100 Best Financial Planning Podcasts

1. InvestTalk

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In today's ever changing global economy, understanding investment options can be a daunting, time-consuming task. With all the opinions and hearsay that can bombard investors, education is a key component to success. That's why more and more savvy investors are tuning into InvestTalk.InvestTalk is a weekday program that looks at new and relevant investment topics each weekday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with financial advisers, Justin Klein & Luke Guerrero.http://blog.investtalk.comMORE Hosts Justin Klein, Luke Guerrero
Producer/Network Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Email ****@kppfinancial.com
Estimated listeners
Apple Rating 4.4/5Apple Reviews 1.7KFacebook 1.4KTwitter 7.4KInstagram 2.9K Avg Length 46 min Format Long form Since Apr 2018 Get Email Contact Get access to full database of 2.7M podcastsCreate podcast lists, export in spreadsheet or CSV file with email contacts and start your podcast outreach in minutes.Sign Up for Free with Email Continue with Google

2. Money Guy Show

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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.MORE Hosts Brian Preston, Bo Hanson
Producer/Network Brian Preston and Bo Hanson
Email ****@moneyguy.com
Estimated listeners
Apple Rating 4.7/5Apple Reviews 3K Avg Length 43 min Format Long form Since Jan 2006 Get Email Contact

3. NerdWallet's Smart Money Podcast

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NerdWallet's trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence.Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research.By the end of every episode, you'll have the latest financial insights and the tools you'll need to manage your money wisely, build wealth, and plan for life's milestones. Future You will thank you...MORE Hosts Sean Pyles, Elizabeth Ayoola
Producer/Network NerdWallet Personal Finance
Email ****@nerdwallet.com
Estimated listeners
Apple Rating 4.4/5Apple Reviews 613Facebook 206.7KTwitter 70.2KInstagram 195.6K Avg Length 36 min Format Medium form Since Jul 2016 Get Email Contact

4. Radical Personal Finance

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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.MORE Host Joshua Sheats
Producer/Network Joshua Sheats
Email ****@radicalpersonalfinance.com
Estimated listeners
Apple Rating 4.2/5Apple Reviews 2.1KFacebook 5KTwitter 4.2K Avg Length 60 min Format Long form Get Email Contact

5. What THEY don't want you to know about money! WTDWYTKAM with GERALD MWANDIAMBIRA

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What They Don't Want you to Know About Money. WTDWYTKAM DAILY Podcasts from Gerald centred on Personal Financial Planning, Wealth Creation and Career Development. Gerald is an Entrepreneur, Wealth Planning and Global Speaker. Gerald is active in the media and supports financial literacy by contributing as a published author, International Speaker, Entrepreneur, Freelance financial journalist and providing expert commentary with his own TV shows and radio spots. Gerald is also a motivator of MEN to take charge of their lives!MORE Host Gerald Chemunorwa Mwandiambira
Producer/Network Gerald Chemunorwa Mwandiambira
Email ****@hotmail.com
Estimated listeners
Apple Rating 5/5Apple Reviews 2 Avg Length 15 min Format Short form Get Email Contact

6. The Retirement and IRA Show

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Website Apple Spotify
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show!JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Socia..MORE Hosts Jim Saulnier, Chris Stein
Producer/Network Jim Saulnier, CFP® & Chris Stein, CFP®
Email ****@jimhelps.com
Estimated listeners
Apple Rating 4.3/5Apple Reviews 679 Avg Length 78 min Format Long form Since Jul 2020 Get Email Contact

7. Financial Decoder

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Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavioral economics, portfolio management, retirement planning, personal finance and more...MORE Host Mark Riepe
Producer/Network Charles Schwab
Email ****@schwab.com
Estimated listeners
Apple Rating 4.7/5Apple Reviews 298Facebook 655.2KTwitter 164.6K Avg Length 26 min Format Medium form Get Email Contact

8. White Coat Investor Podcast

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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, i..MORE Host Dr. James Dahle
Producer/Network Dr. Jim Dahle of the White Coat Investor
Email ****@gmail.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 2.4K Avg Length 41 min Format Long form Get Email Contact

9. Your Money, Your Wealth

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Making fun of finance. A 'Top 10 Personal Finance Podcast' and 'Top 12 Retirement Podcast' (US News & World Report, 2023). One of the '10 Best Personal Finance YouTube Channels' (CardRates, 2023). 'Best Retirement Podcast With Humor' (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully...MORE Hosts Joseph Anderson, Alan Clopine
Producer/Network Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Email ****@purefinancial.com
Estimated listeners
Apple Rating 4.6/5Apple Reviews 694Facebook 1.8KTwitter 824 Avg Length 44 min Format Long form Since Jan 2016 Get Email Contact

10. Kraig Strom, The Income Engineer

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Welcome to the Personal Pension Radio Podcast, where it is all about planning correctly today so that you can sit back and reap the retirement lifestyle benefits later! Discover time tested strategies to help you lower your taxes, cut your expenses, and maximize your lifestyle today without sacrificing your retirement lifestyle or legacy tomorrow. Join us as we help you avoid the junk advice offered by unlicensed financial entertainers and the Wall Street marketing machine. We uncover financial strategies that empower you to break away from the herd...MORE Host Kraig Strom
Producer/Network Kraig Strom
Email ****@kraigstrom.com
Estimated listeners
Apple Rating 3.9/5Apple Reviews 75Facebook 532Instagram 461 Avg Length 14 min Format Short form Get Email Contact

11. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance

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Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask.....MORE Host Ari Taublieb
Producer/Network Ari Taublieb, CFP®, MBA
Email ****@rootfinancialpartners.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 511 Avg Length 14 min Format Short form Get Email Contact

12. Financial Planner Life Podcast

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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 profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week...MORE Host Sam Oakes
Producer/Network Sam Oakes
Email ****@financialplannerlife.com
Estimated listeners
Apple Rating 5/5Apple Reviews 52Facebook 181Twitter 110Instagram 2K Avg Length 47 min Format Long form Get Email Contact

