AFO|Wealth Management Forward

Rory is joined by Guest Co-Host Blake Oliver, Founder of Earmark CPE and The Cloud Accounting Podcast, as they talk with Warren Pennington, Head of Fintech Strategies at Vanguard, which manages over $7 Trillion in assets globally. Discover what Warren says about the importance of technology, creating an environment for people to trust, and how Vanguard is continually finding ways to increase savings for the end client. In this episode, Warren discusses some of the latest advancements in disruptive technologies, from Blockchain to Natural Language Processing. Can computers figure out Elon Musk and sarcasm? Is Robinhood really free? Find out the answer to these questions and more in this latest episode with one of Fintech's leading innovators. Connect on LinkedIn: Connect with Blake Oliver: https://www.linkedin.com/in/blaketoliver/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Earmark: https://earmarkcpe.com/ Vanguard: https://investor.vanguard.com/home Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory is joined by Ron Saharyan, Co-Founder of Profit First Professionals and Co-Host of the Grow My Accounting Practice Podcast. Learn why the Profit First Methodology has helped over 650,000 businesses globally and how he and the organization are leading the charge to eradicate entrepreneurial poverty. Find out how a small shift in your business model from Sales – Expenses = Profit to Sales – Profit = Expenses can dramatically change your business and life. Discover the power of profit and how you can pay yourself, save for taxes, and have 3-6 months of core capital. Do you want to know what Parkinson's law, Stephen Hawking, and a tube of toothpaste have to do with running a business? Find out the answer to this and more in this Profit First episode! Email rory@arrowrootfamilyoffice.com and first 10 professionals will get a Profit First Book! Connect on LinkedIn: Connect with Ron Saharyan: https://www.linkedin.com/in/ron-saharyan-3846a8 Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Profit First Professionals: https://profitfirstprofessionals.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/ Resources: Book: https://mikemichalowicz.com/profit-first/

Rory is joined by Arrowroot Family Office Partner Michael Knittel and David Spencer of DKS Tax and Consulting as they discuss the latest developments in blockchain, cryptos, and NFTs. In this episode, listen as they discuss the news of Fidelity allowing bitcoin in 401ks, the explosion of NFTs as a crowdfunding source, and the best places to gather information on these emerging technologies. Find out what they say about NFTs like Bored Ape Yacht club and the licensing earnings potential for their owners. Do you want to know why brand-name companies like Nike, Apple, and Amazon are getting involved in the metaverse and why NFTs could be seen as the new AMEX Black Card? Find out the answers to these questions and more in this action-packed episode. Connect on LinkedIn: Connect with Mike Knittel: https://www.linkedin.com/in/lagunitasiq/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Connect with David K Spencer: https://www.linkedin.com/in/businesswise/ DKS Tax & Consulting: https://www.dks-tax.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory and Managing Director Mark McCarron are joined by Will Baker the Director of Marketing and Client Experience at Once Accounting. Once Accounting is a client integration tool for CPA firms that allows them to manage all of their client’s books in a single location. In this episode, Will discusses how his father Ford Baker built a technology out of the pain points he was experiencing at his own firm and his desire to spend more time with his family. Discover what he says about being part of the AICPA/CPA.com Start-Up Accelerator 2022 program, the implications of real-time data on client services, and his thoughts on how to solve the capacity problem that is plaguing many firms. Don’t miss this episode to learn more about the latest technological advancements in public accounting. Connect on LinkedIn: Connect with Will Baker: https://www.linkedin.com/in/willbaker55/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Connect with Mark McCarron: https://www.linkedin.com/in/mark-mccarron-cfp%C2%AE-enrolled-agent-a1036712/ Once Accounting: https://www.onceaccounting.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/https://wealthmanagementforward.com/

In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, a leading turnkey Asset Management Platform that serves over 2100 Firms. He has a Ph.D. in Psychology from BYU, and he recently co-authored a New York Times Best-Selling Book titled Personal Benchmark: Integrating Behavioral Finance and Investment Management. In this episode, Daniel talks about the 3 E’s that finance professionals need to use when advising clients: Education, Environment, and Encouragement. As advisors, we need to educate our clients, set up the right environments and offer encouragement like personal trainers and nutritionists do. Find out why he believes we are working with an iPhone 1 brain in an iPhone 13 world since it’s been 150,000 to 200,000 years since our brains have been upgraded. We were designed to keep ourselves from scarcity and starvation but live in a world where, at least in the West, more people die of obesity than starvation. Daniel also touches on the importance of making financial decisions when in the right state of mind and uses the Acronym HALT to communicate how people make statistically worse decisions when they are (Hungry, Angry, Lonely, or Tired). Find out how research on criminals in the Norwegian Underworld has shown how people spend, save, and invest their money differently based on how they generate it. Don’t miss out on this exciting episode to learn more about the human condition and how we view and interact with money.

