The new approach to retirement planning: part 3 | PFP learning library podcast
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Man in purple shirt holding pen at desk.
Resources

The new approach to retirement planning: part 3 | PFP learning library podcast

2 months ago · 24 min listen

Creating a meaningful experience for your clients has become even more important over the past year. Mackey McNeill, CPA/PFS, has gamified her process to bring fun to retirement planning. In this episode of the PFP Section podcast, she shares her approach, step by step,
including:

  • How she opens the conversation to invite her clients in

  • Why she has her clients who are couples create their goals separately

  • What she says to get clients out of the data gathering weeds

  • How she creates an ideal and acceptable financial plan to help with decision making

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com to access show notes with direct links.

This 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. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

What did you think of this?

Every bit of feedback you provide will help us improve your experience

What did you think of this?

Every bit of feedback you provide will help us improve your experience

Mentioned in this article

Topics

Subtopics

Manage preferences

Related content