Best Financialplanning podcasts we could find (Updated December 2018)
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The Canadian Couch Potato Podcast is a spin-off series from the Canadian Couch Potato blog, hosted by veteran journalist, author and investment advisor Dan Bortolotti. For the last eight years, Dan Bortolotti has written about index investing on his blog (CanadianCouchPotato.com) where he offers straight-up, practical advice for Canadians who want to learn more about investing using index mutual funds and exchange-traded funds (ETFs). Each episode of will feature an interview with a guest ex ...
 
The Canadian Couch Potato Podcast is a spin-off series from the Canadian Couch Potato blog, hosted by veteran journalist, author and investment advisor Dan Bortolotti. For the last eight years, Dan Bortolotti has written about index investing on his blog (CanadianCouchPotato.com) where he offers straight-up, practical advice for Canadians who want to learn more about investing using index mutual funds and exchange-traded funds (ETFs). Each episode of will feature an interview with a guest ex ...
 
Join us twice a month as we review key data and information about the world economy and your personal finances. Get expert insight on the latest topics that impact your bottom line with Manage the Funds.
 
Join us twice a month as we review key data and information about the world economy and your personal finances. Get expert insight on the latest topics that impact your bottom line with Manage the Funds.
 
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Live and Earn
Monthly+
 
Money is very personal, and that’s why it’s so powerful to talk about it. However, it can be difficult and uncomfortable to discuss because in our society and culture, it’s been drilled in our heads that it’s a measure of success. But people’s real stories say otherwise. In this podcast, CERTIFIED FINANCIAL PLANNER™, Helen Ngo, gets to the heart of things and to the bottom of things. Tune in each week as she interviews women from all financial walks of life – entrepreneurs, single moms, divo ...
 
You’ve probably started with great intentions, telling yourself you’ll stash away more for retirement and buy fewer lattes (because some writer said buying lattes is a bad thing). But life happens. It’s not as neat and tidy as the financial experts on TV seem to think. You’ve got a lot going on in your life, and you need more than simplistic, cookie-cutter instructions to keep you on the right financial path. Kate Stalter escorts you to the right path for your money. She talks to experts and ...
 
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Worth Listening
Weekly
 
Certified Financial Planner and four-time Olympian Lauryn Williams leads in-depth conversations with guests, having them share what she calls their "money memoirs" to offer insights into how money works in their sport or profession, as well as sharing important lessons they've learned along the way. Worth-Winning.com.
 
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Building An Exit
Weekly+
 
The place where business owners looking to maximize enterprise value, grow their personal wealth, and create a "life after" plan come to discover what other entrepreneurs and thought-leaders are doing to increase their personal and professional net worth.
 
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SmartWealth Radio
Monthly
 
Here at SmartWealth Radio, our mission is to provide quality education on topics such as retirement planning, alternative investments, tax and estate planning, and more for the purpose of building and/or storing your wealth in safe, protected, tax-advantaged vehicles. Visit www.smartwealthradio.com to learn more about who we are and what types of strategies we have that may work for you!
 
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Living With Money
Weekly
 
Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational ...
 
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Keen on Retirement
Monthly+
 
We take you through the financial planning process to help ensure you make smart decisions about your money and your life. Whether you’re on your way to retirement or already there, these shows will educate you, entertain you, and guide you to living the life you dream about.
 
A weekly breakdown of Finance Twitter. Be sure to follow Justin and Kevin on Twitter at @Jus10Castelli and @ferventfinance. You can also follow their blogs at www.allaboutyourbenjamins.com and www.ferventfinance.com.
 
Retire With Purpose is a podcast that prepares you for retirement. It's a show designed for those retirees and pre-retirees looking to maximize their financial efficiency and fulfill their life’s purpose during their retirement years. Based on Casey’s experience offering financial consultation to thousands of individuals across the US, it could mean doubling your retirement income, cutting your taxes in half, or both! Casey shares thoughts and ideas from some of today’s most successful retir ...
 
