Dec 30, 2022
Brooke Salvini, CPA/PFS, started out in the CPA profession in the traditional way and eventually made her way back to an early seed that planted her desire for personal finance. In this episode of the PFP Section podcast, Lyle Benson connects with Brooke to share her story and how she made decisions along the way....
Dec 23, 2022
Rising interest rates may cause bond values to go down and it may be the time to make changes to bond portfolios. Bob Keebler CPA/PFS and Mark Fichtenbaum CPA review:
Dec 16, 2022
Mackey McNeil, CPA, PFS, shares how she took back her time in this episode of the PFP Section podcast.
Guest: Mackey McNeill, CPA/PFS
Do you long for more flexibility and free time in your schedule? In part 2 of this PFP Section podcast series, Mackey McNeill, CPA/PFS, shares her process for taking back her time....
Dec 9, 2022
For the last 20 years, Mackey McNeill, CPA/PFS, has been working on building and delivering Prosper for Business. This life changing system has facilitated her clients to achieve the 3 freedoms of money. The methodology is relevant whether you are a CPA financial planner with your own practice or you are advising...
Dec 2, 2022
Holiday season is a great time of year to discuss philanthropic intent with your clients. This brings together the year-end planning opportunity to maximize tax deductions and the time of year to have purposeful conversations with family on causes that matter. In this episode of the PFP Section podcast, JG...