Elevate your business with an inside look at application features and insights with experts from the eMoney community.
Tis the season! It’s time for tax planning. In this podcast episode, we’re diving into what parts of the application can help you and your Clients in tax planning not just now, but all year long. Sit down with eMoney’s Brett Tharp, CFP®, to learn more.
It’s officially the new year! In this episode, we sit down with Jenn Rock, Senior Training Specialist at eMoney, to discuss beginning of the year (B.O.Y.) considerations and insights in eMoney. Throughout the conversation, you will learn about numerous best practice and tips to consider incorporating into your workflow to ensure a strong start in 2026.
Get plugged into planning with a Client’s full financial picture through the Asset-Map integration! This Integration is set to release in eMoney in early 2026. Learn more about this Integration and its offerings with Asset-Map CEO, Adam Holt CFP®, CHFC®.
Happy Holidays from eMoney and the Knowledge Base Podcast team! This year, we celebrated 25 years of eMoney and 50 podcast episodes. We’ll catch you on another episode in 2026!
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.
