AICPA Personal Financial Planning (PFP)

Cary Sinnett

Booking Overview

This is a professional association interview podcast focused on personal financial planning, with external guests who are nationally recognized experts in tax, estate, retirement, investment, behavioral finance, and advisory practice. Credible pitches include credentialed financial planners, tax and estate specialists, academics, behavioral-finance experts, and authors with practical guidance for CPA financial planners; booking is likely high difficulty because the show favors established subject-matter authorities.

Metrics

Episodes: 354

Frequency: Biweekly

Rating: 4.6/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

Contact Information

Publicly listed emails

podcast.admin@aicpa-cima.com

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Host

Cary Sinnett - Cary Sinnett hosts a professional podcast for the AICPA Personal Financial Planning Section, focusing on practical insights for financial planners and conversations with recognized experts across p...

Booking Intelligence

Booking Requirements

high

Typical Credentials:

Nationally recognized financial planning, tax, estate, retirement, investment, behavioral finance, or academic experts with substantial practical or research expertise; authors and established practitioners are a strong fit.

Required Achievements:

Published books or authoritative professional resources, National recognition as a subject-matter expert, Leadership in financial planning practice, academia, or professional education, Established research or practical contributions to tax, estate, retirement, investment, or client-advisory work

Recent Guest Discussions

Carl Richards - Advice Adherence, Client Behavior, Purpose, Trust, Empathy, And Helping Clients Act On Financial Recommendations

Dr. Brianne Smith - Developing Early-career Financial Planners, Internships, Professional Mentorship, Client Exposure, And Advisory Skills

Dr. Megan McCoy - Client Psychology, Financial Behavior, Communication, Financial Anxiety, Motivational Interviewing, And Evidence-based Financial Planning

Brian Portnoy - Funded Contentment, Defining Enough, Purpose-driven Wealth, Emotional Intelligence, And Meaningful Client Conversations

Bob Keebler - Section 645 Elections, Estate And Trust Taxation, Income Deferral, Charitable Deductions, Inherited IRA Distributions, And S Corporation Considerations

Recent Topics

Finance, Financial Planning, Tax Planning, Estate Planning, Retirement Planning

Episodes

Here's the recent few episodes on

AICPA Personal Financial Planning (PFP)

The Advisors Who Thrive With AI Will Do This Differently

October 02, 2026

AI is getting faster at producing technical answers. So, what will make clients continue to choose you? In this episode, Cary Sinnett and Brianne Smith explore how AI is reshaping financial planning and why human judgment, empathy and connection matter more than ever. Learn how advisors can use technology to spend less time on manual work and more time helping clients navigate the decisions that matter most. What you'll learn: Where advisors provide value that AI cannot replicate How AI...

Bob Keebler Explains How a Footnote Can Cost Thousands

September 25, 2026

A footnote in the Joint Committee on Taxation's Blue Book may create significant tax consequences for trusts and estates beginning in 2026. In this episode, Bob Keebler joins Cary Sinnett to explain why Footnote 102 has raised concerns about applying the new 2/37ths limitation to distributable net income, charitable deductions and other trust and estate deductions. They explore how the limitation could create phantom income and affect charitable planning, inherited IRAs, Roth conversions, fi...

The Real Reason Clients Don't Follow Your Advice

September 18, 2026

The real challenge for planners is not always giving better advice. It is understanding why clients do not act on the advice they already have. In this episode, Cary Sinnett talks with behavioral finance expert Carl Richards about what gets in the way of follow-through. They explore why clarity, purpose and trust often matter as much as technical precision, and how planners can help clients move from understanding a recommendation to actually acting on it. What you'll learn: Why the best fin...

Publicly listed emails

podcast.admin@aicpa-cima.com

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