Top 5 Financial Planning Podcasts

💰 Woman-Owned Wallet: The Podcast is where money meets empowerment—with a little chaos, a lot of cursing, and plenty of sound effects. Hosted by serial entrepreneur and unapologetic financial feminist, Amanda Dare, this show breaks down the walls of money talk in ways other podcasts just don’t.

From running a bold, feminist marketplace featuring 50+ woman-owned brands to leading walking tours of women-led businesses in Louisville, Amanda is all about putting money where it matters—into the wallets of women. Now, she’s bringing that same energy to the mic.

Ranked #83 in the Top 100 Money Podcasts and #4 in the Money Mindset Chart, this show is a must-listen for anyone looking to level up their money mindset, build wealth, and gain financial independence—without the boring finance bro jargon.

Each episode, Amanda sits down with inspiring women in business for real, unfiltered money talks—the highs, the lows, the “WTF am I doing?” moments, and the WOW wins that changed everything. Expect candid, curse-filled conversations on money management, entrepreneurship, investing strategies, budgeting tips, financial literacy, side hustles, and passive income—all with a side of laughter, sound effects, and zero shame.

✨ Whether you’re an entrepreneur, a side hustler, or just someone who wants to grow your savings, build wealth, or stop feeling weird about money, this podcast will leave you feeling empowered, entertained, and ready to secure the bag.

💸 Your wallet empowers. Their dreams enrich the world. That’s the WOW factor.

We use our experience as financial planners to help guide you through life's most important financial decisions (and we try to do it in 20 minutes or less).

Make sure you can Retire Ready with Kyle Hammerschmidt, the President of MOKAN Financial in Overland Park, KS. Kyle will teach you on each episode how to properly plan for retirement and your financial future. Learn about IRAs, 401ks, pensions, Social Security, and much more. Contact Kyle with any questions at https://mokanwealth.com or by calling 913-257-3991.

Let’s Talk CPF is a podcast that brings conversations on CPF to your ears. Tune in to get answers to common CPF questions, CPF hacks and interviews with industry experts on CPF and financial planning to help you prepare for your future. Listen and subscribe to us now! Do you have feedback or questions? Write to us at [email protected].

Disclaimer: Guests are not paid for their appearances on the podcast. The views expressed by guests are their own, and their appearance on the podcast does not imply any endorsement of them or the entity they represent.

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.
Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion.
We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen.
The Host: Sam Oakes is the host of The Financial Planner Life Podcast. since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton Capital Managment, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm.
Sam has always had a passion for financial services, starting out as a trainer for leading product provider in the UK, he has been in the industry for over 20 years.
He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing profession.
Be sure to check out
Financial Planner Life Academy - start your career today!
https://financialplannerlife.com/financial-planner-life-academies/

Welcome to Your Financial Compass Podcast, presented by Bulman Wealth Group, a show dedicated to helping you successfully navigate to and through your retirement. Our Financial Compass process goes beyond traditional holistic financial planning; we care as much about you and your lifestyle as we do about your plan. Your hosts are Bulman Wealth Group financial advisors who, for more than two decades, have provided financial leadership for those they serve. These shows are designed to provide information to both pre and post retirees so you can make well informed decisions about your financial future. Learn more by visiting https://bulmanwealth.com or by calling 916-458-8199.

Empower yourself with knowledge, one fact at a time. Markets with Megan is a two-minute financial markets podcast hosted by Megan Horneman, the CIO of Verdence Capital Advisors. Megan provides experienced analysis and in-depth insights that go beyond the daily headlines to unravel the economy's intricacies and indicators.

Hosted by Yohance Harrison, The Money Script Podcast is your go-to resource for mastering financial literacy and aligning your money decisions with your values. Each episode explores wealth-building strategies, navigating financial challenges, and achieving your financial goals. Featuring expert guests and real-life money stories, the show delivers practical insights to help you improve your "Money Script"—the subconscious beliefs shaping your financial behavior. Whether you're a seasoned investor or just starting your financial journey, this podcast equips you with the tools to transform your relationship with money. Subscribe now and take control of your financial future!

