Shows
The 'What's Next?' Retirement PodcastThe Roth Illusion: Why Most Software Gets It WrongHosted by: Craig WearGuest: Daniel Jandro, CFP®, Rothologist at Q3 Advisors🔍 Episode Summary:In this episode, Craig Wear sits down with Daniel Jandro—aka “The Professor”—to unpack one of the biggest myths in Roth conversion planning: the belief that common financial software gets it right.If you’re using tools like eMoney, RightCapital, or even DIY spreadsheets to manage your Roth conversions, this episode is a wake-up call. Craig and Daniel walk through the limitations of major platforms, why one-size-fits-all strategies fall short for IRA millio...2025-06-1336 min
The Wiser Financial Advisor Podcast with Josh NelsonThe Wiser Financial Advisor: Interview with Connor Sung of e-Money #134Show Notes:We hope you'll enjoy Josh Nelson's interview with Connor Sung, the director of eMoney's Financial planning group who has been instrumental in developing eMoney's technology, practice management, and planning services to support both advisors and their clients since 2013. They discussed their experiences with e-money, a financial planning software, and the impact of AI on financial planning technology. They also explored the evolving role of technology in their industry, the importance of financial education, and the future of the financial industry. Lastly, they discussed the potential of technology to enhance the quality of advice...2025-06-1125 min
Heart 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
BritcoinersUS to Buy BITCOIN with Trump Tariff Money?! | Britcoiners by CoinCorner #166Join Danny, Molly, Zakk and Dave for industry-led opinions on important Bitcoin stories from the week.This week's topics:00:00 - Intro01:16 - Bitcoin price01:30 - Trump tariff talk24:18 - Oklahoma Reserve Bill fails to pass through second committee27:10 - Liz Truss: “Bitcoin is a tool for taking power away from government"33:11 - CheatCode37:00 - Lomond School to accept fees in Bitcoin41:12 - Tether to deploy hashrate on OCEAN43:37 - Bitwise report: Bitcoin held by public companies cl...2025-04-1757 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 ExperienceSusan 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.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 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
The Shanty RadioThe Shanty Radio - Artist Deep Dive: Emoney & Josiah DavisJoin us this week as we start our artist deep dives. This week we have Emoney and Josiah Davis chatting it up about their start in music, influences, and what they are most excited about. We also about the upcoming Shanty Radio & House of Hip Hop Presents: Food for Thoughts on January 5th. Also we dig into some of their unheard songs: Josiah Davis: Until The End of TimeEmoney: The Walk ft. Josiah DavisEmoney: SixJosiah Davis: PineappleJosiah Davis: HahahaEmoney: Worms2023-12-2238 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.emoney2023-11-291h 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: Â Â Â /Â @emoneymusic289Â Â
#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 work...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:Â
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.Â
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.Â
Kelly discusses:Â
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
The Get Ready Money 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 Fuse ShowRedefining Marketing Strategies for Financial Services with Kelly WaltrichMarketing for financial services has come a long way, with new technologies and changing consumer preferences driving the industry to evolve and adapt. However, as the financial landscape continues to shift and new challenges arise, it's becoming clear that traditional marketing strategies are no longer enough to reach and engage consumers. In this episode, Ryan and George talk with Kelly Waltrich, CEO and Co-Founder of Intention.ly. For over 15 years, Kelly has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved t...2023-02-0741 min
Disruption Blueprint PodcastMarketing Madness with Kelly Waltrich (Ep. 22)Many financial advisors struggle to define themselves in their marketing. If you’re one of them, you don’t have to struggle any longer.
In this episode, Shannon Spotswood speaks with Kelly Waltrich, the Co-founder of Intention.ly. Kelly shares her expertise in marketing and how financial advisors can create their own brand that is unique to them and escape the “sameness”.
Kelly discusses:Â
What factors need to be paid attention to when building a brand
How to determine the appropriate amount to spend on client acquisitions
What questions advisors should ask themselves as they put...2023-02-0758 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/AbbieKnights2023-01-3133 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 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/FinanceRetok2022-07-1229 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.Â
Check out our Youtube @rawrrzonenyc where we feature artist videos:
This Weeks Include :Â
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.Â
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/support2021-11-1902 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.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.com2021-08-2853 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 07Delete 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 20
WealthTech 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
Let’s Get RadicalHow EMoney Can Help With Financial Planning - Celeste Revelli2019-06-1100 min
VoiceAmerica Live EventsHow EMoney Can Help With Financial Planning - Celeste RevelliAre you equipped for the challenge?
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You’ve seen what’s out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher.
AICPA ENGAGE is the way forward. It’s about driving your future, choosing your ideal path and inspiring each other along the way.