Rory Henry and Managing Director Diane Young discuss the latest developments in SECURE ACT 2.0 which has major ramifications for retirement. The House passed the bill by a vote of 414-5 and it is set to go to the Senate before making its way to the President’s desk. Learn about the proposed changes to RMDs, Catch Up Contributions, and how provisions in the bill will help those paying for student loans put away for retirement. Diane talks about the importance of contacting your representatives and provides actionable steps on how to do so. If you are a business owner, retiree, or looking to find out ways to maximize your retirement, then you won’t want to miss this latest podcast!

Rory and Arrowroot Family Office VP Daniel Casey are joined by The Blockchain Accountant, David Spencer from DKS Tax and Consulting to discuss recent events in blockchain and how to navigate the young but exciting space. They discuss various crypto tax implications, how to maximize income from crypto investments, and the importance of record keeping. The three avoid jargon by utilizing simple analogies in order to allow the everyday person to understand complex blockchain and crypto concepts. Discover diverse ways that crypto is being used like a dividend and how blockchain technology is revolutionizing the way we conduct commerce. Connect on LinkedIn: Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Connect with Daniel Casey: https://www.linkedin.com/in/dancaseyadv/ Connect with David Spencer: David Spencer CPA LinkedIn Profile Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/https://wealthmanagementforward.com/ If you are interested in contacting David, you can reach him here: Website: DKS Tax and Consulting

Rory and Arrowroot Family Office VP Daniel Casey are joined by Dr. Sean Stein Smith, Professor at the City University of New York – Lehman College, Forbes Crypto and Blockchain Contributor, and advisor to the Wall Street Blockchain Alliance. In this episode, Dr. Sean discusses the latest in the world of blockchain and the difference between cryptocurrency and crypto-assets. Listen as Dr. Sean talks about NFTs and the impact they are having on the greater ecosystem, as well as the potential of DAOs (Decentralized Autonomous Organizations). Do you want to know to hear what Dr. Sean says about President Biden’s Executive Order? What CPAs and advisors should focus on when talking to clients? And the potential fallout of CBDCs (Central Bank Digital Currencies) from China, the US, and other counties? Find out the answer to these questions and more on this action-packed blockchain and crypto episode! For accounting firms looking to grow their practice by adding Wealth Management Services, you can schedule a free consultation here! Connect on LinkedIn: Connect with Dr. Sean Stein Smith: https://www.linkedin.com/in/dr-sean-stein-smith-dba-cpa-63307444/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Connect with Daniel Casey: https://www.linkedin.com/in/dancaseyadv/ Articles from Dr. Sean Stein Smith: https://www.forbes.com/sites/seansteinsmith/?sh=24a3d8cd61cf Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/https://wealthmanagementforward.com/

Rob and Rory are joined by Peter Magaritis, CPA and Certified Speaking Professional, the author of Off Script: Mastering the Art of Business Improv. In this episode, Peter discusses how you can apply the 3 main tenets of improv: Honesty, Trust, and Support to help you communicate better with your team and clients. Discover the power of active listening and how the willingness to be changed by another person's thoughts can significantly improve your connection with people. Did MLK improvise his “I Have a Dream” speech? Why was Steve Jobs such a good speaker? You can find out the answers to these questions and more in this fast-paced, educational, and fun-natured episode with CPA turned Improvisor Peter Margaritis.

Rob and Rory are joined by Geraldine Carter, business coach and host of the leading podcast “Business Strategy for CPAs,” as they discuss how firms can transition to a more efficient recurring revenue subscription model. Listen as they talk about the importance of looking at the lifetime value of clients, how firms should communicate value in their messaging, and the importance of investing in sales and marketing. Want to know how accounting firms can leverage the business models of Netflix, Amazon, and Adobe to become vastly more profitable? Well, find out the answer to this question and more in this latest episode with the business coach for CPAs.