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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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EWM INSIGHTS

Paul Bertrand Ellis, CIMA®

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Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey. We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together. Most of all, through EWM INSIGHTS we want to encourage you to: INVEST IN WHAT YOU LOVE!® Ell ...
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Thanks for joining us on the Forensic and Valuation Services (FVS) Podcast, brought to you by AICPA and CIMA, together as the Association of International Certified Professional Accountants. Twice monthly on the 1st and 3rd Thursday, listen in as we share conversations with nationally recognized forensic and valuation experts who will deliver insights that will help you to best serve your clients and employers. Check out the additional resources in the show notes for every episode! The FVS p ...
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What’s Next?

Parcion Private Wealth

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What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next. Hosted on Acast. See acast.com/privacy for more information.
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Mind of a Millionaire

Denver Wealth Management

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Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SI ...
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The Personal Wealth Coach

Jeffrey W. McClure, CFP® and Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only

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Seeking insights that resonate with your wealth management goals? This is Jake, and Jeff McClure, together we are The Personal Wealth Coach podcast, exploring the intersection of economics and history and how it influences your financial journey. Understand the big picture of the U.S. and global economies, market trends and policies with us for clearer investment strategies. Stay ahead, stay informed, with The Personal Wealth Coach podcast for smarter financial decision-making. Eager to lear ...
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The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.
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Retirement Road Map®

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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(This podcast was active until 2019). We millennials have a lot of stereotypes that are thrown at us on a day-to-day basis. Some are wrong. Like the fact that we’re all lazy. Some are right. Like the fact that we love brunch. The goal of this podcast is to introduce you to other millennial all-stars – small business owners, entrepreneurs, freelancers – and find out how they’ve managed their finances and grown their businesses. Each episode, we’ll also sit down with a cool, millennial CPA who ...
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Join international speaker and Managing Director at Ultimate Access Anju De Alwis for a series of informative podcasts. Anju invites you to explore the world of blockchain technology, and its integration to business management from season 5 of this podcast.To book a FREE one to one session with Anju go to the website www.ultimateaccess.net and send a contact request.You can also send a mail to anju@ultimateaccess.net
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Pirate Jack

Alessandro Cima

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In this podiobook: Young Jack Spencer sees his father's boat-building business destroyed by a powerful land developer. In desperation, he sets out on a dangerous adventure through time to find pirate treasure and bring it home.When Jack finds himself aboard the pirate ship 'Revenge' with Captain Jameson's crew, he enters a life and death world of ship battles, jungle islands, prison escapes, gold, and treachery.Set sail on a rollicking high-seas adventure and live the wild, uncertain life of ...
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The podcast for anyone thinking about or currently pursuing the CPA - featuring interviews with AICPA Exams Team staff, NASBA, recent Exam passers, and more. Brought to you by the American Institute of CPAs, the developer of the Uniform CPA Examination®, Next Stop CPA is the official podcast for the CPA Exam. Got a topic idea for us? Email: NextStopCPA@aicpa-cima.com
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For close to 12 years, SHP Financial Co-Founders Derek Gregoire, Matthew Peck, CFP® CIMA® and Keith Ellis have been hosting this weekly financial talk radio show, with the mission of empowering today's retirees and pre-retirees - so you can make better financial decisions for your future. Each week you'll hear timely financial news and topics, along with local and national guest interviews, all geared towards helping you get to and through retirement. We invite you to listen live each week o ...
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Talk to Your Pharmacist

