100 Best Financial Planning Podcasts to Listen to (2026)

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

Named Best Personal Finance Podcast by Bankrate and Kiplinger, and the only two-time Plutus Award winner retired from competition, The Stacking Benjamins Show makes money smarter and more entertaining. Hosts Joe Saul-Sehy and Josh 'OG' Bannerman, CFP, tackle investing, retirement, taxes, budgeting, and more with top experts, real headlines, listener questions, and Doug's trivia. New episodes every Monday, Wednesday, and Friday. Get the free 201 newsletter at stackingbenjamins.com/201. more

The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2 5 p.m. ET. Learn more at www.ramseysolutions.com more

Save more and spend less is more than just a motto for money expert Clark Howard; it's a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, receives more than one million downloads each month and is a hub for listeners to get valuable advice on-demand any time. Clark answers questions on the most popular business and consumer topics including; how to buy a cars, financing a home, retirement planning, shopping for insurance and getting the most out of your savings. Join the conversation and submit your question to www.clark.com/askclark . Clark spearheads two free resources — Clark.com and ClarkDeals.com — to encourage consumers to save more, spend less and avoid ripoffs. more

Australia's #1 finance podcast. Ready to take control of your money without the stress (or boring lectures)? This is the show for you. Hosted by award-winning financial expert and your ultimate money hype girl, Victoria Devine, SOTM makes personal finance relatable, empowering, and yes actually fun. Join a community of 400,000+ smashing their financial goals, from buying their first property to learning to invest, levelling up their careers, or tackling budgeting, saving and debt all without giving up their morning latte. From Deep Dives into the topics you care about, to pervy looks at real life Money Diaries or cheeky Friday Drinks money talk with the girls, Victoria and her team make finance feel like your group chat, just way better for your bank balance. It's honest, relatable and non-judgmental talk about personal finance, investing, real estate, career and business... with a big dose of fun. more

Jonathan & Brad explore the world of Financial Independence. They discuss reducing expenses, crushing debt, building passive income streams through online businesses and real estate. How to pay off debt, Crush your grocery bill and travel the world for free. No topic is too big or small as long as it speeds up the process of reaching financial independence. more

Take a priceless journey into your life and the life of your money with the most recognized personal finance expert in the world today. Acclaimed for her revolutionary approach to money, Suze Orman has garnered millions of fans whose lives have been transformed by following her unique advice. In about 30 minutes, you'll learn how to go within yourself to see why you are doing without and that you cannot fix a financial problem with money. Suze brings over 40 years of experience to help you be more and therefore have more. If you don't have the money you want in your life, follow one of the most popular podcasts in America and find out why. The choice is up to you. New episodes drop on Sundays. Classic episodes drop on Thursdays. Join Suze's free podcast Community by downloading the Women & Money App on the Apple App Store or Google Play , where you can search past episodes, ask Suze questions (that if chosen will be answered on the podcast) take classes and communicate with each other and possibly Suze herself. more

Listen to how ordinary people built extraordinary wealth - and how you can too. You'll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony. more

45 million downloads. One question: what does it actually take to build wealth? Each week, Paula Pant brings in economists, investors, business leaders, authors, and researchers to dig into the five pillars of financial freedom — financial psychology, increasing income, investing, real estate, and entrepreneurship. Deep insights rooted in economics and behavioral finance. First-principles thinking. No surface-level tips. Follow or Subscribe to hear new episodes every Tuesday and Friday. Get smarter with money. Build wealth. more

Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. more

Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living a rich life. more

Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Learn more at http://whitecoatinvestor.com/ more

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what's important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the 'Contact Us' button. more

Pete Matthew discusses and explains all aspects of your personal finances in simple, everyday language. Personal finance, investing, insurance, pensions and getting financial advice can all seem daunting, but with the right knowledge and easy-to-follow action steps, Pete will help you to get your money matters in order.Each show is in two segments: Firstly, everything you need to KNOW, and secondly, everything you need to DO to move forward on the subject of that episode.This podcast will appeal to listeners of MoneyBox Live, Wake Up To Money, Listen to Lucy, Which? Money and The Property Podcast.To leave feedback or ask a question, go to http://meaningfulmoney.tv/askpeteArchived episodes can be found at http://meaningfulmoney.tv/mmpodcast more

Laura Adams provides short and friendly personal finance, small business, real estate, and investing tips to help you live a richer life. Whether you're just starting out or are already a savvy investor, Money Girl's advice will point you in the right direction. Hosted on Acast. See acast.com/privacy for more information. more

