60 Best Financial Planning Podcasts

1. The Money Guy Show

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Website Apple Spotify YouTube
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.MORE Hosts Brian Preston, Bo Hanson
Producer/Network Brian Preston and Bo Hanson
Email ****@moneyguy.com
Apple Rating 4.7/5Instagram 31K Frequency 1 ep/day Avg Length 27 min Since Jan 2006 Get Email Contact Get Influential Podcasters ContactsGet access to 100k active Podcasters, Influencers in 1500 niche categories.Get targeted media contact list in your niche at your fingertips so you can focus on running your campaign.Email us the categories of Podcasters you want to reach out for your marketing campaign at anuj@feedspot.com Copy email. We'll share active Podcasters list with verified email contacts in an Excel or CSV format.Email us

2. The Radical Personal Finance

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Website Apple Spotify
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 J. Sheats
Producer/Network Joshua Sheats
Email ****@radicalpersonalfinance.com
Apple Rating 4.2/5Facebook 5.1KTwitter 4K Frequency 1 ep/day Avg Length 48 min Video Podcast YouTube
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3. The Financial Planner Life Podcast

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Website Apple Spotify YouTube
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.MORE Host Sam Oakes
Producer/Network Sam Oakes
Email ****@financialplannerlife.com
Apple Rating 4.9/5Facebook 163Twitter 110Instagram 1.5K Frequency 1 ep/week Avg Length 55 min Get Email Contact

4. Your Money, Your Wealth

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Website Apple Spotify
Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP, and certified public accountant Big Al Clopine, CPA are making fun of finance as they answer your money questions and spitball on your 401k, IRA, Roth conversions, and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies.MORE Hosts Joseph Anderson, Alan Clopine
Producer/Network Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Email ****@purefinancial.com
Apple Rating 4.6/5Facebook 1.7KTwitter 827 Frequency 1 ep/day Avg Length 44 min Since Jan 2016 Get Email Contact

5. XYPN Radio

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Website Apple Spotify
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.MORE Producer/Network XYPN
Email ****@xyplanningnetwork.com
Apple Rating 4.6/5Facebook 3.3KTwitter 9K Frequency 4 ep/month Avg Length 56 min Get Email Contact

6. Upticks

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Website Apple Spotify
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.MORE Hosts Jake Falcon, Cory Bittner
Producer/Network Jake Falcon
Email ****@falconwealthadvisors.com
Apple Rating 4.8/5 Frequency 1 ep/week Avg Length 34 min Get Email Contact

7. Money Talk 1290

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Website Apple Spotify
The show is called Money Talk. 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. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York.MORE Producer/Network Dianne Duva
Email ****@gmail.com
Apple Rating 4.6/5Facebook 266 Frequency 1 ep/week Avg Length 54 min Get Email Contact

8. Financial Planning

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Website Spotify
Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.
Producer/Network Financial Planning
Email ****@arizent.com
Apple Rating 3.8/5Facebook 19.9KTwitter 80.1K Frequency 8 ep/year Avg Length 27 min Get Email Contact

9. Financial Planning Explained

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Website Apple Spotify
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.MORE Producer/Network financialplanningexplained
Email ****@voyafa.com
Apple Rating 4.9/5 Frequency 1 ep/week Avg Length 30 min Get Email Contact

10. Financial Clarity for Doctors

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Website Apple Spotify
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
Apple Rating 5/5Twitter 378Instagram 527 Frequency 2 ep/month Avg Length 37 min Get Email Contact

11. Nelson Financial Planning

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'Dollars & Sense' is our weekly podcast/radio show that provides timely updates on the markets and the economy along with tax and legislative updates. It is one of Central Florida's longest running radio shows and is also a Top 25 Financial Planning podcast with over 25,000 downloads. Hosted by Joel Garris and the team of Certified Financial Fiduciaries at Nelson Financial Planning, the show helps you make Sense out of all of life's decisions involving your Dollars. Be sure to subscribe to our channel on any of your favorite platforms to receive updates when new content is posted.MORE Producer/Network Joel Garris of Nelson Financial Planning
Email ****@nelsonfinancialplanning.com
Apple Rating 5/5Facebook 365Twitter 31 Frequency 1 ep/week Avg Length 41 min Get Email Contact

12. 'The Financial Physician' with Lou Scatigna

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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.MORE Producer/Network Lou Scatigna
Email ****@afminvestments.net
Frequency 1 ep/week Avg Length 122 min Get Email Contact

13. Catholic Money Mastermind

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Website Apple Spotify
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS discuss the relationship between faith and finances. Production of the Catholic Financial Planners Network.
Hosts Andrew Flattery, Jerod Frank, Tyler Meyer, Charlie Horonzy
Producer/Network Catholic Financial Planners Network
Email ****@gmail.com
Apple Rating 5/5 Frequency 1 ep/month Avg Length 42 min Get Email Contact