Pharmacy Advisory Group

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We're dispensing stories of success from across the continuum of care. Talk to Your Pharmacist is a podcast for pharmacists, student pharmacists, and others across the country to hear from industry leaders about their leadership stories and current healthcare topics. The Talk to Your Pharmacist podcast was founded and hosted by pharmacist, Dr. Hillary Blackburn.
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Health Coach Conversations is a podcast hosted by Cathy Sykora, founder of The Health Coach Group, whose mission is to bring awareness, professionalism, and growth to the health coaching industry. That’s what this podcast will be all about. I’ll be sharing with you what I myself have to teach, and we’ll have wellness, coaching, and business experts in for short interviews to learn what’s new and better! My purpose for this podcast is to give you the clarity, confidence, knowledge, and motiva ...
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With a depth of experience across all regulated sectors, the Maples Group Regulatory and Financial Services team is positioned to address client needs and sensitivities. We have the largest dedicated Cayman Islands Regulatory and Financial Services team in the jurisdiction. Our 15/15 Regulatory Update podcasts are released on the 15th of each month. The podcasts cover the latest Cayman Islands regulatory developments in the past month and include our partners, of counsel and associates as sp ...
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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In this episode, we discuss the FATCA and CRS Update, CIMA AML Surveys, CIMA Rule and Statement of Guidance on Market Conduct for Trust and Corporate Service Providers and Company Managers, CIMA Policy on Virtual Asset Service Provider ("VASP") Registration and Licensing and the Financial Regulatory Authority ("FRA") Updated SARs Guidance. SPEAKERS…
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Anoop Mehta, CPA, CGMA, is the chair of the selection committee that will choose the next AICPA & CIMA CEO. Mehta, a former AICPA chair and Association of International Certified Professional Accountants chair, discussed the qualities the organization seeks in its next leader, a planned timeline for the selection committee, and the importance of kn…
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Byron Patrick, CPA/CITP, CGMA, took time from his schedule during AICPA & CIMA ENGAGE a few weeks back to join the JofA podcast. Patrick, recently named CEO at a startup company, has been a regular on the show over the years, talking mainly about technology topics. He continued that theme in this episode, discussing artificial intelligence, how the…
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While it has been thousands of years since the Greek mathematician, Thales, developed the first known option contracts to corner the market for olive presses ahead of the annual harvest, financial instruments continue to proliferate in both type and complexity. Faisal Lakhani of CBIZ Valuation Group specializes in advising clients in this area and …
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At SHP Financial, we help our clients with many common or technical questions such as, “What is a required minimum distribution?” or “What’s a Roth conversion?” However, one of the most popular questions we hear is, “How much money do I need to retire?” It’s a difficult question to answer because the magic number isn’t the same for everyone. There’…
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#544 - Legal Tender: Tallying Their Resources Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of Retirement Answer Man, I’ll help Mike and Judy tally up and organize their resources so they can come up with a feasible plan for retirement. Press play to hear …
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Are your clients struggling to make changes? Or do they slip back into a way of living that made them sick? There may be an underlying reason – unresolved trauma from their past. Mandy Harvey discusses how unhealed trauma may get in the way of your client’s goals and ability to make changes. She also shares how health coaches can help clients with …
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In this episode, our guest is James Wong, a pharmacist and founder of NiHowdy, pioneered the first platform offering customers drug rebates in Bitcoin on prescription refills. With experience in owning and operating pharmacies and skilled nursing facilities, he's a proud University of the Pacific graduate. Advocating blood donation, he highlights i…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. To start us off.......... BOO! Jeff and Jake try to scare off the two of you that listen, which seems a bit counterproductive because I thought the goal was more listeners, not less. But hey, I just work here . After starting us o…
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Sara Lord, CPA, is chair of the Auditing Standards Board (ASB), which recently issued a new standard that completes the suite of quality management standards ahead of an important implementation deadline in late 2025. Lord, who discussed advice for firms on implementing the standards on a JofA podcast episode in 2022, joined the show again last wee…
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This episode features Oliver Rowe, the editor-in-chief of FM, detailing the contents of the June digital edition of the magazine. Rowe highlights several articles, including one on the risks associated with generative AI. One article explores common management reporting mistakes to avoid. Also in the issue are articles about successful enterprise r…
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We all have our own dreams for retirement and today, Mike and Judy share theirs. On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the Rock Life segment, Kevin Lyles will lay out the 4 pillars for a balanced life. As a bonus, you’ll hear Mark Ross interview me about my imperfect journey and…
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Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began hi…
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Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special edition podcast we discuss one of the greatest investments a man can make - The Investment of Fatherhood. Originally posted in The Lynnwood Times in June of 2021. We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, resul…
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Health and wellness coaches can now help people take control of their health in a different way—through genetic testing! Genetic testing can help people identify disease risks and make informed healthcare decisions. Dahlia Attia-King discusses genetic testing options—whole exome and genome sequencing—and how it can help someone identify disease ris…
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Join Terry Cook as he speaks with Natalie Pierce, a leading expert in AI and partner at Gunderson Detmer. Discover how business owners and leaders can harness the power of AI to transform their operations, enhance efficiency, and stay competitive. Natalie shares insights on generative AI, the importance of prompt engineering, and best practices for…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jeff and Jake spent the past few days in Tennessee attending a conference listening and speaking to some of the top economists, which you'd think would help them find something to talk about other than the same old economic and market ne…