Jamila Souffrant is a Certified Financial Education Instructor (CFEI), host of the Journey To Launch podcast and author of 'Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness'. The Journey To Launch podcast explores all aspects of reaching Financial Freedom; from increasing income, paying off debt, investing, saving & learning how to retire early and wealthy. The book, 'Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness,' shows you how to skyrocket your savings, blast through debt and ultimately accelerate your unique and truly epic journey to financial freedom and independence. The audiobook, which is narrated by Jamila, and the eBook are available in the Apple store. As a money expert who 'walks her talk' she helps brave listeners also known as Journeyers; gain clarity around their finances and create an actionable plan to reach their goals. Her mission is to teach, inspire and help others reach Financial Freedom and Financial Independence. more

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock 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. Join the rock retirement community at www.rogerwhitney.com more

Andrew Giancola from Master Money reveals all of his personal finance, money, investing, business strategies, income sources, stock, and real estate investing tips so that you can build more wealth than you ever thought possible. Discover how to increase your income at your job and create multiple passive income streams that work for you, so you have the time and freedom to do what you love. Whether that's travel, or having freedom from your day job. Since 2013, Andrew has been sharing the wins and losses of his personal finance journey. You will learn how to invest to create wealth in stocks, index funds, real estate, building businesses, and side-hustles. You will learn how to save more money, get a raise, set up simple budgets, build habits, personal growth, and money hacks that will take you to the next level with your finances. Take control of your money so you can live a stress-free, rich life. Anyone can be wealthy, Andrew will show you how. Hit subscribe and get ready to change your life. more

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more! more

Optimal Finance Daily is a leading narrated podcast for the FIRE movement (Financial Independence, Retire Early). We curate and read the internet's most influential blogs on stock market investing, passive income, debt repayment, and 401k strategies, transforming complex wisdom into actionable daily episodes. Hosted by Justin Malik (founder of the Optimal Living Daily podcast network), this show is designed for growth-minded professionals seeking wealth management tips and money mindfulness. From budgeting and frugal living to index fund investing and tax strategies, Justin provides the tools to secure your financial freedom. Join thousands of listeners becoming 'OLD friends' as we navigate retirement planning, savvy money management, and the path to a debt-free life. Your journey to an optimal life begins here. more

Making fun of finance. A US News & World Report 'Top 9 Personal Finance Podcast' (2025) and 'Top 12 Retirement Podcast' (2023). One of the '10 Best Personal Finance YouTube Channels' (CardRates, 2023). 'Best Retirement Podcast With Humor' (FIPhysician, 2020-2024). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA 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. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com more

NerdWallet's trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you'll have the latest financial insights and the tools you'll need to manage your money wisely, build wealth, and plan for life's milestones. And if you have questions for the Nerds, you can leave them a voicemail at 901-730-6373. Join hosts Sean Pyles, CFP®, Elizabeth Ayoola, and other expert Nerds as they answer your biggest money questions and share strategies to help you build wealth and reach your financial goals, including: Investing: Advanced investment strategies, integrating ETFs and mutual funds into a diversified portfolio, tax-efficient retirement planning, understanding Roth IRA conversions, and navigating robo-advisors. Credit Cards: Top credit cards for travel rewards and luxury perks, balance transfer strategies, maximizing credit card points, and optimizing credit card usage to boost your credit score. Personal Finance: Advanced budgeting tips, building generational wealth, creating effective savings plans, managing high-income expenses, and developing a strong money growth mindset. Home: Smart strategies for homebuying in competitive markets, leveraging home equity loans and HELOCs, refinancing for long-term savings, first-time homebuying tips, and budgeting for major home improvements. If you're searching for the best personal finance podcasts or want practical knowledge to make smarter money decisions, then follow NerdWallet's Smart Money Podcast. You'll love NerdWallet's Smart Money Podcast if you like podcasts like: Planet Money, The Personal Finance Podcast, DIY Money, Afford Anything, How to Money, The Ramsey Show, Money Rehab with Nicole Lapin, NPR's Life Kit: Money, Popcorn Finance, Money Girl,Money Guy Show, Everyone's Talkin' Money, So Money with Farnoosh Tarabi, The Money with Katie Show, All the Hacks with Chris Hutchins, The Stacking Benjamins Show, MoneyWatch with Jill Schlesinger, or Your Money, Your Wealth. NerdWallet Compare, Inc. NMLS ID# 1617539 NMLS Consumer Access: http://www.nmlsconsumeraccess.org/ more

Empowering long-term investors with actionable insights on retirement, personal finance, and portfolio strategy. Hosts Christine Benz, Amy Arnott, and Ben Johnson talk with influential leaders in finance and investing every Wednesday. more

For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for high-net-worth investors with questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts. more

Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that's just the start! Let's help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that! more

A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital. more

Martin Lewis answers your financial questions, offering valuable money-saving tips.

