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American Institute of CPAs - Personal Financial Planning (PFP)

Mar 29, 2019

Guest(s): Paula McMillan, CPA/PFS

Category: Technical

In this episode, Paula McMillan, CPA/PFS shares what current retirees have to say about retirement and lessons they’ve learned along the way. She answers the question: What are the six factors paramount to a successful retirement?

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Mar 22, 2019

Guest(s): Paula McMillan, CPA/PFS

Category: Technical

In this episode, Paula McMillan, CPA/PFS shares how to make conversations count when it comes to personal financial planning. She answers the questions:

  • What is your role and influence in your clients’ conversations with others around personal financial...


Mar 15, 2019

Guests: Erica Gellerman, CPA

Category: Practice management

In this episode, Erica Gellerman, CPA turned marketer is here to help you differentiate your CPA financial planning practice for their current and prospective clients.

  • Why does a cohesive online presence matter?
  • What are the three Vs of creating a cohesive...


Mar 8, 2019

Guests: Ed Fulbright, Sheila Padden, & Chip Simon

Category: Practice management

In this episode, CPAs and financial planners share their experiences with the retainer fee model for their personal financial planning practices.

  • What is the retainer model? Why did they choose this fee-only model for their practice?
  • Is...


Mar 1, 2019

Guest(s): Bob Keebler, CPA/PFS & Nick Passini, CPA

Category: Technical

On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS interviews Nick Passini, CPA about the reality of...