Knowing Me, Knowing You

This July 4th, we celebrate freedom & purpose, and honor the people who have dedicated their lives to protecting it. Lieutenant Colonel Richard Comitz served in the U.S. Army for over 20 years. West Point grad. PhD in organic chemistry. Army professor. Strategic ops leader. And then? He was expected to start over. Veterans like Richard carry a rare combination of discipline, resilience, and pr...

The best financial plan doesn’t start with what you have, but with who you are. And that’s exactly the kind of plan Jessica Gibbs, CFP® and partner at Monument Wealth Management, helps her clients build. In this episode of Knowing Me, Knowing You , she shares how it all begins with simple questions and honest conversations, until they get to what matters the most to each of them.  Family time, fre...

If you’re juggling 80 different software platforms to run your advisory practice, you’re not alone. As crazy as it sounds, it's the reality one advisor shared with Taylor Matthews, Founder of Farther, before joining their platform. In this episode, Taylor shares how Farther simplifies wealth management with fully integrated technology. Farther allows advisors to deliver family office caliber...

Nicole Casperson doesn’t believe women lack confidence with money. She believes they’ve been written out of the story. As a journalist-turned-founder of Fintech is Femme, Nicole has spent the last few years reframing the narrative that surrounds women in finance. From growing her newsletter to 50,000 fintech insiders in under a year to launching packed-out leadership summits, she’s created a platf...

Sonja Strzoda built her career in global asset management, advising boards, executives, and investors for over 25 years. She has seen what financial security looks like behind the scenes and why so many people, especially women, still feel unprepared or uncertain when it comes to their own money. Now, after stepping away from corporate life to serve on boards like WISE and the California Financial...

Kendra Thompson led wealth management strategy in roles at Accenture and Deloitte Canada, giving her a front-row seat to what Fortune500 broker-dealers, banks, insurers, and retirement firms were planning behind closed doors… and what didn’t work. She’s seen the boardroom disbelief, the resistance to change, and the industry’s failure to meet the needs of women, next-gen clients, and anyone who di...

He helped a lesbian artist escape persecution and launch an international career. What does that have to do with wealth management? Everything. In this unforgettable episode, Rod Sayegh, Chief Digital Officer at Fiduciary Trust and co-founder of one of the first LGBTQ artist residencies in the U.S., shares how using money with purpose changed lives, including his own. One artist was ready to give...

A good succession plan can transfer assets. A great one transfers trust, relationships, and everything that doesn’t live in a CRM.  In this episode, Jake Saba, Vice President of Growth and Succession at Focus Financial Network, shares what really goes into a smooth transition—not just assets, but wisdom, trust, and client relationships. Drawing on the firm’s experience guiding over 60 advisor succ...

In this episode of Knowing Me, Knowing You, Lorie Jones, president of Fearless Financial Advisors and host of the Fearless Females podcast, shares how listening—deep, patient, and human—builds real trust in financial advising. Lorie’s approach breaks away from the traditional numbers-first model, creating space for clients to share their lives, values, and fears. From helping women align their mon...

What if the key to great financial planning had nothing to do with spreadsheets and everything to do with how someone feels about money? In this episode of Knowing Me, Knowing You, Miye Wire shares how her award-winning planning practice centers on empathy, discovery, and action. With over 30 years of experience and a team built around emotional intelligence, not just financial acumen, Miye is red...

When governments, Fortune 500 companies, and military leaders want to understand the future—they call Brian David Johnson (BDJ). As Intel’s first futurist, BDJ has spent 30 years advising the world’s most powerful institutions on what’s coming next—and how to prepare for it. But in today’s world of economic uncertainty, generational shifts, AI disruption, and declining trust in financial systems,...

Women are set to control $30 trillion in wealth by 2030, yet the financial industry still doesn’t speak their language. Cary Carbonaro, bestselling author and CFP®, is changing that—by sharing everything… from the holdings in her own personal investment portfolio to her tax returns to her financial fears. Cary approaches each client as "a teacher, therapist, and cheerleader," often recom...

I see your money shame in your shoulders. So many of us carry quiet shame around money—but what if that wasn't your story? In this powerful episode, we talk with financial therapist Bari Tessler, creator of the Art of Money program, about how to shift from anxiety and avoidance to clarity and compassion. Together, we explore why most financial advice ignores our emotions, and how reconnecting...

What if your financial advisor supported your family’s holistic health and wellness, across generations? In this episode, we sit down with Theodora Lau, influencer, serial author focused on the future of money, and founder of Unconventional Ventures, to explore how financial services can do better—not just collecting data but using it to help people live well. We talk about what real financial inc...

What if financial services truly understood who you are beyond your risk score or credit report? In this episode we talk with Colleen Wilson, Chief Product Officer at Best Egg, about how wealth management can move beyond risk scores and spreadsheets to build real, human relationships.  We explore what it means to take radical responsibility for your financial life—and how advisors can act as partn...

Money isn’t just numbers—it’s deeply emotional. It influences our relationships, self-worth, and decision-making in ways we don’t always realize. In this episode of Knowing Me, Knowing You, we explore financial intimacy and break the silence around financial therapy with Ed Coambs, a leader in the field and Founder of Healthy Love and Money. Ed unpacks how our emotional connections to money shape...

Wealth management is evolving fast, and technology is at the heart of it. In this episode, we’re talking with Cheryl Nash, president of APL at InvestCloud, to explore how AI, data, and digital tools are transforming the advisor-client experience. 🎧 Key Takeaways: 🔹 How AI and data analytics are making wealth management more personal 🔹 The evolution of SMAs and UMAs—now accessible to more invest...

Welcome to Knowing Me, Knowing You! Wealth management is at a turning point—clients demand more than investment management. They want advisors who truly understand them. In this first episode, we dive into why the industry’s approach to client discovery is failing—and how behavioral insights, real engagement, and deeper conversations can transform & grow financial relationships. 🎧 Key Takeawa...

Wealth management isn’t just about numbers—it’s about people. Knowing Me, Knowing You is the podcast for forward-thinking wealth managers and clients who want to build stronger, more meaningful financial relationships. Through conversations with experts in behavioral finance, fintech, and financial planning , we explore how to move beyond spreadsheets to truly understand what drives financial deci...