Various factors, including changing market conditions and laws, may mean the content no longer reflects current opinions. Do not assume any information in this media replaces personalized investment advice from Money Script Wealth Mgmt. PLLC. Listeners with questions about specific issues should consult their professional advisor. Money Script, LLC is not a law firm or accounting firm; this article should not be taken as legal or accounting advice. Money Script Wealth Management, PLLC’s current written disclosure statement about our services and fees is available upon request.

www.moneyscriptwealth.com

Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track?

Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s Jamie Roô.

For more information visit morganstanley.com/mymoney.

Not all products and services are available in all countries or jurisdictions.

Welcome to The Point, Basepoint's new podcast where we help simplify the world of finance and break through all the noise. Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management.

We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we dive right in and draw a listener topic or question out of a hat and have a candid conversation about it. The fun part, we don't know what the question will be, and that makes it interesting and exciting for us to discuss it with you. We are striving for a great listener experience by discussing financial topics in a relatable way. We hope you enjoy it.

Be sure to subscribe and follow along as we release episodes each month.

The Point Podcast is sponsored by Basepoint Wealth, LLC. Visit basepointwealth.com for important disclosure information.

From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial success!
A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.

A show for visionaries, entrepreneurs, leaders, and change-makers who have big visions. And guess what?? Those visions are expensive!! So we maximize the money we're earning to invest and build wealth so that we can fund our dream life, support our family and create generational wealth, and give generously to communities we care about. We build wealth through practical financial and wealth-building strategies, growing our relationship and mindset with money, and embodying an elevated energy around what it feels like to be wealthy, right now.

We're here to help YOU learn how to grow, protect and use your money! We seek to empower You with the knowledge to apply specific financial strategies towards your ideal life, in connection with your deeply held values and goals. As professional financial planners with more than 10 years of experience, we embrace nuance and are willing to approach finance in unconventional ways. We strive to put thoughtfulness and intention behind every dollar we use and search for that perfect balance between planning for your future self and living in the moment. Chris is a CFP® professional, and Danny has just completed his CFP® education curriculum. We hope you enjoy the podcast, welcome your feedback, and can't wait to Philosophize these Finances!
For the video version of this podcast, check out our YouTube channel:
https://www.youtube.com/@financialphilosophers
To contact us for Interviews or Business Inquiries, please refer to the About page of our Youtube channel.
Patreon:
patreon.com/TheFinancialPhilosophers

The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investments, insurance, 401(k)s, IRAs, tax planning, and so much more. Find out more at https://johnchoi.net or by calling 847-247-0850 to reach John and the Epiphany Capital team.

The podcast about financial planning for professional pilots! Get answers to your most pressing personal finance questions. Timothy Pope is a Certified Financial PlannerTM offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. Branch phone number 704-717-8900. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investment Advisers. This Podcast is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.

Richard Oring and Josh Levitus discuss financial matters at New Century Financial Group, located in Princeton, New Jersey. Richard's expertise in taxes and accounting provides him with a distinct viewpoint on financial planning and how taxes interplay with it. Meanwhile, Josh offers his experience in working with younger investors to the discussion.

The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.
Your hosts, Aden and David are from Capital Partners Private Wealth Advisers. They support successful Australian families to create a prosperous future for themselves and those they care for.
Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.
© 2025 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
The Purposeful Investor® is a registered trademark of Capital Partners Private Wealth Advisers.

"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life.

Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a mission to fix it.

Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more!

"Do Business. Do Life." is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL

Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/

Dollars & Dwellings is a captivating and informative podcast that delves deep into the world of real estate, personal finance, and homeownership. Hosted by Regine Etienne, this podcast offers listeners valuable insights and expert advice on all things related to housing and finances.

