PODCAST · business
AFO|Wealth Management Forward
by For Entrepreneurs, Financial Advisors and Accountants
AFO|Wealth Management Forward is a podcast at the intersection of accounting, wealth management, behavioral finance, technology, and entrepreneurship.Designed for CPAs and financial advisors to help them grow their practice by going beyond the numbers. Each episode features conversations with industry leaders and subject matter experts who share the secrets to their success. From the transformative power of AI to the human-first principles of behavioral finance, we dive into the emotional and psychological aspects of money and meaning.
Episodes
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Why Relationships Win in an AI World w/ Alexandre Lin
In this episode, Rory speaks with Alexandre Lin, co-founder and CEO of Summit, a general ledger technology built for family offices, about the growing complexity of managing family wealth and how technology is changing the way accounting and advisory firms serve clients. Alexandre shares the...
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The Personal Operating System of High Performers
In this episode, Rory speaks with Marissa Messana, founder of Marigold Elite Partners, executive performance coach, former professional golfer, and former Sports Illustrated host, about helping high performers reach the next level without sacrificing what matters most. Marissa shares her journey...
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Behind the Scenes of the TV Series Playbook Finance w/ Arthur Bonner
In this episode, Rory speaks with Arthur Bonner, producer, writer, and showrunner of The Union Development Company, about the making of Playbook Finance, an unscripted television series and the deeper mission behind the project. Arthur shares his journey from growing up in Watts to building a...
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Selling with EQ in an AI World w/ Bill Walton
In this episode, Rory speaks with Bill Walton, founder of Bill Walton Sales Training, about how professionals can grow their businesses by embracing a more human-centered approach to sales in the age of AI. Drawing on more than 25 years of experience working with Fortune 500 companies and...
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Opportunity Zones and the Future of Economic Development
In this episode, Rory speaks with Blake Christian, tax partner at HCVT, about Opportunity Zones 2.0 and why renewed legislation is creating fresh momentum around tax-advantaged investing, rural development, operating businesses, and infrastructure projects. Blake breaks down how the Opportunity...
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Alohana Moments: Better Conversations Around Money and Life
In this episode, Rory speaks with Ohan Kayikchyan, PhD in Economics, CFP®, Registered Life Planner®, Enrolled Agent, and founder of Alohana Financial, about the deeper relationship between money, meaning, and purposeful living. Ohan shares his journey from immigrating to the United States from...
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The Advisory Execution Model: Building Structure Around High-Value Services
In this episode, Rory speaks with Mark Martukovich, Executive Director and Managing Partner of Business Advisory and Accounting Partners powered by Harness, about how CPA firms can shift from compliance-driven practices to high-value advisory services. Mark shares how he evolved his own firm over...
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How to Craft Your Project X w/ Michael Kay
In this episode, Rory speaks with Michael Kay, former CPA, CFP®, certified life planner, and author of How to Craft Your Chapter X, about why the most important retirement planning has nothing to do with money and everything to do with identity, purpose, and joy. Michael shares how decades of...
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Trust, Talent, and Transformation w/ CALCPA's Denise LeDuc Froemming
In this episode, Rory sits down with Denise LeDuc Froemming, President and CEO of CalCPA, to explore how the accounting profession can modernize without losing the core foundation that makes it trusted. Discover why trust remains the non-negotiable center of the CPA profession even as private...
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AI Simulation and Behavioral Science w/ EY’s Sameer Munshi
In this episode, Rory speaks with Sameer Munshi, America’s Behavioral Science and Simulation Leader at EY, about how behavioral science and AI-powered simulation are transforming the way financial firms test ideas, understand client behavior, and make strategic decisions. Sameer shares his…
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From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm w/ Nick Pasquarosa
In this episode, Rory speaks with Nick Pasquarosa, Founder and CEO of Bookkeeper360, about building a modern accounting firm from the ground up and why innovation starts with listening to small business owners. Nick shares how a door-to-door side hustle in high school evolved into a nationwide...
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The Transformation Economy w/ Joe Pine
In this episode, Rory speaks with Joe Pine, co-author of The Experience Economy and author of the new book The Transformation Economy, about the progression of economic value and why financial professionals are uniquely positioned to guide lasting change. Joe explains how we’ve moved from...