13. Behind The Advisor

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Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.MORE Producer/Network XYPN
Email ****@xyplanningnetwork.com
Estimated listeners
Apple Rating 4.6/5Apple Reviews 141Facebook 3.5KTwitter 9K Avg Length 49 min Format Long form Get Email Contact

14. Accumulating Wealth

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Hosts Hunter Satterfield and Judson Crawford are seasoned CPA's, and long time friends. Together they go in depth on financial topics that are pertinent to business owners, including tax planning, investing, personal financial planning and more. Each season focuses on an over-arching topic, and each episode they dive in——helping you make better decisions for yourself and your business every day. Tune in every week on Tuesdays for a new episode.MORE Hosts Hunter Satterfield, Judson Crawford
Producer/Network Cain Watters
Email ****@cainwatters.com
Estimated listeners
Apple Rating 5/5Apple Reviews 55Facebook 2.7K Avg Length 24 min Format Medium form Get Email Contact

15. Five Minute Finance

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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planning, and more...MORE Hosts Mike Morton, Matt Robison
Producer/Network Mike Morton, CFP®, RLP®, ChFC®
Email ****@mortonfa.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 22 Avg Length 28 min Format Medium form Get Email Contact

16. Financial Planning Explained

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Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful...MORE Host Michael Menninger
Producer/Network financialplanningexplained
Email ****@maaplanning.com
Estimated listeners
Apple Rating 4.9/5Apple Reviews 24 Avg Length 32 min Format Medium form Get Email Contact

17. Makin it- Presented By Arlington Financial Advisors

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Welcome to Makin' It- Your weekly source for Financial and Educational Insights! Hosted by Neil Kreisel, CFA, a former Wall Street analyst and Professor of Finance and Investment, and Dianne Duva, a Certified Financial Planner and founding Partner of Arlington Financial Advisors, Makin' It brings you insightful, thought-provoking conversations with successful educators, entrepreneurs, economists, authors, social scientists, and industry leaders...MORE Hosts Neil Kreisel, Dianne Duva
Producer/Network Dianne Duva
Email ****@gmail.com
Estimated listeners
Apple Rating 4.6/5Apple Reviews 7Facebook 273 Avg Length 54 min Format Long form Get Email Contact

18. ABOUT THAT WALLET

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About That Wallet is a financial lifestyle podcast hosted by Anthony Weaver. It's designed to help the sandwich generation build strong financial habits and make smarter money decisions. The podcast covers a wide range of personal finance topics, including Budgeting and saving, Investing, and Debt management. #aboutthatwallet #financialhabits #sandwichgeneration Support this podcast: https://www.aboutthatwallet.com/ (https://www.aboutthatwallet.com/)MORE Host Anthony Weaver
Producer/Network Anthony Weaver
Email ****@aboutthatwallet.com
Estimated listeners
Apple Rating 5/5Apple Reviews 21Facebook 891Twitter 452 Avg Length 34 min Format Medium form Get Email Contact

19. The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Inv

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Step into the financial end zone with 'The Financial Quarterback® with Josh Jalinski,' your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute format that fits perfectly into your busy life...MORE Host Josh Jalinski
Producer/Network Josh Jalinski
Email ****@jalinski.com
Estimated listeners
Apple Rating 4.1/5Apple Reviews 48Facebook 2.2KTwitter 1.8K Avg Length 28 min Format Medium form Get Email Contact

20. Mind of a Millionaire

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Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Denver Wealth Management, Inc...MORE Hosts Austyn Garcia, Zachary Bouck, Blair Braden
Producer/Network Denver Wealth Management
Email ****@denverwealthmanagement.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 27Facebook 348Twitter 277 Avg Length 40 min Format Long form Get Email Contact

21. Finishing Well

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Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRA's, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started...MORE Host Hans Scheil
Producer/Network Truth Network
Email ****@cardinalguide.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 22Facebook 4KTwitter 1.4K Avg Length 29 min Format Medium form Since Jul 2019 Get Email Contact

22. Financial Clarity for Doctors

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Corey Janoff and Rachelle Vanderzanden of Finity Group discuss pertinent financial planning topics affecting doctors and other medical professionals.
Hosts Corey Janoff, Rachelle Vanderzanden
Producer/Network Finity Group
Email ****@thefinitygroup.com
Estimated listeners
Apple Rating 5/5Apple Reviews 22Facebook 582Twitter 378Instagram 497 Avg Length 35 min Format Medium form Get Email Contact

23. More Knowledge, More Wealth with Gabriel Shahin

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Financial Planning is a key element to Gabriel Shanin's success as he meticulously spends the time to understand his clients to help serve their needs with the company's niche in Tax Planning. His mission to help serve his clients make the best possible decision and take control of their financial futures.MORE Host Gabriel Shahin
Producer/Network Falcon Wealth Planning
Email ****@falconwp.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 22Facebook 432Twitter 54 Avg Length 22 min Format Medium form Get Email Contact

24. McNamaraOnMoney

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McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.MORE Producer/Network McNamara Financial
Email ****@mcnamarafinancial.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 8Facebook 598 Avg Length 45 min Format Long form Get Email Contact

25. Upticks: A Financial Planning & Investment Podcast

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Welcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for concise, understandable discussions that empower your financial literacy.Disclaimer: Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment AdviserMORE Hosts Jake Falcon, Cory Bittner
Producer/Network Jake Falcon
Email ****@falconwealthadvisors.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 18Facebook 976Twitter 390Instagram 695 Avg Length 34 min Format Medium form Get Email Contact

26. Wicked Pissah Podcast

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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for engaging discussions and insightful content!MORE Producer/Network FPA NE
Email ****@fpama.org
Estimated listeners
Apple Rating 5/5Apple Reviews 10Facebook 541Twitter 682 Avg Length 44 min Format Long form Get Email Contact

