Shows
AICPA Personal Financial Planning (PFP)Why you need to take Bitcoin seriously - part 3 {PFP Section}If you believe it is a good idea to hold even a small amount of Bitcoin, the next step is to educate your clients and decide on the strategy that will have the best chance for success. In this episode of the PFP Section podcast, David Oransky, CPA/PFS, shares how he approaches this with his clients. Mark Astrinos, CPA/PFS, poses the following questions to David: How to you respond to criticism of Bitcoin from other advisors? What is your approach with clients to include Bitcoin in their portfolio? How do you explain that Bitcoin is money v...
2023-08-1131 minAICPA Personal Financial Planning (PFP)Why you need to take Bitcoin seriously - part 3 {PFP Section}If you believe it is a good idea to hold even a small amount of Bitcoin, the next step is to educate your clients and decide on the strategy that will have the best chance for success. In this episode of the PFP Section podcast, David Oransky, CPA/PFS, shares how he approaches this with his clients. Mark Astrinos, CPA/PFS, poses the following questions to David: How to you respond to criticism of Bitcoin from other advisors? What is your approach with clients to include Bitcoin in their portfolio? How do you explain that Bitcoin is money v...
2023-08-1131 minAICPA Personal Financial Planning (PFP)Why you need to take Bitcoin seriously - Part 2 {PFP Section}In part 2 of this series, you'll learn about the history of money and how that relates to the likelihood of Bitcoin becoming the future of money. In this episode of the PFP Section podcast, David Oransky, CPA/PFS, shares his knowledge based on his deep dive into understanding Bitcoin. Mark Astrinos, CPA/PFS, poses the following questions to David: What is the history of money? Compare and contrast Gold and Bitcoin. What gives Bitcoin its value and what makes it the perfect money? What will it take to get people to take Bitcoin seriously? How do we assuage...
2023-07-2130 minAICPA Personal Financial Planning (PFP)Why you need to take Bitcoin seriously - Part 2 {PFP Section}In part 2 of this series, you'll learn about the history of money and how that relates to the likelihood of Bitcoin becoming the future of money. In this episode of the PFP Section podcast, David Oransky, CPA/PFS, shares his knowledge based on his deep dive into understanding Bitcoin. Mark Astrinos, CPA/PFS, poses the following questions to David: What is the history of money? Compare and contrast Gold and Bitcoin. What gives Bitcoin its value and what makes it the perfect money? What will it take to get people to take Bitcoin seriously? How do we assuage...
2023-07-2130 minAICPA Personal Financial Planning (PFP)Why you need to take Bitcoin seriously - part 1 {PFP Section}David Oransky, CPA/PFS, believes that if you don't allocate a small allocation of your assets to Bitcoin as a hedge, you may be exposing yourself and your clients to a significant risk. In this episode of the PFP Section podcast, Mark Astrinos, CPA/PFS, interviews David Oransky, CPA/PFS, to get his wisdom on what we should know about Bitcoin. David takes a conservative approach to planning, so he was skeptical at first and was not an early adopter. However, after a deep dive to learn more, he discovered that his preconceived notions didn't pan out. David answers...
2023-07-1435 minAICPA Personal Financial Planning (PFP)Why you need to take Bitcoin seriously - part 1 {PFP Section}David Oransky, CPA/PFS, believes that if you don't allocate a small allocation of your assets to Bitcoin as a hedge, you may be exposing yourself and your clients to a significant risk. In this episode of the PFP Section podcast, Mark Astrinos, CPA/PFS, interviews David Oransky, CPA/PFS, to get his wisdom on what we should know about Bitcoin. David takes a conservative approach to planning, so he was skeptical at first and was not an early adopter. However, after a deep dive to learn more, he discovered that his preconceived notions didn't pan out. David answers...
2023-07-1435 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Mark Astrinos {PFP Section}Mark Astrinos, CPA/PFS, has made some bold and scary moves in his career to land where he is now with his own financial planning firm. In this episode of the PFP Section podcast, Lyle Benson facilitates Mark to share his story and the wisdom he has gained. Mark discusses: Why and how he made moves from audit to tax to financial planning to business owner How he got clear on his vision for his life and work and made it happen What he did to move beyond the fear of putting everything on the line when he...
2022-11-2533 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Mark Astrinos {PFP Section}Mark Astrinos, CPA/PFS, has made some bold and scary moves in his career to land where he is now with his own financial planning firm. In this episode of the PFP Section podcast, Lyle Benson facilitates Mark to share his story and the wisdom he has gained. Mark discusses: Why and how he made moves from audit to tax to financial planning to business owner How he got clear on his vision for his life and work and made it happen What he did to move beyond the fear of putting everything on the line when he...
2022-11-2533 min
Small Biz BrunchBetter benefits vs. Higher salary. Which one wins? During this episode we'll be talking about employee benefits. A recent survey from the AICPA found that Americans are more likely to choose a job with benefits over an identical job that offered a better salary but no benefits. How does this trend affect small businesses? GUESTS: Mark Astrinos, CPA/PFS, Financial Life Planner & Investment Advisor at Libra Wealth Jon Lynch, PR Manager, Association of International Certified Professional Accountants RESOURCES: CPApowered.org Find-a-CPA AICPA's 2018 Employee Benefit Survey 360 Degrees of Financial Literacy
2019-01-2932 min