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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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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The Small Firms Philosophy podcast has become “Transforming: tales of Business Evolution", a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear from industry leaders sharing their experiences of reshaping their business models, delving into the dynamic world of business transformation, and inspiring you to explore new ways to evolve your own organization. "Transforming" started in November ...
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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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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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Essential listening for anyone thinking about pursuing their CPA license, this is the official podcast for the CPA Exam brought to you by the AICPA. Contact us at [email protected].
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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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Join me, Brandon Hensinger, along with various industry leaders, as we discuss ways to help health clinics and businesses grow through marketing and unique business development tactics.
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The Dental Wealth Nation Show is a dynamic and engaging show hosted by Tim McNeely, a best-selling author and elite wealth manager specializing in helping entrepreneurial dentists reduce taxes, increase impact, and achieve high-value exits. Tim’s extensive knowledge and expertise make him renowned for guiding dentists to build lasting wealth and exit their practices successfully—faster and with less effort than they ever thought possible.
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Join us for fruitful conversations about ethics and where our profession is headed as accountants continue to be a force for the public good.
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during ...
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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
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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Discussing school issues
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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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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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Regular information and news on FLP, the Finance Leadership Programme pathway to your CGMA qualification. We've built on the foundation of the Go Beyond Disruption show and launched as FLP, the FInance Leadership Podcast, in late 2022.
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🎙 Welcome to The Ultimate Access Podcast – your essential guide to navigating the intersection of emerging technology, business strategy, and professional finance qualifications. Whether you're preparing for accounting qualifications such as ACCA, CPA Australia, or CIMA , or looking to enhance your expertise in blockchain, digital finance, and business innovation, this podcast equips you with the insights needed to stay ahead in a rapidly evolving world.
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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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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 Chasing MacNaughton Podcast is a production of Tech Hockey Guide hosted by Tim Braun and various other THG contributors. We’ll discuss what’s happening with the Huskies, the CCHA and major stories throughout College Hockey. Typically the podcast will be a conversation of multiple topics plus interviews with former players, future players, opposing coaches, beat writers and others from around the CCHA.
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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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Accounting Matters lives up to its title, covering vital accounting topics that actually matter to professionals in the accounting trenches. We start with a new topic and definition every episode, then highlight and discuss the key areas, from evaluation to reporting. Accounting Matters is hosted by public accounting veterans Adam Olsen & Nicole Harger from advisory firm Embark. LinkedIn - https://hubs.ly/H0XgZnG0 Instagram - https://hubs.ly/H0XgYNZ0 Twitter - https://hubs.ly/H0Xg-dz0 Facebo ...
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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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Podcast onde você manda a sua playlist e a gente toca. Programas todas as terças, quintas e sábados. Apresentação Mauro Manzano e Vinas Peixoto.
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Special Edition: Key Tax Law Changes You Need to Know
1:00:56
1:00:56
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1:00:56Speakers Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Jan Lewis, Partner, BMSS Advisors & CPAs, AICPA Topics DC update H.R. 1: Key tax law provisions Beyond the law: Implementation Communicating with your clientsBy AICPA Town Halls
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Buckle up as Jake McClure flies solo—Jeff’s off enjoying the mountains, while Jake dives headfirst into the murky waters of national debt, trade deficits, and the difference between good and bad borrowing (spoiler: financing a yacht with a credit card is still a no). With a wry sense of humor and a dash of Shakespeare, Jake unpacks why balance of t…
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Co-Founder, Matt Peck, CFP®, CIMA®, and Investment Analyst, Zach Perkins CFA®, team up to deliver the market update for Q2. Matt and Zach discuss what's currently going on in the markets — where we've been, where we're headed, and how tariffs and the “Big Beautiful Bill” may impact the economy. They'll also address key questions submitted by our cl…
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Tax legislation breakdown, research tools and what's next
1:02:23
1:02:23
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1:02:23Topics include: Tax legislation breakdown and DC update Tax research tools What's next for CPAs and clients Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Mark Gallegos, Partner…
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Dividend Investing: Don't Get Caught In A Dividend Trap
24:22
24:22
