That Makes Cents
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That Makes Cents
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Episodes of That Makes Cents
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An unfortunate reality of the financial advice industry is that it doesn't always help the 99%. On this episode of That Makes Cents, we're talking to three advisors who are trying to change that.Among the topics discussed:5:30 Why financia
On this episode of That Makes Cents, we're talking about financial wellness programs in the workplace. Among the topics discussed:How employers should think about the benefits they provide (4:00)Financial wellness tools that employers can
On Season 3, Ep. 4 of That Makes Cents: How advisors can incorporate financial therapy into their advice 11:58Why people have money shame 18:40Does how much money you have influence your amount of financial stress? 24:35Featured Guests:
On this episode of That Makes Cents, we talk about different cultures think about, and spend, their money. Among the topics discussed:Why certain cultures value homeownership more than others (9:25)Why the textbook rules don't always apply t
On this episode of That Makes Cents, we talk with two companies that are actively working to increase financial literacy in children, and why it's such a problem to begin with. Featured Guests:Kevin Ruth, Founder, Finance411https://www.fin
On the Season 3 premiere of That Makes Cents: What is financial wellness, why is it so important right now, and how do we achieve it?Featured Guests:Tina Hay, CEO, Napkin Finance napkinfinance.comJedidiah Collins, CFP®, CEO, Your Money V
It’s the Season 2 finale of That Makes Cents!Featured Guests:Val Rivera - Senior Product Marketing Manager, eMoneyMac Gardner - CFP, author, founder of FinLit TechAmong the topics discussed:- What every advisor needs to know in ord
On this episode of That Makes Cents, we're talking about social media and how advisors could and should be using it.Featured Guests:Celeste Revelli, director of financial planning, eMoneywww.instagram.com/mondaymoneyminute/Dr. Brad
On this episode of That Makes Cents, we're taking concepts applied in our last three episodes and applying them to client engagement. Featured Guests:Paige Hill, Manager, Demand Gen, eMoneyGwendaline Mazzara, Vice President, Practice Mana
Even after life returns to normal, it’s unlikely that virtual events will go away entirely. Advisors who want to plan events, be it for their clients or other advisors, will need to adjust if they haven’t already.On this episode of That Mak
In the latest of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Christine Golden, chief marketing officer of SigniFi, and Davin Carey, financial planning consultant at Avantax Planning Par
In Season 2, Episode 1 of That Makes Cents, an eMoney podcast powered by Benzinga, Benzinga’s Spencer Israel speaks Val Rivera, senior product marketing manager at eMoney, and Lou Melone, CFP, managing partner at Budd, Melone & CompanyAsk an
Season 2 of That Makes Cents is here!Presented by eMoney, That Makes Cents is a podcast series for advisors and anyone who wants to learn something about money or how to talk about it. The theme of this season is advisor marketing. How do
In Episode 6 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Chad Porche, VP, User Experience and Design at eMoney, and Brad Arends, co-founder and CEO of Intellicents, about how techno
In Episode 5 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Stephanie McElheny, president of wealth planning at Aspen Wealth Strategies, and Kyle and Jess Scheetz, a newlywed couple, ab
In Episode 4 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Matt Schulte, head of financial planning at eMoney, and Mike Ross, owner of Cornerstone Financial Group, about something we
In Episode 3 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Jess Liberi, head of product at eMoney, and James Werner, co-founder of Silicon Hills Wealth Management at the 2019 eMoney Su
In Episode 2 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Celeste Revelli, director of financial planning at eMoney, and Eric Roberge, founder of Beyond Your Hammock. Celeste detail
In the inaugural episode of That Makes Cents, we are joined by eMoney CEO Ed O’Brien and Pamela Capalad of Brunch & Budget, as they discuss the recent results of a survey that found more than half of Americans avoid discussing their personal fi
Welcome to That Makes Cents, presented by eMoney. That Makes Cents is a podcast series for anyone who wants to learn something about money and how to talk about it. Through discussions with industry experts and financial advisors, each episo
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