Financially Ever After features award-winning, and nationally recognized financial expert, Stacy Francis. Stacy brings you savvy tips and words of wisdom on how to secure your financial future before, during and after divorce. For 30 minutes, every other week, you'll hear personal stories from women who have either faced or are currently facing this transition. In addition, you will soak up knowledge and inspiration from the industry’s top legal, financial, residential and mental health prof ...
 
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Dentist Money
Weekly
 
Join thousands of dentists who are learning how to make smart financial decisions. You’ll get straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
 
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Worth It
Weekly
 
Welcome to Worth It, a guide to help help successful millennial purpose-driven professionals + creative entrepreneurs dream, plan and live your ideal life through financial planning (or Life Planning, as we like to call it). The most important aspect of achieving your life goals happens to be the most difficult to grasp and the easiest to avoid. We feel your pain, and we’re here to help. Financial planning isn’t just for wealthy, older men. Getting sound advice early on is critical to buildi ...
 
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Worth It
Weekly
 
Welcome to Worth It, a guide to help help successful millennial purpose-driven professionals + creative entrepreneurs dream, plan and live your ideal life through financial planning (or Life Planning, as we like to call it). The most important aspect of achieving your life goals happens to be the most difficult to grasp and the easiest to avoid. We feel your pain, and we’re here to help. Financial planning isn’t just for wealthy, older men. Getting sound advice early on is critical to buildi ...
 
Paul’s Financial and Investment Insights Podcasts, provide individuals, families, and business owners with information that can help them to make better financial decisions. Paul Barreca, Financial Advisor and Certified Financial Planning Professional CFP©) is Managing Director, West End Wealth Planning, part of IPC Securities Corporation. Paul is also the host of the Sunday Money Show on Newstalk 1010 iHeartRadio. Topics Include: Financial Planning, Investment Strategy, Retirement, Tax Redu ...
 
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XY Adviser
Weekly
 
XY Adviser - Driving the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.
 
Question, Explore, Learn, Think… Always Have More Fun than anyone else you know! Join Todd Youngblood in his ever challenging quest to question, explore, learn, think – all the while having more fun than anyone else you know. Best Fun Podcast | Fun | Sports | Food & Cooking | Wellness | Financial Planning | Creativity | Cycling | Politics | Rant
 
Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
 
You've probably asked yourself the question before. I wonder what financial opportunities I may be missing? Busy lives take over and years pass without taking advantage. Whether it’s retirement, tax savings, investing, estate, or 401(k) decisions, Certified Financial Planners Chad Smith and Mike Eklund clue you in to the opportunities many people miss in their financial journey. By day, they are fiduciary fee-only financial advisors who pull stories from experiences and questions asked in re ...
 
This is NOT your typical retirement show focused only on saving and investing. It’s about making the most of your life today and in retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. In each episode of this award-winning show, Roger unpacks topics like investing, insurance, IRAs, pensions, healthcare expenses, building wealth, c ...
 
A show hosted by real financial planning practitioners for fellow practitioners. It's like attending a financial planning conference on your time and on your schedule. With CFP CE credit, of course. More information at zebrasmash.com
 
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.
 
Welcome to the the Financial Detox® podcast—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Labrum Wealth Management. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, ...
 
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Idaho's Money Show
Weekly+
 
IDAHO'S MONEY SHOW Money; you make it, you want more of it, and you want to protect it. We are Team Money. Idaho’s Money Show is hosted collaboratively by experts who specialize in investing, financial planning, estate planning, taxes, insurance, and every other profession you can think of to help you grow and keep wealth. Plus, we make it fun. We'll help you know good advice from bad. Particularly when everyone seems to want a piece of your money. Idaho's Money Show is broadcast live, Monda ...
 
Spencer Alldredge, CFP® reveals the financial strategies used by the wealthy. He teaches to listeners how to succeed financially just as he does one-on-one with his client's in his registered investment advisory, Alldredge Fee-Only Wealth Management. Learn more about the firm at alldredgefeeonly.comSpencer's guidance is comprehensive and holistic. In this podcast, Spencer discusses with and interviews leaders in the industry. His guidance is not conflicted with commissions paid to him. He pr ...
 
EON Financial Group SMSF Podcast brings you a monthly interview with an industry professional or a successful trustee to help you make better decisions for your super fund. We aim to compound your wisdom to help you achieve better results from your self managed super fund.
 
