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American Institute of CPAs - Personal Financial Planning (PFP)

Dec 24, 2021

Lyle Benson credits much of his career as a CPA financial planner to his interactions with colleagues across the country. He wanted CPAs in all stages of their career to be able to benefit from hearing how fellow CPA financial planners have gotten to where they are now, how they work with clients, and what it has meant for their lives. In episode two of this PFP Section podcast series, Lyle interviews Michael Goodman, CPA/PFS. They discuss:

  • How Michael brought his love for business and working with people to where he is today
  • How he made the conscious decision to go from a lifestyle practice to an enterprise
  • Why just doing it, making mistakes, and learning along the way has been a key to success
  • What he did to keep a wonderful culture and a team that feels valued during the pandemic
  • What the AICPA PFP community has meant for him, what sets CPA financial planners apart, and his predictions for the future

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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