What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining! more

Retirement is too important to leave to guesswork, headlines, or conflicting advice. The Stay Wealthy Retirement Show is an award-winning retirement podcast designed to help you make smarter decisions with your money, reduce taxes, invest wisely, and create a retirement income plan you can trust. Want to avoid overpaying the IRS in retirement? Prepare for the next stock market downturn? Optimize retirement timing? Turn your investments into reliable income without second-guessing every decision? You're in the right place. I'm Taylor Schulte, a Certified Financial Planner™ and retirement tax planning expert. Each week, I simplify the biggest retirement planning questions so you can feel more informed, more confident, and better prepared to 'stay wealthy' in retirement. more

Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar with their individual circumstances. The firm is not engaged in the practice of law or accounting. This content shall in no way be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to anyone. All information referenced is for illustrative purposes only and is not intended to represent any specific investment strategy or vehicle. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. We strive to provide accurate and timely content, but we make no guarantees regarding the accuracy, completeness, or relevance of the information presented. All information is provided 'as-is' and may be subject to change without notice. We assume no responsibility for any errors, omissions, or outcomes related to the use of this content. Links to external sites are provided for convenience only. We do not control or endorse third-party content and are not responsible for the information or services these sites provide. Always review the privacy policies and terms of use for any external sites you visit. By using this podcast, website, or any related content, you acknowledge and agree to the terms outlined in this disclaimer. If you have any questions, feel free to contact us directly. more

Financial talk radio veteran, Don McDonald and former host of Serious Money on PBS, Tom Cock, join forces to talk about real money issues. In each episode, they solve real money problems, dole out real investing (not speculating) advice, and really explain the financial issues that effect all of us. Plus, it's actually fun! Talking Real Money is a podcast designed to provide the real help we all need to enjoy a really great future. Call in with your questions anytime at 855-935-TALK (8255). more

You make good money. You save. You contribute to retirement. On paper, you are doing well. So why do you still feel unsure whether you are making the right decisions with your money? She's Talkin' Money is the personal finance podcast for women who have outgrown basic budgeting advice and want more clarity about what comes next. Hosted by financial planner and money expert Shari Rash, the show helps you understand how to put your money to work through smarter investing, retirement planning, saving, tax strategy, and intentional spending. You will also hear honest conversations about the emotional side of money: fear, guilt, comparison, financial independence, over-saving, and why earning more does not always make you feel more secure. Expect practical solo episodes, expert conversations, and real money questions designed to help you stop second-guessing yourself and start making financial decisions with more confidence. Because doing well on paper should feel good in real life, too. Previously known as Everyone's Talkin' Money. more

Kornel interviews the top financial experts in Canada to help you optimize your investments, reduce your taxes, and help you accelerate your journey towards financial independence and early retirement. He also shares his own experiences and lessons learned in investing and as an early retiree and member of the FIRE (Financial Independence, Retire Early) community to help you optimize your finances, specifically here in Canada. more

Having been a Financial Planner for over 15 years, I have seen first hand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast cuts through the jargon and provides practical, accessible financial education and empowerment - so you can build sustainable wealth and help achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and be empowered by valuable advice from industry experts. So join me for the start of a bold and brilliant financial future and growing community. For immediate access to all my content follow @SugarMammaTV@CannaCampbellofficial xCC more

Ari Taublieb is a CERTIFIED FINANCIAL PLANNER™ and Vice President of Root Financial Partners. Ari Taublieb, CFP®, MBA specializes in helping people navigate an early retirement. I get it...retirement sounds overwhelming (an early retirement may sound particularly overwhelming)! Does it just feel like there's so much to consider and you just want to make sure you're doing everything you can to set yourself up right? If I may ask...why do YOU want to retire early? Do you want to travel? Have you just had enough of work? Do you want to spend more time with family (or on hobbies you've been putting off)? I created this podcast to help you know when work is now optional because you have a financial strategy that tells you when you can retire. You will learn all the investing tips in this financial podcast to set up the right portfolio for your goals. You may love what you do - and if that's you, great! I'm not saying stop working. But, I am saying, wouldn't it be nice to know when you didn't HAVE to work any more? When you would only go to work because you enjoyed it (crazy concept, I know). This is the ultimate retirement podcast (specifically, early retirement!). Retiring early, also known simply as 'financial freedom', is having the ability to do what you care most about, MORE!I don't want you to work unless you ENJOY it (finances aside, for just a moment)! My goal of this podcast is to give you all the tips and strategies so you can retire EARLY. Retirement planning, investing, personal finance, tax strategy, and you'll hear case studies from my clients and exactly how I've helped them navigate the transition into retirement. What are the right investment accounts to have in retirement? I want retirement planning to be simple for you so that you can retire early and maximize your retirement goals. Become a retiree and enjoy everything you've been waiting for your whole life (and start practicing retirement today)! I release new episodes every Monday with all the strategies (you'll learn that I love examples) so you can maximize your return on life (we use money to do this). more