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show series
 
- Does an MBA make a better CEO? - Annual forecasts are dumb - The Rashomon Effect - Finance's hardest problem - Robinhood's 3%
 
Welcome to Financial Symmetry, the podcast to help you discover financial opportunities that you may be missing as well as to warn you about many financial mistakes that you can make. We are here to help you improve your life through finances. Finances are so complicated which is why we are here to help you answer questions about your daily fin ...…
 
Comparing sausage-making with the process of negotiating legislation in Congress has been around for long time. Do you really want to know what parts of the pig go into your hot dog?
 
Michael Blank, a multifamily investor and host of the "Apartment Building Investing Podcast" shares his passion for multifamily investing and why he believes multifamily real estate is a fantastic investment. Michael shares his background and investing failures, how to find your first deal, what to look for in a deal, and frequent mistakes made ...…
 
Brian and Steve are joined by Scott Bishop of the Lysi Bishop Real Estate Team (of Keller Williams) to talk about the latest salvo from Wall Street slamming real estate across the nation. However, real estate is one of 3 major asset classes in the economy which still shows gains for 2018. Are changes or losses on the horizon? Also, how can a no ...…
 
In this shortened show, Brian sets the stage for the new year, and how Idaho’s Money Show will continue to serve its wonderful listeners. Plus, the State of Idaho is desperately behind on tax revenue and it might be your problem. (This is a short episode due to a BSU basketball game) Brian Wiley, Financial Advisor www.treecityadvisors.com www.i ...…
 
Brian and Steve are joined by Hazen Armstrong, CPA to talk about an unconventional concept employed in Finland: public disclosure of all citizen’s tax returns. Yikes! Is this a good thing and what is it intended to accomplish? Should the US consider a similar policy? Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney ...…
 
In Ep. 048, Tim talks with Ashley Feinstein Gerstley. Ashley runs the website, The Fiscal Femme, and is the author of the upcoming book The 30-Day Money Cleanse. They talk about how the book helps readers step-by-step reboot their financial habits during the 30-day span. They also discuss healthy ways for couples to handle their finances togeth ...…
 
On this episode of Dentist Money™, Reese interviews Davis Smith, CEO, and Founder of Cotopaxi, one of the world’s fastest-growing outdoor gear brands. Davis shares his experiences and advice on what it takes to build a fulfilling and profitable business - and how to improve your hiring process. Plus, you’ll hear how to set clear core business v ...…
 
Being a Financial Advisor is not all that different to being a cop, according to Shane Black of Pearl Financial that is. As an ex police officer, Shane uses behavioural psychology to help clients get in tune with what’s actually important to them, rather than what they think should be important to them. He’s a ‘Masters of Applied Finance’ gradu ...…
 
With the year end stock market losses, mutual funds could send of what is called "Phantom Income" which basically means you could be paying taxes on short term capital gains, even though you end up with losses!
 
Welcome to the Retirement Answer Man show. On episode 251 we discuss what you can do to battle Alzheimer’s in the Hot Topic segment and Dan Crosby joins me to discuss behavioral investing in the Practical Planning segment. This is the podcast dedicated to helping not just survive retirement, but rock retirement! One way to really rock retiremen ...…
 
Today’s guest is Tela Holcomb. Let’s cut right to the chase, Tela retired at the age of 29! It didn’t happen because she was born into money, won the lotto, or took any other shortcut. She reached that point through educating herself on the stock market and trading. Tela is an Air Force Veteran that joined the military because she wanted to for ...…
 
For some reason, we prioritize our health, our home, our family, and often exclude one of the most important factors, our finances. Handling our money properly is crucial to being able to live the life we want, but it isn’t a task we should take on our own. In this interview, Nick Stuller, author of “The Truth Shall Set Your Wallet Free”, expla ...…
 
Brian Wiley and Steve Rausch rally the Treasure Valley to give to Toys for Tots. This is a live broadcast from Sportsman’s Warehouse in Meridian. Many of the Idaho’s Money Show experts show up for the event to give. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com Hazen Armstrong, CPA r ...…
 
Nancy Collamer is a coach, consultant, author, speaker and author. She writes about the changing nature of work and retirement for PBS’ NextAvenue.org, contributes to Forbes.com, and is the author of Second-Act Careers: 50+ Ways to Profit from Your Passions During Semi-Retirement. There are now more opportunities than ever for people who are le ...…
 
- Influences On Your Portfolio - Exotic ETFs - Spouse Working Too Much? - Impact on States of Taxpayers Moving - Household CFO's - Madoff Victims
 
Next time some knucklehead from the other side of the political divide says something that sets me off, I’m going to try to recognize that they’re probably not a knucklehead...
 