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Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development, explains in this JofA podcast episode why finance decision-makers in the second-quarter Business and Industry Economic Outlook Survey are less optimistic now compared with the first quarter. Witt summarizes the survey results, including CPA decision…
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Dave and Greg's conversation underscores a universal truth in any career path: mentoring is critical for the nurturing of emerging professionals - new hires, and those in career transition, during their first 5 years as a valuation professional. It plays a crucial role in career development and organizational culture, as well as allows the mentor t…
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Josh Shilts meets with fellow pod squadder Elizabeth Woodward to hear about her unique entry into bankruptcy-related work. Elizabeth discusses her path, the diverse businesses she has managed as a fiduciary, and the differences that exist when testifying in a non-confrontational forum. Her role often requires her to be accountable to the court and …
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Topics include: Firm leadership and strategies AI in accounting and finance Firm business model trends Audit and assurance update Top news from DC and the profession The latest technical updates Speakers:  Erik Asgeirsson, President and CEO, CPA.com Sue Coffey, CEO, Public Accounting, AICPA Carla McCall, Chair, AICPA, and Managing Partner, AAFCPAs …
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Health insurance, Medicare, and long-term care are deeply intertwined with your taxes and legacy plan. If you’ve done well and saved money for retirement by making sound financial decisions in your working years, we want to help you preserve those assets so you can enjoy your retirement without worrying about healthcare expenses. To help our client…
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Would you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy! In this episode of Retirement Answer Man, you’ll meet Mike and Judy, an educator and an attorney. They are both facing burnout and ready to throw in the towel, but before they retire, they want to make sure they c…
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Cathy wraps up the three-part series with Dr. Norman Rosenthal. She recaps their previous discussions on Seasonal Affective Disorder (SAD), the importance of coaching, and the need for doctors and coaches to work together. In this episode, Cathy explores how doctors and health coaches can collaborate to enhance patient health and wellness. She also…
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In this episode, we have two guests: Harini Bupathi Harini's practice focuses on counseling several different types of pharmacy providers on their relationships with PBMs and other similar payors. She advises clients in a wide range of PBM-related matters including network access, audits, termination, wrongful recoupment actions, and fraud, waste, …
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Grab onto your seats for this. Jeff and Jake start out strong after the intro music and can you guess what they start with? That's right! Disclosures. Then, as you may have guessed, they update us on the weekly S&P 500 Index and CRSP US …
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Trisha Nomura, CPA, CGMA, and Abel Soares III, CPA/PFS, don’t live far from each other, but they didn’t know the other’s story until Soares was featured in an AICPA & CIMA Member Spotlight Series video. They joined the JofA podcast recently to discuss how connecting has led to mutual admiration — and opened up new ideas for mentoring. The episode i…
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Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her. On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare costs. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [2:14] Recent feedback [6:57] What IRMAA surcharges are IN THE NEWS [14:55] …
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Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, …
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Dr. Norman Rosenthal talks about how he helps people as a psychiatrist and health coach, the type of people he works with, and how psychiatrists and health coaches can collaborate to improve the health and wellness of patients. Previously, Dr. Norman discussed Seasonal Affective Disorder (SAD), what it is, how it affects people’s mood and energy, a…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Before we get started, we will give you a moment to get your preferred search engine ready. Now, go ahead and type in the word "bifurcation" (thank the tech gods for spell check). This episode, Jeff and Jake start out with their weekly r…
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Marty Finn, CPA/PFS, J.D., LL.M., is an ENGAGE co-chair, focusing on tax, personal financial planning, and estate planning topics for the event, which begins June 3. Finn got his start on conference committees after meeting Sid Kess, a legendary tax practitioner and mentor who died in September at age 97. The advice of Kess has stuck with Finn, and…
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Topics include: Legislative update with profession analysis The latest technical updates State legislature trends IRS service & strategy Speakers:  Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Marta Zaniewski, VP, State Regulations & Legislative Affairs, AICPA Melanie La…
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Losing a loved one is one of the most challenging and emotional periods in anyone’s life. When assets, such as property and investments, are left to their beneficiaries, many families have a difficult time knowing where and how to start the process of settling the estate. In today’s episode, we’ll focus on estate planning, specifically the responsi…
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What is your risk tolerance? What does risk tolerance even mean? Why does it matter? We’ll explore these questions as I answer one of our listener’s questions on getting back into the stock market with a low risk tolerance. Listen in to learn why he may not need to follow the traditional way of doing things. OUTLINE OF THIS EPISODE OF THE RETIREMEN…
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Do you feel really down or unmotivated to work in particular months? This is something millions of people worldwide experience, which is called Seasonal Affective Disorder, or SAD. We have Dr. Norman Rosenthal on the show today, the person who named this condition. Dr. Norman discusses his decades of research on SAD, how he discovered light therapy…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. This week Jeff and Jake start out strong and talk about giving everyone a good pencil...... Listen in to hear their update on this week's S&P 500 Index and CRSP US Mid Cap Value Index movement and what happened this week to affect it. Th…
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