27. Peak Financial Freedom Hour with Jim and Dan

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Weekly financial and retirement planning guidance from the team at Peak Financial Freedom Group in Sacramento, CA.
Hosts Jim Files, Dan Ahmad
Producer/Network Jim Files and Dan Ahmad
Email ****@peakfin.com
Estimated listeners
Apple Rating 5/5Apple Reviews 3 Avg Length 32 min Format Medium form Get Email Contact

28. Retirement Ready

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Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
Host Eric Peterson
Producer/Network Eric Peterson
Email ****@petersonfg.com
Estimated listeners
Apple Rating 5/5Apple Reviews 5 Avg Length 13 min Format Short form Get Email Contact

29. Dollars&Sense Nelson Financial Planning

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💵 About Dollars & Sense: 💵 Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida's longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions. 💥 Make sure you subscribe so you never miss an update. 👉 Visit our website: NelsonFinancialPlanning.com for more resources and to connect with our team of Certified Financial Fiduciaries...MORE Host Joel Garris
Producer/Network Joel Garris of Nelson Financial Planning
Email ****@nelsonfinancialplanning.com
Estimated listeners
Apple Rating 5/5Apple Reviews 7Facebook 541Twitter 46 Avg Length 40 min Format Long form Get Email Contact

30. MoneyWatch with Jill Schlesinger

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No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too embarrassed to ask about or stressed to face, offering practical real-world advice to help you build y..MORE Host Jill Schlesinger
Producer/Network CBS News
Email ****@jillonmoney.com
Estimated listeners
Apple Rating 4.7/5Apple Reviews 373 Avg Length 21 min Format Medium form Get Email Contact

31. Not Your Average Financial Podcast™

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Think different about your money, your economy and your future. Be curious. Be stable. Be sane.
Hosts Mark Willis, Holly Bach
Producer/Network Not Your Average Financial Podcast™
Email ****@nyafinancialpodcast.com
Estimated listeners
Apple Rating 4.7/5Apple Reviews 123 Avg Length 31 min Format Medium form Get Email Contact

32. The Pilot's Advisor Podcast

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Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We'll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot's Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.MORE Host Ryan Fleming
Producer/Network Ryan Fleming
Email ****@pilotsadvisor.com
Estimated listeners
Apple Rating 4.3/5Apple Reviews 11 Avg Length 22 min Format Medium form Get Email Contact

33. Your Wealth & Beyond: Secrets of Successful Entrepreneurs

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'Your Wealth and Beyond - Secrets of Successful Entrepreneurs' is the podcast where we delve into entrepreneurs' journeys, uncovering their stories of success, perseverance, and valuable lessons learned along the way. Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success...MORE Host Andrew Rafal
Producer/Network Andrew Rafal
Email ****@bayntree.com
Estimated listeners
Apple Rating 4.9/5Apple Reviews 20Facebook 1.2KTwitter 98Instagram 772 Avg Length 47 min Format Long form Get Email Contact

34. SML Planning Minute

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SML's Planning Minute will provide brief yet thought-provoking financial planning ideas for individuals, families, business owners and executives. Topics cover a broad range of issues including personal financial planning, retirement planning, life insurance protection planning, estate tax and liquidity planning, business planning, business succession planning, and more.MORE Host William F. Rainaldi
Producer/Network Security Mutual Life Advanced Markets Team
Email ****@smlny.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 18Twitter 173 Avg Length 9 min Format Bite size Get Email Contact

35. Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners

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Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.comMORE Hosts Andrew Flattery, Jerod Frank, Tyler Meyer, Charlie Horonzy
Producer/Network Catholic Financial Planners Network
Email ****@gmail.com
Estimated listeners
Apple Rating 5/5Apple Reviews 6 Avg Length 43 min Format Long form Get Email Contact

36. Love, your Money - Wealth, Money, and Financial Advisor for Women

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If you are seeking your path to real financial success this show is for you. Truly achieving financial freedom requires you master the 'inner' world of money - your money mindset - and the 'outer' world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don't...MORE Host Hilary Hendershott
Producer/Network Hilary Hendershott, CFP
Email ****@hendershottwealth.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 341Facebook 2.9KTwitter 6.1KInstagram 7 Avg Length 29 min Format Medium form Since Jan 2016 Get Email Contact

37. Through The Pines

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A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.MORE Hosts R. Brandon Long, Rex M. Baxter, Brandyn Smith
Producer/Network The Banyan Collective
Email ****@thebanyancollective.com
Estimated listeners
Apple Rating 5/5Apple Reviews 31Facebook 1.2K Avg Length 53 min Format Long form Get Email Contact

38. Expert Network Team

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Accounting, Financial Planning, Insurance, Legal, Tax insights from Denver experts
Hosts Karl Frank, Nathan Merrill, Jeff Krommendyk, Mike Miller
Producer/Network Karl Frank, Nathan Merrill, Jeff Krommendyk, Mike Miller
Email ****@assetsandincome.com
Estimated listeners
Apple Rating 5/5Apple Reviews 10 Avg Length 31 min Format Medium form Get Email Contact

39. Retirement Plan Playbook

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Website Apple Spotify
Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to 'The Retirement Plan Playbook' for advice that turns financial goals into achievements, ensuring you're well-equipped for a prosperous retirement.MORE Hosts Brent Pasqua, Matthew Theal, Joshua Winterswyk
Producer/Network Matthew Theal, Brent Pasqua, Joshua Winterswyk
Email ****@evermont.com
Estimated listeners
Apple Rating 5/5Apple Reviews 28 Avg Length 40 min Format Long form Get Email Contact

