415 episodes listed below
Tax fluency meets client-centered planning.
AICPA Personal Financial Planning is built for CPAs thinking beyond compliance work. Episodes connect tax, estate, investment, technology, and family financial questions to the practical decisions advisors face with clients.
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AICPA Personal Financial Planning sits at the intersection of tax practice and holistic client advice. Its center of gravity is the CPA who already has trust, data, and recurring contact with clients, and is deciding how far that relationship can responsibly extend. The show is measured and advisory. It tends to start from a practical situation, then works backward through the tax, planning, communication, and implementation questions underneath it. Episodes look at CPAs adding planning services after busy season, building client trust in a new advisory role, and using the PFS designation as a professional path. Other conversations widen the lens. NIL income becomes a case study in sudden wealth, 1099 income, state residency, estimated taxes, financial literacy, and the odd reality of a teenager becoming a business. Trump accounts are treated as a planning question rather than a headline, with attention to investment restrictions, Roth IRA comparisons, 529 limitations, and the need to watch future Treasury guidance. AI gets a similarly cautious reading. The show is interested in efficiency and client-centered communication, but it keeps returning to fit, risk, ROI, workflow mapping, and the advisor's obligation to supervise the answer. Guest-led episodes bring in practitioners who have built firms, taught finance, led planning committees, or translated complex policy into usable guidance. Some episodes include conference-style promotion or institutional disclaimers, which can make the production feel formal. The useful core is still clear. This is not a casual personal finance program for consumers looking for quick tips. It is a working-room show for CPA financial planners, tax professionals, and firm leaders who need to explain planning choices in grounded client language. Its best moments are concrete: when a savings option is compared against another, when a compliance relationship becomes an advisory relationship, or when a technical issue is turned into a conversation a family can actually follow.
Made for: This show is for CPA financial planners, tax professionals, and firm leaders considering or expanding advisory services. It also suits finance educators and practitioners tracking how policy, technology, and client expectations affect planning work.
What sets it apart: Its strength is the CPA vantage point: tax season, compliance relationships, and technical policy changes are treated as openings for broader planning conversations. The show favors practical thresholds, caveats, and client-language explanations over consumer finance shortcuts.
Welcome 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.
Short reviews from the PlayNext desk, based on the episodes we processed.
Deb Meyer frames the move from tax work to financial planning around trust, timing, and practice design.
Moving from tax compliance into financial planning can promise a steadier kind of practice, but the episode keeps that move grounded in the slower work of earning trust.
A concise professional history of CPA credentials, consulting, and Pricewaterhouse's financial-planning shift.
This single-episode review tracks a guest's account of CPA financial planning as it shifted toward investment consulting, with his CFA exams and Pricewaterhouse's registered investment advisory work providing the through line.
Paul Haavardsrud unpacks Canadian money stories, from ski-hill VIP pricing to French butter tariffs.
Real-estate freedom, taught in plain numbers.
The featured segment starts with the grind behind the credential.
Lee Slavutin and Martin Shankman discuss the best and worst practices for buying life insurance, starting with the importance of buying adequate coverage based on a thorough financial needs analysis.
AI multiplies judgment, giving advisors more time for client emotions, family dynamics, and higher-level decisions.
Dr.
Leonard Wright discusses the pivotal moment for CPA financial planners and the growing momentum of the PFP movement.
Cary Sinnott and Cameron Caprio examine how name, image, and likeness payments can give college athletes six- and seven-figure income while they are still students.
This episode discusses the role of CPAs in promoting financial literacy and making a positive impact through their expertise.
A promotional announcement for a webcast on how AI and productivity changes affect CFOs and finance teams.
Kerry Sinnott, April Walker, and Sabrina Ivey explain Trump accounts, also called 530A accounts, created under the One Big Beautiful Bill Act in 2025 for children under 18.
Kerry Sinnott interviews Deb Meyer, founder of Worthy Nest, about merging her CPA practice with an RIA to provide accounting, tax, and personal financial planning together.
Bob Keebler discusses the explosive changes in year-end tax planning for high-income clients due to new rules and shifting thresholds.
Debbie Taylor discusses the importance of a structured service calendar for financial planners to deliver consistent, proactive services to clients.
Debbie Taylor discusses the importance of a year-round planning calendar for financial planners to deliver consistent services and client outreach.
Debbie Taylor discusses the importance of an annual service calendar as the foundation for client planning and communication, based on her April 2024 webinar.