Our guests are industry experts, real estate professionals, financial advisors, and homeowners who will share their knowledge and experiences.
Listeners gain access to insider tips and tricks for navigating the complex world of real estate and personal finance.
Topics include:

1. Homeownership Stories
2. Market Trends and Analysis
3. Money Matters
4. Home Improvement and Renovation
5. Q&A Sessions
6. Personal Finance Strategies
7. Current Events

Dollars & Dwellings fosters a sense of community among its listeners. Regularly featuring success stories from people who have achieved their goals, it encourages others to share their journeys and support one another.

Whether you're a first-time homebuyer, a seasoned real estate investor, or simply interested in improving your financial literacy, Dollars & Dwellings is your go-to podcast for valuable insights, practical tips, and inspirational stories to help you navigate the world of real estate and personal finance with confidence.
Tune in to achieve your homeownership and financial goals today!
The information provided by this site is for general informational purposes only. All information provided is in good faith, however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability or completeness of any information. This site does not take applications and is not approved by New York State.
Reliant Home Funding, Inc 445 Broad Hollow Rd, Suite 334 Melville, NY 11747 | 877-937-6787 | N.Y.S. Department of Financial Services | Registered Mortgage Banker: LMB 109705 | Licensed by the NJ Dept of Banking and Insurance | Massachusetts Mortgage Lender ML292473 | Rhode Island Licensed Lender | NMLS: 292473/For licensing information, go to: www.nmlsconsumer access.org

Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.
Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.
This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

Launched in early 2020, the JNBA Financial Advisors Podcast brings together experts at one of the top nationally-ranked independent fee-only wealth management firms in the country to discuss timely topics that impact investors, from the pandemic and politics to the markets and taxes. Minneapolis-based JNBA Financial Advisors has helped guide people through life’s most important decisions through an advice driven by advocacy® approach for more than 45 years.
For more information about JNBA Financial Advisors, visit JNBA.com.

Want to know how to win in life and your finances? Then you’re in the right place. On this podcast we’ll be talking about everyday topics and how they relate to your overall financial picture.
How to Win is hosted by Kyrk Davis and Rick Gregory. Kyrk is a Wealth Advisor for Family Financial Partners. Rick is FFP's Director of Community Relations. Family Financial Partners is a financial planning firm located in Lexington, Kentucky. Learn more about FFP at familyfinancialpartners.com.
Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.

The UpStream Life offers an editorial approach to content creation that focuses on capturing the intellectual foundations of an organization.
While social media and marketing content are important, our approach prioritizes storytelling that resonates with stakeholders.
Our experienced team of writers, filmmakers, and editors works closely with clients to create narratives that capture the essence of their organization.
By emphasizing conversations that truly matter, we believe our approach can help organizations achieve lasting success.
Choose The UpStream Life for content that captures the vision and journey of your organization.
Follow Us On:
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A podcast for entrepreneurs – reverse engineering the formula for successful scale, sale and exit.
Inspired conversations with world-class entrepreneurs and the specialists who support them.

Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, and tune in for industry knowledge and inspiration. Let's dive into the world of financial services together!

Retire Strong and Fearless is a podcast for people who want to retire with a strong financial foundation and the confidence to live their best lives in retirement.

Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth.
About The Host:
Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to found Alison Wealth Management.

Dave’s exceptional contributions to the financial services industry have garnered prestigious accolades, including being named a 2023 InvestmentNews 40 Under 40 honoree, a 2023 ThinkAdvisor LUMINARIES winner for thought leadership and education, InvestmentNews Top Advisors 2024 list, Excellence Awardee Finalist for the 2024 InvestmentNews Awards, and a multiple-year recipient of the Five Star Wealth Manager Award.
His expertise in holistic wealth management has garnered recognition from reputable media outlets, such as Bloomberg, MarketWatch, Schwab, Forbes, Investor's Business Daily, U.S. News & World Report, and Financial Planning Magazine, positioning him as a trusted source in the field.

Furthermore, Dave is the founding partner & President of C2P, a platform committed to enhancing financial planning, investment, and training offerings for advisors and their clients across the United States. Dave is also President & Chair of the Investment Committee at Prosperity Capital Advisors — C2P’s SEC-registered, nationally acclaimed investment advisory firm managing over $3.2 billion in client assets.