Shows
Don't Do ThatDon’t Do That: Don’t Stop Listening to Your Clients with Matt Schulte, eMoney AdvisorIn this inspiring and heartfelt episode of Don’t Do That, Kelly Waltrich sits down with Matt Schulte, the longtime head of financial planning at eMoney Advisor, who recently retired after 25 remarkable years. Together, they explore what it takes to build a world-class financial planning platform, the power of advisor-driven innovation, and why staying close to your clients is the ultimate competitive advantage.Kelly and Matt cover:00:00 Don’t Stop Listening to Your Clients00:45 Meet Matt Schulte, Head of Financial Planning at eMoney Advisor01:17 Early Days at eMoney: From Minn...
2026-01-2352 min
Dare to OvershareEMoney: "I Don't Cry When My Friends Die": Repressed Feelings, Reality TV Lies & Growing Up WeirdThis week, artist EMoney is in the building and we get very real, very fast.EMoney was on Season 6 of MTV's Are You The One so he knows what goes on behind the cameras. We’re unpacking the absolute chaos of reality TV — from the psychological high of morally questionable people to the behind-the-scenes manipulation that happens with executive producers and cast members. Is it entertainment... or emotional warfare?We also dive into the heavier stuff: why some of us can cry during movies but not in real life situations like death, the quiet day-to-day sadn...
2026-01-2148 min
Heart of Advice Podcast, Presented by eMoneyIntentional Leadership and Inclusion in Wealth Management with Marcel V. QuirogaMarcel V. Quiroga, CEO of TQM Wealth Partners, is a trailblazer with a personal, purpose-driven approach to financial planning. Marcel's journey as a single mother, daughter of immigrants, and woman navigating a male-dominated industry, highlights her philosophy of authenticity and inclusion. Her focus on empathy, connection, and actionable steps challenges traditional norms, encouraging financial professionals to move beyond transactional advising toward enhancing clients' overall quality of life.
In this episode of the Heart of Advice Podcast, Marcel explains how her leadership style, shaped by her experiences overcoming cultural and systemic barriers, prioritizes empathy, listening, and creating opportunities...
2025-11-2443 min
WealthTech TodayEp. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-MapThe post Ep. 314: Advisor Intelligence in the Age of AI: The eMoney Integration Nine Years in the Making with Adam Holt, Asset-Map appeared first on and was written by Elana Iskowitz.
Artificial intelligence is changing how financial advice is delivered — but not in the way early predictions suggested. Instead of replacing human advisors, AI is reshaping where advisors add value, pushing planning conversations toward interpretation, prioritization, and shared decision-making. In this episode, we sat down with Adam Holt, CEO and founder of Asset-Map, to discuss […]
The post Ep. 314: Advisor Intelligence in the Age of AI: The...
2025-11-0700 minHeart of Advice Podcast, Presented by eMoneyPathways to Scaling Financial Advice with Jamie Hopkins
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer at Bryn Mawr Trust and WSFS, turned personal tragedy—the loss of his father at a young age—into a mission to make financial advice accessible to working-class families. His varied career, from law to academia and corporate leadership, is grounded in this purpose. He co-created the Retirement Income Certified Professional® (RICP®) program, transforming retirement education with scalable, digital, and practitioner-led content that has impacted thousands of advisors. Jamie champions a flat leadership structure that empowers frontline advisors and builds trust through accountability.
Through the FinServ Foundation...
2025-10-2949 minHeart of Advice Podcast, Presented by eMoneyHow Identity Shapes Money Decisions with Carl RichardsCarl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just card stock and a Sharpie. Since then, Carl has become a Certified Financial Planner™, built and sold a successful investment firm, and spoken at financial and investment events worldwide. His bestsellers, The Behavior Gap and The One-Page Financial Plan, have been translated into over ten languages and continue to resonate globally. Through his daily podcast, Behavior Gap Radio, which now has over 1,000 episodes and more than one million downloads, Carl shares new perspectives on al...
2025-10-021h 01WealthTech TodayEp. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoneyThe post Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney appeared first on and was written by Elana Iskowitz.
When a financial planning software becomes so successful that it’s used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who made you successful? Susan McKenna, CEO of eMoney, sits down to discuss how the market-leading planning platform is navigating this delicate balance while […]
The post Ep. 306: Planning Software Evolution: Why AI Can Take Notes...
2025-09-1800 minHeart of Advice Podcast, Presented by eMoneyHelping Clients Make Better Decisions Through Value Alignment with James WernerJames Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for helping clients make informed, confident decisions during pivotal moments. As a Certified Financial Planner and Partner at Waverly Advisors, James brings his experience and expertise to Waverly after Silicon Hills Wealth Management, the firm he co-founded with Tom Brown, was acquired by Waverly Advisors, LLC.
In this episode he discusses how he maintains his process of emphasizing the two-way transfer of knowledge between planner and client, an evolving dynamic that ensures financial strategies align with individual values and goa...
2025-09-0446 min
Power Your AdviceEpisode 289 – The Advisor–Client Connection in a Digital Age with Susan McKennaSusan McKenna, CEO of eMoney Advisor, joins us to discuss the company’s evolution as it marks its 25th anniversary. She shares her path from tech-focused marketing leader to CEO, and how eMoney has stayed true to its planning-first mission while adapting to changing market needs. Susan reflects on its unique culture, dedication to client service, and the importance of equipping advisors with the tools, training, and support to deliver exceptional experiences. Under Fidelity’s ownership, eMoney has had the flexibility to innovate while maintaining its focus on financial planning.
Susan also looks ahea...
2025-08-1411 min
THE DDF SHOW W/ SIMEON ROSAGE006-EmoneyIn this episode Simeon sits down with Emoney and they discuss his music career, day to day life as an artist & way more.Tap in with Moneys music: https://www.youtube.com/watch?v=uaMWn4jLAw4
2025-08-0134 minHeart of Advice Podcast, Presented by eMoneyGetting Clients Out of Their Heads and Into Their Hearts with Brendan FrazierBrendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance into advisor-client relationships. He is also the creator and host of The Human Side of Money Podcast, a bi‑weekly series offering actionable strategies for advisors seeking to deepen trust, improve communication, and guide clients through emotionally charged financial decisions.
