We conduct interviews with leaders in accounting, wealth management, and fintech!
Economic Way of Thinking w/ Susan Doty Univ. of Texas at Tyler
In this episode, Rory and guest co-host Julie Johnson speak with Susan Doty, founding director of the Center for Economic Education and Financial Literacy at the University of Texas at Tyler. Listen as Susan breaks down her 'Economic Way of Thinking,' highlighting why everything we value is scarce, why we can't have it all, and how this means we have...
Recent Podcasts
Financial Advisor Training Program
Are you looking to find the Best Financial Advisor Training program! Look NO MORE! Call AFO|WMF to book a free...
Backdoor Roth IRA – Why and How
Putting money in a 401(k) plan is essentially a bet that your tax rate in retirement will be lower than...
What is the real dollar value of a 529 Plan?
There are many common misconceptions about 529s, but the ones I hear most often is with regards to their tax...
How am I Taxed When My Employer Pays me With Stock?
There are three common types of equity compensation – Restricted Stock Units, Incentive Stock Options, and Non Qualified Stock Options....