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Will your clients have enough to retire? {PFP Section}
Archived series ("Inactive feed" status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 227419926 series 2293825
Guest(s): Paula McMillan, CPA/PFS
Category: Technical
In this episode, Paula McMillan, CPA/PFS gives an overview of the current environment that your clients are face as they approach retirement age, including the obstacles and your role as their CPA adviser in helping them overcome them. She answers the questions:
- What’s the one thing that matters most in retirement planning?
- What trends in the retirement and personal obstacles are your clients facing that prevent them from saving for retirement?
- What can you do to help your clients overcome the challenges they are facing?
Access the related resources from this podcast:
- Top seven mistakes when claiming Social Security benefits by Paula McMillan (The Tax Adviser)
- The Adviser’s Guide to Retirement and Elder Planning, a multi-part guide series including life transitions.
- Broadridge Advisor (free access to PFP/PFS members) includes extensive-content written by CPAs, attorneys and other experts on planning strategies, new relevant laws, etc. that are articulated in client terms.
- Retirement planning certificate, part of the PFP certificate program
Don’t miss the other episodes in this series:
- What is the national state of retirement
- Making conversations count: integrated financial planning (March 15, 2019)
- Lessons from the 9th hole: what current retirees have to say (March 15, 2019)
The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.
Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic! And leave us a review so we can continue bringing valuable and relevant content to you.
246 episodes
Will your clients have enough to retire? {PFP Section}
American Institute of CPAs - Personal Financial Planning (PFP)
Archived series ("Inactive feed" status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 227419926 series 2293825
Guest(s): Paula McMillan, CPA/PFS
Category: Technical
In this episode, Paula McMillan, CPA/PFS gives an overview of the current environment that your clients are face as they approach retirement age, including the obstacles and your role as their CPA adviser in helping them overcome them. She answers the questions:
- What’s the one thing that matters most in retirement planning?
- What trends in the retirement and personal obstacles are your clients facing that prevent them from saving for retirement?
- What can you do to help your clients overcome the challenges they are facing?
Access the related resources from this podcast:
- Top seven mistakes when claiming Social Security benefits by Paula McMillan (The Tax Adviser)
- The Adviser’s Guide to Retirement and Elder Planning, a multi-part guide series including life transitions.
- Broadridge Advisor (free access to PFP/PFS members) includes extensive-content written by CPAs, attorneys and other experts on planning strategies, new relevant laws, etc. that are articulated in client terms.
- Retirement planning certificate, part of the PFP certificate program
Don’t miss the other episodes in this series:
- What is the national state of retirement
- Making conversations count: integrated financial planning (March 15, 2019)
- Lessons from the 9th hole: what current retirees have to say (March 15, 2019)
The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.
Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic! And leave us a review so we can continue bringing valuable and relevant content to you.
246 episodes
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