In this episode, Brendan delves into the intersection of personal connection, emotional intelligence, and professional success, with a special focus on the financial advisory world. Through meaningful conversations, Brendan explores the art of building trust and fostering authentic relationships by...
2025-07-3144 minHeart of Advice Podcast, Presented by eMoneyCelebrating 25 Years of Financial Planning with Matt SchulteIn this episode, our hosts discuss eMoney's history as the company marks its 25th anniversary. To help celebrate, we asked Matt Schulte to be our guest as he celebrates his 25th year at the company. Matt shares insights into the early days of eMoney, his early career, the company's growth, and its eventual impact on the industry. From his beginnings working in insurance to becoming a key player in financial technology, the conversation captures both his and the company's unique path and the innovations that have shaped how financial planners interact with clients and discuss money.
Learn m...
2025-07-011h 00Heart of Advice Podcast, Presented by eMoneyBalancing Empathy and Technology in Financial Planning with Patti BrennanPatti Brennan, CFP®, CFS, CEO of Key Financial Inc., has carved a remarkable path from her early career as a nurse to becoming a leader in the world of wealth management. Through her inspiring story, Patti demonstrates how her compassion-driven approach, honed during her nursing days, has profoundly shaped her financial planning firm. As a mother of four, she balanced building her business with raising a family, offering valuable insights into navigating work-life challenges faced by working moms. Her firm is known for its client-focused strategies, blending personalization, transparency, and technology to deliver tailored solutions that truly resonate with e...
2025-06-0355 minHeart of Advice Podcast, Presented by eMoneyEmpowering Women in Financial Planning with Cary CarbonaroA passionate advocate for women in the financial space, Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor, Women and Wealth Ambassador at Ashton Thomas Private Wealth, shares actionable insights from her upcoming book, Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, in the latest Heart of Advice Podcast episode. Cary dives into how financial professionals can better serve female clients by addressing unconscious biases, taking a “how female-friendly is my practice” quiz, and asking the right questions to uncover unique needs. She makes it clear that traditional playbooks designed for men don’t translate—and explains how planne...
2025-04-2933 min
A Composer's CornerRapper Emoney joins A Composer's CornerRapper Ethan Cohen, aka Emoney, posted his first single on his YouTube channel (Emoney Music) in 2010 titled "Emoney- People Are Crazy." In 2017 he starred in the sixth season of the reality show ARE YOU THE ONE (AYTO) on MTV. He has been releasing a variety of rap music and videos all this time and often writes his own music as well.
Ethan is from Sonoma, CA. He has worked behind the scenes on notable TV shows, and has acted in a few shorts. But he is most known for his work in the underground hip hop world...
2025-02-1759 minHeart of Advice Podcast, Presented by eMoneyThe Next Generation of Financial Planners with Hannah MooreWhat drives the next generation of financial planners? How can you help them succeed in your firm? Those are some of the topics we’re exploring in this episode of the Heart of Advice podcast with our guest, Hannah Moore, CFP®, CeFT®.
As the founder of Amplified Planning, a financial planning training and education program, and head of The Externship, she brings her perspective on the next generation of financial planners, what they’re looking for, and what firms can do to shorten the learning curve and get new planners up to speed.
2024-12-2032 minHeart of Advice Podcast, Presented by eMoneyValues-aligned Investing with Max MintzHow do you engage with clients who want to combine financial returns with philanthropic impact? That’s just one of the topics we touch on with our guest Max Mintz, a partner and financial planner at Common Interests, a certified B Corp advisory firm based in New Jersey.
In this episode, Max shares his unconventional path to becoming a financial planner, with a background in engineering, social advocacy work, and studies in philosophy and religion. His firm specializes in values-aligned and responsible investing and often works with clients with no minimum asset requirement.
2024-12-0538 minHeart of Advice Podcast, Presented by eMoneyExpanding the Impact of Financial Planning with Erin VoisinIn this Heart of Advice Podcast episode, we explore the transformative impact that financial planning can have on clients’ lives, and how the future of financial planning is happening today.
Our guest, Erin Voisin, CFP®, Managing Director of Wealth Management Services at EP Wealth, shares her experience getting into the financial planning profession, as well as all the different ways she’s elevating those around her. She delves into how she approaches connecting with and training the next generation of financial planners, including ways in which she’s advocating for women in this profession. This episode dives into th...
2024-11-1934 min
The Diamond Podcast for Financial AdvisorsFinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience
With Susan McKenna, CEO, eMoney
Overview
Susan McKenna, CEO of eMoney, explores the fintech firm’s evolution, competitive edge, and the role of technology in wealth management. She discusses how eMoney’s tools foster client conversations and enhance experiences, shares insights on the future, and more.
Listen in…
> Download a transcript of this episode…
NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podc...
2024-11-0740 min
Diversity in Action™Developing Your Talent Pipeline with Kate HealyKate Healy is THE Next Gen Growth Builder. Kate is the CEO & Founder of AdvoKate IQ, helping wealth management firms with their NextGen growth strategy. Her previous roles include Managing Director at TD Ameritrade Institutional, Managing Director at the Center for Financial Planning, and as board member of the FinServ Foundation, and Invest In Others Charitable Foundation. Kate is also an inaugural member of the CFP Board’s Women’s Initiative. Kate is also a passionate public speaker and moderator and a force for good in the wealth management space. Notes: In this episode, Shawn, Luis a...
2024-10-2249 minHeart of Advice Podcast, Presented by eMoneySpotlight on Estate Planning with Christina LynnEvery good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans and motivating clients to act. In this episode, we get to the heart of the issue by speaking with Christina Lynn, PhD, CFP®, AFC®, CDFA®.
