Knowledge Base Podcast

Elevate your business with an inside look at application features and insights with experts from the eMoney community.

eMoney’s 2025 Summit: Tomorrow’s Planning, Today

eMoney’s 2025 Summit: Tomorrow’s Planning, Today

00:00 / 19:44

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.

Advisor Chat: Retirement Planning with Ben Westney

Knowledge Base Podcast

Advisor Chat: Retirement Planning with Ben Westney

00:00 / 44:27

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.

Monte Carlo Part Two: Preparing for the Unpredictable

Knowledge Base Podcast

Monte Carlo Part Two: Preparing for the Unpredictable

00:00 / 25:44

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.

Breaking Down the One Big Beautiful Bill

Knowledge Base Podcast

Breaking Down the One Big Beautiful Bill

00:00 / 32:21

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.

Monte Carlo Part One: Determining a Probability of Success

Knowledge Base Podcast

Monte Carlo Part One: Determining a Probability of Success

00:00 / 26:12

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.

Helping People Talk About (e)Money

Knowledge Base Podcast

Helping People Talk About (e)Money

00:00 / 40:11

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.

Social Security Insights

Knowledge Base Podcast

Social Security Insights

00:00 / 24:59

Determining Social Security benefits and deciding when to begin claiming benefits can be a difficult for clients. In this episode of the podcast, we sit down with Jeff Zenko, Senior Client Success Coach at eMoney to discuss different approaches for accounting for Social Security Benefits and associated eMoney capabilities that demonstrate the impact of claiming strategies.

Orion: Building a Wealth Tech Community

Knowledge Base Podcast

Orion: Building a Wealth Tech Community

00:00 / 29:25

Dive into the details of the Orion x eMoney integration with Jeff Kliewer, Senior Product Manager at Orion Investments. Understand the ins and outs of creating a strong fintech platform with both Orion and eMoney, as well as how both Advisors and Clients can find value in this Integration. 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.

Knowledge Base Navigator: Quick Clicks to Help Resources

Knowledge Base Podcast

Knowledge Base Navigator: Quick Clicks to Help Resources

00:00 / 11:35

Meet eMoney’s Knowledge Base Navigator! The Navigator is bringing a new level of simplicity to your day-to-day work in eMoney, helping you find Help Resources with a few easy clicks. Learn more about this feature with Advisory eLearning Specialist, Diane Kelly. 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.

Annuity Nuances in eMoney

Knowledge Base Podcast

Annuity Nuances in eMoney

00:00 / 28:58

Annuities can be complicated financial instruments which make modeling in eMoney difficult. Often, there are certain situations or circumstances that influence how the annuity is entered in our software. In today’s episode, we sit down with Chris Mauriello from eMoney’s Financial Planning Practice Management and Consulting group to surface nuances that can impact how you position an annuity in eMoney.

Older Episodes »