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Carl Richards on Conversations, Capital, and the Real Work of Financial Planning
In this episode, Rory speaks with Carl Richards, creator of the Sketch Guy column and author of Your Money: Reimagining Wealth in 101 Simple Sketches, about why the real work of financial planning starts with better conversations, not better spreadsheets. Carl shares how his simple sketches…
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Break the Mold in Action: Alan Whitman Leads a New Multidisciplinary Firm
In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, new CEO of Nichols Cauley, and author of Break the Mold: How to Achieve Transformational Change, Scale, and Growth Simultaneously. Discover how Alan led Baker Tilly through 3x revenue growth and over 20...
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Best of 2025
In this Best of 2025 episode, Rory brings together standout moments from conversations across accounting, wealth management, behavioral finance, and technology that all point to one theme: real progress happens when advisors focus on people, not just numbers. From reframing retirement as a…
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Conversation with Your Financial Therapist - Erika Wasserman
In this episode, Rory speaks with Erika Wasserman, Certified Financial Therapist, keynote speaker, and author of Conversations With Your Financial Therapist, about how our earliest money experiences shape financial decisions throughout life. Discover what financial therapy really is and why money...
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Inside the New Era of Firm Growth and Consolidation w/ Philip Whitman
In this episode, Rory speaks with Phil Whitman, President and CEO of Whitman Advisory, one of the leading advisory organizations serving CPA firms nationwide. Phil shares how his firm evolved from succession and M&A consulting into a multi-service advisory platform helping firms improve...
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Advisory in the Age of AI & Altman's $1.4 Trillion Dollar Bet w/ Dr. Sean Stein Smith
In this episode, Rory speaks with Dr. Sean Stein Smith, CPA, professor at Lehman College, Forbes contributor, and advisory board member of the Wall Street Blockchain Alliance, to explore how artificial intelligence and blockchain are transforming the accounting and advisory profession. Discover…
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The Human Side of Retirement w/ Dan Haylett
In this episode, Rory speaks with Dan Haylett, author of The Retirement You Didn’t See Coming and host of the Humans vs. Retirement podcast, about the psychological and emotional side of life after work. Dan explains why retirement is less of a math problem and more of a human transition, one…
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The New Rules of Student Loan Planning w/ Alex Bottom & Ryan Galiotto
In this episode, Rory speaks with Alex Bottom, CEO of Finology Sofware, and Ryan Galiotto, CFP®, CSLP®, founder of the Student Loan Help Network, about how advisors and CPAs can prepare for the sweeping changes coming to student loan planning. They discuss the One Big Beautiful Bill (OBBB) and…
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Integrating Life Insurance into Holistic Financial Plans
In this episode, Rory speaks with Keith Friedman, CEO and founder of FBO Strategies and creator of the Carbyne Allocation®, about why life insurance deserves a fresh look as part of holistic planning. Keith addresses common concerns that permanent insurance is too costly, rigid, or…
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At the Intersection of People, Process, and Purpose w/ Will Hill & John Fenton
In this episode, Rory speaks with Will Hill, founder of Will Hill Consults, and John Fenton, CEO of John J. Fenton Executive Coaching, about their contributions to The Holistic Guide to Wealth Management and how firms can strengthen culture, manage change, and support their people. Will shares…
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Healthcare Planning: The Overlooked Piece of Holistic Advice
In this episode, Rory sits down with Christine Simone, founder of Caribou Wealth (now part of Move Health), to explore why healthcare planning is the missing piece in holistic advice for CPAs and advisors. Christine shares her journey of building a platform that helps firms support clients with...
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From Pricing to Leadership: Building Firms That Deliver Value and Stay Future Ready
In this episode, Rory speaks with Loren Fogelman, founder of Business Success Solutions, and Mike Maksymiw, Executive Director of Aprio Firm Alliance, about how firms can adapt and thrive in a fast-moving profession. Loren explains why so many accountants undervalue their services and how…
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Financial Date Discussion Cards w/ BatSheva Goldstein
In this episode, Rory speaks with BatSheva Goldstein, investment advisor, financial planner, and creator of Financial Date Discussion Cards, about how couples can have easier and more meaningful conversations around money. BatSheva shares how the cards help partners uncover their unique money...
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General Ledger to Generative AI w/ Ben Taylor
In this episode, Rory sits down with Ben Taylor, CPA and CEO of SoftLedger, to explore how real-time accounting, automation, and an API-driven platform are transforming the finance function. Ben shares his journey from public accounting to co-founding a software company designed to solve the pain...
