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		<title>Knowledge Base Podcast</title>
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		<description>Elevate your business with an inside look at application features and insights with experts from the eMoney community.</description>
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		<copyright>© 2023 eMoney Advisor</copyright>
		<itunes:subtitle>Your Knowledge Base Podcast</itunes:subtitle>
		<itunes:author>eMoney Advisor</itunes:author>
		<itunes:type>episodic</itunes:type>
		<itunes:summary>Elevate your business with an inside look at application features and insights with experts from the eMoney community.</itunes:summary>
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			<itunes:name>eMoney Advisor</itunes:name>
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		<googleplay:author><![CDATA[eMoney Advisor]]></googleplay:author>
			<googleplay:email>knowledgebasecontent@emoneyadvisor.com</googleplay:email>			<googleplay:description>Elevate your business with an inside look at application features and insights with experts from the eMoney community.</googleplay:description>
			<googleplay:explicit>No</googleplay:explicit>
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<item>
	<title>The Advisor Learning Journey &#8211; Part 2</title>
	<link>https://emoneyadvisor.com/knowledge-base-podcast/podcast/the-advisor-learning-journey-part-2/</link>
	<pubDate>Thu, 25 Jun 2026 15:47:33 +0000</pubDate>
	<dc:creator><![CDATA[eMoney Advisor]]></dc:creator>
	<guid isPermaLink="false">https://emoneyadvisor.com/knowledge-base-podcast/?post_type=podcast&#038;p=1421</guid>
	<description><![CDATA[In our second episode of the advisory learning journey, we sit down with Ania Iguitian, Advisory Client Success Coach at eMoney, to discuss how eMoney supports new users as they incorporate eMoney into their day-to-day and overall business workflow. Ania describes the Getting Started Program in detail and explains the value of this onboarding strategy.]]></description>
	<itunes:subtitle><![CDATA[In our second episode of the advisory learning journey, we sit down with Ania Iguitian, Advisory Client Success Coach at eMoney, to discuss how eMoney supports new users as they incorporate eMoney into their day-to-day and overall business workflow. Ania]]></itunes:subtitle>
	<content:encoded><![CDATA[In our second episode of the advisory learning journey, we sit down with Ania Iguitian, Advisory Client Success Coach at eMoney, to discuss how eMoney supports new users as they incorporate eMoney into their day-to-day and overall business workflow. Ania describes the Getting Started Program in detail and explains the value of this onboarding strategy.]]></content:encoded>
	<enclosure url="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2026/06/Advisor-Journey-Part-2-with-Ania-I.wav" length="301310780" type="audio/wav"></enclosure>
	<itunes:summary><![CDATA[In our second episode of the advisory learning journey, we sit down with Ania Iguitian, Advisory Client Success Coach at eMoney, to discuss how eMoney supports new users as they incorporate eMoney into their day-to-day and overall business workflow. Ania describes the Getting Started Program in detail and explains the value of this onboarding strategy.]]></itunes:summary>
	<itunes:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></itunes:image>
	<image>
		<url>https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg</url>
		<title>The Advisor Learning Journey &#8211; Part 2</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>26:09</itunes:duration>
	<itunes:author><![CDATA[eMoney Advisor]]></itunes:author>	<googleplay:description><![CDATA[In our second episode of the advisory learning journey, we sit down with Ania Iguitian, Advisory Client Success Coach at eMoney, to discuss how eMoney supports new users as they incorporate eMoney into their day-to-day and overall business workflow. Ania describes the Getting Started Program in detail and explains the value of this onboarding strategy.]]></googleplay:description>
	<googleplay:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>The Advisor Learning Journey &#8211; Part 1</title>
	<link>https://emoneyadvisor.com/knowledge-base-podcast/podcast/the-advisor-learning-journey-part-1/</link>
	<pubDate>Thu, 11 Jun 2026 15:37:10 +0000</pubDate>
	<dc:creator><![CDATA[eMoney Advisor]]></dc:creator>
	<guid isPermaLink="false">https://emoneyadvisor.com/knowledge-base-podcast/?post_type=podcast&#038;p=1406</guid>
