AICPA Personal Financial Planning (PFP)
AICPA & CIMAWelcome 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.
| Publishes | Twice monthly | Episodes | 338 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationBusiness | |||
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Latest Episodes
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-growing planning challenges in t... more
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 paycheck, the profession is un... more
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 experienced exam, building the PFP Cha... more
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 and planning implications CPA ... more
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Reviews
- Promoting someone convicted of fraud?
In the most recent podcast, Peter Strauss was mentioned as an insurance expert, which I am sure he is, but also as a great guy, etc. This man has just pled guilty in federal court to fraud. Needless to say he also lost his license. Disturbing for the AICPA to promote such a person.
Apple Podcasts2sooosally
United States2 years ago - Very poor audio quality
I really want to get the information contained in the podcast, but the audio quality is too poor. I am new to the profession I would love to include it as a resource in my growing education.
Apple Podcasts1LMSF2014United States4 years ago - Great Info for Do it yourselfers!
As a recent retiree, I find this information very helpful!
Apple Podcasts4fierce sasha IIIUnited States5 years ago - Great product
I’m a CFP and would love more financial planning content.
Apple Podcasts5Mike VondraUnited States5 years ago - Hey accountants—Sound quality matters
Every single episode sounds like it was recorded in a tin can. There is NO good reason for this. Please find a marketing person, or just any person with any sense, and ask them to help you find a decent microphone or way to record somebody remotely.
Apple Podcasts1anonymous mnUnited States6 years ago
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Frequently Asked Questions About AICPA Personal Financial Planning
What is AICPA Personal Financial Planning about and what kind of topics does it cover?
This show features high-caliber financial professionals and practitioners who speak to CPAs, financial planners, and wealth advisors. Episodes frequently cover tax strategy shifts, advanced planning for high-net-worth clients, behavioral finance, AI and technology in practice, and practical advisory frameworks for growing and protecting client wealth. Notable throughlines include the integration of CPA services with financial planning, multigenerational wealth planning, and the evolving regulatory and legislative landscape that advisors must navigate. The cadence tends toward practical, practitioner-focused guidance, with guest expertise ranging from tax and estate planning to AI-driven client interactions and legacy planning. For potential... more
Where can I find podcast stats for AICPA Personal Financial Planning?
Rephonic provides a wide range of podcast stats for AICPA Personal Financial Planning. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to AICPA Personal Financial Planning and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does AICPA Personal Financial Planning get?
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What are the audience demographics for AICPA Personal Financial Planning?
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How many subscribers and views does AICPA Personal Financial Planning have?
To see how many followers or subscribers AICPA Personal Financial Planning has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to AICPA Personal Financial Planning?
These podcasts share a similar audience with AICPA Personal Financial Planning:
1. Tax Section Odyssey
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Talking Tax
4. The Accounting Podcast
5. Freakonomics Radio
How many episodes of AICPA Personal Financial Planning are there?
AICPA Personal Financial Planning launched 8 years ago and published 338 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact AICPA Personal Financial Planning?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for AICPA Personal Financial Planning?
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How do I access podcast episode transcripts for AICPA Personal Financial Planning?
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What guests have appeared on AICPA Personal Financial Planning?
Recent guests on AICPA Personal Financial Planning include:
1. Cameron Caprio
2. Julia Bush
3. Matt Kidd
4. Deb Meyer
5. Dr. Brianne Smith
6. Jeff Levine
7. Carl Richards
8. Chris Benson
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.