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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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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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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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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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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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(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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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake starts out letting us know he intends to make the exciting news boring the boring news exciting. He succeeded on one of those, take a guess at which... This episode, as you may guess, starts with this week's S&P 500 Index, CRSP US M…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Healthcare is something I think we all have a love/hate relationship with. We all want to be healthy and happy, however we don't want to pay 3 fingers and a pinky toe to do it. In this episode, Jake speaks about some of the reasons why i…
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Tune in to this AICPA Town Hall podcast for a discussion on the state of assurance and why quality auditing is essential to public confidence, as well as the need-to-know tax information. Topics include: DC environment and profession analysis The latest technical updates State of assurance and building trust through quality BOI reporting update Spe…
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The AICPA & CIMA Cannabis Industry Conference starts Aug. 12 in Aurora, Colo. Rachel Gillette will be one of the event’s front-and-center speakers and moderators. Gillette joined the Journal of Accountancy podcast recently to discuss some of the trends and issues affecting the industry from a legal and regulatory perspective. Gillette, a Denver-bas…
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For our final bankruptcy episode, we are in conversation with Clint Neider from AlixPartners. Clint shares his passion for the critical role valuation plays in bankruptcy restructuring. Restructuring requires a combination of science and art, as well as the ability to play the role of a finance professional and a therapist. Clint shares: What skill…
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If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting. One listener threw his hands up and asked me what all those letters mean. On this episode, we’ll explore the meanings behind those designations and discuss wha…
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Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this edition of the podcast we sit down with the incredibly talented pianist, Karolina Tomaszewska. Born in Poland and currently studying in Paris, Karolina has won numerous international piano competitions and has performed at prestigious venues like Carnegie Hall. Karolina recalls be…
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Our guest Iryna McDonald explores elements of the upcoming MCS (Management Case Study) exam in August 2024. These insights make this episode a 'must-listen' for any students at this level. Not only is our guest a Tutor at Kaplan Financial, the Association's Premium partner for the CGMA Finance Leadership Programme (FLP), Iryna herself also holds a …
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Is the modern lifestyle impacting your health and wellness? Understanding human evolution and living in sync with nature can be the secret to living a healthy and happy life in today’s hectic world. Jenny Powers discusses her book On the Origin of Being: Our Evolutionary Journey, which explores how our modern environments and diets have created evo…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake droned on alone although for less time than we're used to having to bear. You may notice a slight difference in this podcast. We're trying out a little change. If you didn't notice anything then we've succeeded! But I won't tell you…
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In this bonus episode, Chris Capewell, Chris Newton, Matthew Gilbert, Nikki Wood, Daniel Moore and Alice Reid discuss the British Virgin Islands Financial Action Task Force ("FATF") Report. Key concepts from this discussion include money laundering, terrorist financing, proliferation financing and targeted financial sanctions. Speakers: Chris Capew…
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In this episode, our guest is Patrick Alonso, a licensed pharmacist and host of the Men's Health Unscripted podcast, isn't your typical healthcare expert. He works as an advocate for men’s health similar to how a financial advisor works as an advocate for monetary gains. Patrick was recently interviewed on WFTS ABC News for his work with Your Tampa…
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Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, joined the Journal of Accountancy podcast earlier this month to discuss the latest developments related to several items of note for tax practitioners. Lauridsen shared data from a survey of members about IRS performance during tax filing season. She also analyzed recent IRS pro…
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The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over to Rock Retirement Club to sign up today. After you do that, listen to this episode to learn how to protect yourself and your data from scammers. On this episode, Pete, a cybersecurity expert, joins…
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Dopo l'intervista esclusiva a Donovan Dijak, torniamo in scena con una nuova puntata pronta a recensire WWE Money in the Bank e NXT Heatwave insieme allo YouTuber per eccellenza, Dlarzz. Become a supporter of this podcast: https://www.spreaker.com/podcast/pro-wrestling-culture--5514574/support.By Professional Wrestling