Today's guest, Jaime Masters, is a business coach and hosts the popular podcast, "Eventual Millionaire" where she interviews millionaire business owners. We discuss numerous topics including how to allocate money between one's business and other investments, finding success in the journey, the role of coaches and masterminds, and when to make n ...…
 
What will it take to bring financial planning to the mass market in a truly scalable way? Roger has been pondering this idea for several months now, and is beta testing his attempt at an answer. Listen in as we discuss the origin story of this project, the current state, and where it might go from here. Stay tuned to the end for a rant about th ...…
 
Brian and Steve cover the ongoing market turbulence, and how the world markets reacted to Huawei CFO Meng Wanzhou's arrest in Canada. End of life decisions: what are the right questions to ask? As unpleasant as it is, when should the discussion begin? Steve Rausch gives a rundown of the planning process and how to get you and yours' ducks in a ...…
 
This week, Casey Weade discusses an article from Kiplinger, titled "Young Savers Can’t Assume Roths Are Right for Them" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/22 Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of co ...…
 
Brian and Steve talk about George H.W. Bush and the legacy he created with a balanced budget. Should we be pressuring our politicians to seek a balanced budget, or is deficit spending ok? Plus, the end of the year is coming quick. Be sure to understand your ROTH conversion options. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve R ...…
 
In Ep. 047, Tim talks with America's Money Answers Man - Jordan Goodman. Jordan has had a long, successful career as a financial journalist, he has had his own national radio show since 2007, authored 14 books, and offers Living With Money listeners hands on, actionable advice to save them thousands of dollars. They discuss mortgage equity opti ...…
 
With marketing being the single biggest topic of discussion in the XY Community (www.facebook.com/groups/XYAdviser), we’re kicking off a brand-new series within the XY Podcast focused entirely on, yep you guessed it - marketing. Tailored for Financial Advisors but applicable to all other industry professionals, these episodes are going to give ...…
 
As we discussed earlier this year, 2018 marks the 40th anniversary of the IRA and the 20th anniversary of the Roth IRA. For decades, Americans have been using these investment accounts to take control of their retirement planning and provide their families with favorable wealth building vehicles. The Roth in particular has become extremely popu ...…
 
Learn how to take your decision making beyond pros and cons. You hear it at the beginning of every show: "We help dentists make smart financial decisions." In this episode of Dentist Money, Reese and Ryan (with a shout out to Benjamin Franklin), dive into the decision-making process. You'll learn how a combination of information, well-defined p ...…
 
Attorney Steve Rausch sits down with Steve Cilley of Ataraxis PEO to discuss the potential impacts of Trump's tariffs on US employment and the Idaho job market. Are we headed for a recession, or just a slowdown? Callers weigh in. Steve Rausch, Attorney www.capitalcitylawoffice.com Steve Cilley, Owner www.ataraxispeo.com www.idahosmoneyshow.com ...…
 
We live in a world of immediate gratification, however to build wealth requires some patience and a proven process.
 
