Best of 2023 - Part I

In this year-end special, Rory brings you the most enlightening moments from 2023's AFO Wealth Management Forward podcast episodes. Dive into a compilation that spans a range of topics, from innovative subscription models in professional services with Ron Baker to the profound impacts of financial psychology with Dr. Preston Cherry. Discover the transformative power of aligning investments with personal values in impact investing with Toussaint Bailey and explore the cutting-edge intersection of technology and estate planning with Danny Lohrfink. Revisit the strategic insights on decision-making in unpredictable financial markets with Michael DiJoseph and the importance of emotional intelligence in financial decision-making from Doug Lennick. Find out why a majority of Americans should wait to file for Social Security with Philipp Hecker and the visionary approach to creating memorable experiences in the experience economy with Dennis Mosley Williams. Join us as we revisit these top moments in Part I of our Best of 2023 year in review.