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com. more

Planning for, or already enjoying, your retirement? This is the show for you.The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join your hosts John Ross, JD and Devin Carroll, CFP® as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully. more

Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and CEO of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you've always imagined and deserve. Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations. ©2026 HOWARD BAILEY FINANCIAL, INC. more

Do you want to spend more money & pay less taxes on your way to an even better retirement? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP®, RICP®. Join my 'This Week in Retirement' newsletter for the best retirement content of the week, sourced by me: https://pages.thisweekinretirement.com/newsletter more

'This podcast will leave you feeling inspired to take a more proactive approach to your savings, earnings, & expenses.' - BuzzFeed | Yo Quiero Dinero is an award-winning personal finance podcast that empowers listeners on topics like entrepreneurship, investing, financial independence & money mindset. Hosted by Jannese Torres, Latina money expert, award-winning author and serial entrepreneur. Known as 'the swaggiest personal finance podcast', each week we drop episodes brimming with POC-friendly personal finance knowledge, served with sazón! Tune in for all the money lessons you never learned. Visit us at YoQuieroDineroPodcast.com . Hosted on Acast. See acast.com/privacy for more information. more

The Marriage Kids and Money Podcast will strengthen your family tree and help you live financially free. We work to help you build the life of your dreams! Each week, award-winning Family Finance Coach Andy Hill shares wealth-building tips that help parents and couples to design their ideal lifestyle. Learn how to get on track with your finances, work toward financial freedom, and even build generational wealth. Knowing community makes for a happier future, Andy interviews millionaire parents, couples who have reached financial independence, or other money pros so listeners get a well-rounded perspective. With over 400 episodes and counting, you are sure to find an episode to help you. Show topics include strategies on becoming debt free, how to invest simply, setting your kids up for success, and living more generously. Don't just take our word for it! Marriage Kids and Money has been hailed as a top podcast by US News and World Report. Join the family wealth-building conversation by listening to our top-rated personal finance podcast today! more

The Main Street Business Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the go-to resource for entrepreneurs, investors, and business owners who want to build, protect, and manage their wealth. Each episode explores real-world scenarios and offers practical advice on business structuring, tax planning, side hustles, real estate, self-directed retirement accounts, and more. With decades of combined legal and tax experience Mark and Mat make complex financial topics understandable through charismatic discussions and practical education. Their goal is to empower listeners to make smarter legal and financial decisions by turning advanced concepts into clear, actionable strategies for LLCs, corporations, estate planning, tax reduction, raising capital, asset protection, and retirement planning. Mark J. Kohler is a CPA, attorney, best-selling author of six books, and a nationally recognized authority on small business tax and legal strategies. Mark serves as a Senior Partner at KKOS Lawyers and Board Member at Directed IRA Trust Company, which manages over $3 billion in assets. As the founder of the Main Street Certified Tax Advisor Program, Mark has trained thousands of CPAs and Enrolled Agents nationwide, helping millions of small business owners better navigate tax and legal strategies. Mark also co-hosts The Main Street Business Podcast along with Mat Sorensen. Mat Sorensen is an attorney, best-selling author of The Self-Directed IRA Handbook, and CEO of Directed IRA & Directed Trust Company, a leading self-directed IRA custodian with nearly $3 billion under administration. He is a national expert on self-directed retirement strategies and a Senior Partner at KKOS Lawyers. Mat also co-hosts The Main Street Business Podcast along with Mark J. Kohler. more

Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Nick are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you. more

Your unconventional personal finance show. Sharing wealth creation and creative financial planning strategies. Simplifying the complex into the 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. The UK's premier personal finance show. more

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success. more

You're listening to Two Sides of FI, a conversation between two lifelong friends about financial independence - what it takes to get there and what comes after. One of us reached FI in 2020, the other in 2024. We started this show to document our different paths, and now that we're both post-FI, we're still figuring out how to use the freedom we spent years working toward. I'm Eric and I'm joined by my friend Jason, and this is our story. more

Being in control of your money leads to great things. From dealing with debt or student loans, to how to buy a house, NPR wants to help. Updated every time Life Kit posts an episode on personal finance or money. Want another life hack? Try Life Kit+. Your subscription supports the show and unlocks an exclusive sponsor-free feed. Learn more at plus.npr.org/lifekit more

