AICPA Personal Financial Planning (PFP)
by AICPA & CIMA
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N/A🎙 ~2x weekly·340 episodes·Last published 1mo ago - Monthly Reach
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On the show
From 17 epsHosts
Recent guests
Recent episodes
The IUL Experiment with Andy Panko
Jul 10, 2026
27m 28s
Your Clients Can Afford to Retire. Will They Enjoy It?
Jun 26, 2026
32m 26s
Bob Keebler on Avoiding Costly Estate Planning Mistakes
Jun 19, 2026
27m 39s
Why the Future of Financial Planning Runs Through the CPA
Jun 5, 2026
19m 28s
Andrea Millar, From Financial Expert to Trusted Guide
May 29, 2026
27m 34s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/10/26 | Indexed Universal Life insurancetax-free retirement income+4 | Andy Panko | Indexed Universal Life (IUL) insuranceAICPA+1 | — | IULIndexed Universal Life+5 | AICPA's Personal Financial Planning Section | 27m 28s | ||
| 6/26/26 | retirement planningpsychological transition+3 | Teresa Amabile | Harvard Business SchoolAICPA+1 | — | retirementfinancial planning+5 | — | 32m 26s | ||
| 6/19/26 | estate planningtaxation+5 | Bob Keebler | CIMA | — | estate planningportability elections+5 | AICPA | 27m 39s | ||
| 6/5/26 | financial planningCPA profession+4 | Sue Coffey | American Institute of Certified Public AccountantsAICPA+1 | — | CPAfinancial planning+5 | — | 19m 28s | ||
| 5/29/26 | life planningfinancial advice+3 | Andrea Millar | AICPACIMA+2 | — | financial planningclient action+3 | — | 27m 34s | ||
| 5/15/26 | client engagementfinancial planning+4 | Cary SinnettJackie Cummings Koski | Retirement Savings Lost and Found DatabaseHealth Savings Accounts Beyond the Basics+3 | — | financial planningclient conversations+5 | AICPA | 24m 34s | ||
| 5/1/26 | financial literacybehavioral finance+4 | Jackie Koski | AICPACIMA | — | financial literacyfinancial independence+5 | AICPA's Personal Financial Planning Section | 21m 35s | ||
| 4/17/26 | tax planningfinancial planning+4 | Dr. Brianne Smith | AICPACIMA+1 | — | tax seasonclient value+5 | AICPA's Personal Financial Planning Section | 18m 45s | ||
| 4/3/26 | CPA financial planningintegrated financial planning+4 | Leonard Wright | AICPACIMA | — | financial planningCPA+5 | AICPA's Personal Financial Planning Section | 26m 57s | ||
| 3/20/26 | NIL dealswealth management+4 | Cameron Caprio | Venture Multi-Family OfficeCIMA | — | NILwealth management+5 | AICPA | 25m 03s | ||
| 3/9/26 | financial literacyCPA engagement+4 | Julia Bush | Junior AchievementAICPA+1 | — | financial literacyCPA+5 | AICPA's Personal Financial Planning Section | 17m 11s | ||
| 2/20/26 | PFS Credential modernizationtax-integrated financial planning+4 | Matt Kidd | AICPA PFS Credential CommitteeCIMA | — | PFS Credentialfinancial planning+5 | AICPA | 18m 50s | ||
| 2/6/26 | Trump Accountsfinancial planning+3 | April WalkerSebrina Ivey | AICPACIMA+1 | — | Trump Accounts529s+6 | AICPA 's Personal Financial Planning Section | 20m 01s | ||
| 1/23/26 | income tax planningnon-grantor trusts+5 | Bob Keebler | SALT deductions§199A benefits+5 | — | income tax planningnon-grantor trusts+5 | — | 18m 08s | ||
| 1/9/26 | financial planningCPA practices+4 | Deb Meyer | WorthyNestAICPA+1 | — | CPAfinancial planning+5 | — | 22m 12s | ||
| 12/26/25 | artificial intelligencefinancial planning+4 | Dr. Brianne Smith | Auburn UniversityAICPA+1 | — | AIfinancial planners+5 | — | 20m 50s | ||
| 12/18/25 | income tax strategiesestate tax minimization+4 | Jeff Levine | AICPACIMA+2 | — | income taxestate tax+5 | — | 26m 46s |
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