We conduct interviews with leaders in accounting, wealth management, and fintech!
Neurofinance: The Future of Financial Planning and Brain Science
AFO|Wealth Management Forward2024-04-19T17:05:55+00:00In this episode, Rory speaks with Oliver Schnusenberg, a professor at the University of North Florida, about the emerging field of neurofinance. Discover how insights from neuroscience are being applied to analyze our financial decision-making. For example, learn why spotting a Louis Vuitton bag might trigger a desire to splurge, and how reflecting on personal values can help us resist...
Recent Podcasts
Best of 2023 – Part I
AFO|Wealth Management Forward2024-01-03T18:08:23+00:00In this year-end special, Rory brings you the most enlightening moments from 2023's AFO Wealth Management Forward podcast episodes. Dive...
Bridging Generations: Dr. Preston Cherry’s Strategy on Balancing Wealth and Well-Being
AFO|Wealth Management Forward2023-12-22T20:24:51+00:00In this engaging episode, Rory Henry sits down with Dr. Preston Cherry, a leader in financial planning and education. Together,...
Sassy Septuagenarian – Blending Technology and Empathy
AFO|Wealth Management Forward2023-12-14T21:44:38+00:00In this episode, Rory along with guest co-host Julie Johnson, speaks with Keena Pettijohn, a pioneer with experience in FinTech,...
Economic Way of Thinking w/ Susan Doty Univ. of Texas at Tyler
AFO|Wealth Management Forward2023-12-08T19:21:26+00:00In this episode, Rory and guest co-host Julie Johnson speak with Susan Doty, founding director of the Center for Economic...
Dawn of a New Era: Spot Bitcoin ETF & Legacy Planning
AFO|Wealth Management Forward2023-12-16T09:58:11+00:00In this episode, Rory Henry is joined by guest co-host Crystal Wampler to interview Matt McClintock, co-founder of Evergreen Legacy...
Sam Altman OpenAI News, Hybrid Work & The Future of Advisory
AFO|Wealth Management Forward2023-11-24T22:11:54+00:00In this episode, Rory sits down with Dave Hartley, Partner in Charge of Advisory at Anders CPAs + Advisors, to...
Merging Healthcare and Financial Planning
AFO|Wealth Management Forward2023-11-17T23:20:11+00:00In this episode, Rory Henry and guest co-host Julie Johnson introduce Christine Simone, CEO of Caribou Wealth, whose innovative platform...
What’s Your “And” – People Centric Leadership w/ John Garrett
AFO|Wealth Management Forward2023-11-09T23:37:17+00:00In this episode, Rory interviews John Garrett, a people-centric leadership speaker, about how individuals can embrace their personal interests and...