40. Big Picture Retirement®

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Planning for, or already enjoying, your retirement? This is the show for you.The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join your hosts John Ross, JD and Devin Carroll, CFP® as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.MORE Hosts Devin Carroll, John Ross
Producer/Network Devin Carroll, CFP® & John Ross, JD
Email ****@bigpictureretirement.net
Estimated listeners
Apple Rating 4.6/5Apple Reviews 461 Avg Length 25 min Format Medium form Since Jan 2017 Get Email Contact

41. Retire Today

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In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Get free resources and learn how to have Jeremy and his team develop your own Retire Today income plan at 5stepRetirementPlan.com. For important disclosures, see www.keilfp.com/disclosures Keil Financial Partners may utilize third-party websites, including social media websites, blogs, and other interactive content...MORE Host Jeremy Keil
Producer/Network Jeremy Keil
Email ****@keilfp.com
Estimated listeners
Apple Rating 5/5Apple Reviews 54Twitter 107 Avg Length 25 min Format Medium form Get Email Contact

42. Expat Chat Podcast

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The Expat Chat Podcast by Atlas Wealth Management, part of the Atlas Wealth Group, is a podcast for Aussie expats living overseas who want to learn more about managing their finances as an expat. Atlas Wealth Management is a specialist in providing Australian expat financial advice and planning and has been providing these services to Australian expats in over 50 countriesMORE Host Brett Evans
Producer/Network Atlas Wealth Management
Email ****@atlaswealth.com.au
Estimated listeners
Apple Rating 5/5Apple Reviews 33Facebook 5.8KTwitter 1.3K Avg Length 22 min Format Medium form Get Email Contact

43. 'The Financial Physician' with Lou Scatigna, CFP

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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 39 years and specializes in senior financial issues. On TFP Lou discusses money, markets and politics in a way only Lou can. Lou broadcasts two Podcasts a week, one Sunday 9AM and Wednesday 4PM.MORE Host Lou Scatigna
Producer/Network Lou Scatigna
Email ****@gmail.com
Estimated listeners
Apple Rating 4.4/5Apple Reviews 5Facebook 284 Avg Length 121 min Format Extended Get Email Contact

44. Informed Decisions Independent Financial Planning & Money Podcast

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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA).Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning.Paddy Delaney QFA RPA APAMORE Host Paddy Delaney
Producer/Network Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
Email ****@gmail.com
Estimated listeners
Apple Rating 5/5Apple Reviews 16 Avg Length 34 min Format Medium form Get Email Contact

45. Fiduciary Insights

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Website Apple Spotify
Hear Fiduciary Trust's insights on the global economy and markets as well as our perspective on financial, retirement & estate planning, trusts, philanthropic planning, next gen education, and other topic areas. (c) Fiduciary Trust Company.MORE Host Austin V. Shapard
Producer/Network fiduciaryinsights
Email ****@fiduciary-trust.com
Estimated listeners
Apple Rating 5/5Apple Reviews 5 Avg Length 31 min Format Medium form Get Email Contact

46. AICPA Personal Financial Planning (PFP)

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Website Apple Spotify
Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, investment planning, and more.Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.MORE Host Cary Sinnett
Producer/Network AICPA & CIMA
Email ****@aicpa-cima.com
Estimated listeners
Apple Rating 4.6/5Apple Reviews 54 Avg Length 25 min Format Medium form Get Email Contact

47. Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

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Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you're approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long-term wealth management.**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **MORE Host Drew Blackston
Producer/Network Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®
Email ****@pearlwealthgroup.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 11Facebook 41K Avg Length 26 min Format Medium form Get Email Contact

48. Strategic Planning Podcast

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Financial and retirement planning guidance from Mike Flanders of the Strategic Planning Corporation in Colfax, NC. We'll strive to make sure you have a clear view of all the issues that impact your decisions so that you're prepared for your financial future.MORE Host Mike Flanders
Producer/Network Mike Flanders
Email ****@thirdwheelmedia.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 9 Avg Length 17 min Format Short form Get Email Contact

49. Goldstein on Gelt

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Website Apple Spotify YouTube
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 https://goldsteinongelt.com and is the director of Profile Investment Services, Ltd., https://profile-financial.comMORE Host Douglas Goldstein
Producer/Network Douglas Goldstein | CFP® | Profile Investment Services
Email ****@profile-financial.com
Estimated listeners
Apple Rating 4.9/5Apple Reviews 40Twitter 507 Avg Length 16 min Format Short form Get Email Contact

50. ThimbleberryU

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Website Apple Spotify
Financial planning is all about vision - what do you want for the rest of your life? Amy Walls of Thimbleberry Financial helps clients paint that picture every day. And it's what we will do in this podcast.MORE Host Amy Walls
Producer/Network Amy Walls
Email ****@thimbleberryfinancial.com
Estimated listeners
Apple Rating 5/5Apple Reviews 6 Avg Length 16 min Format Short form Get Email Contact

51. Financial Flight Plan Podcast

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Website Apple Spotify
Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
Producer/Network Tim Estes
Estimated listeners
Apple Rating 5/5Apple Reviews 4 Avg Length 24 min Format Medium form Get Email Contact

52. Purposeful Planning with Aspen Wealth Management

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Website Apple Spotify YouTube
Learn, get inspired, and feel empowered about your financial life. Hear short tips about money management and true stories about the impact of financial planning on securing stability and financial freedom. At Aspen Wealth, we offer fee-only, customized tax and financial planning services to individuals, families, and small business owners. Hosted on Acast. See acast.com/privacy for more information.MORE Producer/Network Aspen Wealth Management
Email ****@aspenwealthmgmt.com
Estimated listeners
Apple Rating 5/5Apple Reviews 3Facebook 531Twitter 451Instagram 282 Avg Length 5 min Format Bite size Get Email Contact