14. Your Wealth & Beyond

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Website Apple Spotify
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.MORE Producer/Network Andrew Rafal
Email ****@bayntree.com
Apple Rating 4.9/5Facebook 1.2KTwitter 98Instagram 695 Frequency 3 ep/quarter Avg Length 47 min Get Email Contact

15. TechGirl Financial Podcast

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Website Apple Spotify
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.MORE Hosts Victor Gaxiola, Kim Gaxiola
Producer/Network Victor and Kim Gaxiola
Email ****@techgirlfinancial.com
Apple Rating 5/5Facebook 254Twitter 737 Frequency 1 ep/month Avg Length 37 min Get Email Contact

16. Informed Decisions Independent Financial Planning

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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.MORE Host Paddy Delaney
Producer/Network Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
Email ****@gmail.com
Apple Rating 5/5 Frequency 3 ep/month Avg Length 33 min Get Email Contact

17. Elementality for Financial Advisors

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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.MORE Producer/Network Reese Harper, CFP®
Email ****@getelements.com
Apple Rating 4.8/5 Frequency 1 ep/week Avg Length 24 min Get Email Contact

18. Goldstein on Gelt

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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.MORE Producer/Network Douglas Goldstein | CFP® | Profile Investment Services
Email ****@profile-financial.com
Apple Rating 4.9/5Twitter 504 Frequency 1 ep/week Avg Length 16 min Get Email Contact

19. New Focus on Wealth with Chad Burton

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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 portfolioMORE Host Chad Burton
Producer/Network Chad Burton
Email ****@newfocusfinancial.com
Apple Rating 4.4/5Facebook 156Twitter 404 Frequency 1 ep/week Avg Length 41 min Since Jun 2012 Get Email Contact

20. Gimme Some Truth for Expats

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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 Producer/Network Walkner Condon Financial Advisors for U.S. Expats
Email ****@walknercondon.com
Apple Rating 4.2/5Twitter 146Instagram 172 Frequency 1 ep/day Avg Length 26 min Get Email Contact

21. Through The Pines

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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.
Hosts R. Brandon Long, Rex M. Baxter, Brandyn Smith
Producer/Network Through The Pines
Email ****@thebanyancollective.com
Apple Rating 5/5 Frequency 1 ep/week Avg Length 46 min Get Email Contact

22. Financial Autonomy

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Website Apple Spotify
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.MORE Producer/Network Guidance Financial Services
Email ****@guidancefs.com.au
Apple Rating 4.7/5Facebook 539Twitter 541 Frequency 1 ep/week Avg Length 19 min Since Jun 2017 Get Email Contact

23. 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
Apple Rating 4.7/5 Frequency 1 ep/week Avg Length 44 min Get Email Contact

24. FPOG

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Website Apple Spotify
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.MORE Producer/Network Brownlee Wealth Management
Email ****@thepodcastconsultant.com
Apple Rating 5/5Facebook 34 Frequency 1 ep/month Avg Length 38 min Video Podcast YouTube
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25. The Financial Answer

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Financial planning guidance from West Tennessee's Nathan O' Bryant. Hosted by Nathan O' Bryant.
Producer/Network Nathan O' Bryant
Email ****@thirdwheelmedia.com
Apple Rating 4.5/5 Frequency 1 ep/week Avg Length 16 min Get Email Contact

26. Balanced Wealth Podcast

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Website Apple Spotify
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.MORE Hosts Gavin DiStasi, Jarrett Topel
Producer/Network Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
Email ****@td-wm.com
Apple Rating 5/5 Frequency 1 ep/month Avg Length 8 min Get Email Contact

27. Financial Breakaway

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Website Apple Spotify
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.MORE Producer/Network Ryan Hitchcock
Email ****@live.com
Apple Rating 4.8/5 Frequency 2 ep/month Avg Length 25 min Get Email Contact

28. The Dentist Money™ Show

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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 Producer/Network Dentist Advisors - Financial Planning and Investment Management
Email ****@dentistadvisors.com
Facebook 3.1KTwitter 1.4KInstagram 3.9K Frequency 2 ep/week Avg Length 40 min Since Dec 2015 Get Email Contact

29. Gimme Some Truth

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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.MORE Hosts Nate Condon, Clint Walkner
Producer/Network Walkner Condon Financial Advisors
Email ****@walknercondon.com
Apple Rating 4.8/5 Frequency 2 ep/month Avg Length 25 min Since Apr 2017 Get Email Contact

30. 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
Apple Rating 5/5 Frequency 1 ep/week Avg Length 41 min Get Email Contact

31. Rethink Your Money

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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.MORE Host John Hagensen
Producer/Network John Hagensen
Email ****@creativeplanning.com
Facebook 7.3KTwitter 8.1KInstagram 2.9K Frequency 1 ep/day Avg Length 47 min Get Email Contact

