Behind the Curtain Finance
Choosing a financial advisor can be a daunting task, especially if you are not sure of the right questions to ask. The purpose of this podcast is to help you understand which questions are important to ask, why they are important and how the answers to th
Follow Our Podcast
Recent Episodes
Building the Future of Advice with Jason Wenk (Ep. 11)
What happens when the infrastructure of financial services finally catches up to the modern world of cloud, APIs, and AI?
In this episode of...
The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)
What if the very institutions holding your money were competing against you?
In this episode of Behind the Curtain Finance, Thomas Manetta...
Why Estate Planning Can’t Wait (Ep. 9)
When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that.
In this...
Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)
What if taxes didn’t have to be so stressful?
This week, Thomas Manetta shares how real-time tax planning and new tech tools are transforming...
Building Trust First: The Real Foundation of Financial Planning (Ep. 7)
Trust and alignment form the bedrock of effective financial planning, but how do you build these foundations with clients?
In this episode, Thomas...
POWERED BY BLUBRRY
