Welcome to “Knowing Me, Knowing You”
The Podcast for the Future of Wealth Management
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
LATEST EPISODE
“I Don’t Know” is a Beautiful Start: Redefining Financial Goals with Jessica Gibbs
June 24, 2025
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, she shares how it all begins with simple questions and honest conversations, until they get to what matters the most to each of them.
Knowing Me, Knowing You
…where forward-thinking wealth managers, tech innovators, and engaged clients explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money & purpose, this podcast is for you.
“I Don’t Know” is a Beautiful Start: Redefining Financial Goals with Jessica Gibbs
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, she shares how it all begins with simple questions and honest conversations, until they get to what matters the most to each of them.
Ditching the Tech Stack: Farther’s Approach to Simplifying Financial Advice with Taylor Matthews
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.
Not a Niche: Building a Movement in Fintech and Media with Nicole Casperson
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.
Advisors in Motion: A Bad Move Could Cost You Your Legacy with Jake Saba
In this episode, Jake Saba, Vice President of Growth and Succession at Focus Financial Network, shares what goes into a smooth advisor transition or succession plan. Retaining assets, wisdom, trust, and client relationships.
Fearless Means Doing It Scared: How Lorie Jones is Redefining Financial Advice
In this episode, Lorie Jones, president of Fearless Financial Advisors and host of the Fearless Females podcast, shares how deep, patient listening builds trust in wealth management & financial planning.
What the Pentagon’s Futurist Can Teach Us About Wealth
When governments, Fortune 500 companies, and military leaders want to understand the future, they call Brian David Johnson (BDJ). Hear his take on designing wealth management for the future
Women, Money, and the $30 Trillion Opportunity with Cary Carbonaro
The financial industry still doesn’t speak effectively to women. Cary Carbonaro, bestselling author and CFP®, is changing that by sharing everything from her own personal investment portfolio to her tax returns to her financial fears.
Money Shame and the Body-Money Connection with Bari Tessler
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.
Beyond Money: Building Intergenerational Financial Wellness with Theodora Lau
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 help people live well.
Radical Responsibility: How Data Empowers Financial Autonomy with Colleen Wilson
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.
Introducing Knowing Me, Knowing You: The Future of Financial Discovery Starts Here
Welcome to Knowing Me, Knowing You! Wealth management is at a turning point—clients demand more than investment management.
Not Here to Preach. We’re Here to Get It Done. Miye Wire’s Award-Winning Approach to Financial Planning
In this episode of Knowing Me, Knowing You, Miye Wire shares how empathy, discovery, and action redefine how advisors connect with clients in her award-winning practice.
Winning the Wealth Transfer: Cheryl Nash on the Future of Tech in Wealth Management
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.
Why Financial Intimacy Matters for You and Your Practice with Ed Coambs
In this episode Ed Coambs, a leader in the field and Founder of Healthy Love and Money, breaks the silence around financial therapy.
The Confidence to Align Money and Purpose: Sonja Strzoda on Financial Empowerment
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.
The Future Belongs to Incumbents Who Modernize”
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.
Technology as the Table: Creating Shared Space for Advisors and Clients with Rod Sayegh
In this 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.