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Does the legal jargon make your head spin as a health coach? Do you wish running your business was as easy as sipping a green smoothie? Lisa Fraley, an attorney and legal coach, shares some great insights on the legal landscape of the health and wellness industry. She provides valuable advice on avoiding common legal pitfalls and setting up complia…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. I think Jeff and Jake may have drunk from the wrong juice this morning, or maybe it was long past its "best by" date. The two alien-like beings start out with an explanation on why they like to reference the S&P 500 Index to the CRSP US …
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Elizabeth Woodward converses with Denise Harding, a speaker at the 2023 AICPA-CIMA Forensic and Valuation Services Conference. Denise provides insight into the Dark Web, addressing typical misunderstandings, as well as offering advice to help professionals: Capitalize on their forensic accounting expertise in cryptocurrency-related endeavors, Illus…
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Today’s digital world is full of thieves and scammers looking to access your information and use scare tactics to steal your hard-earned money from you and your family. Victims of these fraud scams are often retirees and the elderly, who are so scared that they send thousands and thousands of dollars before realizing what is happening. To help you …
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The best predictor of happiness and health at age 65 is how many close relationships you have at age 45. To really rock retirement you need to build quality relationships. To do that you need to learn to be a better communicator. On this episode of Retirement Answer Man, Super Communicators author, Charles Duhigg, joins me to discuss how to become …
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Tony Nitti, CPA, discusses a recent U.S. Supreme Court decision that some observers viewed as having the potential for wide-ranging changes in tax law. In the end, the decision was a narrow one, but the details of what was addressed and what wasn’t make for an interesting conversation on this collaborative podcast episode. Nitti, partner–National T…
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Episodio 406 del Pro Wrestling Culture podcast dove insieme ai ragazzi di Amici del Wrestling, parliamo di AEWxNJPWxCMLL Forbidden Door, di quanto successo la scorsa settimana con l'attacco a Paul Heyman e diamo vita ai pronostici di WWE Money in the Bank 2024. Become a supporter of this podcast: https://www.spreaker.com/podcast/pro-wrestling-cultu…
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End of life doesn't have to be a crisis. By having open conversations ahead of time and planning and discussing preferences and options for end-of-life, people can ensure a smoother and more dignified journey when the time comes. Dr. Bob Uslander, co-founder of Empowered Endings, says instead of dreading end-of-life conversations, people should emb…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Jake goes at it all by his lonesome this episode and after listening, it seems Jeff is actually the one who brings the comedy to the show. I know, I'm surprised, too. At first, you almost can't blame Jake as he has to start out with the …
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Topics include: DC environment and profession analysis The latest technical updates Strategies to accelerate small firm growth National Pipeline Advisory Group (NPAG) report Speakers:  Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA Lindsay Stevenson, Chi…
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Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. Visit www.denverwealt…
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Calvin Harris, CPA, knew he wanted to be an accountant well before he got to college. He had several mentors who helped him make that decision. It’s one reason he believes that accountants need to reach students early and tell a better story about the profession. Harris was first on the JofA podcast in February 2022, when he was CFO of the National…
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This episode of the FM podcast is the continuation of an occasional series on the show called Beyond the Code. That means taking a detailed look at the CIMA Code of Ethics. Xose Lumor, manager–Advocacy and Professional Ethics–Management Accounting at AICPA & CIMA, talks with Samantha McDonough, another AICPA & CIMA ethics manager, who oversees the …
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Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort level with their investments. Learn how they’ll develop an investment approach that matches their risk tolerance. If you have been enjoying Mike and Judy’s journey cr…
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Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode of INSIGHTs we welcomes JD Smith, the creative mind behind J. Donovan Smith Creative. This episode is a treasure for anyone interested in the intersection of creativity, business, and community service. JD Smith's journey into the world of creative marketing services began…
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Do you want to add years to your life? Making simple changes to your diet could be the secret to longevity. Internationally recognized nutrition expert Dr. Joel Fuhrman discusses his nutritarian diet approach for preventing disease, promoting longevity and aiding weight loss. He explains the science behind maximizing nutrition for optimal health an…
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Welcome to another exciting episode of The Personal Wealth Coach Podcast with your hosts, Jeff and Jake McClure. Has anyone else ever wondered how Jeff and Jake would start the show if they weren't both bald and bearded? "We are two guys with a full head of hair!" is kind of an odd flex and just doesn't have the same pizzaz. Anyways, they start us …
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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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