As a Practice Management Consultant at Mariner Wealth Advisors, she understands the challenges financial advisors face when discussing estate planning with clients. Many clients are uncomfortable talking about their mortality, and advisors often struggle to navigate these sensitive conversations with confidence. Christina shares how techniques like motivational interviewing can improve your conversations, offers valua...
2024-10-1036 min
Nurturing SuccessLinda Polwrek of Polwrek FinancialHost: John Thompson
Guest: Linda Polwrek, CFP®, CDFA®, RICP®, MBA
Episode Summary: In this episode of Nurturing Success, John Thompson sits down with Linda Polwrek, a seasoned financial planner with multiple designations, including CFP®, CDFA®, and RICP®. Linda shares her journey into financial planning, how she built a successful practice while empowering women, and the importance of tax planning in today’s volatile market. They also discuss the benefits of liability management and how Linda has integrated these strategies into her work with clients, particularly women navigating life transitions such as divorce or widowhood.
What Y...
2024-09-2024 minHeart of Advice Podcast, Presented by eMoneyA Mindful and Tech-forward Approach to Planning with Eric RobergeHow can you help clients find the right balance of saving for the future while enjoying their hard-earned wealth now? That’s the topic we’re diving into with our guest Eric Roberge, CFP®, the CEO of Beyond Your Hammock.
In this episode, we explore the unique challenges and opportunities in serving high-net-worth clients during their peak earning years. Eric emphasizes the importance of a holistic approach that combines financial planning technology with emotional intelligence. With AI-enabled tools, savvy marketing strategy, and continuous learning at major conferences, his team is setting the bar high. Financial planning professionals looki...
2024-09-0634 min
Getting High With Show Potcast hosted by Adam IllGetting High With Show Ft. EmoneyProducer, rapper, content creator and just a funny ass chill dude, Emoney, joins us on the GHWS. From being in team backpack to smoking backpack boys, We discuss multiple topics and learn a lot about Emoney n this entertaining and insightful conversation. So sit back with your favorite products, listen to the ebonies and ivories getting tickled by Kentron, relax, and let's get higher.Follow Adam's socials for more dope content: Website: adamill.com 🔹 Twitch: twitch.com/highesthost 🔹 YouTube: youtube.com/gettinghighwith 🔹 Patreon: patreon.com/gettinghighwithshow 🔹 Instagram: instagram.com/adamill_/It's gonna be lit...
2024-08-291h 22
Registered Investment Advisor PodcastRevolutionizing Financial PlanningConnor Sung helps eMoney clients build more successful practices and deepen client relationships. He leads an exceptional team of financial professionals who help clients transform their technology platform and financial planning processes to increase efficiency, drive growth, and create planning-led user experiences. He oversees eMoney's financial wellness strategy, as well as internal and external financial education programs aimed at providing financial peace of mind for all. Connor has held various roles at eMoney since joining in 2013, contributing to more than 10 years of technology, practice management, and planning experience. He co-hosts eMoney's Heart of Advice Podcast...
2024-08-0716 min
The Finance Marketing PodcastBridging the Gap Between Financial Planning and Financial Counseling with Sasha GrabenstetterIn this episode of The Finance Marketing Podcast, Hillary sits down with Sasha Grabenstetter, Senior Financial Planning Education Consultant at eMoney Advisor. Sasha discusses the value of integrating Accredited Financial Counselors (AFCs) into financial planning practices. She shares insights on how partnering with AFCs can help CFPs address the emotional and behavioral aspects of money management, ultimately enhancing client relationships and satisfaction.Sasha also highlights the importance of empathy and emotional intelligence in financial planning and offers practical strategies for advisors to develop these essential skills. Tune in to learn how these approaches can differentiate your practice...
2024-08-0232 minHeart of Advice Podcast, Presented by eMoneyPersonalization and the Niche Financial Planning Practice with Chloé MooreIn this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clients' money histories, goals, and values, advisors can offer highly personalized financial advice. This approach can help clients pursue nontraditional goals and empower them to own their unique financial journeys.
Our guest, Financial Staples Founder and Principal Chloé Moore, CFP®, shares her successful strategies for reaching tech industry clients. She shows how financial advisors can effectively connect with a niche audience by revamping a website with specific client examples, engaging in public speaking, and writing for industry pu...
2024-07-3037 min
Web3 Tech Brief By HackerNoonE Money Network Launches $2 MILLION RWA Grant Program To Spearhead RWA Ecosystem
This story was originally published on HackerNoon at: https://hackernoon.com/e-money-network-launches-$2-million-rwa-grant-program-to-spearhead-rwa-ecosystem.
The E Money Network supports interoperability with Inter-Blockchain Communication (IBC), allowing the development of applications that can communicate with othe
Check more stories related to web3 at: https://hackernoon.com/c/web3.
You can also check exclusive content about #web3, #emoney-network, #chainwire, #press-release, #emoney-network-announcement, #rwa, #crypto-funding, #good-company, and more.
This story was written by: @chainwire. Learn more about this writer by checking @chainwire's about page,
and for more stories, please visit hackernoon.com.
E Money Network, a modular RWA blockchain...
2024-07-0404 minHeart of Advice Podcast, Presented by eMoneyCreating an Inclusive Financial Planning Practice with Jake NunoHave you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+ people are diverse, and their goals reflect a need for individualized solutions. Nearly 63 percent of people in the LGBTQ+ community feel most advisors don’t understand their financial challenges, and 48 percent of LGBTQ+ Americans have experienced discrimination by someone in the financial services industry.
In episode 4 of the Heart of Advice Podcast, we chat with LGBTQ+ financial planner Jake Nuno, MS, CFP®, EA, about what makes LGBTQ financial planning different, what planners need to know to serve clients better, and...
2024-06-2836 minHeart of Advice Podcast, Presented by eMoneyFintech Plus Financial Psychology Equals Success with Greg FurerWant to grow your financial planning practice and work smarter, not harder? Gain the insight you need to do just that in this episode, featuring Beratung Advisors CEO Greg Furer, CFP®. He's passionate about educating and empowering clients and financial professionals, taking a tech-forward approach.
