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 | 334 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationBusiness | |||
Listen to this Podcast
Latest Episodes
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) reshapes the planning landscape.... more
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 tax compliance to integrated f... more
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 intelligence is moving quic... more
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 between income tax strategies and e... more
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- 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 States4 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 States5 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?
Focused on the evolving landscape of financial planning, this podcast features insights from leading experts in the fields of accounting, tax, estate planning, and investment strategies. Episodes touch on the integration of emerging technologies like artificial intelligence in financial practices, as well as exploring crucial considerations for comprehensive financial planning, including risk management and generational wealth education. With a strong emphasis on real-world applications, the discussions provide listeners with practical advice and strategic guidance tailored to both individual investors and financial professionals.
One unique aspect is its commitment to addressing topical issues in the financial arena, such as compliance ch... more
Where can I find podcast stats for AICPA Personal Financial Planning?
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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. The Long View
3. The Accounting Podcast
4. The Retirement and IRA Show
5. Retirement Answer Man
How many episodes of AICPA Personal Financial Planning are there?
AICPA Personal Financial Planning launched 8 years ago and published 334 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. Deb Meyer
2. Dr. Brianne Smith
3. Carl Richards
4. Chris Benson
5. Jimmy Williams
6. Dr. Brian Portnoy
7. Mindy Earley
8. Dan Meiklejohn
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.