32. 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, 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.MORE Host Dennis Prout
Producer/Network Dennis Prout and Shea Petaja
Email ****@proutfinancialdesign.com
Apple Rating 3.2/5 Frequency 2 ep/month Avg Length 43 min Since Nov 2016 Get Email Contact

33. Wise Money Tools's Podcast

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Website Apple YouTube
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.MORE Host Dan Thompson
Producer/Network Dan Thompson
Email ****@gmail.com
Apple Rating 5/5Facebook 512Instagram 854 Frequency 8 ep/year Avg Length 10 min Get Email Contact

34. Joy of Financial Planning

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Website Apple Spotify
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.MORE Producer/Network Jason Howell
Apple Rating 5/5Twitter 614 Get Email Contact

35. 2050 TrailBlazers

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Website Apple Spotify YouTube
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.MORE Email ****@riankadorsainvil.com
Apple Rating 4.9/5Twitter 672Instagram 625 Get Email Contact

36. Financial Matters with Richard Oring

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Website Apple Spotify YouTube
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.MORE Producer/Network Richard Oring
Email ****@ncfg.com
Apple Rating 5/5Twitter 37 Frequency 3 ep/year Avg Length 30 min Get Email Contact

37. Fostering Financial Victories

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Website Apple Spotify
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.
Producer/Network Foster Victor Wealth Advisors
Email ****@pronk.tv
Apple Rating 5/5 Get Email Contact

38. Maven Money Personal Finance Podcast

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Website Apple Spotify
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.MORE Host Andy Hart
Producer/Network Andy Hart: Personal Finance Expert, Financial Planner, Financial Adviser, F
Email ****@mavenadviser.com
Apple Rating 4.6/5Facebook 47Twitter 9.3K Since Jun 2017 Get Email Contact

39. 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
Email ****@thirdwheelmedia.com
Apple Rating 5/5 Get Email Contact

40. The Carriage House Planning Report

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Website Apple YouTube
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.MORE Email ****@carriagehouseplanning.com
Apple Rating 5/5Twitter 91 Get Email Contact

41. Fresh Perspective Planning

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Website Apple Spotify
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.MORE Producer/Network Michael Mezheritskiy
Email ****@milestoneamg.com
Apple Rating 5/5 Get Email Contact

42. Financial Discretion Advised

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Website Apple Spotify YouTube
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.MORE Producer/Network Penobscot Financial Advisors
Email ****@penobscotfa.com
Apple Rating 3.7/5Twitter 30 Frequency 1 ep/year Avg Length 26 min Get Email Contact

43. Whole Life Stewardship

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Website Apple
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.MORE Host Ashley Hodge
Producer/Network Ashley Hodge, Certified Financial Planner
Email ****@lpl.com
Apple Rating 4.8/5Twitter 357 Frequency 2 ep/year Avg Length 22 min Since May 2018 Get Email Contact

44. American Institute of CPAs

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Website Apple Spotify
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.MORE Producer/Network AICPA & CIMA
Email ****@aicpa.org
Apple Rating 4.6/5 Get Email Contact

45. On the Money: Alpha Planning 101

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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.MORE Producer/Network Brandon Domenick
Email ****@advisorsexcel.com
Apple Rating 5/5 Get Email Contact

46. Go Out And Live!

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Website Apple Spotify
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.MORE Producer/Network Michael Policar - Fiduciary
Email ****@gmail.com
Apple Rating 4.8/5 Get Email Contact

47. You're A Financial Planner; Now What?

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Website Apple Spotify
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.MORE Producer/Network Financial Planning Association
Email ****@guidingwealth.com
Apple Rating 4.7/5Facebook 15.8KInstagram 5.7K Get Email Contact

48. Planning Your Financial Future

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Website Apple
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.MORE Producer/Network CHML
Email ****@gmail.com
Instagram 333.3K Frequency 2 ep/quarter Avg Length 47 min Get Email Contact

49. Financial Planning For Canadian Business Owners

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Website Apple Spotify YouTube
Business owners live complex lives. You have traded the stability of working for someone else, for the uncertainty of controlling our 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...MORE Producer/Network Jason Pereira
Email ****@jasonpereira.ca
Facebook 165 Frequency 2 ep/quarter Avg Length 33 min Get Email Contact

50. The Agile Financial Planner

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Website Apple Spotify
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.MORE Producer/Network Roger Whitney
Email ****@rockretirementclub.com
Twitter 3.7K Since Aug 2019 Get Email Contact

51. Monday Musings from David at Straight Talk Financial Planning

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Website YouTube
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.MORE Email ****@straighttalkfinancial.co.uk
Twitter 8Instagram 49 Get Email Contact

52. Simple Money

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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.MORE Email ****@simplemoneypro.com
Facebook 444Instagram 76 Get Email Contact

53. Finance Hour on J-Air

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Website Apple Spotify
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.
Producer/Network Reuben Zelwer
Email ****@adaptwealth.com.au
Facebook 137Twitter 65 Since Feb 2017 Get Email Contact