Podcast Episodes

Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro

The post Ep. 98 – Taking the Emotion Out of College Planning with Joe Messinger, CollegeAidPro appeared first on and was written by Elana Iskowitz.

5 years, 3 months ago

Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup

The post Ep. 97: When One Door Closes, Another Opens – May WealthTech News Roundup appeared first on and was written by Craig Iskowitz.

Alexander Gr…

5 years, 3 months ago

Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan

The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Cra…

5 years, 4 months ago

Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology

The post Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology  appeared first on and was written by Craig Iskowitz.

“If you thin…

5 years, 4 months ago

Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild

The post Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild appeared first on and was written by Craig Iskowitz.

“We think of …

5 years, 4 months ago

Ep. 93: Putting the Puzzle Pieces Together – April News Roundup

The post Ep. 93: Putting the Puzzle Pieces Together – April News Roundup appeared first on and was written by Craig Iskowitz.

“The solution often tu…

5 years, 4 months ago

Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack

The post Ep. 92: Taming Your Company’s Technical Debt with Alex Sauickie, CircleBlack appeared first on and was written by Craig Iskowitz.

“The fact…

5 years, 5 months ago

#ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist

The post #ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist appeared first on and was writte…

5 years, 5 months ago

#ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin

The post #ItzOnWealthTech Ep. 90: How Merrill Lynch Drives Digital Adoption with April Rudin appeared first on and was written by Craig Iskowitz.

“I…

5 years, 5 months ago

#ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup

The post #ItzOnWealthTech Ep. 89: When the Whole is Greater Than the Sum of its Parts – March News Roundup appeared first on and was written by Elan…

5 years, 5 months ago