The episode explores how Greg uses technology to streamline the financial planning process, enhance client communication, and scale his practice, which has experienced 600 percent AUM growth. He details how technology allows him to provide comprehensive planning that solves clients' problems.
Greg also highlights the importance of understanding how clients perceive f...
2024-06-1053 minHeart of Advice Podcast, Presented by eMoneyCouples & Money: Keeping Clients on the Same Page with Sonya Lutter and Michael KothakotaHave you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast, we dive deep into keeping couples in financial alignment in your planning practice. Joining us are two guests with tips to help you navigate challenging conversations. First, we’ll hear from Sonya Lutter, Ph.D., CFP®, LMFT, Director of Financial Health and Wellness and Masters programs at Texas Tech University. She shares insights from her research, her training as a therapist, as well as a values exercise from her book, A Couples Guide to Love & Money...
2024-05-0958 minHeart of Advice Podcast, Presented by eMoneyThe Next Level of Personalized Wealth Planning with Abbey Henderson
Welcome to the first episode of the Heart of Advice Podcast. We are covering the topics that directly affect you, the financial planning professional, including how to meet clients’ expectations for personalization. Our guest this episode is CEO of Abaris Financial Group: Abbey Henderson, CFP®️, RLP®️, CPCC®️, CAP®️, AEP®️. We talk in-depth about how she approaches holistic financial planning, incorporating the client's values, goals, and aspirations. She also discusses why she pursued becoming a Master Registered Life Planner (RLP®) and a Certified Professional Co-Active Coach (CPCC®). By creating a safe space for clients to share their vulnerabilities, Abbey develops a deeper understandin...
2024-05-0641 min
AFO|Wealth Management ForwardUsing Financial Psychology to Better Connect with Clients - Dr. Emily KoochelIn this episode, Rory and Julie speak with Dr. Emily Koochel, the Head of Financial Wellness at eMoney. Listen as they discuss how to help clients use intrinsic motivation to increase the likelihood of success in reaching their goals. Discover ways to use solution-focused therapy to help clients identify their strengths andovercome new challenges. Learn more about eMoney's latest study on financial psychology actions and the top 5 most impactful for clients. Find out about the latest in the evolving world of financial planning and psychology with tips on increasing client engagement and well-being. Curious about how to initiate meaningful...
2024-02-0144 min
Between Now and SuccessConnor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client ExperienceGuest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. In a Nutshell: It's been about seven months since I asked ChatGPT if I could retire without running out of money. Since then, the intersection of financial psychology and technology continues to advance rapidly -- not just in how advisors use AI, but in how they're improving their people skills and learning to meet clients and prospects where they are to deliver the advice that they need. These advancements on both the tech and human sides of financial advice are improving the client experience and coaching folks t...
2023-12-1952 min
Dome with BamfomaniaDOME#180 | Colonoscopy ft. Atm.Xo & Edub.EmoneyThe lovely ATM.XO is an award-winning artist & incredible cheesecake chef, and she slid through with EDUB.EMONEY (check out episode 178 for all his sh*t). Black Thanksgivings, colonoscopies, sleep tips, etc it's all here.
BONUS EPISODES EVERY WEEK ON PATREON: https://www.patreon.com/DOMEwithbamfomania
ATM.XO - https://linktr.ee/atm.xo IG:@_atm.xo_
EDUB.EMONEY - https://www.youtube.com/@edub.emoney
https://open.spotify.com/artist/2L4lBAem65v96IwtLxMvo5
IG: @edub.emoney
2023-11-291h 08
SPRR PODCASTSPRR PODCAST S1:E12 SPECIAL GUEST EMONEY MAN
To check out more of EMoney Man:
Snapchat: emoneyman_da1
Facebook: https://www.facebook.com/eddie.trejo.85
Facebook Music Page: https://www.facebook.com/search/top?q...
Instagram: https://www.instagram.com/emoneyman1/
YouTube: / @emoneymusic289
#SPRR
2023-10-1219 min
Diversity in Action™Driving Diversity and Inclusion with Suzanne SiracuseWelcome to the fifth episode of the Diversity in Action™ podcast Season 2!In today's episode, we're delighted to be with Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC. Her firm specializes in advising financial services companies on innovative business strategies, distinctive marketing, and impactful advocacy in areas like diversity, financial literacy, and next-gen talent. Suzanne is also the Creator and Host of two insightful podcast series: "The Big Reveal" and "Focused on the Future." Formerly CEO and Publisher of InvestmentNews, she's an industry thought leader recognized for her contributions. In 2020, InvestmentNews awarded her the "Trailblazer" ho...
2023-10-0343 min
WealthTech on DeckThe Legends of WealthTech with Edmond WaltersWith an innovative approach to financial planning and a commitment to providing clients with a holistic and interactive experience, Edmond's journey is legendary. The genesis of his brainchild, eMoney, unveils a story of innovation, inspiration, and perseverance, illustrating how a groundbreaking idea can transform into a pioneering company. His journey from concept to industry-altering reality illuminates the boundless possibilities at the intersection of financial expertise and technological acumen.In this episode, Jack talks with one of the legends in wealthtech, Edmond Walters, Founder and CEO at VillanovaTech. VillanovaTech is a next-generation financial planning experience for financial advisors...
2023-10-0326 min
Diversity in Action™Promoting Diversity and Inclusion in Financial Services with Dana WilsonWelcome to the third episode of the Diversity in Action™ podcast Season 2!In today's episode, we have the honor of being joined by Dana Wilson. With over fifteen years of experience in the financial services industry, Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a groundbreaking B2B financial services marketplace. CHIP makes it easy to find financial professionals of color. In 2021, Investment News recognized Dana as a "See It Be It Role Model" for her exceptional work in promoting diversity, equity, and inclusion. During our conversation, Dana discussed the origin of CHIP and sh...
