The New Approach to Retirement Planning: part 2 {PFP Section} Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients... Play Podcast The New Approach to Retirement Planning: part 1 {PFP Section} When Mackey began her business, she approached financial planning from a technical and data driven perspective. She quickly found that clients often didn’t take steps to implement the recommended plan. In part 1 of the new approach to retirement planning series... Play Podcast Futurism & Your Tax and Financial Planning Business {PFP Section} Change is a universal constant. You want to be equipped to embrace it so that you can best serve your clients as the geopolitical and economic landscapes evolve. In this podcast, Mackey McNeill, CPA/PFS interviews futurist, David Houle to get his perspective... Play Podcast The Body Center - The Dynamics of Money - Using the Enneagram for Conscious Transformation Continuing our journey into The Dynamics of Money, this podcast explores the body center, Types 9,8 and 1. If you are a body type, have a boss, spouse or good friend that is a body type, this pod will help you understand more about their habits of thinking, feeling and behaving with money. Play Podcast The Heart Center - The Dynamics of Money - Using the Enneagram for Conscious Transformation Continuing our journey into The Dynamics of Money, this podcast explores the heart center, Types 3, 2 and 4. If you are a heart type, have a boss, spouse or good friend that is a heart type, this pod will help you understand more about the habitual ways of thinking, feeling and behaving with money that are naturally present for types 3, 2 and 4. Play Podcast The Head Center - The Dynamics of Money - Using the Enneagram for Conscious Transformation Continuing our journey into The Dynamics of Money, this podcast explores the head center, Types 6,7 and 5. If you are a head type, have a boss, spouse or good friend that is a head type, this pod will help you understand more about the habitual ways of thinking, feeling and behaving with money that are naturally present for types 6,7, and 5. Play Podcast The New Approach to Retirement Planning: part 3 {PFP Section} Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients... Play Podcast
