The Trust Podcast

In this episode of The Trust Podcast, Greenboard Cofounders Dave Feldman (CEO) and Ed Schembor (CTO) go deep on why they built Greenboard and how they're rethinking the future of financial compliance software. Both discuss their backgrounds before Greenboard and what led them to the space. They trace their early frustrations with the fragmented landscape of legacy tools and how a lack of inno...

In this episode of The Trust Podcast, we welcome Bob Veres - a veteran journalist and futurist in the financial planning profession. With over 40 years of experience, Veres offers unique insights into the industry's evolution. We explore Veres' journey from freelance writer to influential industry voice, and discuss the major shifts in financial planning since the 1980s - from commission...

In the inaugural episode of The Trust Podcast, host Dave Feldman sits down with Michael Kitces, a prominent figure in the financial planning industry known for his extensive content creation, industry influence, and knowledge of new technology.  The conversation begins with Kitces sharing his unconventional journey into finance, transitioning from a psychology background to the world of life insur...