	<description><![CDATA[The Fintech industry and financial planning industry as a whole is very dynamic. Financial planners don’t just adopt new technology—they go through an ongoing journey of learning and relearning. In the first part of a broader Advisor Learning Journey series of episodes, Senior Training Specialist Zac Gates, ChFC®, shares the different ways that eMoney subscribers can stay current on the platform's enhancements and capabilities. Tune in to hear more about the educational and training resources available in eMoney that will propel advisors throughout this continuous learning process.]]></description>
	<itunes:subtitle><![CDATA[The Fintech industry and financial planning industry as a whole is very dynamic. Financial planners don’t just adopt new technology—they go through an ongoing journey of learning and relearning. In the first part of a broader Advisor Learning Journey ser]]></itunes:subtitle>
	<content:encoded><![CDATA[The Fintech industry and financial planning industry as a whole is very dynamic. Financial planners don’t just adopt new technology—they go through an ongoing journey of learning and relearning. In the first part of a broader Advisor Learning Journey series of episodes, Senior Training Specialist Zac Gates, ChFC®, shares the different ways that eMoney subscribers can stay current on the platform's enhancements and capabilities. Tune in to hear more about the educational and training resources available in eMoney that will propel advisors throughout this continuous learning process.]]></content:encoded>
	<enclosure url="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2026/06/Advisor-Journey-Part-1.wav" length="358331568" type="audio/wav"></enclosure>
	<itunes:summary><![CDATA[The Fintech industry and financial planning industry as a whole is very dynamic. Financial planners don’t just adopt new technology—they go through an ongoing journey of learning and relearning. In the first part of a broader Advisor Learning Journey series of episodes, Senior Training Specialist Zac Gates, ChFC®, shares the different ways that eMoney subscribers can stay current on the platform's enhancements and capabilities. Tune in to hear more about the educational and training resources available in eMoney that will propel advisors throughout this continuous learning process.]]></itunes:summary>
	<itunes:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></itunes:image>
	<image>
		<url>https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg</url>
		<title>The Advisor Learning Journey &#8211; Part 1</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>31:06</itunes:duration>
	<itunes:author><![CDATA[eMoney Advisor]]></itunes:author>	<googleplay:description><![CDATA[The Fintech industry and financial planning industry as a whole is very dynamic. Financial planners don’t just adopt new technology—they go through an ongoing journey of learning and relearning. In the first part of a broader Advisor Learning Journey series of episodes, Senior Training Specialist Zac Gates, ChFC®, shares the different ways that eMoney subscribers can stay current on the platform's enhancements and capabilities. Tune in to hear more about the educational and training resources available in eMoney that will propel advisors throughout this continuous learning process.]]></googleplay:description>
	<googleplay:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>Protection Meets Planning</title>
	<link>https://emoneyadvisor.com/knowledge-base-podcast/podcast/protection-meets-planning/</link>
	<pubDate>Wed, 27 May 2026 19:22:34 +0000</pubDate>
	<dc:creator><![CDATA[eMoney Advisor]]></dc:creator>
	<guid isPermaLink="false">https://emoneyadvisor.com/knowledge-base-podcast/?post_type=podcast&#038;p=1381</guid>
	<description><![CDATA[Dive into this podcast episode on insurance in eMoney. Understand how to identify coverage gaps and show your Clients the full picture of how various insurance types fit into their financial plan. ]]></description>
	<itunes:subtitle><![CDATA[Dive into this podcast episode on insurance in eMoney. Understand how to identify coverage gaps and show your Clients the full picture of how various insurance types fit into their financial plan.]]></itunes:subtitle>
	<content:encoded><![CDATA[Dive into this podcast episode on insurance in eMoney. Understand how to identify coverage gaps and show your Clients the full picture of how various insurance types fit into their financial plan. ]]></content:encoded>
