Money Matters Episode 105- What is a Family Office? W/ Wendy Orth and Prateek Mehrotra
MONEY MATTERS with Christopher Hensley
Release Date: 06/22/2015
Money Matters Episode 343-Why Men Get Perimenopause Completely Wrong (And What to Do Instead) w/ Sam Anderson
MONEY MATTERS with Christopher Hensley
Most men get perimenopause completely wrong. Not because they don’t care— …but because no one ever taught them what’s actually happening. On the latest episode of the Money Matters Podcast, I sat down with Sam Anderson (tag him here), author of Perimenopause: The A–Z Guide for Us Idiots—and one thing stood out: 👉 The biggest mistake men make? They try to fix it. When in reality… ✔️ It’s not something to fix ✔️ It’s something to understand ✔️ And something couples need to navigate together We talked about: • Why men take symptoms personally (and why that...
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Money Matters Episode 342-Back Office Burnout & AI: What Advisors Must Know W/ Ryan George
MONEY MATTERS with Christopher Hensley
What if the real reason advisory firms struggle to scale… isn’t growth? It’s what happens after the client says yes. In this episode, Christopher Hensley sits down with Ryan George (CMO at Docupace) to talk about the unsung “back office heroes” who keep advisory firms running—and why burnout, invisible operations, and misunderstood AI adoption can quietly become your biggest growth bottleneck This isn’t another “AI will write your blog posts” conversation. Ryan breaks down the difference between automation vs. intelligent automation, why financial services is an...
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Money Matters Episode 341-Public Radio, AI, and the Future of Audio Storytelling W/ Ernesto Aguilar
MONEY MATTERS with Christopher Hensley
Public radio helped define trust in audio. Now AI is reshaping how audio gets made. In this episode, I sit down with Ernesto Aguilar — public radio executive, author, and the person who gave me my first big break at KPFT in Houston more than a decade ago. That opportunity launched what has now become one of the longest-running financial planning podcasts in the space. We talk about how public radio built credibility over decades, why audiences still turn to trusted voices for deeper context, and how AI is changing production without replacing the human responsibility behind the microphone....
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Money Matters Episode 340-From Note-Takers to AI Assistants: The New Standard for Financial Advisors W/ Matt Halloran
MONEY MATTERS with Christopher Hensley
Will AI replace financial advisors—or make the best ones better? In this episode of Money Matters, Christopher Hensley sits down with Matt Halloran, author of Shut the F Up and Listen and Chief Evangelist at Zocks, to continue a conversation that began with one core idea: great advice starts with great listening. Now, that philosophy is colliding with a new reality—AI assistants. Matt explains why AI assistants won’t replace financial advisors, but will raise the standard for what clients expect. From AI note-taking to tools that capture emotional cues, automate follow-ups, and turn...
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Money Matters Episode 339-AI Workers, Not Chatbots: How Advisors Scale with Digital Co-Workers W/Jonathan Michael
MONEY MATTERS with Christopher Hensley
What if financial advisors didn’t just use AI tools—but had AI workers supporting their business? In this episode of Money Matters, host Chris Hensley is joined by Jonathan Michael, Director of Growth at TIFIN AXIS, to unpack what AI agents really are, how they differ from chatbots, and why they’re quickly becoming a practical way for advisory firms to scale. Jonathan brings a founder’s perspective from both EdTech and WealthTech and focuses on one core idea: AI should take on the operational, repetitive work that slows firms down—so advisors can spend more time where they add the...
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Money Matters Episode 338- Fiduciary in All Things w/ George Kinder
MONEY MATTERS with Christopher Hensley
In this powerful conversation, host Christopher Hensley, RICP®, CES® sits down once again with George Kinder—internationally recognized as the father of life planning and the visionary behind the global Fiduciary in All Things (FIAT) movement. Together, they explore what it would mean for our institutions, our democracy, and our financial systems to finally act in the best interest of the people they serve. Kinder explains how a fiduciary society—rooted in truth, people, democracy, and the planet—could dissolve many of the challenges we face today while preserving the entrepreneurial...
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Money Matters Episode 337 – They Didn’t Start with AI | Valarie Vest & Sean Van Moorleghem on Culture, Capacity & Digital Associates
MONEY MATTERS with Christopher Hensley
They Didn’t Start with AI. They Started with People. That might sound simple—but in today’s rush to automate, scale, and “transform,” it’s anything but. took a different path. No pink slips. No blown-up workflows. No hollow promises about innovation. Just a clear goal: reduce the time it takes to open an account from 20 minutes to seconds—without losing the quality, trust, or people that made the process work in the first place. In this episode of Money Matters, I sit down with: 🟡 , Chief Experience Officer 🟡 , Chief Technology Officer What I love about this story...
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Money Matters Episode 336- Why DEI Still Matters in 2025 | Cornelia Gamlem & Barbara Mitchell on Inclusion, Culture & Engagement
MONEY MATTERS with Christopher Hensley
Is DEI really dead — or just misunderstood? In this episode of Money Matters, workplace culture experts Cornelia Gamlem and Barbara Mitchell, co-authors of Essentials of Employee Engagement, challenge the headlines and reframe the DEI conversation with clarity and strategy. 💥 Cold Open Preview: “People started calling DEI bad, evil, even discriminatory… and it’s none of those things if you truly understand it.” – Cornelia Gamlem 🎧 In this episode, you'll learn: Why DEI got distorted — and what it really means in today’s workplace How inclusion, not perks, drives...
