190 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 https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.

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

    • Education
    • 4.6 • 42 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 https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.

    Deeper CPA financial planner connections with Scott Sprinkle {PFP Section}

    Deeper CPA financial planner connections with Scott Sprinkle {PFP Section}

    Scott Sprinkle, CPA/PFS, learned early in his career that financial planning was his passion because of the difference it made for his clients. He plays the role of financial quarterback, touching the ball with every interaction and decision. Tune in and gain ideas for your own practice as Lyle Benson, CPA/PFS, interviews Scott in this episode of the PFP Section podcast.  They discuss:
     
    How Scott creates stickiness and long-term relationships with his clients How he balances doing tax, investment, and financial planning work for multiple generations What he did to access the network and learning he needed in a small firm environment His best advice for someone who wants to create a firm like his Scott’s prediction for the future of financial planning  
    Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
     
    Visit the landing page for Deeper CPA Financial Planner Connectionsto find other episodes in this series. Join your community of CPA financial planners at the Advanced PFP Conferenceat ENGAGE on June 6th through 8th. Attend the Tax and Financial Planning Workshopwith Scott and other CPA financial planners at the Aria or online on June 4th and 5th. For those who meet the requirements of the CPA/PFS experienced track, you can attend the PFS Live! Workshopon June 4th and 5th. Access resources to weave financial planning into your tax offerings.  
    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.
    Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

    • 35 min
    Transitioning to retirement and the 4% rule {PFP Section}

    Transitioning to retirement and the 4% rule {PFP Section}

    Retirement is one of life’s most significant transitions because everything changes. Your career likely gives you connection to relationships, meaningful work, a steady paycheck, and a structure to follow. You can give peace of mind to your clients by helping them find purpose in life post retirement and providing guidance so that they don’t fear running out of money. Lauren Minch interviews Oscar Vives, CPA/PFS. They discuss:
    What having a greater purpose in life can help clients avoid The top 2 regrets of the dying that can guide how clients live now The history of the 4% rule and whether it makes sense to rely on this with your clients Balancing the risk of overspending and underspending Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. 
    Hear more from Oscar and other top experts at the upcoming PFP conference at ENGAGE on June 6th through 8th (attend in person or virtually). Access the AICPA PFP/PFS exclusive Adviser’s Guide to Retirement Planning. 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.
    Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

    • 20 min
    Common investment mistakes {PFP Section}

    Common investment mistakes {PFP Section}

    This time of uncertainty and market volatility may lead to an increase in clients making investment decisions that aren’t in their best interest. In this episode of the PFP Section podcast, Lauren Minch, CPA, CFA, interviews Kevin Grogan, CFA, to get his take on common trends he sees with many different types of clients. They discuss:
    Making decisions based on what happened recently versus based on the full history Measuring performance by comparing to the wrong benchmark How to communicate with clients who compare themselves to others How to avoid biases and noise with a good process Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. 
    Hear more from Kevin and other top experts at the upcoming PFP conference at ENGAGE on June 6th through 8th (attend in person or virtually). Access the AICPA/Fi360 guide, Prudent Practices for Investment Advisors. 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.
    Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

    • 16 min
    Retiree funding of healthcare prior to age 65

    Retiree funding of healthcare prior to age 65

    Figuring out health insurance for early retirees can be shrouded in confusion, frustration, and mystery. In this episode of the PFP Section podcast, Kelley Long, CPA/PFS, discusses options that are available for your clients. She answers the following questions:
    What are the options to cover the risks of health-related costs in early retirement? How do you uncover whether retiree healthcare is available through prior employment? What are the common misconceptions or overlooked areas with spousal coverage? Why should COBRA get a closer look? When are alternative coverage arrangements a good fit?  Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. 
    Access the PFP/PFS exclusive Guide to Retirement & Elder Planning: Healthcare Coverage Hear more from Kelley and other top experts at the upcoming PFP conference at ENGAGE on June 6th through 8th (attend in person or virtually) 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.
    Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

    • 25 min
    Traps to look out for when IRAs are payable to trusts {PFP Section}

    Traps to look out for when IRAs are payable to trusts {PFP Section}

    With the SECURE Act’s 10-year payout rule, it becomes more important to understand how income flows from IRA to trust to beneficiary and the surprising consequences that may arise. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Jere Doyle, JD, LLM. Jere responds to these questions:
    From a fiduciary standpoint, what happens when an IRA is payable to a trust? What unintended results can happen when a QTIP or conduit QTIP is in place? Why is flowcharting and spreadsheeting how the estate plan will pay out so crucial to planning? How can separately managed accounts get around the fiduciary accounting income allocation rules? What changes when paying out from a Roth IRA to a trust?  Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. 
    Access the PFP/PFS exclusive Proactive Planning Toolkit to get Bob’s 2022 planning decision charts. Hear more from Bob, Jere, and other top experts at the upcoming Advanced PFP, Advanced Estate Planning, and Advanced Tax Strategies for High Income Individuals Conferences at ENGAGE in June (attend in person or virtually). 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.
    Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

    • 18 min
    Deeper CPA financial planner connections with Ted Sarenski {PFP Section}

    Deeper CPA financial planner connections with Ted Sarenski {PFP Section}

    Ted Sarenski is in a sweet spot of life where he is doing what he loves most at work and has reaped the benefits of the relationships and business he created.  He shares his story in this new podcast series hosted by Lyle Benson, CPA/PFS.  Ted discusses:
    How he went from doing small firm accounting and tax work to owning a financial planning business that serves the everyday client. What he did to find a successor that aligned with his values and priorities. His advice for those who want to create a firm like his. How he became a Social Security expert and used media to gain awareness for his business. How the Advanced PFP Conference, PFP Section, and PFS credential shaped his career. His thoughts on the future of tax and financial planning.  Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. 
    Visit the landing page for Deeper CPA Financial Planner Connections to find other episodes in this series. Register for the Building a Tax and Financial Planning Workshop at ENGAGE or online on June 4th and 5th. For those who meet the requirements of the CPA/PFS experienced track, you can attend the PFS Live! Workshop on June 4th and 5th. Join your community of CPA financial planners at the Advanced PFP Conference at ENGAGE on June 6th through 8th. Access Ted’s Adviser’s Guide to Social Security Planning. 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.
    Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

    • 31 min

Customer Reviews

4.6 out of 5
42 Ratings

42 Ratings

fierce sasha III ,

Great Info for Do it yourselfers!

As a recent retiree, I find this information very helpful!

LMSF2014 ,

Very poor audio quality

I really want to get the information contained in the podcast, but the audio quality is too poor. I am new to the profession I would love to include it as a resource in my growing education.

Mike Vondra ,

Great product

I’m a CFP and would love more financial planning content.

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