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American Institute of CPAs - Personal Financial Planning (PFP)

Aug 30, 2019

Guest: Bob Keebler, CPA/PFS & Bob Gordon

Category: Technical

In this episode, Bob Keebler, CPA/PFS interviews Bob Gordon of Twenty-First Securities Corporation about the planning strategies in an ultra-low interest rate environment. He answers the questions:

  • What are the unique investment opportunities when...


Aug 23, 2019

Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group

Category: Technical

In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face when navigating divorce and your role as their CPA adviser in helping them with their...


Aug 20, 2019

Guest: Bob Keebler, CPA/PFS & Dr. Robert LeClair

Category: Technical

In this episode, Bob Keebler, CPA/PFS interviews Dr. Robert LeClair about the recent market volatility and the lower interest rate environment, including:

  • What is an inverted yield curve?
  • What is the significance of an inverted yield curve?
  • What...


Aug 16, 2019

Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group

Category: Technical

In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face and your role as their CPA adviser in helping them with their financial life plan and make...


Aug 9, 2019

Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group

Category: Technical

In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face and your role as their CPA adviser in helping them with their financial life plan and make...