60 Best Financial Planning Podcasts
Financial Planning Podcasts
Here are 60 Best Financial Planning Podcasts worth listening to in 2023
1. The Radical Personal Finance
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
Also in Personal Finance Podcasts, Finance Podcasts, Investing Podcasts, Financial Advisor Podcasts
Play⋅ 4.7K⋅ 4K ⋅1 episode / week ⋅ Avg Length 83 min Get Email Contact
2. New Focus on Wealth with Chad Burton
San Mateo, California, US
Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio, then this is the show for you.
Play⋅ 415⋅ 409 ⋅2 episodes / week ⋅ Avg Length 39 min ⋅ Jun 2012 Get Email Contact
3. Your Money, Your Wealth
San Diego, California, US
On this retirement investing podcast, financial planner Joe Anderson, CFP and certified public accountant Big Al Clopine answer your money questions about investment portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them retire successfully.
Also in Retirement Podcasts, Money Podcasts
Play⋅ 1.7K⋅ 724 ⋅3 episodes / month ⋅ Avg Length 40 min ⋅ Jan 2016 Get Email Contact
4. The Money Guy Show
Franklin, Tennessee, US
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers and also they help one make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands of fans and made them personal finance phenomena.
Play⋅ 10.8K ⋅2 episodes / week ⋅ Avg Length 32 min ⋅ Jan 2006 Get Email Contact
5. Balanced Wealth Podcast
The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
Play 1 episode / week ⋅ Avg Length 9 min Get Email Contact
6. Financial Autonomy
Melbourne, Victoria, Australia
Financial Autonomy is an audio blog focused on financial strategies to give you choice. Hosted by Certified Financial Planner Paul Benson, each episode is a short and sharp 15 minutes or so and aims to provide you with actionable content that can help you achieve your goals.
Play⋅ 447⋅ 543 ⋅1 episode / week ⋅ Avg Length 23 min ⋅ Jun 2017 Get Email Contact
7. Informed Decisions
The way financial advice is done in Ireland is a bit broken, this is our little way of trying to make a positive difference! If you are looking for a Financial Planning Podcast for normal people in Ireland you may have just found it! Whether you are in your 20's 30's, the 40s, 50's, 60's, or beyond we share ideas that can help make a difference in your Personal Finances. Take control of your financial future and develop successful habits with your money. Join Paddy Delaney on Ireland's award-winning Personal Finance & Financial Planning Podcast & Blog.
Play⋅ 371⋅ 765⋅ 165 ⋅4 episodes / month ⋅ Avg Length 36 min Get Email Contact
8. Upticks | A Financial Planning & Investment Podcast
Upticks is a show about financial planning, investments, and global topics. Join Jake Falcon, CRPC, as he brings on guests to talk about what they're reading, writing, listening to, and watching.
Play 2 episodes / month ⋅ Avg Length 32 min Get Email Contact
9. The Financial Planner Life Podcast
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it's really like to work in the financial planning industry. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week.
Play⋅ 113⋅ 79 ⋅1 episode / week ⋅ Avg Length 61 min Get Email Contact
10. Financial Discretion Advised
We will have some light conversations on some heavy financial planning topics to help you take control of your financial situation. We truly believe that your money should fuel your present, and build your future, and we want to make sure that it does.
Play⋅ 30 ⋅1 episode / quarter ⋅ Avg Length 25 min Get Email Contact
11. Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
Madison, Wisconsin, US
For many Americans, living abroad is the dream. But the reality of being a U.S. expat, particularly when it comes to finances and attempting to invest from outside of the United States, can quickly turn into a nightmare with the complexities involved. With first-hand expat experience and their professional background in working with U.S. expats, financial advisors Keith Poniewaz, PhD.; Stan Farmer, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they're already abroad or planning a move.
Play⋅ 133 ⋅2 episodes / month ⋅ Avg Length 29 min Get Email Contact
12. Planned Solutions
Folsom, California, US
We are an Independent Financial Planning Firm - looking out for our client's best interests. With over 30 years in the financial planning business, we at Planned Solutions will help guide you to a secure financial future. At Planned Solutions, a CERTIFIED FINANCIAL PLANNER professional will sit down with you, review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy.