2023-09-1943 min
Grow Money Business with Grant BledsoeDon't Bet Your Retirement On a Monte Carlo ProjectionWe dedicated this week's episode of Grow Money Business to the Monte Carlo simulation. When multiple outcomes are possible due to the presence of random variables, a Monte Carlo simulation can be used as a model to forecast their probabilities. Join us as we dive into what Monte Carlo simulation is, where it comes from, the assumptions that are used in this kind of analysis, and how much trust we can put in these kinds of analyses when we are making decisions regarding retirement. [04.31] 4% withdrawal rule – Grant starts the conversation by explaining how the 4% withdrawal rule works....
2023-08-3029 min
Finish Big 2.0 w/ Mark DormanRevolutionizing Financial Modeling for Business Owners with Edmond Walters, CEO of VillanovaTech & Founder of E-Money (Ep. 19)It can be nerve-racking to leave a company you built, sell it off and start something new, but the experiences you gained from past careers can help you along your entrepreneurial journey.
In this episode, Mark Dorman speaks with Edmond Walters, Founder and CEO of VillanovaTech, LLC, about his journey as an entrepreneur. From building eMoney Advisors to the sale of that company and building another new venture, Edmond shares the different experiences he leveraged when starting a new business and the ups and downs of being an entrepreneur.
Edmond discusses:
His transition from b...
2023-08-2234 min
The InvestmentNews PodcastEpisode 151: How to factor financial wellness into your advisory servicesEpisode Notes
Bruce and Jeff speak to Emily Koochel, manager of financial wellness at eMoney Advisor. Emily stresses the importance of financial wellness through the exploration of financial psychology and helps us understand the difference between financial psychology and behavioral finance.
Guest Bio:
Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant. Dr. Koochel’s Ph.D. in Applied Family Science and Master’s in Financial Planning provide a multidisciplinary lens to inform her wo...
2023-08-1730 min
PRess Play: The StreetCred PodcastWeaving Together PR and Marketing with Kelly Waltrich (Ep. 2)Given the substantial overlap between public relations and marketing, firms stand to benefit from a tight-knit collaboration between these two vital teams.
In this episode, Elena Krasnow and Jimmy Moock speak with Kelly Waltrich, co-founder of Intention.ly, about her journey in financial services marketing. Kelly shares her story of why she decided to become an entrepreneur and start Intention.ly before passionately discussing how public relations and marketing strategies complement each other. She also provides tips on how to vet and establish a quality partnership with marketing agencies.
Kelly discusses:
Why she decided to...
2023-06-2331 min
Gimme More GingyEmoney: Navigating Fame after Reality Tv to Finding Success in the Rap IndustryGet ready to dive into the juicy secrets of reality TV casting with my guest Emoney, the coolest rapper from Sonoma, California! He's got the inside scoop on what really happens behind the scenes of your favorite shows. You'll be hooked as he spills the tea on the drama, the laughs, and the struggles of working on 30 different reality TV productions as a casting associate.
But that's not all! Ethan will also share his personal journey of chasing his dreams in the music industry. You'll hear all about the wild personalities he's discovered and casted, as well...
2023-05-041h 11
Get Ready: Before Life Happens PodcastThe Tony Steuer Podcast with Emily Koochel: Starting With Yourself Is The Key To Financial WellnessSend us a textOn the latest episode of The Tony Steuer Podcast, I spoke with Emily Koochel, Ph.D., AFC®, CFT-I™, Senior Financial Planning Education Consultant at eMoney Advisor about why psychology is important to changing how we think about money. In this episode we discussed:The intersection of emotions and money. How advisors can learn from their clients.Why Financial Planning Is Inherently A Mental Process.Dr. Emily Koochel, Ph.D., AFC®, CFT-I™, Senior Financial Planning Education Consultant at eMoney Advisor is an experienced financial professional, academic...
2023-03-1526 min
Time, Talent, Treasure RadioRetirement Tools: eMoney Planning SoftwareBen Taatjes discusses how eMoney software helps us build purposeful retirement plans for our clients. eMoney is a robust program designed for high-end, complex situations. It helps clients see how their assets get turned into consistent cashflow for their retirement. In our experience, when we can help our clients steward their cashflow well, it gives them the confidence and freedom to steward their time and talents more efficiently.
2023-02-1408 min
The Abbie Knights ShowGUEST: EMONEY (CELEBRITY STYLIST)Host Abbie Knights, interviews celebrity stylist, EMoney. They'll be discussing his journey in fashion and upcoming plans for 2023. TAKS x The Hype Magazine | The Abbie Knights Show | TAKS - Pronounced "TALKS" "The Best Weekend Party Show in the City"! To watch video episodes go to: www.Youtube.com/AbbieKnights
2023-01-3133 min
Voice from the HillsBuckle Up: A Conversation with Kelly WaltrichKelly discusses proving your value, nurturing your audience, and transforming your business.-Check out our new mini pod, The Stream. The stream is highlights timely updates and information and introduces important ideas and concepts in short but impactful three minute micro pods. You can subscribe separately to The Stream on all podcast platforms or through any Alexa enabled device by simply saying "Alexa, play the latest update from Silicon Hills Wealth". Ifyou'd like to learn more about Silicon Hills wealth and the services we offer, please visit our website here.
2023-01-2537 min
Real Money, Real ExpertsBuilding a More Integrated Financial Planning Field with Sasha Grabenstetter, AFC®This week we are excited to welcome Sasha Grabenstetter to the show! Sasha is a new AFCPE Board Member and the Financial Planning Education Consultant at eMoney Advisor who shares AFCPE's passion for creating a more integrated field that better serves all individuals and families.In this episode, we discuss the benefits of building financial planning practices that offer wrap-around services and talk about the value in building strong referral partnerships between counselors, coaches, and planners. Sasha is a gifted educator with infectious energy, making this a must-listen episode!...
2023-01-1727 min
The 401(k) Marketing PodcastHow Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24)Creating financial peace of mind is a lifelong goal. As a result, finding innovative ways to talk about money in the workplace is crucial because there has been a wave of employee resignations across many industries due to financial stress.