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24:22Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Dividend investing sounds safe, but is it really the smartest way to generate income in retirement? In this episode, Ryan, Ron, and Nick unpack both the appeal and the pitfalls of building your retirement strategy around dividend-pa…
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From Jamaican track star to CPA: A firm leader’s unlikely career path
21:07
21:07
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21:07Growing up, Durran Dunn, CPA, had drive and discipline, but he didn’t have any aspiration of using those qualities to become a CPA. He didn’t even know what a CPA was. Dunn, now a partner in Bennett Thrasher's Risk Advisory Services practice, based in greater Atlanta, overcame “whiplash” in the form of two moves – from Jamaica to New York, from New…
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Levelling the hiring field: Strategy, equity, and AI’s ‘black box’
15:57
15:57
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15:57Ben Schwencke, chief psychologist at Test Partnership, a psychometric assessment and pre-employment testing service provider in the UK, joined the FM podcast to discuss common recruitment challenges facing employers, what psychometric testing entails and how it's implemented, and the use of artificial intelligence in recruitment practices. In an ea…
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Managing Up: A Guide to Elder Care and Family Financial Planning for the Sandwich Generation
39:00
39:00
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39:00Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D. In this latest episode of Insights, host Paul Ellis sits down with Jim Bergeron from Nuveen to discuss the complexities of elder and parental care, a pressing issue for many families today. This "Managing Up" conversation hig…
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Weekly Market Insights June 30 - July 3, 2025
49:42
49:42
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49:42This week on The Personal Wealth Coach, Jake takes a deep dive into the mysterious, sometimes maddening world of artificial intelligence—from its noisy origins in 1950s sound-cancellation algorithms to modern-day machine learning missteps (like inventing Venmo accounts and promising deliveries in blazers). Along the way, you'll get a quick market u…
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Shrink Your Tax Bill, Grow Your Wealth with Stephen Nance 0144
54:31
54:31
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54:31In this episode of The Dental Wealth Nation Show, we unpack one of the most overlooked (and overpaid) parts of your financial life—taxes. Join Tim McNeely and a seasoned tax planning expert as they explore how dental entrepreneurs can legally reduce their tax burden, avoid costly surprises, and protect themselves from penalties and audits. You’ll d…
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Design Your Dream Exit: Build Wealth Beyond the Numbers with Marc Liechtung 0150
39:00
39:00
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39:00What if your exit wasn’t just a transaction—but a transformation? In this episode of Dental Wealth Nation, we go beyond the spreadsheets and dive deep into how to design a life and practice that’s intentionally built for the exit of your dreams. Dr. Marc Liechtung joins me to share real-world wisdom from building, buying, selling, and even buying b…
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Unlock Hidden Profits by Thinking Like a CEO with Scott Grotjan 0149
34:25
34:25
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34:25Episode 0149 – Unlock Hidden Profits by Thinking Like a CEO – with Scott Grotjan Is there money hiding in your dental practice? Chances are… yes. And Scott Grotjan from Silverback is here to help you find it. In this episode of Dental Wealth Nation, we’re shifting gears from just “doing dentistry” to thinking like a CEO. Scott reveals how hundreds …
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From Drill to Dream Reinventing Life After Dentistry with Julie Kellogg 0154
41:09
41:09
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41:09🎧 Episode: From Drill to Dream — Reinventing Life After Dentistry What happens when your identity has been built around a dental chair… and suddenly, it’s time to walk away? In this powerful episode, Tim McNeely sits down with a dentist-turned-coach who’s guiding clinicians through one of the biggest transitions of their lives—retirement. But not t…
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Season 2 Episode 6: Q&A with a (Future) CPA : A Day in the Life of an Accounting Major
26:47
26:47
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26:47Discover what a typical day looks like in your dream career—insights, experiences and expert advice await! Are you ready to dive into the exciting world of accounting? Join us for the informative "Q&A with a CPA" podcast series to gain valuable insights into the world of accounting, highlighting the motivations, responsibilities and essential skill…
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AICPA tax priorities and wins in the budget bill now with the House
17:34
17:34
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17:34Melanie Lauridsen, the AICPA’s vice president–Tax Policy & Advocacy, joined the JofA podcast early Wednesday to provide context on the fast-moving budget bill that was approved by the Senate on Tuesday and is being discussed in the House today. Lauridsen detailed some tax-related priorities of the AICPA and state societies. She also explained the a…
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083: Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie
39:52
39:52
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39:52Most retirees are surprised to learn just how differently their income is taxed once they stop working. From Social Security to pensions, IRAs, dividends, and even rental income, retirement brings a complex new tax landscape that can catch even the most financially savvy off guard. This episode is here to help you stay ahead of the curve. Joining S…
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Weekly Market Insights June 23 - 27, 2025
43:09
43:09
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43:09Jake flies solo this week while Jeff escapes the Texas heat, but that doesn’t stop the markets—or the commentary—from heating up. The S&P 500 hit new all-time highs despite a cascade of bad news, including shrinking GDP, falling consumer spending, and a housing market in a 2008-style funk. Jake untangles this economic knot with his usual mix of ins…
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Kellan Meloche, Nathan Cima and Dylan Diaz are back for this first episode of season 2 of Chasing the Bag. They start off the season with banger of a guest in new assistant coach, Benton Maass.
