We conduct interviews with leaders in accounting, wealth management, and fintech!
From Family Firm Roots to a Next-Gen Accounting Platform
In this episode, Rory speaks with Reyes Flores, founder and CEO of Platform Accounting Group, about his mission to bring Wall Street-level resources and innovation to Main Street accounting firms. With roots in his family’s small-town accounting practice, Reyes shares how Platform is helping boutique firms thrive by combining modern technology, like AI, with the multi-generational relationships that make local...
Recent Podcasts
Dawn of a New Era: Spot Bitcoin ETF & Legacy Planning
In 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
In this episode, Rory sits down with Dave Hartley, Partner in Charge of Advisory at Anders CPAs + Advisors, to...
Merging Healthcare and Financial Planning
In 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
In this episode, Rory interviews John Garrett, a people-centric leadership speaker, about how individuals can embrace their personal interests and...
How to Plan for Life Events and Age Based Milestones w/ Philipp Hecker
In this episode Rory interviews Phillipp Hecker, the CEO of Bento Engine, a platform that provides personalized advice based on...
Impact Investing w/ Toussaint Bailey
In this episode, Rory is joined again by guest co-host Julie Johnson to discuss the world of impact investing with...
The Anti-CPA Firm w/ Chase Birky of Dark Horse CPAs
In this episode, Rory interviews Chase Birky, the CEO and co-founder of Dark Horse CPAs, to discuss the changing nature...
Family Office Level of Care w/ Wealth.com Co-Founder Danny Lohrfink
In this episode, Rory and guest co-host Julie Johnson interview Danny Lohrfink, co-founder and chief product officer at wealth.com , as...