In this episode, Rebecca Hourihan sits down with Dr. Emily Koochel, Senior Financial Planning Education Consultant at eMoney Advisor. Dr. Koochel is an experienced financial professional, academic and researcher. Prior to FinTech, she served as an assistant professor where she taught courses in personal financial planning and working in the financial planning field.
Here, Dr. Ko...
2022-12-1420 min
The FS Club PodcastIreland - A Model For Fintech CollaborationFind out more about this event on our website: https://bit.ly/3HnMwKS
Join Fintech Ireland's Peter Oakes for a webinar exploring the fintech environment in Ireland, and how it is uniquely positioned for effective collaboration between fintech centres that have the potential to add value to both parties and the industry as a whole. Peter will cover the fintech ecosystem in Ireland, the regulatory framework being put in place, how Irish fintech is scaling overseas, Ireland’s place as a EU Home for fintech, Ireland and the UK’s unique fintech bridge opportunity, fundraising & the life of a...
2022-12-0745 min
SHIFT with Ross MarinoFinancial Wellness & Relationships with Dr. Emily KoochelOn this episode of SHIFT Dr. Emily Koochel talks with Ross about eMoney research & initiatives surrounding financial wellness & relationships. #shifttheconversationVisit humanfirst.live to learn more about SHIFTConnect with Emily on LinkedInLearn more about eMoney:WebsiteLinkedInTwitterYouTubeFacebookConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-11-1613 min
Unrestricted with Ben LeberEmmett Johnson "EMoney". National High School Football Player of the Year. Nebraska Cornhusker Running BackSpecial Thanks:Historic steakhouse in Northeast Minneapolis. Serving steaks not trends. http://jaxcafe.com/Regenerative & functional medicine/pain solutions/orthopedic specialist: https://rejuvmedical.com/Twin Cities #1 Roofing and Siding company: https://www.nmcexteriors.com/Emmett Johnson: "eMoney"- son of 1st generation Liberian parents- 2021 Mr. Football Minnesota- Finished senior year with over 2,500yds rushing; 42 TD's. 85 Tackles. 13 TFL's- High school career: almost 5,000yds rushing; 130 tackles- Also a basketball and track & field standout for Academy of Holy Angels- Twitter: https://twitter.com/EmmettJohnson_?s=20&t=Chu3...
2022-07-181h 08
Crypto Rich PodcastCRYPTO RICH EPISODE 41 - LUNA UST AND THE CHALLENGE OF STABLE COINS RESOLVED WITH E-MONEYI am joined by Henrik Aasted Sørensenof e-money.com. We discuss the impact of the collapse of UST and Luna and how cryptocurrencies can recover.LINKSNORDVPN – DISCOUNT CODE – https://nordvpn.com/cryptorichhttps://dopewarz.ioEMONEYhttps://www.e-money.com/https://t.me/emoney_comhttps://twitter.com/emoney_comhttps://medium.com/e-money-com/e-moneys-stablecoin-eeur-used-by-real-estate-tokenization-platform-retok-to-distribute-monthly-7bc518b35f4===========================RETOKhttps://retok.finance/https://t.me/retok1https://twitter.com/FinanceRetok
2022-07-1229 min
Perfectly IntegratedIt’s All About Execution With Kelly Waltrich (Ep.34)Marketing and sales go hand in hand when it comes to building your business. But, creating your marketing ideas will only take you so far without executing them.
In this episode, Matt Ackermann is joined by Kelly Waltrich, co-founder of Intention.ly. Kelly shares her knowledge of execution, building a plan with her team and creating the vision of her clients into reality. She reveals quick tips for developing your image and the details that are often missed.
Kelly discusses:
How to individualize yourself
The importance of having a great team
The non glamorous...
2022-05-1827 minCrypto Rich PodcastCRYPTO RICH EPISODE 28 - Top Meme Coins, How to Keep Your Crypto Safe and How to Make Money By Farming On Osmo DexThis video features two great projects from the COSMOS ecosystem. One is probably the best meme coin with a dog's head out there, and the other is a fully regulated stable coin for the European market. Each project meets the other as we discuss Osmosis dex and what each project has to offer.I show you how you can ensure that your Bitcoin, Ethereum and other cryptocurrencies are kept safe and secure, and importantly how to keep that all important seed phrase safe and secure.I explain to a group of friends how to make...
2022-05-021h 14
Rawrrzone MediaWelcome to The Rawrrzonee - EP 168 Ivy Talks with Erin BoogieAfter working together in an industry dominated by men, Ivy sits down with the Queen of Upstate In The Field Radio own Erin Boogie stops by telling us her story including her love of music, promoting on social media before it became a major branding tool as well as trending topics.
Check out our Youtube @rawrrzonenyc where we feature artist videos:
This Weeks Include :
Tito Montana : @iam_titomontana
Kony Brooks : @konybrooks
Kevin Envy: @kevinenvy
Live Johnson : @livejohnson718
Rayne Storm : @raynestormmusic
S-Rock : @titanofrap
...
2022-04-011h 23Crypto Rich PodcastCRYPTO RICH EPISODE 21 - THE FUTURE OF DEFI - THE FIRST STABLE COIN PAIR ON OSMOSIS DEXIn this video, I interview Henrik Aasted Sørensen, one of the co-founders of e-money.com. With its sister token NGM, this was the first stable coin pair to listed on the Osmosis dex. It is also the first stable coin pair to be pegged to the Euro. Fully audited and regulatory compliant, E-money will make trading and defi easier for those that wish to transact with Euros. In this video I find out more about the project and the background to the project.Please note due to a technical hitch, I lost the last few minutes of t...
2022-03-2231 min
Advisors Chatting About Technology (ACAT)eMoney with Eric FoxOn this episode of Brokers Learning Technology, Eric Fox from Income Portfolio Strategies joins Danny Mayer and Andrew Kennedy to discuss how his office utilizes eMoney with their clients to provide planning services and make quick pivots when necessary. Eric discusses a wide variety of scenarios in which he uses eMoney and how the use of eMoney has impacted his clients financial planning efforts.
