In this Best of 2025 episode, Rory brings together standout moments from conversations across accounting, wealth management, behavioral finance, and technology that all point to one theme: real progress happens when advisors focus on people, not just numbers. From reframing retirement as a question of identity and purpose, to understanding why money decisions are deeply emotional, guests explore how human behavior shapes financial outcomes. The episode also highlights how AI and blockchain are moving from buzzwords to real tools, why holistic advice requires collaboration across disciplines, and how better questions can lead to stronger relationships and better client follow-through. Whether the topic is student loans showing up later in life, navigating firm leadership and deal structures, or helping clients align values with decisions, this episode reflects the evolving role of the advisor as guide, partner, and trusted voice. Want to hear the moments that shaped the conversation this year and the insights that will carry into what’s next? Find out in this Best of 2025 episode.