Podcast Index
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AICPA Personal Financial Planning (PFP)
AICPA & CIMA
FactSet U.S. Daily Market Preview
FactSet
Sales Gravy: Jeb Blount
Jeb Blount
Real Estate News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Your Brand Amplified
Anika Jackson, Bleav
The Netty Life
DRN1
Fox Business Hourly Report
FOX News Podcasts
Happy Work - Management & bien-être au travail
Gaël Chatelain-Berry
What's Next｜科技早知道
声动活泼
People Soup
People Soup
Bob Proctor: The Science of Success
Bob Proctor
Soil Dynamics
Soil dynamics
Construction Brothers
Construction Brothers
Bloomberg News Now
Samejo
Organize 365 Podcast
Lisa Woodruff
Podcast de Vendas do Diego Maia
Diego Maia
The Kara Goldin Show
Kara Goldin
Global Market Insights - Forex, Futures, Stocks
XM.com
Hot Young Designers Club | Interior Design Business Podcast
Hot Young Designers Club
The Sales Evangelist
Donald C. Kelly
Being an Engineer
Aaron Moncur
Real Money Talks
Loral Langemeier
BetterWealth with Caleb Guilliams
BetterWealth Media
The Ramsey Show
Ramsey Network
The Create Unknown
Unknown Media & Studio71
iWork4Him PowerThought
Jim & Martha Brangenberg
She Coaches Coaches
Candy Motzek | Life & Business Coach
Action Academy | Millionaire Mentorship For Your Life & Business
Brian Luebben
The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
Commodity Culture
Jesse Day
Faith In Your Recovery Podcast
Randy Davis
The Unforget Yourself Show
Mark and Katie
CoStar News Hotels
CoStar News Hotels
The Missing Middle Podcast
Cara Stern, Mike Moffatt, and Meredith Martin
MasilyJohn
MasilyJohn
Get Authentic with Marques Ogden
River Media Network
Deal Flow Friday
David Moghavem
Business
AICPA & CIMA
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...
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...
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...
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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