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

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...

Wealth, Meaning and the Future of Advice with Dr. Brian Portnoy

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...

Building Financial Capability Across Generations

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...

The Exit Blueprint: Strategies to Maximize Value and Minimize Risk

Sep 05, 2025

When business owners skip exit planning, the fallout can be brutal; value lost, families divided, legacies diminished. But with the right strategy, an exit isn’t chaos, it’s a launchpad: valuations climb, transitions smooth out, and owners step confidently into their next chapter.