All Episodes

Why Relationships Win in an AI World w/ Alexandre Lin

The Personal Operating System of High Performers

Behind the Scenes of the TV Series Playbook Finance w/ Arthur Bonner

Selling with EQ in an AI World w/ Bill Walton

Opportunity Zones and the Future of Economic Development

Alohana Moments: Better Conversations Around Money and Life

The Advisory Execution Model: Building Structure Around High-Value Services

How to Craft Your Project X w/ Michael Kay

Trust, Talent, and Transformation w/ CALCPA's Denise LeDuc Froemming

AI Simulation and Behavioral Science w/ EY’s Sameer Munshi

From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm w/ Nick Pasquarosa

The Transformation Economy w/ Joe Pine

Carl Richards on Conversations, Capital, and the Real Work of Financial Planning

Break the Mold in Action: Alan Whitman Leads a New Multidisciplinary Firm

Best of 2025

Conversation with Your Financial Therapist - Erika Wasserman

Inside the New Era of Firm Growth and Consolidation w/ Philip Whitman

Advisory in the Age of AI & Altman's $1.4 Trillion Dollar Bet w/ Dr. Sean Stein Smith

The Human Side of Retirement w/ Dan Haylett

The New Rules of Student Loan Planning w/ Alex Bottom & Ryan Galiotto

Integrating Life Insurance into Holistic Financial Plans

At the Intersection of People, Process, and Purpose w/ Will Hill & John Fenton

Healthcare Planning: The Overlooked Piece of Holistic Advice

From Pricing to Leadership: Building Firms That Deliver Value and Stay Future Ready

Financial Date Discussion Cards w/ BatSheva Goldstein

General Ledger to Generative AI w/ Ben Taylor

How to Leverage AI and Marketing Optimization w/ Kris Lenz

Making a Difference: Life Skills You Can Learn from Sports, Academics, Work (& Failure)

How to Grow Your Advisory Practice with Estate Planning

The Psychology Behind Good Questions w/ Dr. Meghaan Lurtz

How Modern CPAs Are Designing Better Lives and Better Firms

Exit Planning Is Life Planning w/ Christine Nicholson & Randy Fox

Market Update: Tariffs, Trade Wars, and Trust w/ Vanguard’s Chris Tidmore, CFA

Behavioral Finance + AI w/ Dr. Daniel Crosby & Randy Johnston

Value of an Advisor + Estate Planning w/ Vanguard & Trust & Will

Holistic Guide to Wealth Management w/ Seth Fineberg & Philipp Hecker

Personal Finance Is More Personal Than Finance w/ Tim Maurer

Investing in the Future of Accounting & Fintech w/ Michael Ly

Financial Empathy & How Systems Influence Our Decisions w/ Dr. Michael Thomas

The Power of Life Planning w/ George Kinder

Best of M&A, AI, and Storytelling : Technology, Trends, and Transformations

Best of Behavioral Finance: The Power of Values and Human Connection

“The Fun CPA” Yuri Kapilovich

Wealth in the Key of Life w/ Dr. Preston Cherry

Value Accelerate Your Business w/ Chris Tabb

Make or Break Conversations: The Neuroscience of Trust w/ Mary Schmid

From Family Firm Roots to a Next-Gen Accounting Platform

Brave New World: Private Equity, Technology, and Adaptability w/ Allan Koltin

From Data to Wealth: How AI Turns Accounting Insights into Action

Coaching, Consciousness, and Change: The Human Side of Leadership

Mastering Marketing as an Introvert with Amanda Watts

Return on Influence: How to Become a Trusted Authority w/ Matt Halloran

Intersection of Accounting & Entertainment w/ Kendale King

After Your First Million Host Matt Tait

Big 4 Transparency w/ Domonic Piscopo

Human Centered Communication w/ Jeff Bartsch

Empowering Entrepreneurs - Nicole Davis CPA

Break the Mold w/ Alan Whitman

How to Become Emotionally Ready for Retirement w/ Morningstar’s Samantha Lamas

Empowering Families to Thrive: Alex Kirby’s Vision Framework

From Lawyer to Full Stack Developer and Tech Founder

Global Market Sell-Off: Behavioral Finance Tips

Radical Pricing and Radical Business Models w/ Jody Padar

AI and Data: A GPS for Business Success w/ Eric Eager

Leadership in a Volatile Landscape w/ Byron Patrick

Grow, Scale and Succeed with Financial Cents

Transition to Transaction: M&A Advice for Firms w/ Shannon Hay

Intangible Asset Revolution w/ Andrea Eisfeldt

A Financial Crime Thriller w/ Greg Adams

Good Money Revolution: Transforming Financial Services w/ Derrick Kinney

Your Future Self w/ Hal Hershfield

Advising in the Digital Age: Community Building and AI w/ Joe Moss

Nudge Theory: Helping Clients Take Action w/ Dave Connelly

Next-Gen Blueprint: Leveraging TikTok & Instagram w/ Nate Hoskin

Mastering Money with Mindfulness: A Three-Step Approach w/ Bari Tessler

Venture Capital Fundraising w/ Jason Yeh

Moore v. United States: Supreme Court Case Could Upend Tax Code

Neurofinance: The Future of Financial Planning and Brain Science

Tightwads and Spendthrifts - Money and Relationships w/ Scott Rick

Wait…My Property Tax Bill is How Much?

Financial Therapy for Couples w/ Nathan Astle

People First Ecosystem w/ David Wolfskehl

How to Create a Customer Value Journey w/ Kenny Harper

Grow Your Business Via Online Reviews w/ Whit Lanier

Financial Behavior: From the CIA to the College Classroom w/ Dr. Mary Bell Carlson

Predicting Health and Wealth Using AI and Machine Learning w/ Robert Kirk

Latest Research on Trust and Commitment w/ Amy Mullen

Women In Investing w/ Inga Rachwald of Charles Schwab

Using Financial Psychology to Better Connect with Clients - Dr. Emily Koochel

Shifting the Conversation with Human First Financial Guidance

How to Maximize Efficiency with Global Teams

The AI Hype Cycle, The Power of Relationships, & Mental Health

Innovative Insights from Accounting, Wealth Management and Behavioral Finance Leaders

Best of 2023 - Part I

Bridging Generations: Dr. Preston Cherry's Strategy on Balancing Wealth and Well-Being

Sassy Septuagenarian - Blending Technology and Empathy

Economic Way of Thinking w/ Susan Doty Univ. of Texas at Tyler

Dawn of a New Era: Spot Bitcoin ETF & Legacy Planning

Sam Altman OpenAI News, Hybrid Work & The Future of Advisory

Merging Healthcare and Financial Planning w/ Christine Simone