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Recent Episodes
- Money Matters Episode 341-Public Radio, AI, and the Future of Audio Storytelling W/ Ernesto Aguilar
- Money Matters Episode 340-From Note-Takers to AI Assistants: The New Standard for Financial Advisors W/ Matt Halloran
- Money Matters Episode 339-AI Workers, Not Chatbots: How Advisors Scale with Digital Co-Workers W/Jonathan Michael
- Money Matters Episode 338- Fiduciary in All Things w/ George Kinder
- Money Matters Episode 337 – They Didn’t Start with AI | Valarie Vest & Sean Van Moorleghem on Culture, Capacity & Digital Associates
- Money Matters Episode 336- Why DEI Still Matters in 2025 | Cornelia Gamlem & Barbara Mitchell on Inclusion, Culture & Engagement
- Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth
- Money Matters 334- The Man Behind the 4% Rule W/ Bill Bengen
- Money Matters Episode 333- The AI Visibility Crisis W/ Brian Thorp
- See all →