Shows
Decoding RetirementWhat does the 'big beautiful bill' mean for your retirement?As the Trump administration's budget bill works its way through Congress, many people are wondering how the bill's provisions on taxes and Social Security will affect their finances. On this episode of "Decoding Retirement," Robert “Bob” Powell speaks with Lisa Featherngill, national director of wealth planning at Comerica Bank. Lisa discusses what deductions are likely to stay in the bill, the solvency of Social Security, and how retirees may have to adjust their spending.
Yahoo Finance's Decoding Retirement is hosted by Robert Powell.
Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/seri...
2025-06-1024 min
AICPA Personal Financial Planning (PFP)How to address the qualitative (aka hard) side of planning {PFP Section}We often hear about the soft side of planning. As Lisa Featherngill, CPA/PFS, shares in this episode of the PFP Section podcast, this is really the hard side of planning. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Lisa to get her thoughts on how to have important conversations that lead to whether the quantitative side of planning will be successful or not. The stakes are high and it's important to guide clients to communicate in a way that gets underneath the numbers to the meaning of the wealth. Lisa and Bob discuss:
2023-10-2012 minAICPA Personal Financial Planning (PFP)How to address the qualitative (aka hard) side of planning {PFP Section}We often hear about the soft side of planning. As Lisa Featherngill, CPA/PFS, shares in this episode of the PFP Section podcast, this is really the hard side of planning. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Lisa to get her thoughts on how to have important conversations that lead to whether the quantitative side of planning will be successful or not. The stakes are high and it's important to guide clients to communicate in a way that gets underneath the numbers to the meaning of the wealth. Lisa and Bob discuss:
2023-10-2012 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Lisa Featherngill {PFP Section} Lisa Featherngill, CPA/PFS, is on a mission to make sure the qualitative side of planning gets as much emphasis as the quantitative aspects. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Lisa to share her wisdom so that you can benefit from her experiences. They discuss: How Lisa took the leap from providing tax and financial planning services in a CPA firm environment to joining a large bank What her mom shared with her that helped her make a hard career decision Why her current role is the capstone of her career...
2023-09-2935 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Lisa Featherngill {PFP Section} Lisa Featherngill, CPA/PFS, is on a mission to make sure the qualitative side of planning gets as much emphasis as the quantitative aspects. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Lisa to share her wisdom so that you can benefit from her experiences. They discuss: How Lisa took the leap from providing tax and financial planning services in a CPA firm environment to joining a large bank What her mom shared with her that helped her make a hard career decision Why her current role is the capstone of her career...
2023-09-2935 min
AICPA Personal Financial Planning (PFP)How to talk to your clients about estate planning & actionable ideas to get started {PFP Section}Guest: Lisa Featherngill, CPA/PFS It's Estate Planning Awareness Week! And even though the Tax Cuts and Jobs Act doesn't feel new, its effects are still being felt in many areas of your clients' financial lives, including their estates. Clients may not know the impact of new and proposed rules on their estate, so now is the perfect time to talk with them about their plan. In this podcast, Lisa Featherngill, CPA/PFS will teach you: How to connect the dots with your clients' taxes, financial goals and estate plan How to broach the subject with...
2019-10-1811 minAICPA Personal Financial Planning (PFP)How to talk to your clients about estate planning & actionable ideas to get started {PFP Section}Guest: Lisa Featherngill, CPA/PFS It's Estate Planning Awareness Week! And even though the Tax Cuts and Jobs Act doesn't feel new, its effects are still being felt in many areas of your clients' financial lives, including their estates. Clients may not know the impact of new and proposed rules on their estate, so now is the perfect time to talk with them about their plan. In this podcast, Lisa Featherngill, CPA/PFS will teach you: How to connect the dots with your clients' taxes, financial goals and estate plan How to broach the subject with...
2019-10-1811 min
AICPA Personal Financial Planning (PFP)Taxes and Estate Planning {PFP Section}Guest(s): Lisa Featherngill, CPA/PFS Category: Technical In this podcast, Lisa Featherngill, CPA/PFS discusses the impact of taxes on estate planning and answers the questions: What are the major tax considerations practitioners should take into account when doing estate planning? What pitfalls should clients be aware of? What are some good strategies for reducing taxes on an estate? To what extent should clients make use of the tax-free annual gift exclusion? Access the related resources from this podcast: Planning & Tax Advisory Services hub at aicpa.org/growadvisoryservices Estate planning certificate...
2019-01-1117 minAICPA Personal Financial Planning (PFP)Taxes and Estate Planning {PFP Section}Guest(s): Lisa Featherngill, CPA/PFS Category: Technical In this podcast, Lisa Featherngill, CPA/PFS discusses the impact of taxes on estate planning and answers the questions: What are the major tax considerations practitioners should take into account when doing estate planning? What pitfalls should clients be aware of? What are some good strategies for reducing taxes on an estate? To what extent should clients make use of the tax-free annual gift exclusion? Access the related resources from this podcast: Planning & Tax Advisory Services hub at aicpa.org/growadvisoryservices Estate planning certificate...
2019-01-1117 min