AICPA Personal Financial Planning (PFP)

These podcasts are produced and brought to you by AICPA & CIMA, together as the Association of International Certified Professional Accountants. They cover a broad range of topics of interest to accounting and finance professionals worldwide.

This selection features all of our shows that are currently active. To discover our podcasts that have reached the end of their seasons, search for 'AICPA & CIMA' online or in your podcast app.

We welcome your feedback, along with any questions and suggestions. Get in touch at podcast@aicpa-cima.com

AICPA is the abbreviation for the American Institute of CPAs, and CIMA stands for the Chartered Institute of Management Accountants. Our founding membership bodies continue to serve professionals, students and the public worldwide when communicating specific legal, regulatory statutes and governance.

AICPA & CIMA Show(s) Available

Jeff Levine on the Planning Tug-of-War: Income vs. Estate

Dec 12, 2025

In this episode, host Cary Sinnett is joined by Jeff Levine, CPA, CFP, and nationally recognized tax planning thought leader, to examine one of the most persistent dilemmas in personal financial planning: the tension between income tax strategies and estate tax minimization.

They explore why these two priorities...

Carl Richards on Precision and Purpose

Dec 01, 2025

What happens when technical excellence meets deep human empathy? In this episode, Carl Richards, CFP®, author of Your Money and creator of the famed “Sketch Guy” column in The New York Times, joins host Cary Sinnett to explore how CPA financial planners can foster trust through simplicity, storytelling,...

Smart Planning with AI: Real-World Strategies with Chris Benson

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,...

How CPAs Are Shaping the Future of Financial Planning with Jimmy Williams

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...

Deadlines, Deductions & Decisions: Year-End Planning for the New Tax Era with Bob Keebler

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...