Welcome to the Compound Commitment, where we focus on the small actions that compound over time. I'm your host, Mike Nilson. Join me every Tuesday as we build the habits that support wealth, health, and happiness. Each week, we share insights on investing, wealth management, and financial planning alongside practical strategies for nutrition, sleep, relationships and happiness. Check out compoundcommitment.com to sign up for a complimentary 30-Day Wealth, Health, or Happiness Commitment. more

There's a lot of dopey financial advice out there. Jill Schlesinger is here to call it out, answer your questions, break down the financial news that actually matters, and help you manage your money without losing your mind. No jargon. No judgment. Just clear, actionable financial guidance about saving, investing, buying a home, managing your career, and deciding how to spend your hard-earned dollars.When it's time to panic, Jill will tell you. When everyone else is panicking and you shouldn't be, Jill will tell you that too.Your money. Your move. Let's go. New episodes drop every Tuesday and Thursday. more

If you are seeking your path to real financial success this show is for you. Truly achieving financial freedom requires you master the 'inner' world of money - your money mindset - and the 'outer' world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don't. Love, your Money® with Hilary Hendershott tackles money beliefs and financial planning strategies like: What your family life growing up may say about your credit card debt What tax strategies make the most sense for business owners How to leverage compound investments to build truly passive income How the quality of your relationships rise and fall on your money habits Whether index funds are better to invest in than actively managed funds Taking charge of your income and cash flow so you have money for today and tomorrow Hilary Hendershott is a CERTIFIED FINANCIAL PLANNER™ professional with more than two decades of experience as a wealth manager. She's NBC's 'Investor's Voice of Reason', an Investopedia Top 100 Financial Advisor five years running, and a TEDx speaker with her own personal experience of making money mistakes before multi-million-dollar success. Love, your Money With Hilary Hendershott is an ongoing conversation for you to improve your relationship with money, deepen your understanding of how money works in every area of life, and gain the clarity you seek about strategic wealth building and investing decisions and questions. Subscribe to Love, your Money® with Hilary Hendershott wherever you find your other favorite podcasts. And if you love what you hear, show some love with a five-star rating! For more information, visit https://hendershottwealth.com more

Trying to pay off debt, looking for money saving tips, increasing your income or on your way to financial independence? You're in the right place. Welcome to the Money Nerds community! This podcast highlights weekly stories from people who share their secrets to financial success. Whitney Hansen interviews everyday people with weird, unique, and amazing money stories. If you are looking for a modern voice and financial tips that actually work, this podcast is for you. more

***TOP 1% MONEY & FINANCIAL SUPPORT PODCAST***Do you make good money but have nothing to show for it? Tired of using your bank account & credit card balances as your budget? Want to get debt-free but don't want to sacrifice everything to do it? Ready to save money and build generational wealth?You're in the right place!We're telling you exactly how to budget, pay off debt, save money & stop living paycheck to paycheck.We're Shana & Vanessa: BFFs, business partners & Dave Ramsey Solutions Master Financial Coaches (and unofficial marriage counselors). We're glad you're here. more

Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavioral economics, portfolio management, retirement planning, personal finance and more.Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options. more

[Top 1% Personal Finance, Retirement, and Investing Podcast] Why is personal finance so complicated? The internet is flooded with personal finance 'experts' sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, 'Personal Finance for Long-Term Investors' simplifies complex financial planning topics. With relatable stories, in-depth research, and practical tips, Jesse helps you master personal finance planning for families, make smart decisions about tax-efficient investing, and build strategies for retirement planning and beyond. Formerly known as 'The Best Interest Podcast,' and inspired by Jesse's award-nominated blog The Best Interest, this podcast is your trusted resource for comprehensive financial planning and smart investing. Whether you're looking for optimal investment allocations, retirement planning advice, or generational wealth transfer ideas, this show makes personal finance approachable, enjoyable, and actionable. A richer tomorrow starts with learning today. Invest in your knowledge with Personal Finance for Long-Term Investors. more

Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can't afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have always dreamed about. Radon Stancil, CFP®, and Murs Tariq, CFP® are dedicated to guiding you through knowing what questions to ask and what information to gather in order to feel 100% confident about your retirement plan. For more information visit: https://pomwealth.net/podcast more

On Money Meets Medicine, Dr. Jimmy Turner discusses all things career and finance for physicians. With expert guest discussions, Jimmy tackles the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. To get help with free educational content or obtaining own-occupation disability insurance from a source you know you can trust, visit https://moneymeetsmedicine.com/disability Background: Dr. Turner is a practicing anesthesiologist, author of The Physician Philosopher's Guide to Personal Finance, and Co-Founder of Money Meets Medicine Disability Insurance. For more information, visit moneymeetsmedicine.com more

