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 advice—from Advice 1.0 (transactional) to Advice 2.0 (goal-based planning) and now Advice 3.0 (comprehensive wealth management), where proactive, personalized guidance strengthens client engagement. Discover why Theodore Roosevelt’s words—"Clients don’t care how much you know until they know how much ..read more

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% of financial plan recommendations—and how behavioral finance can help bridge that gap. Learn how Tim’s Live, Grow, Protect, and Give framework transforms traditional financial planning by aligning money with our d ..read more

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 he’s now investing in AI-driven financial tools that streamline workflow automation, revenue recognition, and payments. Discover how his dual role as a firm owner and investor provides him with a unique advantage in identifying transformative technologies and why he believes accountants should start t ..read more

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 shaped not just by personal choices but by the systems we navigate—familial beliefs, societal norms, technological influences like social media algorithms, and even the way physical environments encourage spending. Discover how financial socialization—the way we inherit money beliefs—impacts behaviors, an ..read more

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 finances with freedom and fulfillment. Discover the power of his three life-planning questions, which help clients prioritize what matters most, and learn about the EVOKE process—a framework combining trust-building, deep listening, and actionable steps to design and live ideal life plans. George also ..read more

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 key assessments every business owner should consider for value acceleration: attractiveness, owner readiness, and financial preparedness. Learn how Robert Kirk leverages behavioral data to personalize client communications and how Jody Padar envisions the CPA firm of 2030 evolving with private equity ..read more

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” framework fosters financial compassion, and Nathan Astle’s practical framework navigates financial relationships. Learn about Bari Tessler’s approach to aligning money with emotions through mindfulness, Jeff Bartsch’s insights on storytelling, Alan Whitman’s call to challenge industry norms, and Samantha Lamas ..read more

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 than 40 hours a week during busy seasons while staying highly responsive to his clients. Learn how his strategic approach to client selection and his focus on efficiency have helped him maintain a manageable workload and attract ideal clients. Yuri shares the power of personal branding, detailing how his ..read more

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 financial wellness isn't just about numbers—it's about aligning your values, goals, and money decisions to create a life of purpose and meaning. Learn how tools like the "honest self-audit" and identifying your "money story" can help you build a stronger relationship with your finances. Dr. Cherry also ..read more

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 business value and ensure a smoother transition. In fact, five out of six business owners currently do not have an exit plan, highlighting the importance of proactive planning to ensure successful outcomes. Learn about the three assessments Chris uses to evaluate businesses: attractiveness to buyers, per ..read more