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Change for the better: How your attitude can make all the difference
16:34
16:34
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16:34Instead of worrying about failure when undergoing a change initiative, why not ask, “What happens if we succeed?” That is summarized sentiment from a discussion with Al Dea, admittedly a glass-half-full guy, on the Journal of Accountancy podcast. Dea, a leadership development consultant and founder of the organization The Edge of Work, is the keyno…
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TfP 011. The Influence of Coaching on Firm Growth
36:53
36:53
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36:53Rebecca Driscoll, CPA, Co-founder of The Collaboration Room, walks through her unconventional journey into public accounting, highlighting her transition from working at a large firm to establishing her own CAS and Tax practice. Rebecca elaborates on the significant life changes that motivated her to pursue a different career trajectory. Emphasized…
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JofA branded podcast: The evolving insurance market for high-net-worth clients
23:14
23:14
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23:14In this Journal of Accountancy branded podcast, hosted by Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, experts discuss how to help clients, especially high-net-worth ones, navigate growing and changing challenges in seeking proper insurance coverage.
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Tax bill status, small firm opportunities and the transformation economy
1:02:02
1:02:02
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1:02:02Topics include: Top news from DC The latest technical updates Small firm opportunities Transformation economy Speakers: Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Ed Kless, Co-founder, THRESHOLD…
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Good Debt, Bad Debt – The Framework for Optimal Retirement Finances
23:29
23:29
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23:29Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ Is all debt bad? Should you be completely debt-free before retirement? In this episode of Retire Right, Ryan, Ron and Nick discuss the critical topic of debt management and how it fits into a retirement plan. They dig into real-life…
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Weekly Market Insights June 16 - 20, 2025
47:23
47:23
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47:23This week, Jeff broadcasts from the serene, cool mountains while Jake sweats it out in molten Texas—proving once again that podcasting thrives on contrast. But things really heat up when they tackle the week’s economic headlines: the Fed stands still while inflation paces ahead, aluminum prices hit new highs thanks to tariffs, and the market dances…
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Season 2 Episode 5: Q&A with a CPA: A Day in the Life of a CEO and Personal Financial Specialist
27:26
27:26
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27:26Discover what a typical day looks like in your dream career—insights, experiences and expert advice await! Are you ready to dive into the exciting world of accounting? Join us for the informative "Q&A with a CPA" podcast series to gain valuable insights into the world of accounting, highlighting the motivations, responsibilities and essential skill…
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A trailblazing CPA on managing a merger and why it’s OK to lose clients
22:21
22:21
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22:21Jody Grunden, CPA, stands out for more than his brightly colored Hawaiian shirts at accounting conferences and events. Grunden was one of the first firm leaders to embrace remote work, and he remains a proponent of it. His firm also was one of the first to offer outsourced CFO services. In this JofA podcast episode, Grunden reflects on his firm’s g…
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Power skills and core competencies for an evolving profession
14:48
14:48
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14:48Stephen Flatman, vice-president–Education & Professional Qualifications at the Association of International Certified Professional Accountants, explains how the CGMA Professional Qualification (CGMA PQ) upgrade is designed to respond to the change of “shape” in the finance function and how those changes will propel businesses and expand opportuniti…
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082: How SMAs Help Optimize Tax Efficiency In Your Portfolio with Cam Iarrobino
35:40
35:40
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35:40Perhaps you’ve heard of Separately Managed Accounts (SMAs) but aren’t quite sure how they work or if they’re only suitable for high-net-worth investors. In this episode, we’ll break down the truth behind SMAs and why more investors are turning to them as a way to gain control, improve tax efficiency, and tailor their portfolios to their unique fina…
