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
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...