	<enclosure url="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2026/05/Insurance-in-eMoney.mp3" length="27938520" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[Dive into this podcast episode on insurance in eMoney. Understand how to identify coverage gaps and show your Clients the full picture of how various insurance types fit into their financial plan.]]></itunes:summary>
	<itunes:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></itunes:image>
	<image>
		<url>https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg</url>
		<title>Protection Meets Planning</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>31:57</itunes:duration>
	<itunes:author><![CDATA[eMoney Advisor]]></itunes:author>	<googleplay:description><![CDATA[Dive into this podcast episode on insurance in eMoney. Understand how to identify coverage gaps and show your Clients the full picture of how various insurance types fit into their financial plan.]]></googleplay:description>
	<googleplay:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>Underrated Features in eMoney</title>
	<link>https://emoneyadvisor.com/knowledge-base-podcast/podcast/underrated-features-in-emoney/</link>
	<pubDate>Wed, 13 May 2026 16:59:04 +0000</pubDate>
	<dc:creator><![CDATA[eMoney Advisor]]></dc:creator>
	<guid isPermaLink="false">https://emoneyadvisor.com/knowledge-base-podcast/?post_type=podcast&#038;p=1361</guid>
	<description><![CDATA[In this podcast episode, we’re spotlighting powerful features that are often overlooked. Hear from eMoney’s Zac Gates as he shares some underrated tools you may want to explore as you build Plans for your Clients.]]></description>
	<itunes:subtitle><![CDATA[In this podcast episode, we’re spotlighting powerful features that are often overlooked. Hear from eMoney’s Zac Gates as he shares some underrated tools you may want to explore as you build Plans for your Clients.]]></itunes:subtitle>
	<content:encoded><![CDATA[In this podcast episode, we’re spotlighting powerful features that are often overlooked. Hear from eMoney’s Zac Gates as he shares some underrated tools you may want to explore as you build Plans for your Clients.]]></content:encoded>
	<enclosure url="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2026/05/Underrated-Features-in-eMoney-1.mp3" length="41189784" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[In this podcast episode, we’re spotlighting powerful features that are often overlooked. Hear from eMoney’s Zac Gates as he shares some underrated tools you may want to explore as you build Plans for your Clients.]]></itunes:summary>
	<itunes:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></itunes:image>
	<image>
		<url>https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg</url>
		<title>Underrated Features in eMoney</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>41:18</itunes:duration>
	<itunes:author><![CDATA[eMoney Advisor]]></itunes:author>	<googleplay:description><![CDATA[In this podcast episode, we’re spotlighting powerful features that are often overlooked. Hear from eMoney’s Zac Gates as he shares some underrated tools you may want to explore as you build Plans for your Clients.]]></googleplay:description>
	<googleplay:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>Boosting Engagement with the Client Portal</title>
	<link>https://emoneyadvisor.com/knowledge-base-podcast/podcast/boosting-engagement-with-the-client-portal/</link>
	<pubDate>Wed, 22 Apr 2026 20:05:52 +0000</pubDate>
	<dc:creator><![CDATA[eMoney Advisor]]></dc:creator>
	<guid isPermaLink="false">https://emoneyadvisor.com/knowledge-base-podcast/?post_type=podcast&#038;p=1341</guid>
	<description><![CDATA[In this episode, we explore how client portals can transform the way you engage with your clients. Hear from Michele Bailey, Senior Client Success Coach at eMoney, as she shares practical strategies for using portals to increase interactions, deliver personalized content, and encourage ongoing collaboration.]]></description>
	<itunes:subtitle><![CDATA[In this episode, we explore how client portals can transform the way you engage with your clients. Hear from Michele Bailey, Senior Client Success Coach at eMoney, as she shares practical strategies for using portals to increase interactions, deliver per]]></itunes:subtitle>
	<content:encoded><![CDATA[In this episode, we explore how client portals can transform the way you engage with your clients. Hear from Michele Bailey, Senior Client Success Coach at eMoney, as she shares practical strategies for using portals to increase interactions, deliver personalized content, and encourage ongoing collaboration.]]></content:encoded>
