We conduct interviews with leaders in accounting, wealth management, and fintech!
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 well as a regular contributor to CNBC and Forbes. Tim shares his philosophy that personal finance is more personal than finance, emphasizing the role of emotions, behavior, and storytelling in financial planning. Discover why most clients implement less than 20%...
Recent Podcasts
The Best Insights & Inspiration From 2022
In this year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen as you hear from accounting and...
Risk Aware – Recession, Deglobalization, Ukraine/Russia War, and FTX
Rory speaks with Rick Bookstaber, former Head of Risk at Morgan Stanley, Author of The End of Theory and A...
Utilizing AI & Business Intelligence – CAS 2.0
In this episode, Rory speaks with Hitendra Patil, an Accounting Today Top 100 Influential Person and author of Client Accounting...
How to Prepare for the Series 65 Exam
How to Prepare for the Series 65 Exam Samuel Feldman Founder and Editor in Chief, The Fintech Corner | Finance...
How to Prepare for PFS Exam
How to Prepare for PFS Exam A Personal Financial Specialist (PFS) is a specialized certification allowing certified public accountants (CPAs) the...
CPA & Money Coaching – Advising Women & Forming Strategic Partnerships
WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH! Connect on LinkedIn: Connect with Deborah Daniel Connect with Diane Young Connect with Rory...
How to prepare for CFP exam
How to prepare for Certified Financial Planner (CFP) exam: Tips and FAQs At the most basic level, the CFP designation assists...
Tax Planning to Supercharge your Business
Rory Henry speaks with Jackie Meyer, Founder of Concierge Certified Accountant and TaxplanIQ to talk about how to supercharge your...