Podcast Index

Podcasts

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AICPA Personal Financial Planning (PFP) AICPA Personal Financial Planning (PFP) AICPA & CIMA Talkin Winter Ops Talkin Winter Ops Rick Nelson The Sage Sayers The Sage Sayers Debbi Gardiner McCullough The Ordinary Doula Podcast The Ordinary Doula Podcast Angie Rosier RISE RADIO – Christian Perspective on Social Narratives RISE RADIO – Christian Perspective on Social Narratives rseonline.org | Social Narratives & Christian Apologetics Avodas HaLev Avodas HaLev Avodas Halev Dreamvisions 7 Radio & TV Network Dreamvisions 7 Radio & TV Network Dreamvisions 7 Radio Network Diane's Tarot Diary: 我的塔羅日記 Diane's Tarot Diary: 我的塔羅日記 Diane Yang Gunfighter Life - Survival Guns Ammo Hunting Defense Tactics Gunfighter Life - Survival Guns Ammo Hunting Defense Tactics Michael Milito Osho Hindi Podcast Osho Hindi Podcast Govind Das Swami The Birth Experience with Labor Nurse Mama The Birth Experience with Labor Nurse Mama Trish Ware, RN La palabra con nosotras con nosotros La palabra con nosotras con nosotros Alexander Zatyrka, SJ / ITESO / Radio Ibero León Perfect Life Awakening Perfect Life Awakening iOM Radio Network - OMTimes Nincha - Podcast para aprender idiomas (pt - br) Nincha - Podcast para aprender idiomas (pt - br) Nincha TuttoLibri TuttoLibri Radio Number One Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks Survive: Essentials for C-Store Assistant Managers Survive: Essentials for C-Store Assistant Managers C-Store Center Pivot: SHIFT Ahead Mastermind Pivot: SHIFT Ahead Mastermind James Shaw Once Upon A Meow丨Aesop’s Fables from Every Land Once Upon A Meow丨Aesop’s Fables from Every Land BabyBus Drive Time Drive Time Vaughan Radio Brushwood Media Network Brushwood Media Network Brushwood Media Network Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks Reading With Your Kids Podcast Reading With Your Kids Podcast Jedlie Circus Productions, Inc Abraham Hicks Abraham Hicks Abraham Hicks Quazi Johir Quazi Johir Quazi Johir Liberi Oltre Le Illusioni Liberi Oltre Le Illusioni Liberi Oltre Le Illusioni 100 Sekunden Wissen 100 Sekunden Wissen Schweizer Radio und Fernsehen (SRF) Love Conquers Alz Love Conquers Alz Susie Singer Carter and Don Priess FYI - For Your Inglés FYI - For Your Inglés Alberto Alonso CBeebies Podcast CBeebies Podcast CBeebies Radio Devos Devos Kids4Truth Clubs Walk With The King Podcast Walk With The King Podcast Walk With The King Inc. Sternengeschichten Sternengeschichten Florian Freistetter Scaffold Scaffold The Architecture Foundation IELTS Energy English 7+ IELTS Energy English 7+ Lindsay McMahon, Jessica Beck, Aubrey Carter The Rachel Hollis Podcast The Rachel Hollis Podcast Three Percent Chance Jewish Inspiration Podcast · Rabbi Aryeh Wolbe Jewish Inspiration Podcast · Rabbi Aryeh Wolbe TORCH
AICPA Personal Financial Planning (PFP)

Educación

AICPA Personal Financial Planning (PFP)

AICPA & CIMA

The IUL Experiment with Andy Panko

July 09, 2026 11:00pm 27 min

Indexed Universal Life (IUL) insurance is often marketed as a "tax-free retirement income" solution, but how do these policies really work over time? To cut through the noise, financial planner Andy Panko, CFP®, RICP®, E...

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...

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