Nov 14, 2025
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 daily practice.
He explains how AI helps him generate first drafts of client communication,...
Oct 31, 2025
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 human connection are converging in a new era of planning, and why CPAs are uniquely positioned to lead...
Oct 17, 2025
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 episode arms CPA financial planners with critical year-end strategies, from Roth conversions to...
Oct 03, 2025
Building wealth is one thing. Defining what wealth means is another. In this episode, Cary Sinnett sits down with Dr. Brian Portnoy, one of the world’s leading experts on the psychology of money, to explore why the future of financial advice isn’t just about technical expertise — it’s about...
Sep 19, 2025
When families look to CPA financial planners, they’re often asking more than just tax or investment questions. They want to know: Will my kids be ready when it’s their turn to inherit?
In this episode, Cary Sinnett welcomes Mindy Kalinowski Earley, consultant to ultra-high-net-worth families and Chief Learning...