Play⋅ 228 ⋅1 episode / month ⋅ Avg Length 28 min Get Email Contact
13. New Retirement Radio with Dennis Prout Podcast
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education-based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, but they should also be actively involved in the decisions made. Join the conversation! Dennis's radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can listen here instead.
Play 2 episodes / quarter ⋅ Avg Length 41 min ⋅ Nov 2016 Get Email Contact
14. Joy of Financial Planning
Northern Cambria, Pennsylvania, US
Bringing the joy of financial planning to a cynical, skeptical, educated generation that needs to believe in the American Dream again. Views from a CERTIFIED FINANCIAL PLANNER, former United States Congressional candidate, and Adjunct Instructor at George Mason University in Fairfax, VA, and American University in Washington, DC.
Play⋅ 613 ⋅1 episode / month ⋅ Avg Length 22 min Get Email Contact
15. Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS discuss the relationship between faith and finances. Production of the Catholic Financial Planners Network.
Play 1 episode / week ⋅ Avg Length 40 min Get Email Contact
16. Financial Planning For Canadian Business Owners
Business owners live complex lives. You have traded the stability of working for someone else, for the uncertainty of controlling your own destiny. Whether you are starting your own business, scaling it, or planning your exit, you face challenges that the average person never has to face. Ensuring that you make the most of your business means not just being the best at what you do, but figuring out all the other complexities that come with it, and that will mean finding people that will help give you the right advice.
Play 1 episode / month ⋅ Avg Length 28 min Get Email Contact
17. Carl Turner Financial Success - Financial planning for Expats
Hi Carl Turner here, welcome to my financial success podcast. Are you constantly worried about your finances but don't know how to improve them? Are you unable to put pen to paper and plan your financial future? If you answered yes, then this podcast is for you! I will run through easy-to-follow steps to get your financial planning on track. I help expatriate clients achieve their financial goals, like retiring early, saving to send their children to the best universities, and building their wealth and assets over time
Play 1 episode / quarter ⋅ Avg Length 6 min Get Email Contact
18. The Financial Answer
Financial planning guidance from West Tennessee's Nathan O' Bryant. Hosted by Nathan O' Bryant.
Play 1 episode / month ⋅ Avg Length 20 min Get Email Contact
19. 'The Financial Physician' with Lou Scatigna, CFP
Get Financially Fit! Listen to The Financial Physician every Sunday morning at 6-8 AM ET and get answers to all YOUR financial questions . Host Lou Scatigna is a Certified Financial Planner and President of AFM Investments, Inc, a full service financial planning and investment brokerage firm located in Toms River New Jersey.. Lou has been advising families on financial matters for over 37 years and specializes in senior financial issues.
Play 1 episode / week ⋅ Avg Length 114 min Get Email Contact
20. Through The Pines
A financial podcast even Sasquatch would lick to get to the center of. We navigate the world of money and financial planning with a laid-back outdoorsy vibe.
Play 1 episode / month ⋅ Avg Length 50 min Get Email Contact
21. Military to Financial Planner Podcast
Two People. One Mission. To help active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning.Welcome to the Military to Financial Planner podcast with your hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
Play⋅ 842 ⋅2 episodes / month ⋅ Avg Length 35 min Get Email Contact
22. Elementality for Financial Advisors | Elements of Financial Planning System™
Portfolio management is becoming a commodity. So how will you set yourself apart and add value? What is your niche? What is your planning process? And how will you deliver better advice to more people?Join Reese Harper, CFP®, as he explores the Elements® of financial planning that helped the Dentist Advisors team build their niche, planning process, and cutting edge technology. Enjoy stories, expert interviews, and case studies to help you build a next-gen practice.
Play 1 episode / quarter ⋅ Avg Length 24 min Get Email Contact
23. Goldstein on Gelt
The Goldstein on Gelt Show is a global investment and financial planning radio show designed to educate and entertain its listeners with financial strategies and investment tips. Douglas Goldstein, CFP® hosts the weekly show, which can also be heard at www.goldsteinongelt.com and is the director of Profile Investment Services, Ltd.