On episode 250 of Retirement Answer Man we investigate the investment strategy of global diversification. With the U.S. stock market on a tear, is global diversification really worth it? In 2018 international investing has been a drag on our portfolios. As with everything, there are positives and negatives to investing internationally, but it i ...…
 
In this episode of “Financially Ever After”, Stacy talks with Sunny Joy McMillan, a recovering attorney, a practicing master life coach, award winning author, and a radio host. Sunny is also a happy divorcée who, after an incredibly high-conflict marriage, shared an amazing post-divorce friendship with her ex-husband until his passing in 2018. ...…
 
Attorney Steve Rausch and CPA Hazen Armstrong discuss the potential tax benefits of getting married before the end of 2018 and the upcoming changes to the tax system. Steve Rausch, Attorney www.capitalcitylawoffice.com Hazen Armstrong, CPA robbinsarmstrong.com www.idahosmoneyshow.com www.kboi.com
 
Today’s guest is Malcolm Lemmons. Malcolm was a professional basketball player that played overseas before transitioning to life as an entrepreneur. The time he spent overseas showed him the importance of athletes having a plan to transition to life after sports because there are very few athletes that aren’t going to need to find a way to earn ...…
 
- Bogle Sounds The Alarm On Index Funds - Cullen Roche Says Bogle Is Wrong - The Market Does Not Care About Your - Money Scripts - Retirement Myth - Writing For Yourself - Steak Dinner and Sales Pitchs
 
Working moms face a difficult balance. People often feel that most women have a choice whether to work outside the home, but the reality is, 65% of families need both parents to work. Women in the workforce is a family issue, not simply a women’s issue, so this episode is useful for more than just women. Allison and Grace join us again to dive ...…
 
Amber has a current net worth of 1.2M with 400K in a paid for home, and about 700K in traditional investments and retirement accounts. She also has money in HSA's, stock options, and an education savings account. The house was paid off in her early thirties and she wants to retire at age 45 with a net worth of 1.5M. Amber discusses mistakes (in ...…
 
Labrum Wealth Management has some exciting news! The firm is expanding and growing and has now added a Scottsdale office. Jim Pupillo and the team at LDI have teamed up with Labrum Wealth Management to form IDA (Intelligence Driven Advisers). This acquisition will provide many benefits for the clients of LWM (now IDA) such as: increased team co ...…
 
The trifecta of professions in this episode with Steve Rausch (estate planning attorney), Hazen Armstrong (CPA) and Brian Wiley (financial advisor). Great discussion on the new tax law and withholdings from pay checks (you might be in for a surprise) and the reason to get your money team to work together. Brian Wiley, Financial Advisor www.tree ...…
 
This week, Casey Weade discusses an article that he wrote for Kiplinger, titled "5 Tax Strategies for Small-Business Owners" Listen in as Casey breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/21 Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount ...…
 
In Ep. 046, Tim talks with Meg Brunson. Meg is the founder of EIEIO Marketing, and an entrepreneur/digital influencer. Meg left a job at Facebook to start her own marketing firm helping businesses successfully market their products and services on Facebook! They talk about how to properly utilize Facebook ads, and some of the best ways to get t ...…
 
Brian and Steve talk about the Federal Reserve and what caused a big rally in the stock markets for the day. What is the Fed anyway? How do they function? Why does the market respond? We explain. Plus, was TARP worth it? The investment results might have been, but was the precedence it set worth the result? This discussion is in this episode! B ...…
 
Have you ever thought of hiring an executive coach? Are you curious to find out more about what an executive coach does and how they can help you? Kevin Wilkins is the founder of Trepwise, a New Orleans based growth consulting firm that offers executive coaching to businesses, nonprofits, and individuals across all sectors of life. Kevin teache ...…
 
Have you ever thought of hiring an executive coach? Are you curious to find out more about what an executive coach does and how they can help you? Kevin Wilkins is the founder of Trepwise, a New Orleans based growth consulting firm that offers executive coaching to businesses, nonprofits, and individuals across all sectors of life. Kevin teache ...…
 
Do you think Superannuation companies are taking advantage of Australians by having them unwittingly pay away their retirement funds in super fees? Chris Brycki thinks so. Chris Brycki (LinkedIn: /in/brycki/ ) is the Founder and CEO of Stockspot (https://www.stockspot.com.au) – an online investment robo-advice company with a mission to help mor ...…
 
Individual stocks, do they have a place inside your investment portfolio? What’s on the mind of the Dentist Money™ Show listeners? You're about to find out! With tax season around the corner, discover how to best utilize pre-tax savings accounts like 401(k)'s and IRAs vs after-tax options like Roth IRAs. Listen as Reese and Ryan talk about indi ...…
 
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