	<enclosure url="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2026/04/Client-Portal-with-Michele-B2.wav" length="389776336" type="audio/wav"></enclosure>
	<itunes:summary><![CDATA[In this episode, we explore how client portals can transform the way you engage with your clients. Hear from Michele Bailey, Senior Client Success Coach at eMoney, as she shares practical strategies for using portals to increase interactions, deliver personalized content, and encourage ongoing collaboration.]]></itunes:summary>
	<itunes:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></itunes:image>
	<image>
		<url>https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg</url>
		<title>Boosting Engagement with the Client Portal</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>33:50</itunes:duration>
	<itunes:author><![CDATA[eMoney Advisor]]></itunes:author>	<googleplay:description><![CDATA[In this episode, we explore how client portals can transform the way you engage with your clients. Hear from Michele Bailey, Senior Client Success Coach at eMoney, as she shares practical strategies for using portals to increase interactions, deliver personalized content, and encourage ongoing collaboration.]]></googleplay:description>
	<googleplay:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>Q1 Recap: eMoney&#8217;s Recent Releases</title>
	<link>https://emoneyadvisor.com/knowledge-base-podcast/podcast/q1-recap-emoneys-recent-releases/</link>
	<pubDate>Wed, 08 Apr 2026 14:31:42 +0000</pubDate>
	<dc:creator><![CDATA[eMoney Advisor]]></dc:creator>
	<guid isPermaLink="false">https://emoneyadvisor.com/knowledge-base-podcast/?post_type=podcast&#038;p=1321</guid>
	<description><![CDATA[Let's dive into what's new at eMoney with a Q1 recap of our recent releases with Director of Product Management Advisor Experience, Josh Belfiore. We chat about Foundational Planning, Plan Comparison, and more! ]]></description>
	<itunes:subtitle><![CDATA[Lets dive into whats new at eMoney with a Q1 recap of our recent releases with Director of Product Management Advisor Experience, Josh Belfiore. We chat about Foundational Planning, Plan Comparison, and more! ]]></itunes:subtitle>
	<content:encoded><![CDATA[Let's dive into what's new at eMoney with a Q1 recap of our recent releases with Director of Product Management Advisor Experience, Josh Belfiore. We chat about Foundational Planning, Plan Comparison, and more! ]]></content:encoded>
	<enclosure url="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2026/04/Q1-Recap-with-Josh-Belfiore.mp3" length="23806416" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[Let's dive into what's new at eMoney with a Q1 recap of our recent releases with Director of Product Management Advisor Experience, Josh Belfiore. We chat about Foundational Planning, Plan Comparison, and more! ]]></itunes:summary>
	<itunes:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></itunes:image>
	<image>
		<url>https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg</url>
		<title>Q1 Recap: eMoney&#8217;s Recent Releases</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>27:01</itunes:duration>
	<itunes:author><![CDATA[eMoney Advisor]]></itunes:author>	<googleplay:description><![CDATA[Let's dive into what's new at eMoney with a Q1 recap of our recent releases with Director of Product Management Advisor Experience, Josh Belfiore. We chat about Foundational Planning, Plan Comparison, and more! ]]></googleplay:description>
	<googleplay:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>CoPlanner: Keeping Planning Personalized</title>
	<link>https://emoneyadvisor.com/knowledge-base-podcast/podcast/coplanner-keeping-planning-personalized/</link>
	<pubDate>Wed, 25 Mar 2026 15:37:53 +0000</pubDate>
	<dc:creator><![CDATA[eMoney Advisor]]></dc:creator>
	<guid isPermaLink="false">https://emoneyadvisor.com/knowledge-base-podcast/?post_type=podcast&#038;p=1301</guid>
	<description><![CDATA[Meet eMoney's newest planning tool -- CoPlanner. Sit down with Director of Product Management Advisor Experience, Josh Belfiore, to learn how this holistic planning tool can lend itself to efficient planning, strong rapport with Clients, and insightful data gathering. ]]></description>
	<itunes:subtitle><![CDATA[Meet eMoneys newest planning tool -- CoPlanner. Sit down with Director of Product Management Advisor Experience, Josh Belfiore, to learn how this holistic planning tool can lend itself to efficient planning, strong rapport with Clients, and insightful da]]></itunes:subtitle>
