{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Building Financial Capability Across Generations","description":"When families look to CPA financial planners, they\u2019re often asking more than just tax or investment questions. They want to know: Will my kids be ready when it\u2019s their turn to inherit? In this episode, Cary Sinnett welcomes Mindy Kalinowski Earley, consultant to ultra-high-net-worth families and Chief Learning Officer at Family Office Exchange. With two decades of experience at the intersection of family dynamics and education, Mindy challenges planners to move beyond balance sheets and into legacy stewardship. Together, they explore: \u00b7       Why preparing heirs is about purpose, values, and emotional intelligence\u2014not just financial literacy. \u00b7       How advisors can help design learning experiences that build resilience, trust, and stewardship across generations. \u00b7       The hidden lessons families pass down through behavior and how advisors can help surface values more intentionally. \u00b7       Practical ways to start the conversation about rising-generation education with clients. For CPA financial planners, this conversation offers insight into one of the most complex and rewarding areas of planning: ensuring that wealth transitions are not just tax efficient, but truly human-centered. Resources: Podcast: How to talk to your kids about your estate plan Podcast: Guiding families in their philanthropic endeavors Article: Talking to your kids about money Video: Financial independence: Rethinking retirement Video: Discover how to have impactful legacy conversations This episode is brought to you by the\u202fAICPA\u2019s 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\u202fCPA\/PFS credential\u202fprogram, 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 \u201cAICPA Personal Financial Planning\u201d on your favorite podcast app.     ","author_name":"AICPA Personal Financial Planning (PFP)","author_url":"https:\/\/pfplanning.libsyn.com\/pfp","html":"