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
Qualifications & Skills for Accountants to become Financial Managers
Qualifications & Skills for Accountants to become Financial Managers Financial management can be a very lucrative career that can lead to...
Accounting vs. Financial Management: Objectives, Purposes & Differences
Accounting vs. Financial Management Becoming a certified public accounting (CPA) or a financial manager can both have their separate benefits, however,...
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...
How to Become a Financial Planner
How to Become a Financial Planner Becoming a financial planner or advisor can be an extremely lucrative and rewarding career option....
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...
Leading Cannabis CPA Firm – Niche, Outsource, and Virtual Practice Tips
Rory Henry and Will Hill talk with Derek Davis of Green Growth CPA as they discuss reasons to niche, outsource,...
Human Side of Money – Build Trust and Connection with Clients
Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of "The Human Side of Money"...
Vanguard Personalized Indexing, ESG, and Tax Loss Harvesting
Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about...