Top 5 Financial Planning Podcasts

The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNERTM in Kansas City, MO. This podcast is an exploration of financial heresies as they pertain to individual stock investing, bitcoin, laissez faire entrepreneurship, and the life well lived.

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).

The Retirement Guide - A Retirement Planning Education Podcast
The Retirement Guide is the go-to podcast for those planning for retirement or already retired looking to make the most out of their retirement years. It is concise and to the point lasting no longer than 12 minutes per episode.
Hosted by retirement planning expert George Jameson, CFP®, MBA, this podcast provides practical, no-nonsense education to help you plan for a successful retirement.
In a world of misinformation and sales pitches, trust is key. We're here to provide just that. So, join us each week as we explore essential topics for retirement.
Capital Wealth Group is a Fee-Only Advisory Firm located in Columbia, SC, services clients locally in South Carolina and North Carolina and virtually nationwide.
Learn more about Capital Wealth Group and George Jameson, CFP®, MBA, a Financial Advisor based in Columbia, SC, CLICK HERE!

George can be reached at (803) 250-6464 or [email protected]

Check out "The Retirement Guide" Podcast by: George Jameson - CLICK HERE!

Check out Capital Wealth Group’s Blog Page – CLICK HERE!

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.
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. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent.
Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 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 industry.

Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email [email protected] or call 1-855-429-9166. Money Talks also airs Saturdays on 920 AM WGKA in Atlanta.
Money Talks: Your trusted resource for your money, your future, your life.

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.

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.
© 2024 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

A podcast where Josh Robb and Austin Wilson take you on a journey to better your financial future. Listeners can expect to hear explanations on a variety of investment and financial planning topics, news and analysis, and discussion around many of the stories and choices facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your situation (with the occasional dad joke).
Learn more at TheInvestedDads.com

This podcast hopes to dispel some of the myths around financial advisers and show the value of the role through the real life stories and experiences of a 25 year financial adviser.

Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe:

1. Stable RENEWABLE streams of income in retirement are possible...REALLY.
   
   
2. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage...REALLY.
   
   
3. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage...REALLY.
   
   
4. The old wisdom learned from the Great Depression era of protecting your principal and living off your interest and dividends is more relevant now than ever...REALLY.
   
   
5. The brokerage industry's addiction to Mutual Funds is the classic story when “good” is the enemy of “best”...REALLY.

www.incomeisking.com
www.stearnsretirementgroup.com
All content on this site is for informational purposes only. Opinions expressed herein are solely those of Stearns Retirement Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Stearns Retirement Group and Sound Income Strategies LLC are not associated entities. Stearns Retirement Group is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities. © 2023 Sound Income Strategies.

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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.

Welcome to the Simons Says Podcast, where we explore a range of fascinating topics that impact our lives, hosted by David Simons. From the latest current events and thought-provoking personal stories to tips for health and wellbeing, we cover it all.

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.

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 FinServ Podcast brings together legends and leaders in financial services to show the path they took. We want to inspire the next generation of talent in financial stories through the true leadership stories of industry titans.

Welcome to Craft Advice, a podcast to help investors better understand their personal finance, investment, and wealth management decisions.
Join Jack Csenge and Sean Moneypenny as they discuss the financial markets, major business trends, and personal finance concepts.

MONEY MINDS BY MONÉ is a refreshing outlook on finances. A podcast where we unlock our thoughts and feelings about money and how it directly affects what we do with it. When you change your thoughts about money, you change how your money works for you. I am here to walk you through your mental journey to better finances! No need to feel bad here, no one is throwing stones. I am happy to educate you on what I have learned over the years and what has worked for me and countless others! Join me every Tuesday for new episodes!

NOBS Wealth Podcast: Unpacking the Realities of Wealth and Mindset
Overview:
Join Stoy Hall in the captivating NOBS Wealth Podcast, where transparent, engaging conversations about wealth and mindset are at the forefront. As a wealth advisor at Black Mammoth, Stoy delves into the financial world with honesty and insight, cutting through the industry jargon to offer clear and actionable advice.

Highlights:

• Money Mindset Series: Explore the intersection of psychology, emotions, and wealth. This series uncovers how your financial decisions are deeply influenced by your personal money story.
• Minority CFP Series: This series shines a light on the journeys of Black Certified Financial Planners, showcasing their contributions and diversifying perspectives in the financial industry.
• Alternative Investing Series: An exploration of investment opportunities beyond traditional stocks and bonds, revealing pathways to generational wealth through alternative investments.
• 12 Days of Giving Series: This heartwarming series unveils stories of financial resilience during the holiday season. Listen to 12 client narratives, each revealing the emotional and human side of financial planning. From recent graduates to retirees, these stories emphasize the importance of mindset in overcoming financial challenges.

