May 15, 2026

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 uncover bigger opportunities.  From forgotten 401(k)s and Roth-funded 529 strategies to overlooked HSA and...

May 01, 2026

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 often overrides logic, and how financial professionals can expand their impact beyond client...

Apr 17, 2026

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 advisory practice, Brianne breaks down what really changes when you move beyond compliance and step into...

Apr 03, 2026

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 financial planning.

They explore how AI is reshaping compliance, why tax is the natural gateway to...

Mar 20, 2026

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-growing planning challenges in the profession: helping young athletes (and their families) manage sudden,...