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How to Leverage AI and Marketing Optimization w/ Kris Lenz
In this episode, Rory speaks with Kris Lenz, founder of Kailos Marketing Lab and former creative leader at firms like Grant Thornton and MGO, to explore how AI is reshaping marketing for professional services. Kris shares how firms can use generative tools to brainstorm more efficiently, scale...
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Making a Difference: Life Skills You Can Learn from Sports, Academics, Work (& Failure)
In this episode, Rory speaks with Cecil Nazareth, CPA, professor, coach, and author of Making a Difference: Life Skills You Can Learn from Sports, Academics, Work (& Failure), about what it really takes to succeed in business and in life. Cecil shares his journey from professional field hockey...
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How to Grow Your Advisory Practice with Estate Planning
In this episode, Rory speaks with Danny Lohrfink, co-founder and Chief Product Officer at Wealth.com, and Julie Johnson, founder of XY Communication, about their contributions to The Holistic Guide to Wealth Management and how estate planning and communication are changing the way advisors serve...
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The Psychology Behind Good Questions w/ Dr. Meghaan Lurtz
In this episode, Rory speaks with Dr. Meghaan Lurtz, a leading expert in the psychology of financial planning and Partner at Shaping Wealth, about how advisors can create more meaningful client connections through the power of questions. Meghaan unpacks why simple phrases like “Would you be...
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How Modern CPAs Are Designing Better Lives and Better Firms
In this episode, Rory speaks with Susan Bryant, founder of Unboxed Advisors, and Randy Crabtree, co-founder of Tri-Merit Specialty Tax Professionals, about their contributions to The Holistic Guide to Wealth Management and how CPAs can build firms that deliver a stronger return on relationships…
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Exit Planning Is Life Planning w/ Christine Nicholson & Randy Fox
In this episode, Rory speaks with Christine Nicholson, award-winning succession strategist, and Randy Fox, founder of Two Hawks Family Office and editor-in-chief of the Planned Giving Design Center, about their contributions to The Holistic Guide to Wealth Management and how to help business…
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Market Update: Tariffs, Trade Wars, and Trust w/ Vanguard’s Chris Tidmore, CFA
In this market update episode, Rory speaks with Chris Tidmore, CFA and CPA, Senior Manager at Vanguard’s Investment Advisor Research Center, to unpack the April 2 tariff shock and what it means for markets, inflation, and client communication. Chris explains how sharp movements in both equities…
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Behavioral Finance + AI w/ Dr. Daniel Crosby & Randy Johnston
In this episode, Rory speaks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, and Randy Johnston, fintech strategist and co-founder of K2 Enterprises, to discuss the technology and behavioral finance topics outlined in The Holistic Guide to Wealth Management and the...
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Value of an Advisor + Estate Planning w/ Vanguard & Trust & Will
In this episode, Rory speaks with Michael DiJoseph, Senior Strategist at Vanguard’s Investment Advisory Research Center, and Andres Mazabel, Head of Advisor Sales at leading estate planning platform Trust & Will, about their contributions to Holistic Guide to Wealth Management and the evolving...
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Holistic Guide to Wealth Management w/ Seth Fineberg & Philipp Hecker
In this panel episode, Rory speaks with Seth Fineberg, founder of Accountants Forward, and Phillip Hecker, CEO of Bento Engine, about their contributions to The Holistic Guide to Wealth Management and the major inflection point in the accounting profession. They explore the evolution of financial...
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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,...
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Investing in the Future of Accounting & Fintech w/ Michael Ly
In this episode, Rory speaks with Michael Ly, CEO of Reconciled, a leading virtual accounting and advisory firm, and General Partner of the AF Fund, a venture capital fund dedicated to accounting and fintech startups. Michael shares how he built one of the fastest-growing accounting firms and why...
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Financial Empathy & How Systems Influence Our Decisions w/ Dr. Michael Thomas
In this episode, Rory speaks with Dr. Michael Thomas, lecturer at the University of Georgia, accredited financial counselor, and author of Black Financial Culture: Building Wealth from the Inside Out. Known for his TED Talk on financial empathy, Dr. Thomas explores how financial decisions are...
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The Power of Life Planning w/ George Kinder
In this episode, Rory speaks with George Kinder, author, mindfulness teacher, and founder of the Kinder Institute of Life Planning, widely known as the father of life planning. George shares how his journey from tax professional to global leader in life planning was driven by his passion to align...