Why Listen?
The NOBS Wealth Podcast is more than just a financial advice platform; it's a source of inspiration and empowerment. Stoy Hall brings a wealth of knowledge and a unique, no-nonsense approach to discussing various aspects of finance. Whether you're navigating economic uncertainties or looking for innovative investment strategies, this podcast offers invaluable insights and personal stories to guide and motivate you in your financial journey.

The Life Money Balance® podcast helps you “let your life lead your money, not your money lead your life” and engage with your journey to create your life's design. The podcast uses compelling conversations that combine money psychology with personal finance topics to improve your well-being and achieve your life aspirations.
Your host Dr. Preston D. Cherry (“Dr. Cherry”), interviews guests and performs solo shows to provide an emotion-safe space where real people engage in real talk and share authentic moments. Let’s chop! Learn more by following @drprestoncherry, Certified Financial Planner, Certified Financial Therapist, University Professor, and Founder & President of Concurrent Financial Planning, www.concurrentfp.com.

If you're a young professional looking to build long-term wealth through simple investing strategies, or simply improve your money management skills, the Really Simple Investing podcast is for you. This podcast is for listeners seeking long-term financial well-being. If you are looking for uncomplicated strategies for investing, listening will provide you with insights and advice from experts in investing, financial literacy and personal money management.

The Really Simple Investing Podcast is dedicated to interviewing investors, authors, and leading financial authorities to provide listeners with straightforward and accessible ways to invest in stocks, bonds, mutual funds and exchanged traded funds. Plus, the podcast brings you insights from experienced traders in commodities, futures, options and even cryptocurrency.

You will be learning from successful investors' experiences, gaining insights into income-focused investing, and understanding low-risk quality investment opportunities like buying quality dividend paying stocks, holding index funds and income producing real estate.

The focus is on providing accessible investment strategies that build lifelong portfolios, achieve financial security and independence. If you are new to investing or simply want to learn more, listening to the podcast each week will bring you access to experienced investors, traders and educators who break down investing principles in ways that make it easy to start building wealth, even if you are starting at zero.

NOBS Wealth Podcast: Unpacking the Realities of Wealth and Mindset
Overview:
Join Stoy Hall in the captivating NOBS Wealth Podcast, where transparent, engaging conversations about wealth and mindset are at the forefront. As a wealth advisor at Black Mammoth, Stoy delves into the financial world with honesty and insight, cutting through the industry jargon to offer clear and actionable advice.

Highlights:

• Money Mindset Series: Explore the intersection of psychology, emotions, and wealth. This series uncovers how your financial decisions are deeply influenced by your personal money story.
• Minority CFP Series: This series shines a light on the journeys of Black Certified Financial Planners, showcasing their contributions and diversifying perspectives in the financial industry.
• Alternative Investing Series: An exploration of investment opportunities beyond traditional stocks and bonds, revealing pathways to generational wealth through alternative investments.
• 12 Days of Giving Series: This heartwarming series unveils stories of financial resilience during the holiday season. Listen to 12 client narratives, each revealing the emotional and human side of financial planning. From recent graduates to retirees, these stories emphasize the importance of mindset in overcoming financial challenges.

Why Listen?
The NOBS Wealth Podcast is more than just a financial advice platform; it's a source of inspiration and empowerment. Stoy Hall brings a wealth of knowledge and a unique, no-nonsense approach to discussing various aspects of finance. Whether you're navigating economic uncertainties or looking for innovative investment strategies, this podcast offers invaluable insights and personal stories to guide and motivate you in your financial journey.

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!
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Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser RetirementTM Podcast, Casey Smith, President of Wiser Wealth Management, is joined by either a financial advisor from our firm or by a guest to talk about financial topics such as retirement planning, tax strategy, investing, risk management, or estate planning. We believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!

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.
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Welcome to 'Childcare Tax Break Breakdown,' the essential podcast for HR and operation leaders in large enterprise organizations across the United States. Hosted by Greg and Doug, two experts with a shared passion for savvy financial solutions and a unique personal bond - both are proud dads, former single fathers, born on the same day, and enthusiasts in finding financial loopholes. Every episode guides you through the latest childcare legislation and financial grants, offering insights into application processes, usage, and their critical importance to your organization. Beyond the technicalities, they bring a personal touch with stories from their parenting experiences, adding warmth and relatability. Stay informed and ahead of the curve by subscribing to 'Childcare Tax Break Breakdown' and join Greg and Doug on a journey through the financial landscape that shapes the future of childcare and organizational growth.