Welcome to “Knowing Me, Knowing You”
The Podcast for the Future of Wealth Management
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Latest Episode
We’re Not Here to Preach. We’re Here to Get It Done | Miye Wire’s Award-Winning Approach to Financial Planning
April 29, 2025
In this episode of Knowing Me, Knowing You, Miye Wire shares how her award-winning planning practice centers on empathy, discovery, and action. With over 30 years of experience and a team built around emotional intelligence, not just financial acumen, Miye is redefining how advisors connect with clients.
Knowing Me, Knowing You
…where forward-thinking wealth managers, tech innovators, and engaged clients come together to 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 and purpose—this podcast is for you.
We’re 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 her award-winning planning practice centers on empathy, discovery, and action. With over 30 years of experience and a team built around emotional intelligence, not just financial acumen, Miye is redefining how advisors connect with clients.
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).
In this episode, BDJ joins Marla Sofer to share why wealth management has been solving for the past—when it should be designed for the future
Women, Money, and the $30 Trillion Opportunity with Cary Carbonaro
Women are set to control $30 trillion in wealth by 2030, yet the financial industry still doesn’t speak their language. Cary Carbonaro, bestselling author and CFP®, is changing that—by sharing everything… from the holdings in her own personal investment portfolio to her tax returns to her financial fears.
Building 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 do better—not just collecting data but using it to 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
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.