53. Saving With Silverman

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Website Apple Spotify
Welcome to 'Saving With Silverman,' the ultimate guide to building your wealth and securing your financial future. Hosted by Mark Silverman, a Certified Financial Planner™ in Tucson, AZ, this podcast demystifies the complex world of investing and financial planning. Whether you're an investing novice or looking to refine your financial strategy, join us for insightful discussions, advice, and actionable tips to navigate the financial landscape with confidence. Tune in to 'Saving With Silverman' to empower your financial journey and make smarter, more informed decisions with your money.MORE Host Mark Silverman
Producer/Network Mark Silverman
Email ****@silverman-associates.com
Estimated listeners
Apple Rating 5/5Apple Reviews 4 Avg Length 12 min Format Short form Get Email Contact

54. Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

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Website Apple Spotify YouTube
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.MORE Hosts Keith Poniewaz, Stan Farmer, Syl Michelin
Producer/Network Walkner Condon Financial Advisors for U.S. Expats
Email ****@walknercondon.com
Estimated listeners
Apple Rating 4.3/5Apple Reviews 6Facebook 146Twitter 133Instagram 183 Avg Length 24 min Format Medium form Get Email Contact

55. Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors

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Website Apple Spotify YouTube
We break down the complex world of financial planning into real, relatable conversations. Hosted by Tyler Hafford and the team at Penobscot Financial Advisors, we explore how thoughtful planning can help you take control of your finances—so your money can support the life you're living today while building the future you've always imagined. To view our disclaimers and privacy policy: https://penobscotfa.com/disclosures-privacy/MORE Producer/Network Penobscot Financial Advisors
Email ****@penobscotfa.com
Estimated listeners
Apple Rating 3.7/5Apple Reviews 6Twitter 30 Avg Length 16 min Format Short form Get Email Contact

56. Build a Better Financial Future

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Website Apple Spotify
Welcome to Build a Better Financial Future—the podcast for high earners who want to make their money work harder. Hosted by Luis Rosa, CERTIFIED FINANCIAL PLANNER™ Professional and founder of Build A Better Financial Future. This podcast gives you the strategies and insights to build wealth, break generational cycles, and achieve financial freedom. Each month, we explore practical tips to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice...MORE Host Luis Rosa
Producer/Network Luis Rosa, CFP® EA
Email ****@buildabetterfinancialfuture.com
Estimated listeners
Apple Rating 4.9/5Apple Reviews 18Twitter 1.8KInstagram 1.2K Avg Length 37 min Format Medium form Get Email Contact

57. Dollars & Common Sense

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Website Apple Spotify
A listener-driven radio show aired on WNIS AM790. Objective, unbiased financial advice on all personal financial planning matters delivered by CERTIFIED FINANCIAL PLANNERS™.
Host Kevin J. Zywna
Producer/Network Wealthway Financial Advisors
Email ****@wealthwayadvisors.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 13 Avg Length 44 min Format Long form Get Email Contact

58. The Financial Answer with Nathan O'Bryant

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Website Apple Spotify
The Financial Answer is hosted by Nathan O' Bryant, founder of O'Bryant & Associates, Inc., an investment advisory firm registered in Tennessee and Arkansas. Drawing on over 20 years of experience in financial planning, Nathan shares insights on a wide range of topics including retirement income strategies, tax planning, market trends, Social Security, portfolio management, and more. The show explores the real questions people face when planning for their financial future, offering clear explanations and thoughtful discussion to help listeners make informed decisions...MORE Producer/Network Nathan O’ Bryant
Email ****@thirdwheelmedia.com
Estimated listeners
Apple Rating 4.5/5Apple Reviews 4 Avg Length 17 min Format Short form Get Email Contact

59. Finance for Physicians

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The goal at Finance for Physicians is to help you use money as a tool to live a great life, on your own terms. Daniel Wrenne, podcast host and CEO of Wrenne Financial Planning, has spent the last decade advising physicians on their personal finances. On this podcast, he and his team will share the good, the bad and the ugly of navigating personal finances while practicing medicine. They'll help you hone in on the financial decisions that matter most and make sense of the ever-changing personal finance landscape.MORE Host Daniel Wrenne
Producer/Network Daniel Wrenne
Email ****@financeforphysicians.co
Estimated listeners
Apple Rating 4.8/5Apple Reviews 37Twitter 29 Avg Length 37 min Format Medium form Get Email Contact

60. Financial Autonomy

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Website Apple Spotify
Plenty of books, podcasts and blogs focus on building wealth and that's great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness...MORE Host Paul Benson
Producer/Network Guidance Financial Services
Email ****@guidancefs.com.au
Estimated listeners
Apple Rating 4.7/5Apple Reviews 171Facebook 544Instagram 507 Avg Length 21 min Format Medium form Since Jun 2017 Get Email Contact

61. The Cash Rich Exit Podcast

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Website Apple Spotify
Colleen O'Connell-Campbell hosts The Cash Rich Exit Podcast dedicated to business owners planning for a crucial financial step - exiting your business. Featuring a diverse array of guests from various industries and ideologies, each episode dives into strategies for building not just an exit, but a cash-rich one. Topped off with 'fun, frank advice,' this podcast is your roadmap to a successful business exit.MORE Host Colleen OConnell Campbell
Producer/Network Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities,
Email ****@hotmail.com
Estimated listeners
Apple Rating 4.6/5Apple Reviews 36Twitter 453 Avg Length 36 min Format Medium form Get Email Contact

62. Vantage Point with True North Wealth Partners

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Website Apple Spotify
Vantage Point is for our Clients and those wanting to learn more about what's really going on within the markets and economy as well as overall Financial Planning Topics.
Producer/Network True North Wealth Partners
Estimated listeners
Apple Rating 5/5Apple Reviews 3 Avg Length 30 min Format Medium form Get Email Contact

63. What The Wealth Retirement Podcast

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Website Apple Spotify
When it comes to financial planning and investing, many of us have more questions than answers. The 'What the Wealth?!' Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar...MORE Host Jonathan Bednar II
Producer/Network Jonathan Bednar II, CFP
Email ****@whatthewealth.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 15 Avg Length 14 min Format Short form Get Email Contact

