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The Ripple Effect: How Financial Literacy Shapes Generations
Cary Sinnett sits down with Jackie Koski to challenge a core assumption in financial planning: strategy isn’t the starting point—literacy is. They explore how foundational knowledge shapes better decisions, why behavior often overrides logic, and how financial professionals can expand their impact beyond client engagements. Questions Answered How does financial literacy change a client’s path to financial independence?  Why do money beliefs derail sound financial decisions?  How can advisors scale their impact beyond their client base?  Key Themes Literacy as the foundation for better planning outcomes  Behavior, beliefs, and decision-making gaps  Rethinking FIRE for real-world clients  The late starter journey: from shame to action  Expanding your role from advisor to educator  Why It Matters Better-informed clients make better decisions—and better clients. Your knowledge doesn’t need to stop at your client list. AICPA Resources: Financial Literacy resources  Financial Literacy Month Spotlight CPAs role in Financial Literacy PFP Champion Program 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 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.
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