AICPA Personal Financial Planning (PFP)

Jan 29 2025 308 ep. 23 mins 116
AICPA Personal Financial Planning (PFP) Podcast artwork

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.

  Education  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Advancing CPA Financial Planning: Insights from Leaders Brooke Salvini and Oscar Vives {PFP Section}

Jan 29 2025 25 mins  
Welcome to the AICPA Personal Financial Planning Podcast, hosted by Cary Sinnett. In this episode, Cary is joined by Brooke Salvini, Chair of the Personal Financial Planning (PFP) Executive Committee, and Oscar Vives, Chair of the PFS Credential Committee. Together, they dive into pivotal advancements in CPA financial planning, including the integration of Personal Financial Planni

Deeper CPA Financial Planner Connections, Lyle Benson {PFP Section}

Jan 28 2025 26 mins  
Lyle Benson and his guests discuss how the upcoming AICPA Personal Financial Planning (PFP) Summit scheduled for January 2025 in Charlotte, North Carolina promotes the importance of networking and deepening our peer relationships. This 9th annual PFP Summit is an example of how connecting with other leaders through deep discussions on mutually beneficial topics can benefit both ind

Digging Deeper with your Clients, Part 3 of 3 | {PFP Section}

Jan 28 2025 23 mins  
In this final installment of Debra Taylor’s Digging Deeper series, she focuses on tax planning. After reviewing the importance of a structured service calendar and proactive client communication, she outlines five essential steps for effective tax planning and highlights 20 key tax planning strategies. This is an approach to broaden your tax planning to addressing the financial p

Deeper CPA Financial Planning Connections | Celebrating 30 Years in the Industry {PFP Section}

Jan 28 2025 31 mins  
This milestone episode celebrates 30 years of professional growth and client success, highlighting the dynamic evolution of the financial planning profession and the firm’s commitment to innovation and excellence. Five Key Takeaways: The Evolution of a Career in Financial Planning: Growth and succession is vital for a long-lasting impact. Lyle Benson introduces his son Chris. Ch

The Power of Client Communication: 4S Framework for Financial Planners {PFP Section}

Jan 28 2025 19 mins  
In this episode, Cary Sinnet and Mark Gochnour explore how effective communication builds trust and sets financial planners apart. Mark introduces the 4S Framework—a powerful tool for connecting with clients and simplifying complex concepts. Key Takeaways Why Communication Matters: Builds trust, fosters engagement, and differentiates you from competitors. Avoid overloading clie

Talking about Medicare {PFP Section}

Jan 28 2025 27 mins  
Jim Sullivan from Pay4Care.org discusses significant changes to Medicare’s prescription drug coverage in 2025, particularly regarding the Medicare Part D plans and Medicare Advantage plans with drug coverage. Jim discusses key 2025 changes to Medicare Part D, including a new $2,000 out-of-pocket maximum for prescription drug costs. Beneficiaries can now opt for the Medicare

Understanding Bitcoin: A CPA's Perspective {PFP Section}

Jan 28 2025 35 mins  
Mark Astrinos and David Oransky discuss Bitcoin's role in modern investing, addressing its speculative nature, practical uses, and potential as a long-term store of value. They explore how advisors and clients can approach Bitcoin thoughtfully, balancing skepticism with understanding. Key Topics Covered: Foundations of Investing: Saving vs. investing and the speculative nature

Intersection of Health and Financial Planning {PFP Section}

Jan 28 2025 43 mins  
In this episode of the AICPA Personal Financial Planning Podcast, Cary Sinnett interviews Dr. Carolyn McClanahan, a physician and financial planner, on the importance of addressing healthcare in financial planning. They discuss how health and financial wellbeing are deeply intertwined, especially when planning for long-term care, aging, and unpredictable health events. Dr. McClanah

Education Funding {PFP Section}

Jan 28 2025 37 mins  
In this episode of the AICPA Personal Financial Planning Podcast, host Cary Sinnett welcomes Dr. Ross Riskin, Chief Learning Officer at the Investments & Wealth Institute and author of Guide to Education Planning. They dive deep into education planning strategies, including the benefits and complexities of tools like 529 plans, the importance of multi-generational funding conversat

Deeper CPA financial planner connections with Marianela Collado {PFP Section}

Oct 11 2024 31 mins  
In this episode of "Deeper CPA Financial Planning Connections," Lyle Benson interviews Marianela Collada, CEO of Tobias Financial Advisors, about her career journey, the growth of her firm, and her role on the PFP Executive Committee. Marianela discusses her experience working with high-net-worth clients, the importance of estate and tax planning, and her approach to growing the fi