
AICPA Personal Financial Planning (PFP)
Hosted by Cary Sinnett · AICPA & CIMA
4.6from 60 ratings
- 355
- Episodes
- 74
- Transcribed
- 60
- Ratings
- Daily
- Cadence
- 2019
- First episode
About AICPA Personal Financial Planning (PFP)
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.
- Publisher
- AICPA & CIMA
- Category
- business · education
- Language
- en
- Explicit
- No
- First episode
- 4 Jan 2019
- Latest episode
- 9 Oct 2026
Latest episodes
74 of 355 episodes have a transcript.

9 Oct 2026TRANSCRIPT
When the Numbers Don't Add Up

2 Oct 2026TRANSCRIPT
The Advisors Who Thrive With AI Will Do This Differently

25 Sept 2026TRANSCRIPT
Bob Keebler Explains How a Footnote Can Cost Thousands
Inside a recent episode

When the Numbers Don't Add Up
Published 9 Oct 2026 · Transcript excerpt
[…] I'd like to step back just a little bit. Cases like this raise a bigger question. Why does forensic accounting and by extension the CFF credential matter to society? What role do professionals with this expertise play in maintaining trust in markets and financial systems? I mean, retail investors lost money here. Without a forensic accountant, would the attorneys have had the ammunition they needed? I want to say in this particular case, my role was relied upon for some key conclusions that permitted the clients to move forward with their legal strategy without revealing confidential information. […]
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See plansWho has been a guest on AICPA Personal Financial Planning (PFP)
Names identified in recent episode analyses. Showing up to five guests.
- Chris Davis
- Brianne Smith
- Bob Keebler
- Carl Richards
- Megan McCoy
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.6 / 5
- 58 ratings
- Spotify
- 5.0 / 5
- 2 ratings
Podcast Authority Score: 59 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 97
- Social presence
- 0
- YouTube
- 0
- Engagement
- 51
Contact AICPA Personal Financial Planning (PFP)
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about AICPA Personal Financial Planning (PFP)
Who hosts AICPA Personal Financial Planning (PFP)?
Cary Sinnett host the show. Published by AICPA & CIMA.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does AICPA Personal Financial Planning (PFP) take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
74 of 355 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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