Hosted by AICPA & CIMA · 🇺🇸 US · EN-US · 343 episodes
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AICPA & CIMA hosts AICPA Personal Financial Planning (PFP), a education show with 343 episodes published.
Most retirement plans answer one question: Can I afford to retire? But far fewer answer the question that often matters just as much: What am I retiring to? In this episode, Cary Sinnett sits down with renowned researche
Some of the biggest planning opportunities in trust and estate taxation are also the easiest to miss. In this episode, Cary Sinnett sits down with nationally recognized estate planning authority Bob Keebler to explore th
What does the future of the CPA profession look like as advisory, financial planning, and AI reshape client expectations? In this episode of the AICPA Personal Financial Planning Podcast, Cary Sinnett sits down with Sue
What if the biggest barrier to client action is not the quality of the financial plan, but the lack of purpose behind it? In this episode, Cary Sinnett sits down with Andrea Millar to explore how life planning helps fina
Sometimes the biggest client wins start with a simple question. In this episode, Cary Sinnett and Jackie Cummings Koski share five fast, high-impact planning ideas that can instantly deepen client conversations and uncov
Cary Sinnett sits down with Jackie Koski to challenge a core assumption in financial planning: strategy isn't the starting point—literacy is. They explore how foundational knowledge shapes better decisions, why behavior
In this episode, Cary Sinnett sits down with Dr. Brianne Smith to explore how CPAs can turn tax work into fully integrated personal financial planning. Drawing on decades of experience leading both a CPA firm and an advi
This is a pivotal moment for CPA financial planners. In this episode, Leonard Wright joins Cary to break down why the convergence of tax, technology, and client expectations is accelerating the shift toward integrated fi
Your client's kid just signed a D1 scholarship and an NIL deal. Now what? In this episode, Cary Sinnett sits down with Cameron Caprio, CPA/PFS and Founder of Venture Multi-Family Office, to unpack one of the fastest-grow
Financial literacy is not just a client issue; it is a national opportunity for CPA financial planners to lead. With only half of Americans understanding basic financial principles and many households living paycheck to
What is really happening with the PFS? In this episode, Cary Sinnett talks with Matt Kidd, Chair of the AICPA PFS Credential Committee, about the modernization of the PFS Credential, including updating the PFS experience
Trump Accounts are here, and they come with a mix of opportunity and complexity. In this episode, Cary Sinnett (PFP Podcast) and April Walker (Tax Odyssey) team up with Sebrina Ivey, CPA/PFS, to break down the key rules
Non-grantor trusts are stepping into the spotlight, not for estate tax, but for income tax planning. In this episode, Cary Sinnett sits down with tax expert Bob Keebler to explore how the One Big Beautiful Act (H.R.1) re
Busy season does not have to define a CPA's entire year. In this episode of the AICPA Personal Financial Planning Podcast, Cary Sinnett sits down with Deb Meyer, CPA and founder of WorthyNest, to discuss her path from ta
Host Cary Sinnett is joined by Dr. Brianne Smith, a PFP practitioner, CPA firm owner, and accounting professor at Auburn University, for a timely conversation on artificial intelligence in financial planning. Artificial
In this episode, host Cary Sinnett is joined by Jeff Levine, CPA, CFP, a nationally recognized tax planning thought leader, to examine one of the most persistent dilemmas in personal financial planning: the tension betwe
What happens when technical excellence meets deep human empathy? In this episode, Carl Richards, CFP®, author of Your Money and creator of the famed "Sketch Guy" column in The New York Times , joins host Cary Sinnett to
Artificial intelligence is transforming how CPA financial planners approach research, analysis, and communication. In this episode, Chris Benson shares how he moved from curiosity to confident integration of AI in his da
Jimmy Williams, CPA/PFS, shares how the role of the CPA is evolving from compliance technician to holistic financial planner. In this episode, Jimmy and host Cary Sinnett explore how trust, technical excellence, and huma
Bob Keebler joins Cary Sinnett to unpack why this year-end is anything but routine. With shifting tax thresholds and surprise penalties lurking under the surface, every decision matters more than ever. This rapid-fire ep
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AICPA Personal Financial Planning (PFP) is hosted by AICPA & CIMA. The show is categorised under education (business) and has published 343 episodes.
AICPA Personal Financial Planning (PFP) has published 343 episodes.
AICPA Personal Financial Planning (PFP) regularly covers education, business. It sits in the education category, with a business focus.
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Episodes of AICPA Personal Financial Planning (PFP) average 23 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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