Play⋅ 509 ⋅1 episode / month ⋅ Avg Length 19 min Get Email Contact
24. Financial Clarity for Doctors
Corey Janoff and Rachelle Vanderzanden of Finity Group discuss pertinent financial planning topics affecting doctors and other medical professionals.
Play⋅ 383 ⋅4 episodes / month ⋅ Avg Length 22 min Get Email Contact
25. Planning Your Financial Future
Every week Andy Lyster and Don Fox of Investors Group share their Financial Planning advice with you the listener. With over 60 years of combined experience, Andy and Don have advised clients on the A-Z's of Financial Planning. It's that experience that brings a down to earth approach to help you navigate today's financial stressors. To quote Andy and Don 'It all starts with a comprehensive financial plan' and every week we share real-life financial stories and solutions.
Play 1 episode / week ⋅ Avg Length 48 min Get Email Contact
26. Money Talk 1290
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara.
Play 1 episode / month ⋅ Avg Length 54 min Get Email Contact
27. XYPN Radio
XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients.
Play⋅ 2.3K⋅ 8.9K ⋅1 episode / week ⋅ Avg Length 60 min Get Email Contact
28. Financial Planning
New York City, New York, US
Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.
Play⋅ 18.6K⋅ 80.5K ⋅1 episode / month ⋅ Avg Length 25 min Get Email Contact
29. Rethink Your Money
Overland Park, Kansas, US
There's a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning, and many other areas that impact your financial life.
Play⋅ 6K⋅ 7.7K ⋅4 episodes / month ⋅ Avg Length 50 min Get Email Contact
30. Nelson Financial Planning
Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate.
Play⋅ 360⋅ 32 ⋅4 episodes / month ⋅ Avg Length 40 min Get Email Contact
31. Wise Money Tools's Podcast
A podcast designed to empower you to take control of your financial future.We'll talk about money, investments, and strategies that actually work to make financial planning easy, so easy, you'll feel like an insider.
Play⋅ 512⋅ 44 ⋅1 episode / week ⋅ Avg Length 9 min Get Email Contact
32. Ashley Hodge
Hurst, Texas, US
Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances but your life in every episode, focusing on 4 areas: Money, Abilities, Time, Health.
Play⋅ 354 ⋅1 episode / month ⋅ Avg Length 24 min ⋅ May 2018 Get Email Contact
33. Dollars & Common Sense
A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS.
Play 1 episode / month ⋅ Avg Length 43 min Get Email Contact
34. TechGirl Financial Podcast
San Jose, California, US
TechGirl Financial Podcast provides financial planning and wealth management insights empowering listeners to live a work-optional lifestyle. Hosted by Investment Advisor Representative, Victor Gaxiola (@VictorGaxiola) and founder and registered principal of Tech Girl Financial, Kim Gaxiola, CFP (@KimGaxiola), the program curates current financial themes, discusses important investment and planning concepts, and candid interviews with clients, partners, and industry thought leaders.
Also in Women in Tech Podcasts
Play⋅ 251⋅ 744 ⋅3 episodes / quarter ⋅ Avg Length 33 min Get Email Contact
35. The Dentist Money™ Show | Financial Planning & Wealth Management
South Jordan, Utah, US
Join thousands of dentists who are learning how to make smart financial decisions. You'll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
Also in Dental Podcasts
Play⋅ 2.5K⋅ 1.2K ⋅1 episode / week ⋅ Avg Length 52 min ⋅ Dec 2015 Get Email Contact
36. Maven Money Personal Finance Podcast
Hatch End, England, UK
The UK's premier personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into actionable. The host Andy Hart discusses a diverse range of personal finance topics from investments, insurance, and money biases. Ensuring you behave your way to wealth and don't misbehave your way to poverty.
Also in UK Personal Finance Podcasts
Play⋅ 47⋅ 9.1K ⋅1 episode / week ⋅ Avg Length 26 min ⋅ Jun 2017 Get Email Contact
37. FPOG: Financial Planning for Oil & Gas Professionals
The Woodlands, Texas, US
Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes and grow your wealth, if you work at or retire from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER professionals with Brownlee Wealth Management, a fee-only firm that is dedicated to those in the Oil & Gas profession.