	<content:encoded><![CDATA[Meet eMoney's newest planning tool -- CoPlanner. Sit down with Director of Product Management Advisor Experience, Josh Belfiore, to learn how this holistic planning tool can lend itself to efficient planning, strong rapport with Clients, and insightful data gathering. ]]></content:encoded>
	<enclosure url="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2026/03/CoPlanner-with-Josh-Belfiore.mp3" length="32909736" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[Meet eMoney's newest planning tool -- CoPlanner. Sit down with Director of Product Management Advisor Experience, Josh Belfiore, to learn how this holistic planning tool can lend itself to efficient planning, strong rapport with Clients, and insightful data gathering.]]></itunes:summary>
	<itunes:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></itunes:image>
	<image>
		<url>https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg</url>
		<title>CoPlanner: Keeping Planning Personalized</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
	<itunes:block>no</itunes:block>
	<itunes:duration>36:45</itunes:duration>
	<itunes:author><![CDATA[eMoney Advisor]]></itunes:author>	<googleplay:description><![CDATA[Meet eMoney's newest planning tool -- CoPlanner. Sit down with Director of Product Management Advisor Experience, Josh Belfiore, to learn how this holistic planning tool can lend itself to efficient planning, strong rapport with Clients, and insightful data gathering.]]></googleplay:description>
	<googleplay:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
</item>

<item>
	<title>Successful Client Meetings Using Decision Center</title>
	<link>https://emoneyadvisor.com/knowledge-base-podcast/podcast/successful-client-meetings-using-decision-center/</link>
	<pubDate>Wed, 11 Mar 2026 23:02:49 +0000</pubDate>
	<dc:creator><![CDATA[eMoney Advisor]]></dc:creator>
	<guid isPermaLink="false">https://emoneyadvisor.com/knowledge-base-podcast/?post_type=podcast&#038;p=1279</guid>
	<description><![CDATA[This episode explores how eMoney fosters more personalized, efficient, and impactful engagements by leveraging The Decision Center. Hear from Chris DiRubbo, Senior Success Coach at eMoney, who shares his insights on how to build trust, strengthen relationships, and maximize the many aspects of eMoney’s most robust presentation tool.]]></description>
	<itunes:subtitle><![CDATA[This episode explores how eMoney fosters more personalized, efficient, and impactful engagements by leveraging The Decision Center. Hear from Chris DiRubbo, Senior Success Coach at eMoney, who shares his insights on how to build trust, strengthen relatio]]></itunes:subtitle>
	<content:encoded><![CDATA[This episode explores how eMoney fosters more personalized, efficient, and impactful engagements by leveraging The Decision Center. Hear from Chris DiRubbo, Senior Success Coach at eMoney, who shares his insights on how to build trust, strengthen relationships, and maximize the many aspects of eMoney’s most robust presentation tool.]]></content:encoded>
	<enclosure url="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2026/03/DC-with-Chris-D-Revised.mp3" length="23714280" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[This episode explores how eMoney fosters more personalized, efficient, and impactful engagements by leveraging The Decision Center. Hear from Chris DiRubbo, Senior Success Coach at eMoney, who shares his insights on how to build trust, strengthen relationships, and maximize the many aspects of eMoney’s most robust presentation tool.]]></itunes:summary>
	<itunes:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></itunes:image>
	<image>
		<url>https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg</url>
		<title>Successful Client Meetings Using Decision Center</title>
	</image>
	<itunes:explicit>false</itunes:explicit>
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	<itunes:duration>30:46</itunes:duration>
	<itunes:author><![CDATA[eMoney Advisor]]></itunes:author>	<googleplay:description><![CDATA[This episode explores how eMoney fosters more personalized, efficient, and impactful engagements by leveraging The Decision Center. Hear from Chris DiRubbo, Senior Success Coach at eMoney, who shares his insights on how to build trust, strengthen relationships, and maximize the many aspects of eMoney’s most robust presentation tool.]]></googleplay:description>
