Loading…
Hosted by AICPA & CIMA · 🇺🇸 US · EN-US · 349 episodes
Established thought leaders with verified media credentials.
Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, investment planning, and more.Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.
AICPA & CIMA hosts AICPA Personal Financial Planning (PFP), a education show with 349 episodes published.
Technical expertise may earn a client's confidence, but human connection earns their trust. In this episode of the PFP Podcast, Cary Sinnett continues his conversation with Dr. Brian Portnoy, author of The Geometry of We
The months immediately following a client's death create one of the most important income tax planning windows in estate administration. While many practitioners focus on basis step-ups and beneficiary distributions, one
Indexed Universal Life (IUL) insurance is often marketed as a "tax-free retirement income" solution, but how do these policies really work over time? To cut through the noise, financial planner Andy Panko, CFP®, RICP®, E
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
Detected from recent episode content. Sponsor presence is a real signal of listener purchasing power and show monetisation.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
AICPA Personal Financial Planning (PFP) has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their education audience.
AICPA Personal Financial Planning (PFP) is hosted by AICPA & CIMA. The show is categorised under education (business) and has published 349 episodes.
AICPA Personal Financial Planning (PFP) has published 349 episodes.
AICPA Personal Financial Planning (PFP) regularly covers education, business. It sits in the education category, with a business focus.
AICPA Personal Financial Planning (PFP) is accessible for guests with genuine education expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
AICPA Personal Financial Planning (PFP) hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of AICPA Personal Financial Planning (PFP) average 24 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates AICPA Personal Financial Planning (PFP)'s guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 3 days ago.