Also in Oil and Gas Podcasts
Play⋅ 26 ⋅2 episodes / month ⋅ Avg Length 33 min Get Email Contact
38. Financial Planning Explained
Learn about investment strategies, how much you can spend in retirement, ways to reduce taxes, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more.
Play 2 episodes / month ⋅ Avg Length 28 min Get Email Contact
39. The Agile Financial Planner
Fort Worth, Texas, US
In the Agile Financial Planner podcast, Roger Whitney, CFP, CIMA, CPWA, RMA, AIF helps financial advisors build and grow the practices of their dreams. You'll learn how to build a financial planning business plan as well as best practices with branding, marketing, the financial planning process, team-building, and the best systems and processes to leverage your time.
Play⋅ 3.7K ⋅ Aug 2019 Get Email Contact
40. The Carriage House Planning Report
Tampa, Florida, US
Helping you achieve your own Financial Freedom. The Carriage House Planning Report is a personal financial planning podcast focusing on distilling financial news, markets, and politics through the lens of a CERTIFIED FINANCIAL PLANNER Professional.
Play⋅ 77 ⋅1 episode / month ⋅ Avg Length 52 min Get Email Contact
41. The Retirement Planning Podcast
Certified Financial Planners Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement.
Play 1 episode / year ⋅ Avg Length 13 min Get Email Contact
42. Starting with One Podcast
We discuss ideas and information about employee benefits, financial planning, and beyond! Hosted by Starting with One Podcast.
Play 5 episodes / quarter ⋅ Avg Length 25 min Get Email Contact
43. On the Money: Alpha Planning 101
On The Money: Alpha Planning 101 is a bi-weekly podcast designed to introduce the basic but necessary financial planning principles. Your hosts, David and Brandon Domenick, are owners of Capital A Wealth Management located in Cranberry Twp, PA. These two brothers are second generation to the family business and are licensed retirement planning professionals. Based on their 5-Step Alpha Plan process, this podcast will bring insights on timely articles, interviews, ideas, and strategies that focus on the importance of planning for the future.
Play 12 episodes / year ⋅ Avg Length 18 min Get Email Contact
44. Fostering Financial Victories
The team from Foster Victor Wealth Advisors is excited to bring a refreshing perspective to the financial planning discussion. Hosted by Foster Victor Wealth Advisors.
Play 1 episode / month ⋅ Avg Length 31 min Get Email Contact
45. Financial Breakaway
Real-world conversations about personal finance topics. Inspired by the fact that financial planning, investing, or retirement is all scary topics. 1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 414-253-4600. Securities and investment advisory services are offered through SagePoint Financial, Inc. (SPF), a member of FINRA (www.finra.org) and SIPC (www.sipc.org). SPF is separately owned and other entities and/or marketing names, products, or services referenced here are independent of SPF. SPF does not provide tax or legal advice.
Play 3 episodes / month ⋅ Avg Length 32 min Get Email Contact
46. Monday Musings from David at Straight Talk Financial Planning
South East, England
Through our Monday Musings podcast, we hope to create a community where we can support and challenge each other through conversations, discussions, and storytelling. We will be offering helpful advice and updates designed to help you with your financial planning.~More about us at Straight Talk Financial Planning.
Play⋅ 8 ⋅8 episodes / year ⋅ Avg Length 4 min Get Email Contact
47. Financial Matters with Richard Oring
Princeton, New Jersey, US
Richard Oring from New Century Financial Group in Princeton, New Jersey talks about all things finance. Richard's unique background with taxes and accounting gives him a unique perspective on financial planning, and how tied taxes are to it.
Play⋅ 37 ⋅2 episodes / quarter ⋅ Avg Length 30 min Get Email Contact
48. Gimme Some Truth
Madison, Wisconsin, US
Walkner Condon Financial Advisors provides financial planning and wealth management services to individuals and families in the Madison, WI area. Check out our 'Gimme Some Truth' Podcast to hear about market concepts, investment trends, financial planning tips and more.
