Welcome to Deeper CPA financial planner connections, a podcast series dedicated to impactful stories of your CPA financial planning community and the wisdom gained along the way. I am Lyle Benson, past chairman of the PFP Executive Committee, and your host for these episodes, along with the AICPA PFP team.
The idea for these connections was born as I reflected on my career as a CPA financial planner and my 30 years of volunteering with the AICPA PFP Section. So much of what I have learned and do every day has come from my colleagues in this community. The conversations in this series are an opportunity to learn from your peers at a deeper level so that you can gain knowledge from the experiences derived along their journeys.
We hope you can take away an idea or two from each episode that might help you grow as a CPA financial planner to best serve your clients and move your firm and yourself forward! Enjoy!
Episode One: Lyle Benson, CPA/PFS – Find out how Lyle has created a successful firm and a balanced life.
Episode Two: Michael Goodman, CPA/PFS – Learn how Michael went from a lifestyle practice to an enterprise.
Episode Three: Sue Stevens, CPA/PFS - Hear about Sue’s unusual and winding path to becoming a CPA financial planner.
Episode Four: Jean-Luc Bourdon, CPA/PFS – Discover Jean-Luc’s ultra-customized and “retirement tribe” approach with clients.
Episode Five: Beth Gamel, CPA/PFS – Find out how Beth created a successful retirement, financially and psychologically.
Episode Six: Ted Sarenski, CPA/PFS - Find out how curiosity took Ted on a journey from tax accountant to CPA financial planner.
Episode Seven: Scott Sprinkle, CPA/PFS – Learn how Scott lives his passion by playing the quarterback who connects the dots for his clients with their tax, investment, financial planning, and life planning needs.
Episode Eight: Akemi Dalvi, CPA/PFS – Tune is as Akemi shares how she has built a financial planning business to serve middle market Japanese Americans and how the pandemic has led to endless possibilities.
Episode Nine: Howard Safer, CPA/PFS - Hear advice from Howard on how to help clients create holistic financial wellness.
Episode Ten: Lori Luck, CPA/PFS - Learn how Lori’s own life events and her business, finance, and tax acumen led her to create her own personal financial planning business.
New episodes are released the last Friday morning of each month.
If you’d like to be interviewed or if you have questions you’d like to pose to the interviewees, send us a message.