The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you’re experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there’s no better way to solve a problem.2019-06-1100 min
Your Wealth & Beyond: Secrets of Successful EntrepreneursHow to Plan For the Five Years Before You Retire with Emily Guy BirkenEmily Guy Birken helps people become more financially savvy. She took a year off from teaching when her son was born, and in that time began writing for both Wise Bread and PT Money - and discovered a way to make use of her skills as both a teacher and a finance nerd. She’s written four books, including The 5 Years Before You Retire, Making Social Security Work For You, Choose Your Retirement, and, most recently, End Financial Stress Now: Immediate Steps You Can Take to Improve Your Financial Outlook. I’ve been reading her book...2019-02-1953 min
Resilient AdvisorThe 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
Blockchain Insider Podcast by 11:FSEp. 61. FOMO is Not an Investment Strategy
Simon and Sara are with Aman Kohli, CTO of Financial Services and Insurance Practice at Microsoft and Ryan Radloff, CEO at Coinshares.
First up the panel looks at What an SEC Bitcoin ETF rejection review really means. The U.S. Securities and Exchange Commission (SEC) announced Thursday that nine bitcoin exchange-traded fund (ETF) disapproval orders are to be stayed until further review. The aftermath of the Bitcoin boom and the hard lessons for cryptocurrency investors and whether crypto is too accessible.
IBM-Maersk blockchain platform adds 92 clients as part of global launch. A previously unnamed collaborative...2018-08-3057 min
Middle Market Thought Leader | Priorities for Growth222: Bringing Efficiencies At Scale, | Ed O'Brien, CEO, eMoney Advisor2018-07-3126 min
Southern VangardEpisode 161 - Southern Vangard RadioBANG! @southernvangard #radio Ep 161! Woah buddy are ya’ll in for some TREATS this week!. First off - tons of new joints, which is to be expected. Second - #FiveSe7enMusic was in the house HEAVY as J57, Bobby Mercer & Chel$eMoney stopped by to hang during Ep161 AND we have an interview session with Hempstead’s own SmooVth on Thursday! The homie SmooVth even hit us off with a NEVER HEARD BEFORE EXCLUSIVE that will be on Medellin 2, the follow up LP to last year’s Medellin with Giallo Point! Interview snippets are at the end of the mix, the fu...2018-05-081h 54
The Guestlist PodcastTGL-S5-12 Founder & CEO at Tide - George BevisGeorge Bevis Founder & CEO at Tide Value Bombs: Create an event horizon: SPRINT: Book. LISTEN TO HIM ON WHEN TO GIVE UP! EPISODE SPONSORED BY LOKKIMA AND CMERE. http://lokkima.com/ and http://cmereapp.com/ “Business services offered by High Street banks have failed to meet the needs of the modern small business owner,” said George Bevis, Tide founder and CEO. “With slow sign-up processes, hidden charges and poor customer experience, business banking has been stuck in the dark ages.” Tide, a UK-based, mobile-f...2018-02-0533 min
Sapphire's EarplayLustin' & Thrustin':A One Night in Sapphire SpecialMTV's Are You the One? Takes dating to a whole new level so as one contestant and special Earbud of the show Ethan "EMoney" Cohen (@emoneymakesbabies-IG, @EmoneySunset-Twitter) shares some secrets of season 6 and talks about the epidemic of sex when it comes to lust and thrust...
Follow: @MsRadioSapphire-Twitter, Periscope & Instagram Yasmine Deleon: @FitandDirty-IG, ItsKinkCity-Twitter/Periscope Email: SapphiresEarplay@gmail.com www.facebook.com/eroticcityradio LIVE Every FRIDAY 5pm PST/8pm EST on Periscope.TV/MsRadioSapphire Go to themisfitsnetwork.com/ to subscribe and listen to all shows, receive upcoming news from comedians, porn stars, and more!!2017-09-3039 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 Parks2017-04-1224 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 Parks2017-04-1224 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 min
Wharton FinTech PodcastFuture of Financial Advice with Ed O'Brien, CEO of eMoney AdvisorBobby Rosenbleeth chats with Ed O’Brien, CEO of eMoney Advisor, a financial technology company serving more than 40,000 financial professionals nationwide. Featuring an industry leading client portal, collaborative financial planning capabilities, powerful data aggregation services, deep integrations with top third-party applications, and robust business analytics, eMoney’s product suite helps financial advisors build trust, strengthen their relationships, and succeed. Fidelity Investments acquired eMoney in 2015.2017-01-1933 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 minFPPadFPPad Bits and Bytes for November 18, 2016
On today’s broadcast, Wells Fargo announces a partnership with SigFig, Cetera’s computers systems suffer a two-day outage, lessons from a hack at Lincoln Financial, and more.
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.
Featur...2016-11-1806 min