Elevate your business with an inside look at application features and insights with experts from the eMoney community.
Dive into a comprehensive recap of everything eMoney released in 2025 with our very own Product Marketing Manager, Joe Pearson. We’re talking about the Premium Client Portal, Needs Analysis, and so much more.
In this episode, we sit down with Joe Buhrmann, Advisory Financial Planning Practice Management Consultant, to chat about year-end planning considerations. Joe shares several ideas to consider incorporating into your own practice for wrapping up the current year while also positioning yourself and your firm for a solid start to the upcoming year.
Get to know the Integrations eMoney has launched in 2025! Hear how these can provide you with broader data, enhance your work in eMoney, and help support comprehensive planning for your Clients.
Understand what parts of the application best support modeling Estate Planning essentials for your Clients. Sit down with eMoney’s Madeline McAleer and hear her insights on QCDs in the application and more!
eMoney’s annual advisor conference kicks off in a few weeks. In this episode of the podcast, we sit down with Shannon Yeagley, eMoney’s VP of Growth Marketing, to learn more about the upcoming Summit. Shannon discusses the overall theme, “Tomorrow’s Planning, Today,” and will give listeners additional insight on the speakers and learning opportunities currently on the schedule.
Meet Ben Westney, VP, Wealth Management Advisor at World Investment Advisors. Ben focuses heavily on retirement planning. Learn how he utilizes eMoney to help plan for his Clients’ retirement and how various eMoney features help support him in the planning process.
Dive into part two of our Monte Carlo discussion with eMoney’s Matt Rogers! Understand how Monte Carlo Analysis can help you build a strong relationship with Clients.
New tax legislation has officially become law. In this episode, Michelle Riiska, Senior Financial Planning Product Research Consultant joins us to unpack key elements of the “One Big Beautiful Bill” that affect financial planning—and to explore how eMoney is adapting its platform to support advisors through these changes.
Understand what scores your Client should be striving for in this Monte Carlo episode with eMoney’s Matt Rogers! Hear about the 1000 trials that are run for your Client using randomized rates, and how the system defines both a success and a failure.
Sit down with eMoney’s Emily Koochel to learn how utilizing eMoney can help support in-depth conversations with Clients and their mindset around money. Learn pro-tips for conversations with ease in the planning experience and how certain features lend to transparency in the Advisor-Client relationship. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.
