HeyJaredAICPA Personal Financial Planning (PFP)
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- Indexed episodes, last 90 days
- 2
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- Sep 25, 2026
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- Sep 18, 2026
Latest episodes
Bob Keebler Explains How a Footnote Can Cost Thousands (opens the original)
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A footnote in the Joint Committee on Taxation's Blue Book may create significant tax consequences for trusts and estates beginning in 2026. In this episode, Bob Keebler joins Cary Sinnett to explain why Footnote 102 has raised concerns about applying the new 2/37ths limitation to distributable net income, charitable deductions and other trust and estate deductions. They explore how the limitation could create phantom income and affect charitable planning, inherited IRAs, Roth conversions, fiscal
The Real Reason Clients Don't Follow Your Advice (opens the original)
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The real challenge for planners is not always giving better advice. It is understanding why clients do not act on the advice they already have. In this episode, Cary Sinnett talks with behavioral finance expert Carl Richards about what gets in the way of follow-through. They explore why clarity, purpose and trust often matter as much as technical precision, and how planners can help clients move from understanding a recommendation to actually acting on it. What you'll learn: Why the best financi
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