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 | 345 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationBusiness | |||
Listen to this Podcast
Latest Episodes
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 three highly technical areas tha... more
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 Coffey, CEO of Public Accoun... more
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 financial planners move beyond tec... more
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 uncover bigger opportunities. Fro... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Host
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 States5 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
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Top Education Podcasts
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About AICPA Personal Financial Planning
What is AICPA Personal Financial Planning about and what kind of topics does it cover?
The show features in-depth discussions with leading CPAs, educators, and practitioners who are expanding traditional tax and compliance roles into holistic personal financial planning. Core topics span life planning and client psychology, AI and technology in advisory services, education and financial literacy, and practical strategies for serving athletes, high-net-worth clients, and ordinary savers. Episodes emphasize actionable frameworks, credentialing like the PFS and related programs, and building value-driven advisory practices within CPA firms. A notable pattern is the blend of technical tax knowledge with behavioral finance, education outreach, and scalable advisory models that pair tax skills with ongoing planning.
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?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for AICPA Personal Financial Planning, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for AICPA Personal Financial Planning?
Rephonic provides comprehensive predictive audience data for AICPA Personal Financial Planning, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
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. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Perfect RIA
3. Small Business Tax Savings Podcast
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. Barron's Advisor
How many episodes of AICPA Personal Financial Planning are there?
AICPA Personal Financial Planning launched 8 years ago and published 345 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?
Rephonic pulls ratings and reviews for AICPA Personal Financial Planning from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for AICPA Personal Financial Planning?
Rephonic provides full transcripts for episodes of AICPA Personal Financial Planning. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on AICPA Personal Financial Planning?
Recent guests on AICPA Personal Financial Planning include:
1. Andrea Millar
2. Jackie Cummings Koski
3. Brianne Smith
4. Leonard Wright
5. Cameron Caprio
6. Julia Bush
7. Matt Kidd
8. Robert Keebler
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.