealth in the Key of Life w/ Dr. Preston Cherry

Connect on LinkedIn:Rory HenryDr. Preston CherryLearn more aboutArrowroot Family OfficeConcurrent Financial Wealth in the Key of Life w/ Dr. Preston Cherry In...