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Best of M&A, AI, and Storytelling : Technology, Trends, and Transformations
In this best of episode, Rory highlights standout conversations from 2024, featuring industry leaders and innovators. Discover insights from Allan Koltin on the future of accounting, including the rise of private equity and potential IPOs for accounting firms. Hear Chris Tabb break down the three...
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Best of Behavioral Finance: The Power of Values and Human Connection
In this special episode Rory highlights the most impactful conversations of 2024, featuring insights from leaders in behavioral finance, accounting, and wealth management. Discover how Amy Mullen’s values-based planning can deepen client connections, Dr. Preston Cherry’s “Secure the BAG”…
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“The Fun CPA” Yuri Kapilovich
In this episode, Rory speaks with Yuri Kapilovich, better known as “The Fun CPA,” about how he’s transforming the accounting profession by rejecting the traditional burnout culture and embracing work-life synchronicity. Discover how Yuri built a thriving practice that allows him to work fewer…
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Wealth in the Key of Life w/ Dr. Preston Cherry
In this episode, Rory sits down with Dr. Preston Cherry, founder of Concurrent Wealth Management, director at the Charles Schwab Center for Personal Financial Planning at the University of Wisconsin Green Bay, and author of Wealth in the Key of Life: Finding Your Financial Harmony. Discover how...
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Value Accelerate Your Business w/ Chris Tabb
In this episode, Rory speaks with Chris Tabb, founder of Inevitable Sale and a certified exit planning advisor who specializes in white-label exit planning solutions for accounting firms and professional advisors. Discover why thinking about exit planning from day one can significantly improve...
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Make or Break Conversations: The Neuroscience of Trust w/ Mary Schmid
In this episode, Rory speaks with Mary Schmid, a communication and leadership educator specializing in the neuroscience of conversations. Discover how the different levels of conversation, informational, persuasive, and transformational—impact trust and connection, and why 85% of conversations…
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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...
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Brave New World: Private Equity, Technology, and Adaptability w/ Allan Koltin
In this episode, Rory speaks with Allan Koltin, CEO of Koltin Consulting Group, recognized as one of the most influential figures in the accounting profession. Allan dives into the dramatic changes reshaping the profession—from the rise of private equity to the war for talent. Learn how firms are...
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From Data to Wealth: How AI Turns Accounting Insights into Action
In this episode, Rory speaks with Trevor Greenway, CEO of InterVal, a leader in automated discovery for accounting firms, financial institutions, and wealth advisors. Trevor shares his journey from M&A to founding Interval, highlighting how AI can help firms uncover revenue opportunities hidden…
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Coaching, Consciousness, and Change: The Human Side of Leadership
In this episode, Rory speaks with Amber Setter, Chief Enlightenment Officer and executive leadership coach at Conscious Public Accountants. Amber shares her journey from tax accounting to leadership coaching, highlighting how focusing on the "whole human" can transform both individual well-being...
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ABOUT THIS SHOW
AFO|Wealth Management Forward is a podcast at the intersection of accounting, wealth management, behavioral finance, technology, and entrepreneurship.Designed for CPAs and financial advisors to help them grow their practice by going beyond the numbers. Each episode features conversations with industry leaders and subject matter experts who share the secrets to their success. From the transformative power of AI to the human-first principles of behavioral finance, we dive into the emotional and psychological aspects of money and meaning.
HOSTED BY
For Entrepreneurs, Financial Advisors and Accountants
CATEGORIES
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Frequently Asked Questions
How many episodes does AFO|Wealth Management Forward have?
AFO|Wealth Management Forward currently has 236 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is AFO|Wealth Management Forward about?
AFO|Wealth Management Forward is a podcast at the intersection of accounting, wealth management, behavioral finance, technology, and entrepreneurship.Designed for CPAs and financial advisors to help them grow their practice by going beyond the numbers. Each episode features conversations with...
How often does AFO|Wealth Management Forward release new episodes?
AFO|Wealth Management Forward publishes regularly with 236 episodes available. Check the episode list for the typical release schedule.
Where can I listen to AFO|Wealth Management Forward?
You can listen to AFO|Wealth Management Forward on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts AFO|Wealth Management Forward?
AFO|Wealth Management Forward is created and hosted by For Entrepreneurs, Financial Advisors and Accountants.
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