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This week, Jake McClure flies solo while Jeff enjoys the North Carolina mountains—but don’t worry, the insights are just as sharp. In this episode, Jake dives into the economic whirlwind of the week: a 13% spike in oil prices thanks to escalating tensions between Israel and Iran, the curious case of inflation hiding in plain sight (hint: check your…
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Updates on AEOI and VASPs and discuss the CIMA AML Surveys and SIBA RPs
15:00
15:00
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15:00In this episode, we share updates on AEOI and VASPs and discuss the CIMA AML Surveys, SIBA RPs, audit extensions for Regulated Funds and the FATF's fifth round assessment. SPEAKERS: Chris Capewell, Partner | +1 345 814 5666 | [email protected] | View bio Jo Ottaway | Associate | +1 345 814 5511 | [email protected] | View bio Michelle Ba…
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Accounting talent pipeline: What’s the buzz from ENGAGE?
9:59
9:59
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9:59One popular discussion topic at AICPA & CIMA ENGAGE 25 is the accounting talent pipeline. Liz Burkhalter, the AICPA’s director—CPA Pipeline, is taking part in those conversations. On this episode of the JofA podcast, Burkhalter shared encouraging news related to the pipeline and reminded CPAs of how using their “circle of influence” can help to gro…
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The Social Security Playbook: Claiming Your Way to a Better Retirement
27:04
27:04
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27:04If you're confused about Social Security—when to claim it, how much you'll get, or whether it’ll even be around—this episode is your roadmap. In this episode, Ryan, Ron, and Nick break down the basics on real-life claiming strategies for individuals, couples, and those navigating spousal benefits. Factors like health, longevity and even stock marke…
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Governance Series: Key Success Factors for Better Governance
37:01
37:01
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37:01In the final episode of the four-part governance podcast series, Erin Hartman, CPA, Senior Manager – Firm Services of the AICPA & CIMA joins Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, to wrap up and share insights and lessons learned from the series. They reflect o…
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Accounting for Innovation — R&D Costs Explained
33:07
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33:07Join hosts Nicole Harger and Adam Olsen as they explore the intricacies of accounting for R&D costs. This episode covers the current U.S. GAAP treatment, challenges in the life sciences sector, and differences with IFRS. Discover potential changes from FASB and gain insights into how these accounting principles impact financial statements across in…
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The Investment of Fatherhood: The Ultimate Long-Term Investment
15:29
15:29
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15:29Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special classic replay edition podcast, we explore one of life’s greatest investments: fatherhood. Paul emphasizes that while financial investments often dominate discussions, the impact of being an active father is profound and lasting. As we celebrate Father’s Day, Paul shares h…
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Governance Series: Navigating Partnership Change with Purpose
33:24
33:24
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33:24In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chip Chaon, CEO and Managing Principal of LattaHarris, LLP, and Mark Kovaleski, Managing Partner of MMB+CO, where they explore how evolving governance structures are reshaping partnersh…
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Live from ENGAGE: Exploring the latest issues impacting the profession
1:01:28
1:01:28
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1:01:28Topics include: AI in accounting and finance Firm business model trends and strategies Audit and assurance update Pipeline trends and news Top news from DC The latest technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & …
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Governance Series: The Rise of Non-CPA Leaders in Public Accounting
36:55
36:55
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36:55In this episode, hosts Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Eric Majchrzak, CEO/Principal for BeachFleischman, to dive into a pivotal shift in the accounting profession—the rise of non-CPA professionals stepping into leadership roles in public a…
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