64. Stop Doing What You Hate

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Website Apple Spotify
Don't be a slave to a job you hate. Easily avoid the financial planning pitfalls that have trapped so many people just like you. Harold Green, creator of the Rapid Retire Financial Planning Process reveals the insider secrets of retiring early. Beat the system and find out how you can set up a retirement plan that allows you to live life now and still invest for your future.MORE Host Harold Green
Producer/Network Harold Green
Email ****@brightfg.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 12Facebook 80 Avg Length 21 min Format Medium form Since Dec 2019 Get Email Contact

65. DO MORE WITH YOUR MONEY

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Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to financial independence. Whether you're managing equity compensation, navigating major financial decisions, or simply want to make smarter money moves, this podcast offers real-life planning insights rooted in both technical expertise and purpose-driven thinking...MORE Host TJ van Gerven
Producer/Network TJ van Gerven
Email ****@modernwealthbuilders.com
Estimated listeners
Apple Rating 5/5Apple Reviews 16Twitter 1.5K Avg Length 43 min Format Long form Get Email Contact

66. Halal Money Matters

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Website Apple Spotify YouTube
Halal Money Matters is your source for insights on how to manage your money in accordance with your principles. Join our hosts and an assortment of special guests as they discuss Halal investing, retirement, financial planning, and much, much more. Brought to you by Saturna Capital and the Amana Mutual Funds Trust.MORE Host Hud Williams
Producer/Network Saturna Capital
Email ****@saturna.com
Estimated listeners
Apple Rating 5/5Apple Reviews 35Facebook 766Instagram 651 Get Email Contact

67. Wise Money Tools

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Website Apple YouTube
Learn everything you want to know about Infinite Banking, Leveraging Life Insurance, Real Estate, Bitcoin, Bitcoin mining and ways to skyrocket your wealth. Dan has been in the financial planning business for almost 40 years. Starting out as a stockbroker, Dan learned quickly that the Wall-Street methods simply do not work. Join Dan on his journey to finding the most predictable, wealth building investments that Wall Street won't tell you about. Don't miss the Wise Money Tools Podcast--with Dan Thompson.MORE Host Dan Thompson
Producer/Network Dan Thompson
Email ****@wisemoneytools.com
Estimated listeners
Apple Rating 5/5Apple Reviews 17Facebook 512Instagram 1.3K Avg Length 9 min Format Bite size Get Email Contact

68. Retire With Ryan

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Website Apple Spotify YouTube
If you're 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He'll be bringing you stories and real life examples of how to set yourself up for a successful retirement.MORE Host Ryan Morrissey
Producer/Network Ryan R Morrissey
Email ****@morrisseywm.com
Estimated listeners
Apple Rating 4.9/5Apple Reviews 35Facebook 300 Avg Length 17 min Format Short form Video Podcast YouTube
Get Email Contact

69. Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

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Website Apple Spotify
In a world full of financial information and misinformation what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life.Disclosure: walknercondon.com/podcastMORE Hosts Clint Walkner, Nate Condon, Mitch DeWitt, Polly Price, Andrew Klein, Alicia Vande Ven, Evan Waltz
Producer/Network Walkner Condon Financial Advisors
Email ****@walknercondon.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 20Facebook 535Instagram 183 Avg Length 21 min Format Medium form Get Email Contact

70. New Focus on Wealth with Chad Burton

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Website Apple Spotify
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... this is the show for you.MORE Host Chad Burton
Producer/Network Chad Burton
Email ****@chadburton.com
Estimated listeners
Apple Rating 4.3/5Apple Reviews 69Facebook 205Twitter 404 Avg Length 43 min Format Long form Since Jun 2012 Get Email Contact

71. Elementality for Financial Advisors | Elements Financial Vitals System™

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Website Apple Spotify
Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
Host Jordan Haines
Producer/Network Jordan Haines, CFP®
Email ****@getelements.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 34 Avg Length 18 min Format Short form Get Email Contact

72. The Dentist Money Show | Financial Planning & Wealth Management

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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.MORE Hosts Jake Elm, Matt Mulcock, Rabih Dimachki, Ryan Isaac
Producer/Network Dentist Advisors - Financial Planning and Investment Management
Email ****@dentistadvisors.com
Estimated listeners
Apple Rating 4.5/5Apple Reviews 144Facebook 3.2KTwitter 1.4KInstagram 4.7K Avg Length 47 min Format Long form Since Dec 2015 Get Email Contact

73. Kitchen Table Finance

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Website Apple Spotify
Pull up a chair with David and Nick for warm, real conversations about money, purpose, and building the life you truly want. Focused on clarity and confidence, they help you move from uncertainty to a plan rooted in your values. Whether you're a lifelong educator, public service professional, or someone preparing for a meaningful retirement, this podcast meets you where you are. But planning is never just about what is going on in the headlines or the markets—it's about using your resources to live a life with meaning and intention...MORE Producer/Network David Shotwell CFP(r) and Nick Nauta CFP(r)
Estimated listeners
Apple Rating 5/5Apple Reviews 3 Avg Length 29 min Format Medium form Get Email Contact

74. Military to Financial Planner Podcast

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Website Apple Spotify
Helping 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 host, Daniel Kopp. Join him as he shares his 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.MORE Host Daniel Kopp
Producer/Network Daniel Kopp, CFP
Email ****@wisestewardshipfp.com
Estimated listeners
Apple Rating 5/5Apple Reviews 18 Avg Length 42 min Format Long form Get Email Contact

75. Smart Money Questions

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Website Apple Spotify
Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.
Producer/Network Matt Hausman
Estimated listeners
Apple Rating 5/5Apple Reviews 4 Avg Length 21 min Format Medium form Get Email Contact

76. Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

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Apple Spotify
Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people people you'd want to spend a day with, in a canoe.MORE Producer/Network Nathan Mersereau
Email ****@dayinacanoe.com
Estimated listeners
Apple Rating 5/5Apple Reviews 30 Avg Length 20 min Format Short form Get Email Contact

77. New Retirement Radio with Dennis Prout Podcast

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Website Apple
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, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can listen here instead...MORE Hosts Dennis Prout, Shea Petaja
Producer/Network Dennis Prout and Shea Petaja
Email ****@proutfinancialdesign.com
Estimated listeners
Apple Rating 3.3/5Apple Reviews 24 Avg Length 43 min Format Long form Since Nov 2016 Get Email Contact

78. Retirement Toolbox

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Website Apple Spotify
Welcome to Retirement Toolbox, the podcast designed to help you build a strong financial foundation and navigate retirement with clarity and confidence. Hosted by Scott Searles, financial advisor and founder of Skybox Financial Group, this show offers straightforward, practical insights to help you protect what you've earned, grow your wealth for the future, and reduce your lifetime tax burden. Whether you're approaching retirement or already enjoying it, tune in for education on income planning, tax-smart strategies, investment decisions, and more...MORE Host Scott Searles
Producer/Network Scott Searles
Estimated listeners
Apple Rating 3.3/5Apple Reviews 6 Avg Length 21 min Format Medium form Get Email Contact

79. Retirement Success Blueprint With Michael Stewart

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Apple Spotify
Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
Host Michael Stewart
Producer/Network Michael Stewart
Estimated listeners
Apple Rating 5/5Apple Reviews 5 Avg Length 18 min Format Short form Get Email Contact

80. Great Points

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Website Apple Spotify
Are you interested in improving your relationship with money? Matthew D. Schroeder, CFP®, is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors. A Certified Financial Planner designee with 20 years of experience, Matt has been recognized a number of times by Boston Magazine as a 5-Star Wealth Manager. In this show, he provides financial insights for improving your relationship with money...MORE Producer/Network Matt Schroeder
Estimated listeners
Apple Rating 5/5Apple Reviews 12 Avg Length 26 min Format Medium form Get Email Contact

81. The Efficient Advisor: Tactical Business Advice for Financial Planners

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Website Apple Spotify
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business...MORE Host Libby Greiwe
Producer/Network Libby Greiwe
Email ****@gmail.com
Estimated listeners
Apple Rating 4.9/5Apple Reviews 128 Avg Length 36 min Format Medium form Get Email Contact

82. Brownlee Wealth Management

Website Apple Spotify YouTube
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 recently retired 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 dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagement.comMORE Hosts Justin Brownlee, Jared Machen
Producer/Network Brownlee Wealth Management
Email ****@brownleewealthmanagement.com
Estimated listeners
Apple Rating 5/5Apple Reviews 13Facebook 36 Get Email Contact

83. My Retirement Clarity with Lee Perkins

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Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.MORE Host Lee Perkins
Producer/Network Lee Perkins
Email ****@jlperkinswealth.com
Estimated listeners
Apple Rating 3.9/5Apple Reviews 11Facebook 280 Avg Length 18 min Format Short form Get Email Contact

84. Six Minutes of Wisdom

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Website Apple Spotify
This podcast is a series of conversations between members of the JS Group at Baird. The team members include: Randy Stary, CFP® and Senior Investment Consultant at Baird; Cynthia Schoen, CFP® and Ross Johnson, CFP®. Six Minutes of Wisdom focuses on investments, financial planning and personal finance. The intent is to keep the conversations short and meaningful.MORE Producer/Network The JS Group at Baird
Email ****@rwbaird.com
Estimated listeners
Apple Rating 5/5Apple Reviews 7 Avg Length 13 min Format Short form Get Email Contact

85. Managing To Be Wealthy

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Website Apple Spotify
Managing to Be Wealthy® is one of the nation's premier financial planning podcasts—informative, innovative, and rooted in real-world experience. Hosted by Tracey Bennett and our team of CERTIFIED FINANCIAL PLANNER™ professionals, each episode blends decades of insight with relatable conversations to help you take charge of your financial life with clarity and confidence. Produced by John E...MORE Hosts John E. Sestina, Stephen Lukan, Tyler Cook
Producer/Network John E. Sestina and Company
Email ****@managingtobewealthy.com
Estimated listeners
Apple Rating 4.9/5Apple Reviews 23 Get Email Contact

86. The Real Money Pros

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Website Spotify
Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad especially when everyone seems to want a piece of your money.MORE Hosts Brian Wiley, Jeremiah Bates, Alex Lundgren, Nic Daniels, Ben Barzideh, Matt Nadeau
Producer/Network The Real Money Pros
Email ****@therealmoneypros.com
Estimated listeners
Apple Rating 5/5Apple Reviews 16 Avg Length 57 min Format Long form Get Email Contact

87. UncommonCents

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Website Spotify
Craig Kouimanis - Head of ParagemDean Holmes - TWN PartnersThe role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities.This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.MORE Email ****@twn.partners
Estimated listeners
Facebook 2 Avg Length 28 min Format Medium form Get Email Contact

88. The Life Planning 101 Podcast

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Website Apple Spotify
Join Angela Robinson of Smart Money Group and Kennedy Financial Services for Life Planning 101. Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning...and much more.MORE Host Angela Robinson
Producer/Network Angela Robinson
Email ****@kennedy-financial.com
Estimated listeners
Apple Rating 3.9/5Apple Reviews 13 Avg Length 25 min Format Medium form Since Oct 2020 Get Email Contact

89. Fontana Real Estate Investing & Real Estate Financial Planning™ Podcast

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Learn all about investing in real estate in Fontana, California with a combination of real estate financial planning and modeling with numbers specific to Fontana plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Fontana).MORE Host James Orr
Producer/Network REFP City Podcast Network
Email ****@gmail.com
Estimated listeners
Avg Length 68 min Format Long form Get Email Contact

