Podcast Index
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AICPA Personal Financial Planning (PFP)
AICPA & CIMA
Habit Chess Podcast
Misbah Haque
Pharma and BioTech Daily
Pharma and BioTech News
Empty Nest Full Pockets Podcast
Matt Meline, CFP
Nose to Tail by Jet Midwest
Jet Midwest
Digimasters Shorts
Adam Nagus, Carly Wilson
SEO for Established Entrepreneurs: The Basic B
Brittany Herzberg | SEO Coach & Lead Gen Strategist
Lead with Confidence
JP Warren
Managing Care Quality
Lesley Shaw
The Affluent CEO Show: She didn't build the wrong life. She just built it as the wrong woman.
Yuliana Francie
Dangerous Conversations w/Doug Gilbert and Tommy Rich
Retro Wrestling Archive Podcasts
Business As Usual | City AM
City AM
Free Cities Podcast
Timothy Allen
Culture IA
BFM Business
Simply Put
Will Compernolle
L’Edito de Raphael Legendre
BFM Business
Noticias Marketing
Borja Girón
UBC News World
David Steward
Business News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Good Morning Mercati
Michele Seghizzi
Software Defined Talk
Software Defined Talk LLC
Face à Lechypre
BFM Business
Payment & Banking Fintech Podcast
Alles über Banken, Zahlungsverkehr & Fintechs
The Business of Fitness Podcast
Dan Williams
Vacation Rental Revolution Podcast: Building Lifestyle & Financial Freedom With Short-Term Rentals
Shawn Moore
Contas-Poupança
Pedro Andersson
The $100 MBA Show
Omar Zenhom
Tu Shot
Te lo cuento
Stripping Off with Matt Haycox
Matt Haycox
Podnews Weekly Review
James Cridland and Sam Sethi
Scale Her Up: Female business stories and expert tips for business growth and success
Brenda Hector
Market Updates
Marcus Today
Unconventional Knowledge by GIS
Geopolitical Intelligence Services (GIS)
The Adventure Paradox
Cat Caldwell Myers
No Bollocks with Matt Haycox
Matt Haycox
Building a Culture of Collaboration
Jigsaw Learning
Contas-Poupança
Pedro Andersson
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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