Podcast Index

Podcasts

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AICPA Personal Financial Planning (PFP) AICPA Personal Financial Planning (PFP) AICPA & CIMA Les experts de l'immo Les experts de l'immo BFM Business The ITPro Podcast The ITPro Podcast ITPro CFO Podcast CFO Podcast Peter De Roeck Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks Logistikkpodden Logistikkpodden LIS 寶可孟卡好 寶可孟卡好 寶可孟 Morning Call Morning Call CNBC Real Estate News: Real Estate Investing Podcast Real Estate News: Real Estate Investing Podcast Kathy Fettke / RealWealth Eurodollar University Eurodollar University Jeff Snider MCMANUS (Formerly Mind Shift) with Erwin & Aaron McManus MCMANUS (Formerly Mind Shift) with Erwin & Aaron McManus Erwin McManus + Aaron McManus Start With A Win Start With A Win Adam Contos The Friday Habit The Friday Habit Mark Labriola II Click & Convert with Maria Sparagis Click & Convert with Maria Sparagis Maria Sparagis TCN Talks TCN Talks Chris Comeaux Acquisitions Anonymous - #1 for business buying, selling and operating Acquisitions Anonymous - #1 for business buying, selling and operating Bill D'Alessandro, Mills Snell, Heather Endresen, and Michael Girdley The Cello Sherpa Podcast The Cello Sherpa Podcast Joel Dallow Bondcast - The Rates Podcast Bondcast - The Rates Podcast NatWest Corporates and Institutions بودكاست مدرسة الاستثمار | مع منصور الدرعي بودكاست مدرسة الاستثمار | مع منصور الدرعي تريندز بودكاست Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author Edward Coke, Jr, MSPM,PMP, CAPM, CSM, Agile Coach The ADHD Skills Lab The ADHD Skills Lab Skye Waterson Leadership Levers Leadership Levers William Gladhart Green Giants: Titans of Renewable Energy Podcast Green Giants: Titans of Renewable Energy Podcast Wes Ashworth TopMusic Piano Podcast TopMusic Piano Podcast Tim Topham Startup Insider Startup Insider Startup Insider The Wise Old Owl Podcast The Wise Old Owl Podcast Vince Gaetano Fresh Oil Podcast with Keith Manley Fresh Oil Podcast with Keith Manley Keith Manley Process Debt Process Debt Chris Terrell ENHANCE AEC ENHANCE AEC Andy Richardson That LEO Guy That LEO Guy That LEO Guy Trucking with OOIDA Trucking with OOIDA Owner-Operator Independent Drivers Association StageRunner Podcast StageRunner Podcast Stagerunner Podcast, Gannon Murphy, Jason Fisher Notary Knowledge by Derrick Spruill Notary Knowledge by Derrick Spruill Derrick Spruill That Will Nevr Work Podcast That Will Nevr Work Podcast Maurice D. Chism, Sr. | Entrepreneur & Business Strategist Repair Shop Reckoning Repair Shop Reckoning Kevin Brown The Wine Makers on Radio Misfits The Wine Makers on Radio Misfits The Wine Makers Mining Stock Education Mining Stock Education Bill Powers
AICPA Personal Financial Planning (PFP)

Business

AICPA Personal Financial Planning (PFP)

AICPA & CIMA

Your Clients Can Afford to Retire. Will They Enjoy It?

June 25, 2026 11:00pm 32 min

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...

Bob Keebler on Avoiding Costly Estate Planning Mistakes

June 18, 2026 11:00pm 27 min

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...

Why the Future of Financial Planning Runs Through the CPA

June 04, 2026 11:00pm 19 min

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 ...

Andrea Millar, From Financial Expert to Trusted Guide

May 28, 2026 11:00pm 27 min

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...

Small Planning Conversations That Lead to Bigger Engagements

May 14, 2026 11:00pm 24 min

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...

The Ripple Effect: How Financial Literacy Shapes Generations

April 30, 2026 11:00pm 21 min

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 ...

Transform Tax Season into Year-Round Client Value with Dr. Brianne Smith

April 16, 2026 11:00pm 18 min

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...

The Inflection Point for CPA Financial Planners: Why Now Matters

April 02, 2026 11:00pm 26 min

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...

Millions at 18, Broke at 30 (Unless a CPA/PFS Gets Involved)

March 19, 2026 11:00pm 25 min

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...

From Knowledge to Impact: The CPA's Role in Financial Literacy with Julia Bush

March 09, 2026 10:42am 17 min

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's Next for the CPA Financial Planner with Matt Kidd

February 19, 2026 11:00pm 18 min

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 Coming - and You Need to be Ready

February 05, 2026 11:00pm 20 min

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 ...

Bob Keebler on The Renaissance of Income Tax Planning

January 22, 2026 11:00pm 18 min

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...

From Busy Season to Better Seasons: A CPA's Path to Planning with Deb Meyer

January 08, 2026 11:00pm 22 min

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...

Cracking the AI Code for CPA Financial Planners

December 25, 2025 11:00pm 20 min

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...

Jeff Levine on the Planning Tug-of-War: Income vs. Estate

December 18, 2025 12:25pm 26 min

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...

Carl Richards on Precision and Purpose

December 01, 2025 9:52am 30 min

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...

Smart Planning with AI: Real-World Strategies with Chris Benson

November 13, 2025 11:00pm 22 min

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...

How CPAs Are Shaping the Future of Financial Planning with Jimmy Williams

October 30, 2025 11:05pm 24 min

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...

Deadlines, Deductions & Decisions: Year-End Planning for the New Tax Era with Bob Keebler

October 16, 2025 11:00pm 22 min

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 ...

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