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	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
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<item>
	<title>Ready for Retirement: Effective Planning with eMoney</title>
	<link>https://emoneyadvisor.com/knowledge-base-podcast/podcast/ready-for-retirement-effective-planning-with-emoney/</link>
	<pubDate>Wed, 25 Feb 2026 15:34:30 +0000</pubDate>
	<dc:creator><![CDATA[eMoney Advisor]]></dc:creator>
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	<description><![CDATA[Dive into Retirement Planning in eMoney with our very own Senior Financial Planning Practice Management Consultant, Brandon Heid, CFP®. In this conversation, we talk about how to have impactful conversations with Clients and how tools like Foundational Planning, Needs Analysis, and Decision Center can help support retirement planning. ]]></description>
	<itunes:subtitle><![CDATA[Dive into Retirement Planning in eMoney with our very own Senior Financial Planning Practice Management Consultant, Brandon Heid, CFP®. In this conversation, we talk about how to have impactful conversations with Clients and how tools like Foundational P]]></itunes:subtitle>
	<content:encoded><![CDATA[Dive into Retirement Planning in eMoney with our very own Senior Financial Planning Practice Management Consultant, Brandon Heid, CFP®. In this conversation, we talk about how to have impactful conversations with Clients and how tools like Foundational Planning, Needs Analysis, and Decision Center can help support retirement planning. ]]></content:encoded>
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	<itunes:summary><![CDATA[Dive into Retirement Planning in eMoney with our very own Senior Financial Planning Practice Management Consultant, Brandon Heid, CFP®. In this conversation, we talk about how to have impactful conversations with Clients and how tools like Foundational Planning, Needs Analysis, and Decision Center can help support retirement planning. ]]></itunes:summary>
	<itunes:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></itunes:image>
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		<title>Ready for Retirement: Effective Planning with eMoney</title>
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	<itunes:author><![CDATA[eMoney Advisor]]></itunes:author>	<googleplay:description><![CDATA[Dive into Retirement Planning in eMoney with our very own Senior Financial Planning Practice Management Consultant, Brandon Heid, CFP®. In this conversation, we talk about how to have impactful conversations with Clients and how tools like Foundational Planning, Needs Analysis, and Decision Center can help support retirement planning. ]]></googleplay:description>
	<googleplay:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></googleplay:image>
	<googleplay:explicit>No</googleplay:explicit>
	<googleplay:block>no</googleplay:block>
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<item>
	<title>Optimizing Tax Planning with eMoney Advisor</title>
	<link>https://emoneyadvisor.com/knowledge-base-podcast/podcast/optimizing-tax-planning-with-emoney-advisor/</link>
	<pubDate>Wed, 11 Feb 2026 18:09:01 +0000</pubDate>
	<dc:creator><![CDATA[eMoney Advisor]]></dc:creator>
	<guid isPermaLink="false">https://emoneyadvisor.com/knowledge-base-podcast/?post_type=podcast&#038;p=1245</guid>
	<description><![CDATA[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.]]></description>
	<itunes:subtitle><![CDATA[Tis the season! Its time for tax planning. In this podcast episode, were 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 eMoneys Brett Tharp, CFP®, to learn more.]]></itunes:subtitle>
	<content:encoded><![CDATA[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.]]></content:encoded>
	<enclosure url="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2026/02/Tax-Planning-with-Brett-Tharp.mp3" length="28002816" type="audio/mpeg"></enclosure>
	<itunes:summary><![CDATA[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.]]></itunes:summary>
	<itunes:image href="https://emoneyadvisor.com/knowledge-base-podcast/wp-content/uploads/2023/09/MicrosoftTeams-image-20.jpg"></itunes:image>
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	<itunes:author><![CDATA[eMoney Advisor]]></itunes:author>	<googleplay:description><![CDATA[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.]]></googleplay:description>
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	<googleplay:explicit>No</googleplay:explicit>
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