Über diesen Podcast
Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, investment planning, and more. Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.
354 Folgen · Bildung
AICPA Personal Financial Planning (PFP)
Über diesen Podcast
Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, investment planning, and more. Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.
Neue Folgen
- When the Numbers Don't Add Up9. Okt. · 27 Min.
- The Advisors Who Thrive With AI Will Do This Differently2. Okt. · 21 Min.
- Bob Keebler Explains How a Footnote Can Cost Thousands25. Sept. · 24 Min.
- The Real Reason Clients Don't Follow Your Advice18. Sept. · 33 Min.
- The Secret to Getting Early-Career CPAs Excited About Financial Planning4. Sept. · 21 Min.
- What Financial Planning Research Reveals About Your Clients21. Aug. · 21 Min.
- Are You Solving the Right Problem First? Ask Dr. Brian Portnoy7. Aug. · 25 Min.
- Why Bob Keebler Makes the Section 645 Election Almost Every Time24. Juli · 20 Min.
- The IUL Experiment with Andy Panko10. Juli · 27 Min.
- Your Clients Can Afford to Retire. Will They Enjoy It?26. Juni · 32 Min.
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