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Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth
MONEY MATTERS with Christopher Hensley
🚨 Can AI actually make financial advisors feel more human—not less? That’s the bold idea , CEO of , shares in this week’s episode of Money Matters. We break down what “human connection at scale” really looks like in today’s digital-first world—and why it might be the future of financial advising. Here’s what we cover: ✅ Real AI implementation vs. ChatGPT tinkering ✅ Using data to personalize at scale (without losing your voice) ✅ How one firm doubled AUM from $20B → $40B with smarter marketing ✅ Why compliance + data strategy must come first ✅ How segmentation...
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Money Matters 334- The Man Behind the 4% Rule W/ Bill Bengen
MONEY MATTERS with Christopher Hensley
🎙️ Episode #334 – The Man Behind the 4% Rule: Bill Bengen on Inflation, Flexibility, and a Richer Retirement What if the greatest risk to your retirement portfolio isn't a market crash—but inflation? In this episode of Money Matters, Christopher Hensley, RICP®, sits down with Bill Bengen, the creator of the legendary 4% Rule for safe withdrawal rates. Now, 30 years later, Bengen reflects on what still holds up, what’s changed, and how retirees and advisors can adapt withdrawal strategies in a world of sticky inflation, volatile markets, and longer life expectancies. Whether you're...
info_outlineA traditional family office is a business run by and for a single family. Its sole function is to centralize the management of a significant family fortune. Typically, these organizations employ staff to manage investments, taxes, philanthropic activities, trusts, and legal matters. The purpose of the family office is to effectively transfer established wealth across generations. The family office invests the family's money, manages all of the family's assets, and disburses payments to family members as required.
The office itself either is, or operates just like, a corporation (often, a limited liability company, or LLC), with a president, CFO, CIO, etc. and a support staff. The officers are compensated per their arrangement with the family, usually with overrides based on the profits or capital gains generated by the office. Often, family offices are built around core assets that are professionally managed.
Today we were joined by Author Wedy Orth and Prateek Mehrotra.
Wendy is an independendent Wealth Advisor residing in Houston, TX. She introduces clients to our Firm and our Endowment Investment Philosophy®. Wendy specializes in working with women and young professionals and understands that each client’s financial needs are unique. Wendy strives to understand the client’s complete financial picture, which allows the Endowment Wealth Management’s advisory team to design a custom tailored investment solution to meet each client’s specific needs. Coming from a scientific background, Wendy takes an analytical approach to assist clients with organizing their financial information and providing them with the tools to identify and reach their financial goals.
Wendy attended the Glascock School of Continuing Studies at Rice University where she studied Retirement and Estate Planning. She has completed the Series 65 Uniform Investment Adviser Law Examination. Wendy earned a Bachelor of Science degree in wildlife ecology from the University of Wisconsin-Madison and a Master of Science Degree in biology from the University of Houston.
713-775-5149
As Chief Investment Officer, Prateek is responsible for sourcing, analyzing, recommending, monitoring and reporting on both alternative and traditional investments. He manages relationships with high net worth clients, institutional investors, and traditional/alternative (hedge funds, private equity and real assets) money management firms.
Prior to joining the Company, Prateek worked at Sumnicht & Associates, LLC (and its affiliate iSectors, LLC) a SEC-registered investment advisory firm for over ten (10) years as Chief Investment Officer and as a Member of its Investment Committee. His prior employer won numerous accolades and rankings from Bloomberg and Worth magazines during his tenure there. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.
Prior to coming to Wisconsin, Prateek was a principal with GTG Ventures, Inc., in Palo Alto, California, where he was responsible for sourcing and analyzing investment opportunities across various technology sectors. He also worked overseas at a boutique investment company and was involved in co-managing a PIPE fund and a hedge fund-of-funds, among other alternative investing activities. He has over 20 years of experience in the financial services industry involved in areas as diverse as sell-side investment banking, leasing, portfolio management, and buy-side alternative assets investing. Prateek has lived and worked in India and the Middle East, and brings a wealth of global experience and perspective to the Company.
He earned his Bachelor’s Degree in Technology from the Indian Institute of Technology, Kanpur, India. Prateek earned his MBA from Lehigh University in Bethlehem, Pennsylvania and was a Rotary International Scholar while attending Lehigh. He is both a Chartered Financial Analyst (CFA) Charter Holder and a Chartered Alternative Investment Analyst (CAIA). The CAIA program is the global mark of distinction for alternative investments, and Prateek has blazed the trail by being the first CAIA Charter Holder in Wisconsin.
You can findout more about Wendy and Prateek at:
www.endowmentwm.com
Personal Finance Cheat Sheet Article:
http://www.cheatsheet.com/…/how-schools-can-improve-their-…/
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
http://directory.libsyn.com/shows/view/id/moneymatters
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