Welcome to the Boldin Podcast — your trusted source for retirement planning, financial wellness, and purposeful living. Formerly known as NewRetirement, Boldin is on a mission to empower you to take control of your financial future. Whether you're nearing retirement, already retired, or just starting to plan, we cover what matters most: money, lifestyle, health, meaning, and how to retire smarter. Each episode features expert interviews and actionable insights on topics like retirement income strategies, Social Security planning, saving for retirement after 50, and creating a fulfilling life after work. Ready to start your journey? Explore the best free retirement planning tool and a library of financial resources at Boldin.com — and take the first step toward financial independence and a well-lived life. more

NerdWallet Wealth Partners' Your Next Dollar podcast helps high earners learn how to build wealth while still spending on what they value most.At this stage, you can afford anything, but not everything. When is it okay to splurge on your dream vacation or luxury gym? And how do you grow your wealth while doing it? Host Andrew Giancola digs into the decisions that come with a growing income: equity compensation, investing, housing, benefits, taxes, and every big life moment in between.Whether your top priority is family, financial freedom, health, or the experiences that make life worth living, this video podcast helps you think through where your next dollar should go. Join host Andrew Giancola, with regular appearances from NerdWallet Wealth Partners' fiduciary financial advisors, as they tackle many of the biggest financial questions facing high earners, including: Investing and wealth building: Tax-aware investing, diversified portfolios, index funds and ETFs, tax-loss harvesting, Roth IRA conversions, mega backdoor Roth contributions, real estate investing, and maximizing tax-advantaged accounts like 401(k)s, IRAs, and HSAs. Equity compensation: Making informed decisions about restricted stock units (RSUs), incentive stock options (ISOs), non-qualified stock options (NSOs), employee stock purchase plans (ESPPs), vesting schedules, and when to sell versus hold company stock. Financial planning and big decisions: High-income tax planning, charitable giving, donor-advised funds, retirement planning, financial independence (FIRE), cash flow management, buying a home, paying down debt versus investing, benefits selection, and when to consider hiring a fiduciary financial advisor. Values-based spending and lifestyle trade-offs: How to splurge without derailing your financial goals, budgeting for travel and experiences, aligning your spending with what matters most, and balancing enjoying life today with building wealth for tomorrow. Wealth protection and legacy: Estate planning, trusts, 529 plans and college funding, life and disability insurance, umbrella insurance, and what it takes to build generational wealth for your family.If you're looking for your new favorite personal finance podcast — built for high-earning  professionals — follow Your Next Dollar from NerdWallet Wealth Partners.We think You'll love Your Next Dollar if you like podcasts like: The White Coat Investor Podcast, Making a Millionaire, The Money Guy Show, Ready for Retirement, Money for Couples with Ramit Sethi, I Will Teach You to Be Rich, All the Hacks, Stay Wealthy, ChooseFI, The Iced Coffee Hour, or The Money with Katie Show.NerdWallet Wealth Partners LLC (NWWP) is a SEC registered investment adviser. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by any securities regulator. The content presented by NWWP on its Your Next Dollar podcast is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies, examples, and figures discussed are intended to be general in nature, subject to change at any time based upon market or other conditions and may not be suitable for every individual. Any hypothetical illustrations used are for educational purposes only and do not represent a guarantee or prediction of future results. All investments carry risk, including the potential loss of principal, and past performance is not a guarantee of future results. NWWP's investment advisory services are only offered where NWWP and its representatives are registered. Before making any financial decision, seek advice from a qualified investment, tax, or legal professional. more

A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle. more

Scripted Wealth: Money & Meaning for Pharmacists is a show for pharmacists who want more than just financial success. It's for those seeking clarity, confidence, and a plan to use their money with intention. After more than 500 episodes of the Your Financial Pharmacist Podcast, Scripted Wealth represents the next chapter, expanding the conversation from how to build wealth to how to use it to support a life that truly aligns with what matters most. Hosted by YFP Wealth (formerly Your Financial Pharmacist) co-founders Tim Ulbrich, PharmD, and Tim Baker, CFP®, RICP®, RLP®, the show blends practical financial planning with deeper conversations about what it really means to build and enjoy wealth. You'll hear discussions on retirement planning, investing, tax strategy, and turning your savings into a sustainable income, alongside conversations about time, purpose, identity, and the tradeoffs that come with designing a life you actually want to live. Whether you're approaching retirement or simply asking, 'Am I on track?', this podcast will help you align your financial decisions with what matters most. Disclaimer: The information on this podcast is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yfpwealth.com/disclaimer/ more

Plenty of podcasts focus on building wealth and that's great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the different ways you can gain choice - from investing in stocks to becoming self-employed, starting a side hustle, or buying an investment property. I share learnings I've gained working with clients for over 20 years as a Certified Financial Planner, and interview others with interesting insights or experiences in gaining choice in life. more

Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram. more

Hosted by Creative Planning's Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips! more

Informed Decisions is Ireland's award-winning podcast on pensions, retirement planning and financial planning, hosted by Paddy Delaney. Paddy, founder of Informed Decisions, is one of a small number of retirement planners in Ireland who work on a genuinely fee-only basis: no commission from any product provider, no products sold, and nobody but the client paying for the advice. If you are within ten years of retiring and you have built up a substantial pension, the difficult part is no longer saving. It is knowing what to do with what you have. An awful lot of people arrive at that point with a fund value and no strategy, and no clear sense of whose advice is actually on their side. That is what this show is for. Every week, Paddy works through the decisions that really make a difference: current issues in the world of finance that affect your pension in Ireland and fundamental questions that every Irish person should ask themselves when planning their retirement, f.e.: • How much income a pension can realistically sustain in retirement, and for how long • ARF or annuity: what each one actually costs you over twenty years of drawdown • Why the default fund your pension has been sitting in may not be doing what you assume • What Revenue's rules mean in practice: the Standard Fund Threshold, imputed distribution, and the tax on your retirement lump sum • PRSAs, AVCs and company pensions, and which structure suits which situation ABOUT YOUR HOST Paddy Delaney is one of very few independent, fee-only financial planner in Ireland and the voice behind Informed Decisions. He is a Qualified Financial Adviser (QFA) and Retirement Planning Adviser (RPA), also holding the APA designation, and has been publishing this podcast since 2017. His work centres on Irish retirement income planning: ARF drawdown strategy, pension structuring, and tax-efficient income for people approaching or already in retirement. New episode every week and more content on YouTube, too. 📊 Check where you stand with Informed Decisions free 10-minute Retirement Readiness Scorecard: https://www.informeddecisions.ie/pension-calculator 📅 See how we work: https://www.informeddecisions.ie WHO THIS PODCAST IS FOR Business owners, senior professionals and executives across Ireland, typically between 45 and 65, with pension and investment assets built over a career. DISCLAIMER This podcast is for general educational purposes only and does not constitute personalised financial advice. Everyone's situation is different. Always speak to a qualified, independent advisor before making pension or investment decisions. Tax rules and pension regulations change; figures quoted are accurate at time of recording. more

We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of 'Making Money Simple,' Peter Lazaroff distills complex financial matters into easily digestible lessons. If you're ready to get a clear plan for your investments and personal finances, you're in the right place. more

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

Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars. more

On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner. Season 5 Out Now! Tune in for new episodes every other Thursday, starting on August 13, 2026! Action Rock by LesFM | https://lesfm.net/motivational-background-music/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/ more

Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship.You can catch this podcast on YouTube 'Paisa Vaisa with Anupam Gupta' or find it on top audio streaming platforms like Apple Podcasts, Spotify, Amazon Music, Google Podcasts, JioSaavn, Gaana, and others. more

What if building wealth wasn't about finding the next investment... but about building the right financial system? Canadian Wealth Secrets is an education-first wealth planning platform designed for incorporated business owners and high-income Canadians who want to build, optimize, protect, and eventually transfer their wealth with greater confidence. Hosted by former mathematics teachers, serial entrepreneurs, and long-time investors Kyle Pearce and Jon Orr, the show was created after discovering that many of the most effective wealth-building strategies available to successful Canadians simply weren't being discussed openly—or were being explained in isolation without showing how they fit into a complete financial plan. That's why we built Canadian Wealth Secrets. We believe that understanding should always come before implementation. Instead of selling products or chasing investment trends, we teach you how to think about your wealth as a complete system. Every episode is designed to help you better understand one or more of the Four Stages of Holistic Wealth Planning: Stage 1: Design Your Vision for Freedom Clarify what financial freedom actually means for you and build a wealth plan around your ideal lifestyle—not someone else's. Stage 2: Build Your Wealth Reservoir Create financial optionality by establishing safe, predictable capital that allows you to confidently invest, navigate uncertainty, and seize opportunities. Stage 3: Optimize Your Wealth Plan Learn how successful Canadians structure corporations, investments, taxes, leverage, insurance, and cash flow to build stronger active and passive income flywheels. Stage 4: Legacy & Estate Strategy Protect your family, your business, and your life's work while transferring wealth as efficiently as possible to the next generation. Whether you're just beginning your wealth-building journey or already managing multiple corporations, investment properties, or a seven-figure portfolio, Canadian Wealth Secrets helps you connect the dots between tax planning, investing, insurance, business ownership, and long-term financial freedom. Our mission is simple: To help Canadians make better wealth decisions by first helping them understand how the system works. Beyond the podcast, you'll find a growing educational ecosystem including our YouTube channel, free self-paced masterclass, Wealth Pathways Assessment, proprietary wealth planning tools, and complimentary one-on-one strategy calls designed to help you identify your next best move with clarity and confidence. When implementation makes sense, our licensed team and trusted strategic partners can help you execute many of the strategies discussed on the show—including corporate wealth management, tax-efficient insurance strategies, alternative investments, and other advanced wealth planning solutions. As always, our education comes first, and there's never any obligation to work with us. If you're ready to stop collecting financial tips and start building a complete wealth system, you're in the right place. Topics we cover: Canadian tax planning Corporate wealth management Wealth planning for incorporated business owners Corporate-owned participating whole life insurance (COLI) The Smith Maneuver Corporate investing Passive income strategies Retirement planning RRSP and RRIF strategies Estate and legacy planning Dividend investing Income investing Covered Call ETFs Index investing Private equity (PE) Real estate investing Financial independence Retire Early (FIRE) Canadian personal finance Wealth preservation If you enjoy The Rational Reminder, The Wealthy Barber, Build Wealth Canada, The Canadian Investor, The Money Guy Show, BiggerPockets, or The Canadian Real Estate Investor, you'll feel right at home here. more

