by AICPA & CIMA
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.
Language
🇺🇲
Publishing Since
1/4/2019
See how your podcast performs across key metrics
Recommendations available
Unlock the full report to see detailed tips
Recommendations available
Unlock the full report to see detailed tips
Unlock comprehensive insights including:
See how your show performs across every key metric
High authority scores make your podcast more attractive to industry leaders and influencers who want to appear on credible shows.
Sponsors look for podcasts with proven authority and engagement. Your score demonstrates your podcast's value to potential partners.
Understanding your strengths and weaknesses helps you make data-driven decisions to expand your listener base effectively.
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
July 10, 2026
Financial planner Andy Panko, CFP®, RICP®, EA, shares his real-time Indexed Universal Life insurance experiment, revealing the true costs and performance beyond marketing promises in this interview.
June 26, 2026
Host Cary Sinnett interviews Harvard professor emerita Teresa Amabile about the psychological transition of retirement, offering insights for financial planners to help clients find purpose and enjoyment beyond their careers.
June 19, 2026
Host Cary Sinnett interviews estate planning authority Bob Keebler about avoiding costly estate planning mistakes related to portability, fiduciary income tax, and the Kenan doctrine.
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Andy Panko
Guest
Teresa Amabile
Guest
Bob Keebler
Guest
Sue Coffey
Guest
Andrea Millar
Guest
Cary Sinnett
Guest
Jackie Cummings Koski
Guest
Jackie Koski
Guest
Brianne Smith
Guest
Leonard Wright
Guest
Cameron Caprio
Guest
Julia Bush
Guest
Discover related shows you might enjoy
The Great Retirement Debate with Ed Slott & Jeffrey Levine
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Barron's Advisor
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Peter Lazaroff
AICPA & CIMA
Mike Jesowshek, CPA
Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist
Blake Oliver & David Leary
Taylor Schulte, CFP®
Jim Saulnier, CFP® & Chris Stein, CFP®
Andy Panko
Morningstar, Ivanna Hampton, Sarah Hansen
The Compound
Bloomberg
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
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.
This podcast updates weekly.
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Yes, this podcast regularly features guests.
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.