LaSalle St. Securities Presents: Brokers Learning Technology, a new podcast focused on discussing the everyday workflows and technologies that registered representatives and investment advisors utilize in the field.
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Send in a v...
2022-03-1650 min
WealthTech on DeckThe Influence of Human Behavior on Financial Planning with Jess Liberi and Michael LierschThe choices people make about their financial future are some of the most important decisions in their lives. Knowledge and experience affect decision-making, but so do emotional and cognitive biases. How can people overcome their biases and achieve their financial objectives?In today’s episode, Jack talks with Jess Liberi, Head of Product at eMoney Advisor, and Michael Liersch, Head of Advice & Planning at Wells Fargo. As the Head of Advice & Planning at Wells Fargo, Michael is responsible for the delivery of all comprehensive planning services and sales strategies for clients of Wells Fargo Private Ban...
2022-01-1127 min
Real Work From Home Jobs With ThressaEmoney is hiring Data Entry Specialist to Work From Home! $18-$25 Hourly!!!In this podcast today, I will discuss the company emoney! Listen to the podcast for details!
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Support this podcast: https://podcasters.spotify.com/pod/show/thressa-sweat/support
2021-11-1902 min
News and Views by the Fintech TimesEpisode 50: EMoney Institutions and LicensesOn this weeks episode of News & Views, The Fintech Times Podcast team talk about EMoney, and more specifically EMoney institutions and licenses. The Fintech Times News &Views Podcast delivers strategic insight into
the trends redefining global financial services, with commentary from
industry leaders and innovators. Discover more coverage, interviews,
research, and partnership opportunities at thefintechtimes.com and
follow The Fintech Times across all major social platforms.
2021-10-0313 min
Fintech Family HourEdward O'Brien, CEO @ eMoney AdvisorMy guest this week is Ed O'Brien, CEO @ eMoney Advisor. eMoney is a leading provider of technology solutions and services that help people talk about money.Go to www.forfintechsake.com for helpful links and more information.Helpful links: eMoney WebsiteEd on LinkedinSubscribe to the newsletter @ www.forfintechsake.com
2021-08-2853 min
Delete My NumberOlivia Rodrigo Is For The People (Episode 17)Emoney and Jackie talk about Olivia Rodrigo's new album, Chrissy Tegan's fall from grace, and why people are bragging about their depression on social media.
2021-05-281h 00Delete My NumberWe're Back (Episode 16)Emoney and Jackie are back from their hiatus to talk about the highs and lows of the pandemic, the middle ground between monogamy and polygamy, and whether or not Jackie should make an Onlyfans.
2021-05-211h 05
The Never Land PodcastOwl Green x Emoney - Why You AlwaysOwl Green x Emoney - Why You Always PROD. André Paxton
Share this song with your nice family!
2021-05-0703 minDelete My NumberHorrible Bosses (Episode 15)Emoney and Jackie talk about terrible experiences with bosses, David Dobrik's cancellation, and the toxic power dynamic in Hollywood.
2021-03-221h 03Delete My NumberPolyamory Fucks (Episode 14)Emoney and Jackie invite on Megan Saphire (@Msradiosapphire) to talk about the world of polyamory, the perfect blowjob, and working in the porn industry.
2021-03-151h 07Perfectly IntegratedEpisode 6 – The Evolution of Innovation with Edmond WaltersInnovation is a word that’s often overused and even more frequently missed completely.
In this episode, Matt Ackermann is joined by Edmond Walters, CEO and co-founder of Apprise Labs and founder and former CEO of eMoney Advisors. Edmond shares his knowledge and insight into the evolution of business and what innovation truly is.
In this episode, you will learn:
What is innovation
How customers impact the services provided
The role of innovation in business
The importance of communicating with your clients
And more!
Discover the truth about innovation from Edmond Walters, CEO and...
2021-03-1124 minDelete My NumberA Date With A Racist (Episode 13)Emoney and Jackie invite Rose (@innocentrose) and Juturna (@juturnalove) on the pod to talk about an awkward date with a famous racist, and life as a suicide girl.
2021-03-101h 14Delete My NumberCan Lesbians Be Straight Again? (Episode 12)In this episode, Emoney and Jackie talk about lesbians, Chris Delia, and mental health.
2021-03-031h 04Delete My NumberDo Girls Like Bald Men? (Episode 11)Emoney and Jackie riff on Jackie's big boobs, Emoney's receding hairline, and Zendaya's new black & white movie.
2021-02-221h 01Delete My NumberOur Encounters With Terrell Owens (Episode 10)Emoney and Jackie compare their Terrell Owens stories, talk about situationships on Valentine's Day, and being the one married couple at a guy's weekend.
2021-02-161h 00Delete My NumberClub Hookups (Episode 9)Emoney and Jackie discuss getting peer pressured at parties, Nick Cannon's role in Hollywood, and reminisce on club hookups.
2021-02-071h 06Delete My NumberMushrooms Save Lives (Episode 8)Emoney and Jackie Hollywood talk about how psychedelics saved Jackie's life, the beauty of sobriety, and the stock market frenzy.
2021-02-011h 12Delete My NumberPlease The Woman (Episode 7)Emoney and Jackie talk about reality TV background checks, Turkish Instagram hackers, and how men need to do a better job of pleasing women.
2021-01-251h 20WealthTech Today#ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients?The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first on and was written by Craig Iskowitz.
“There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play, in helping individuals in need of advice who don’t know where to turn. Helping them to lay the foundations for a healthy financial life by understanding the key tenants and […]
The post #ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients? appeared first...
2021-01-1800 minDelete My NumberWe Don't Only Talk About Sex (Episode 6)In this episode, Jackie and Emoney talk about Emoney's Instagram Page being hacked, Jackie accidentally telling kids that Santa isn't real, and how not having a sex drive isn't a bad thing. Thanks for tuning in!