90. The Retire Happy Podcast

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Website Apple Spotify
Financial and retirement guidance San Diego's John Iammarino of Securus Financial and Thomas O'Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years...MORE Hosts John Iammarino, Thomas O‘Connell
Producer/Network John Iammarino & Thomas O‘Connell
Email ****@gmail.com
Estimated listeners
Apple Rating 4.3/5Apple Reviews 5 Avg Length 50 min Format Long form Get Email Contact

91. The Financial Planning Podcast

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Apple Spotify
Hosted by Lewis Byford, the Co-founder of Antony George and the Financial Planning Club, The Financial Planning Podcast brings you inspiring stories and invaluable insights from Operations Managers, Directors, and Owners of successful financial planning businesses. In each episode, Lewis sits down with industry leaders to uncover their top tips and strategies for growing and driving business success. But it's not just about the numbers we also delve into the personal journeys of these professionals, exploring how they built their careers and businesses to what they are today...MORE Producer/Network Lewis Byford
Email ****@antonygeorge.com
Estimated listeners
Apple Reviews 5 Avg Length 39 min Format Medium form Get Email Contact

92. Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality

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Apple Spotify
Ready to stop avoiding your money? You might look financially successful on the outside, but inside you feel anxious about money, unsure of what's 'enough,' or exhausted from trying to get it right. Even with wealth on paper, your nervous system can still feel scarcity. You're not the only one, and you're in the right place. Hi, I'm Erin, Spiritual Wealth Coach, former Certified Financial Planner, and CFO. I created this podcast to help you build true financial confidence, not just more financial knowledge...MORE Producer/Network Erin Gray | Financial Coach, Former Certified Financial Planner and CFO
Email ****@generatealifewelllived.com
Estimated listeners
Apple Rating 5/5Apple Reviews 83 Avg Length 20 min Format Short form Get Email Contact

93. FP&A Today

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Apple Spotify
FP&A Today is the podcast for Financial Planning and Analysis. The weekly show dives into the challenges and opportunities within the world of FP&A, interviewing FP&A leaders, CFOs and other finance pros in order to give you the freshest insights and takeaways. Each week our top guests provide actionable advice about financial planning and analysis from career goals to navigating challenges, and powerful Excel tips. Our weekly show provides unrivalled insights for navigating FP&A. FP&A Today is brought to you by Datarails...MORE Producer/Network Glenn Hopper
Email ****@datarails.com
Estimated listeners
Apple Rating 4.8/5Apple Reviews 66 Avg Length 50 min Format Long form Get Email Contact

94. The Wise Money Show™

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Apple Spotify
Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We're all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!MORE Hosts Kevin Korhorn, Joshua Gregory, Mike Bernard
Producer/Network Korhorn Financial Group
Email ****@korhorn.com
Estimated listeners
Apple Rating 4.7/5Apple Reviews 65 Avg Length 38 min Format Medium form Get Email Contact

95. Your Financial Planning Maestro

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This series of podcasts is aimed at professional financial planners, advisers and paraplanners in the UK.We talk all things Certified Financial Planner in the UK and globally. We talk to CFP professionals and get tips and inspiration on how and why becoming a CFP professional has been the best thing they've every done!We also talk to those new to the profession and follow their journeys at different points in their professional lives.MORE Producer/Network Jacqueline Lockie
Email ****@lockieconsultants.com
Estimated listeners
Apple Reviews 3Twitter 977 Avg Length 33 min Format Medium form Get Email Contact

96. The I just fell into Financial Planning Podcast

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Apple Spotify
Hello and a very warm welcome to the I just fell into Financial Planning Podcast, I'm Jamie Bradbury the host of the podcast.I started out as a recruiter specialising within Financial Planning in 2010 and I'm still doing the job today (should be fairly useful when interviewing people fingers crossed). In that time I've spoken to thousands of people in the profession. I love finding out people's stories and what gets them excited...MORE Producer/Network jamieg6
Estimated listeners
Apple Reviews 3 Avg Length 73 min Format Long form Get Email Contact

97. Financial Planning Hour with Richard Basset

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Website
Financial Planning Hour with Richard Basset on Monday at 1:00 pm.
Email ****@wsar.com
Estimated listeners
Facebook 7.9KTwitter 978 Get Email Contact

98. 360 Money Matters

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Website Apple Spotify YouTube
Welcome to the 360 Money Matters podcast where Financial Planners, Billy Amiridis and Andrew Nicolaou talk all things Financial Planning. This podcast aims to increase your knowledge and confidence with all thing's money. Each week we will cover topics such as investing, cashflow and budgeting, saving, passive income, debt management, and much more so you can live life on your terms without limits.MORE Host Billy Amiridis
Producer/Network Billy Amiridis and Andrew Nicolaou
Email ****@360fs.com.au
Estimated listeners
Apple Reviews 8Facebook 1.3KInstagram 425 Avg Length 23 min Format Medium form Get Email Contact

99. Ready.Set.Retire!

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Website Apple Spotify
Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement! Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you're thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you!The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski...MORE Hosts Lori Pinkowski, Jon McComb
Producer/Network Lori Pinkowski
Email ****@cgf.com
Estimated listeners
Apple Rating 5/5Apple Reviews 15 Avg Length 22 min Format Medium form Get Email Contact

100. Federal Employee Financial Planning Podcast

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Federal employee benefits are among the most comprehensive and strongest in the country. Financial planning for federal employees requires knowledge of both financial planning concepts and a comprehensive understanding of these benefits. General financial planning advice is just that, general. We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees.MORE Hosts Tommy Blackburn, John Mason
Producer/Network Mason & Associates
Email ****@masonllc.net
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Apple Rating 4.8/5Apple Reviews 42 Avg Length 52 min Format Long form Get Email Contact

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