96 episodes

Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

American Institute of CPAs - Personal Financial Planning (PFP) AICPA

    • Education
    • 4.6 • 29 Ratings

Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

    2020’s highest rated software for financial planners {PFP Section}

    2020’s highest rated software for financial planners {PFP Section}

    Guest:  Joel Bruckenstein
    From CRM, financial planning, and risk tolerance software to cybersecurity resources and digital marketing tools, the 2020 T3/Inside Information Advisor Software Survey covers wide ground. Joel Bruckenstein shares the highest rated tools, his expert insights, and trends that he’s seeing in this PFP Section podcast. Takeaways include:

    The movement towards all in one solutions
    How the pandemic has increased the speed of software adoption
    Heightened attention to tools that improve the client experience
    What financial planners consider their top three most valuable tools
    The answers to the most essential and basic questions you have about technology

    Access resources related to this podcast:

    T3/Inside Information 2020 Advisor Software Survey full report – (https://www.aicpa.org/content/dam/aicpa/interestareas/personalfinancialplanning/resources/pfppracticemanagement/downloadabledocuments/software-survey.pdf)
    Technology for a Tax and Financial Planning Business hub (https://www.aicpa.org/interestareas/personalfinancialplanning/resources/pfppracticemanagement/planning-tax-advisory-services-technology-toolkit.html)

    This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
    Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

    • 41 min
    How to have transformative conversations {PFP Section}

    How to have transformative conversations {PFP Section}

    Guests:  Jean-Luc Bourdon, CPA/PFS, CFP®
    The fear of uncertainty in the current times requires having skillful conversations to bring calm and comfort to your clients. Jean-Luc Bourdon, CPA/PFS, shares how to create an environment where your clients feel safe to discuss their deepest concerns and desires in this PFP Section podcast. He provides pointers such as:

    Rules he follows to ensure his clients are clear and comfortable
    Listening skills for the purpose of connecting versus responding
    How to increase IQ, problem solving, trust, resiliency, sense of identity, and goal orientation
    The art of coaching versus the science of technical expertise   

    Access other resources to increase your connection with clients:

    What’s next: life after the pandemic (https://future.aicpa.org/resources/podcast/whats-next-life-after-the-pandemic)
    How to help clients make good decisions in times of change (https://future.aicpa.org/resources/podcast/how-to-help-clients-make-good-decisions-in-times-of-change)
    How to deepen client relationships during the pandemic (https://future.aicpa.org/resources/podcast/how-to-deepen-client-relationships-during-the-pandemic)

    This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
    Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

    • 21 min
    Part two of the importance of addressing long-term care planning {PFP Section}

    Part two of the importance of addressing long-term care planning {PFP Section}

    Guests:  Brooke Salvini, CPA/PFS and Brian Gordon, CLTC
    The pandemic has highlighted the need to have plans in place for healthcare. You can add value to your clients by having conversations to help them understand their options for long term care. In this episode, Brooke Salvini, CPA/PFS, and LTC expert, Brian Gordon guide you through what you need to know such as:

    New criteria used for the application process
    Available options when premium costs go up
    Questions to ask when reviewing policies
    Making claims on policies
    Tax free exchanges to repurpose money 

    Access the related resources from this podcast:

    Part one of the importance of addressing long-term care planning - https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library.html
    The Adviser’s Guide to Retirement and Elder Planning: Financing Retirement Healthcare - https://www.aicpa.org/interestareas/personalfinancialplanning/resources/retirementplanning/longtermcare.html

     
    This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
    Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

    • 21 min
    The importance of addressing long-term care planning {PFP Section}

    The importance of addressing long-term care planning {PFP Section}

    Guests:  Brooke Salvini, CPA/PFS and Brian Gordon, CLTC
    Whether you have clients who are currently receiving care or planning for their long-term health and finances, you can guide them by understanding the LTC insurance industry and how the landscape is changing as a result of COVID-19. You’ll be better informed as you listen to Brooke Salvini, CPA/PFS, and LTC expert, Brian Gordon, discuss:

    What insurance companies are doing differently when underwriting policies as a result of COVID-19
    Balancing how much to self-fund and how much to insure
    The sweet spot for timing to purchase a long-term care policy
    The types of policies and the must-have features to help your clients find the right fit

    Access the related resource from this podcast:

    The Adviser’s Guide to Retirement and Elder Planning: Financing Retirement Healthcare  https://www.aicpa.org/interestareas/personalfinancialplanning/resources/retirementplanning/longtermcare.html

    This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
    Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

    • 17 min
    Estate planning conversations all clients need to have now {PFP Section}

    Estate planning conversations all clients need to have now {PFP Section}

    Guest:  Steve Siegel, JD, LLM
    The coronavirus pandemic highlights the importance of estate planning, regardless of wealth. As your client’s most trusted adviser, it’s important to initiate discussions to ensure their planning is in order. In this episode, Steve Siegel walks you through the core concepts, including:

    Documents everyone should have in place
    The importance of reviewing beneficiary designations
    Considerations for college-age children
    Dangers of boiler plate healthcare directives in light of the pandemic
    Aspects to consider when appointing POAs, executors, trustees, and guardians

    Access the related resource from this podcast:

    The in-depth Adviser’s Guide to Financial and Estate Planning (www.aicpa.org/pfpguides)

    This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
    Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

    • 26 min
    The power of planning with high-deductible health plans {PFP Section}

    The power of planning with high-deductible health plans {PFP Section}

    Guest:  Ted Sarenski, CPA/PFS
    If you’re looking for one of the best tax deals around, look no further than a HSA for its trifecta of benefits. Contributions are tax deductible, growth is tax free, and qualified withdrawals are not taxable. Explore the ins and outs of HSAs and why they should be considered for every retirement plan in this PFP Section podcast episode brought to you by Ted Sarenski, CPA/PFS. Learn:

    How to use HSAs as a powerful vehicle for retirement savings
    How HSAs integrate with your overall financial plan
    What happens if you are no longer employed
    What you need to know about the 2020 rules

    Access the related resources from this podcast:

    Be prepared to best serve your clients with The Adviser’s Guide to Retirement and Elder Planning (www.aicpa.org/pfpguides), a 4-part series covering these important client planning decisions.
    Hone your skills in all areas of personal finance with your CPA/PFS credential (aicpa.org/pfs).

    This episode is brought to you by the AICPA’s Personal Financial Planning Section (www.aicpa.org/pfp), the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS Credential program (www.aicpa.org/pfs), which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
    Don’t miss an episode.  Subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

    • 15 min

Customer Reviews

4.6 out of 5
29 Ratings

29 Ratings

BenCA99 ,

Very helpful even for the non-CPA personal investor

As just a do it yourself non-CPA personal investor managing my own investment assets in retirement, I’ve found these AICPA podcasts immensely valuable and interesting. The episodes covering Roth conversion strategies and the coming SECURE act provisions have been particularly helpful.

anonymous mn ,

Hey accountants—Sound quality matters

Every single episode sounds like it was recorded in a tin can. There is NO good reason for this. Please find a marketing person, or just any person with any sense, and ask them to help you find a decent microphone or way to record somebody remotely.

HookedOnSuccess ,

Outstanding and Practical Information

If you are like me, time is critical. Each episode of this podcast has been filled with practical advice and resources that save me time while providing the highest quality of PFP services to our clients. The individuals presented in each episode are the leaders of their specialty within the PFP profession.

If you have limited time yet desire proven, pragmatic strategies for your business, this is the podcast for you.

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