Financial Planner and benefits professional discuss the intricacies of the Federal Employee Retirement System. This real world experience allows these benefits professionals to address questions they are most frequently asked by Feds as well as Human Resource departments on how benefits work. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. 431 W 7th Ave Ste 100 Anchorage, AK 99501 (907) 278-1350 more

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms. more

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she's simply just obsessed with helping other amazing advisors do the same thing. So if you're an advisor who's got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!  more

Retirement Tax Services Podcast, Financial Professional's Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement. more

Hosted by Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®, this podcast is your weekly dose of laughter, actionable insights, and a whole lot of JOY. ▪️Expert Insights: Gain advice from engaging guests, helping you navigate your future with confidence. ▪️JOYful Money Management: Discover how to make managing your money a JOYful experience. ▪️Inspiring Stories: Hear real-life stories that motivate you to pursue your dreams and find JOY in the journey. Remember to ask yourself: What did you do today that brought you joy?® more

Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more. more

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more. more

Welcome to the Payne Points of Wealth: The podcast that addresses all the pain points that come with creating your wealth, growing your wealth, and sustaining your wealth. Hosted by the Family Wealth Experts of Payne Capital Management, Bob, Ryan & Chris Payne. On a weekly basis, they deliver timely strategies and solutions for the pain points that come with building, preserving and managing your wealth. more

The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry. more

Tune in and find out what is on the minds of two long-practicing, fee-only financial planners Jay Furst and Certified Financial Planner ™ Cheryl Costa. Cheryl and Jay chat weekly about the markets and a wide range of personal finance topics. more

20/20 Money is the top podcast for optometrists, private practice owners, and ODs who want to master optometry practice management, financial planning, and long-term business strategy. Hosted by Adam Cmejla, CFP®, the show delivers practical guidance on everything that affects the profitability, growth, and value of your optometry practice. Episodes cover: • Optometry practice management & operations • Financial planning for optometrists • Practice growth strategies & profitability tips • Selling your practice & OD exit planning • Private equity deals in optometry • Hiring, leadership, and team development • Tax planning, cash flow, and retirement readiness • Student loan strategies for ODs • Cold starts, acquisitions, and multi-location scaling With expert interviews, case studies, and step-by-step breakdowns, you'll learn how to make smarter business decisions, build personal wealth, and create a thriving career inside and outside the exam room. If you're an OD serious about elevating your practice and improving your financial future, 20/20 Money is your competitive advantage. For more information on the show and on Adam, please visit https://www.integratedpwm.com/ more

Wealth Strategy Secrets of the Ultra-Wealthy is a top-ranked investing podcast for entrepreneurs, accredited investors, and high-income professionals who want to build wealth beyond Wall Street. Hosted by Dave Wolcott—Founder of Pantheon Investments and author of The Holistic Wealth Strategy—this show reveals how the ultra-wealthy and family offices actually invest, reduce taxes, and create long-term financial freedom. Each episode uncovers advanced wealth strategies including: private market investing, passive income, private credit, real estate syndications, tax optimization, asset protection, infinite banking, and alternative investments. You'll hear from top investors, family office leaders, tax strategists, and elite performers sharing real-world insights, frameworks, and opportunities rarely discussed in traditional financial planning. If you're looking to move beyond stocks and bonds, increase cash flow, lower your tax burden, and build a true wealth strategy—this podcast is your blueprint. Start building your personalized wealth strategy today: Get access to Dave's free Contrarian Wealth Masterclass and join the Private Capital Network at: https://contrarianwealthbuilder.com more