2021-01-171h 12Delete My NumberDelete My Drug Dealer's Number (Episode 5)In this episode, Jackie and Emoney talk about how to "slow-fade" someone instead of ghost them, Jackie going viral on Tik Tok, and how stupid cocaine is.
2021-01-101h 09Delete My NumberDelete My Number - Episode 4In this episode, Jackie Hollywood and Emoney talk about sending dick pics, being a horny 13-year old, and also read a wild date story from a fan.
2021-01-031h 10Delete My NumberDelete My Number - Episode 3Jackie Hollywood & Emoney riff on cheating, New Years Resolutions, and dating co-workers. Hope you mildly enjoy some of it.
2020-12-261h 01Delete My NumberDelete My Number - Episode 2In this episode, Jackie Hollywood and Emoney riff about Onlyfans, keeping sex interesting in a relationship, and Ariana Grande's new boyfriend.
2020-12-2059 min
Delete My NumberDelete My Number - Episode 1In this episode, Jackie Hollywood and Emoney talk about the ups and downs of being single vs being in a relationship. They also touch on their career goals, banter about entertainment gossip, and get real about domestic abuse. Enjoy!
2020-12-1857 min
Wharton FinTech PodcastThe Future of Financial Advice with Jess Liberi, Head of Product at eMoneyOn today’s episode, Ryan Zauk is joined by Jess Liberi, Head of Product for eMoney, a Fidelity-owned company.
eMoney is a company most people aren’t familiar with, but many have been affected by. eMoney is a software company that empowers financial advisors with the tools to create robust financial plans, set savings, investing, and spending goals, conduct cash flow analysis, and much more. eMoney is used by over 70,000 financial professionals across a wide variety of practices in the US, reaching the financial future of ~5 million US households.
It’s been trendy over the last decade to claim that financ...
2020-12-0432 min
Fintech ImpactApprise Labs with Edmond Walters | E124In this 124th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Edmond Walters, CEO and Founder of Apprise Labs, and the original Founder of eMoney. Edmond Walters talks about building both services, how Apprise Labs can be a fun tool for clients and advisors to gage financial plans and how spending impacts them, and integration with Invest Net Connect. Episode Highlights: ● 00:15 – Jason Pereira introduces Edmond Walters. ● 00:37 – Edmond Walters explains what Apprise Labs is. ● 01:20 – He shares his career background. ● 04:28 – What does Apprise Labs do differently tha...
2020-06-0235 min
Spotlight On BusinesseMoney Advisor Joins Us In StudioeMoney Advisor provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 60,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.
2019-08-0804 min
Resilient Advisor PodcastThe Future Of The Financial Advisor With eMoney Advisor CEO Ed O'BrienOn this episode of The Resilient Advisor Podcast, I am joined by Ed O'Brien who is the CEO of eMoney Advisor. He shares his thoughts on what The Future of the Financial Advisor looks like. His firm is releasing a report on the "Flux-Gen Advisor" in the 4th quarter that you will want to get your hands on when it is released. Issues we discuss: How could Artificial Intelligence play into the advisor-client relationship? Trends in the planning-focused community as it relates to preparing for volatility and the next bear market? What the rol...
2018-10-0116 min
RIAcastEpisode 12: eMoney Advisor's Ed O'Brien Discusses FintechOn this episode, Matt chats with Ed O'Brien, CEO of eMoney Advisor. Ed and Matt discuss, among other things: Ed's background in fintech * His vision as eMoney's CEO * The greatest challenges currently facing eMoney * eMoney's launch of its enterprise division * Where Ed sees digital advice in 5 years * His passion for National Parks
2017-04-1224 minRIAcastEpisode 12: eMoney Advisor's Ed O'Brien Discusses FintechOn this episode, Matt chats with Ed O'Brien, CEO of eMoney Advisor. Ed and Matt discuss, among other things: Ed's background in fintech * His vision as eMoney's CEO * The greatest challenges currently facing eMoney * eMoney's launch of its enterprise division * Where Ed sees digital advice in 5 years * His passion for National Parks
2017-04-1224 min
FPPadFPPad Bits and Bytes for January 20, 2017In this week’s top advisor technology stories:
Starburst Labs, the creators of Wealthbox CRM, raised $6.25 million in new capital
The XY Planning Network inks an enterprise pricing deal with eMoney Advisor
Morgan Stanley pays a $13 million settlement for billing mistakes across 149,000 customer accounts, and
Document management provider Cabinet Paperless gets acquired by PSIGEN Software
Starburst Labs raises $6.25 million in new capital
This week, Starburst Labs, which is the New York City-based company (formerly known as Gotham Tech Labs) that makes Wealthbox CRM, announced it raised $6.25 million in Series A funding. Back in December when the...
2017-01-2007 minFPPadFPPad Bits and Bytes for December 16, 2016
On today’s broadcast, Schwab announces its Schwab Intelligent Advisory services, Finicity raises $42 million for account aggregation, Envestnet|Tamarac rolls out Yodlee, and more.
So get ready, FPPad Bits and Bytes begins now!
(Watch FPPad Bits and Bytes on YouTube)
Today’s episode is brought to you by eMoney Advisor, featuring a new Client Onboarding process as a part of their leading client experience. Onboarding replaces printed fact-finding documents with an automated, digital workflow, allowing clients to populate their own personal financial information online from anywhere — adding an extra layer of conven...
2016-12-1607 minFPPadFPPad Bits and Bytes for December 2, 2016
On today’s broadcast, Vanare becomes AdvisorEngine after a $20 million dollar investment, RightCaptial gets a favorable review, and Addepar opens up about the capabilities of its technology.
So get ready, FPPad Bits and Bytes begins now!
(WatchFPPad Bits and Bytes on YouTube)
Today’s episode is brought to you by eMoney Advisor, the leading provider of digital wealth management solutions. eMoney just introduced two new Advanced Analytics products: Advisor Analytics Pro, offering advisors and support staff deeper business insights, and Office Analytics, offering never-before-seen firm-wide insights.
Featuring a cu...
2016-12-0205 min