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The Fun CPA Podcast
It is no secret that the accounting profession needs a fresh perspective after years of status quo.
The Fun CPA podcast aims to bring exactly that. Fun, refreshing and unique perspective on a profession that needs it the most.
The conversations I will bring to you will bring you and your firm value. We discuss pricing, firm management, technology, social media and mental health. The guests on the show range from small accounting firm owners to big firm partners to incredible mental health coaches to our profession and much much more.
Give it a listen, the fresh perspective you been waiting on is here!
The Fun CPA Podcast
How Financial Planners and Accountants Work Together
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
More money does not automatically create peace of mind. Without a healthy relationship with money, greater wealth can simply magnify the same anxiety, guilt, and uncertainty that were already there.
Matt Fizell, CFP® and founder of Harmony Wealth, joins Yuri to explore the human side of financial planning. Matt shares how early experiences shape the way people save, spend, and invest, and why even highly successful clients can struggle to enjoy what they have built. The real goal is not always maximizing the number. Sometimes it is understanding what “enough” looks like and creating a plan that gives someone permission to live.
The conversation also turns to the relationship between financial planners and CPAs. Matt and Yuri discuss how better communication, clearer expectations, and thoughtful pricing can create stronger partnerships for everyone involved. They also examine what it means to build a firm intentionally, work with the right clients, and charge enough to make the work sustainable.
Episode Highlights:
0:00 - Why more money does not eliminate financial anxiety
0:55 - Meet Matt Fizell of Harmony Wealth
2:18 - Leaving commission-based insurance for fee-only planning
6:39 - How wealth magnifies your relationship with money
11:57 - When disciplined savers struggle to enjoy their success
15:25 - Financial planning beyond investments
20:44 - Bitcoin, speculation, and investment regret
25:58 - Building a comprehensive financial plan
30:28 - Better partnerships between CPAs and financial planners
38:22 - Advisory work, communication, and fair compensation
43:36 - Setting minimum fees and qualifying referrals
45:14 - Designing the firm and client base you actually want
52:14 - The problem with complicated pricing models
55:43 - Wake surfing with country singer Jake Owen
59:01 - The future of CPA and financial planner collaboration
ABOUT HOST YURI KAPILOVICH
Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.
Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.
CONNECT WITH YURI KAPILOVICH
LinkedIn: https://www.linkedin.com/in/ykapilovich/
Website: https://www.thefuncpa.co/
CONNECT WITH MATT FIZELL
LinkedIn: https://www.linkedin.com/in/matt-fizell-0606134a/
Website: https://planwithharmony.com/
