- 83
- Episodes
- 40
- Transcribed
- 25
- Ratings
- Weekly
- Cadence
- 2025
- First episode
About Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth. Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth. Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you. Better conversations. Smarter decisions. Stronger connections. Subscribe now.
- Publisher
- Marla Sofer
- Category
- business · business · health & fitness
- Language
- en
- Explicit
- No
- First episode
- 26 Feb 2025
- Latest episode
- 20 Oct 2026
Latest episodes
40 of 83 episodes have a transcript.
20 Oct 2026TRANSCRIPT
82. Wealth Is Not Just Money. It's Alignment With Who You Are with Breanna Rae Blaney
13 Oct 2026
81. There Is No Best Financial Strategy. There’s a Best Strategy for You with Ben Rapp
6 Oct 2026
80. The Future of Wealth Starts With Being Heard with Chad Coe
Inside a recent episode
82. Wealth Is Not Just Money. It's Alignment With Who You Are with Breanna Rae Blaney
Published 20 Oct 2026 · Transcript excerpt
[…] But the goal of integrative wealth is not to just accumulate more money to no end. The goal of integrative wealth is to align someone's identity, who they actually are, with their resources, what they have, their energy, their time, their money, and their decisions, how they actually decide and design their life. And when you align those three things, that's ultimately what is creating a fully expressed human being who is able to use their resources in a manner that is actually in design of who they truly are, versus just accumulating money to no end. Super interesting. I wonder when you started. […]
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See plansWho has been a guest on Knowing Me, Knowing You
Names identified in recent episode analyses. Showing up to five guests.
- Breanna Rae Blaney
- Ben Rapp
- Chad Coe
- Derrick Kinney
- Mike Milligan
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 25 ratings
Podcast Authority Score: 41 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 62
- Social presence
- 0
- YouTube
- 0
- Engagement
- 51
Contact Knowing Me, Knowing You
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Knowing Me, Knowing You
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Knowing Me, Knowing You take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
40 of 83 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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