Play 1 episode / quarter ⋅ Avg Length 28 min ⋅ Apr 2017 Get Email Contact
49. Fifteen Minute Financial Advisor Podcast
The Fifteen Minute Financial Advisor is a place where you can find answers to your personal finance questions, with descriptions of the topic or question, why it's an important consideration and action steps you can take to address your concerns.
Play 1 episode / quarter ⋅ Avg Length 12 min Get Email Contact
50. American Institute of CPAs - Personal Financial Planning (PFP)
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues.
Play 8 episodes / quarter ⋅ Avg Length 25 min Get Email Contact
51. Financial Flight Plan Podcast
Fort Worth, Texas, US
Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
Play 8 episodes / year ⋅ Avg Length 24 min Get Email Contact
52. 2050 TrailBlazers
Rianka R. Dorsainvil, CFP is a powerhouse in the world of financial planning. As a successful experienced millennial, she offers a unique perspective on not only on the current state of the financial service industry but on how to move the financial planning profession forward into the future. In her latest project, she has launched the podcast 2050 TrailBlazers. Conversations around diversity and inclusion have been happening in the profession and industry.
Also in Trailblazers Podcasts
Play⋅ 679 ⋅8 episodes / year ⋅ Avg Length 45 min Get Email Contact
53. Fresh Perspective Planning
Fresh Perspective Planning Podcast is about taking a fresh new look at common Financial Planning Topics and simplifying them. With over 40 years of combined experience in the financial planning industry, Mike & Rich are looking forward to simplifying and clarifying various retirement and financial planning topics.
Play 1 episode / quarter ⋅ Avg Length 33 min Get Email Contact
54. Your Wealth & Beyond: The Financial Planning Podcast
Scottsdale, Arizona, US
The Your Wealth and Beyond podcast was created to empower entrepreneurs and individuals with the insight and information they need to effectively manage and control their personal and professional finances. This is NOT just another podcast about money! We will focus on helping you grow your business, build your wealth, and find purpose in what matters most.
Play⋅ 1.2K⋅ 97 ⋅1 episode / month ⋅ Avg Length 45 min Get Email Contact
55. You're A Financial Planner; Now What?
Denver, Colorado, US
Hannah, Ian, Alexandria, and Matt explore weekly topics to fast track your career. From designations to business models to support your clients, we are on a mission to share insights from across the profession of Financial Planning.
Play⋅ 15.4K ⋅10 episodes / year Get Email Contact
56. Rich Ideas Podcast
Terence Tobin hosts this podcast series to discuss various aspects of wealth creation, financial planning, business, marketing, tax, and investments with both local and global markets in mind.
Play⋅ 416⋅ 1.5K ⋅1 episode / quarter ⋅ Avg Length 7 min Get Email Contact
57. Simple Money
Asheville, North Carolina, US
Financial planner Dawn Starks combines her love of personal finance with her passion for simple living. People often find personal finance complex and intimidating, but it doesn't have to be. Listen in to find ways to make your financial life simpler.
Play⋅ 444⋅ 76 Get Email Contact
58. Finance Hour on J-Air
Malvern East, Victoria, Australia
Financial planner and principal of Adapt Wealth Management, Reuben Zelwer simplifies the world of finance and gives you the information, tricks, and tips to get ahead.
Play⋅ 142⋅ 65 ⋅ Feb 2017 Get Email Contact
Financial Planning Podcasters
|Podcaster Name||Podcast Link||Total Episodes|
|Brian Preston and Bo Hanson||moneyguyshow.libsyn.com||138|
|Douglas Goldstein | CFP® | Profile Investment Serv||goldsteinongelt.com||70|
|Dentist Advisors - Financial Planning and Investme||dentistadvisors.com||69|
Financial Planning Podcast Topics
|Topic||Number of episodes|
|Life & Legacy Advisory Group||65|
|Running A Business||11|
|Carriage House Planning Report Podcast||9|
|Women In Leadership||5|
|Power Of Attorney||2|
|Creativity In Business||2|
|People & Culture||1|
|Success Leaves Clues||1|
|High Metabolic Clinic||1|
|International Women's Day||1|
|Mental Health Strategy||1|
|Great Cycle Challenge Canada||1|