Best 12 Florida Finance Podcasts

The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer's, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor's First Podcast. Previous guests include Patrick O'Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program. 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

The Disciplined Investor Podcast The longest-running financial podcast. Weekly market insights, expert guests, and actionable investment ideas to help you stay ahead of the markets. more

Want to feel more confident and in control of your finances? The Smarter Vet Financial Podcast is your go-to resource for fresh, energizing perspectives on money—created just for veterinarians. Hosts Tom Seeko and CJ Burnett, founders of Florida Veterinary Advisors, break down personal and business financial topics in a way that's easy to understand and fun to explore. With inspiring interviews and practical advice, you'll gain the clarity you need to stress less and enjoy more of what you love in life and work. more

Welcome to Widow Life and Money, where Certified Financial Planner and Financial Therapist, Daniel Kopp, discusses the intersection of widowhood, faith, and finances. His passion is helping younger widows gain clarity and confidence in their financial lives. Want even more resources and information on how to make better financial decisions along your grief journey? Go to www.wisestewardshipfp.com where you'll find many helpful topics designed for widows. While there, you can also schedule a free, no obligation consultation with Daniel. This podcast is for informational purposes only and should not be used as the basis for legal, tax, or investing advice. Daniel Kopp is the founder of Wise Stewardship Financial Planning, LLC, a Registered Investment Advisory firm in the State of Florida. Opinions and information expressed are as of the date of recording and are subject to change. more

Something Personal from Palisades Hudson Financial Group features interviews with a team of financial advisers discussing the more personal side of personal finance. Learn about topics ranging from entrepreneurship to investing, taxes to insurance, and many more through engaging conversations with experienced professionals.Palisades Hudson Financial Group offers comprehensive, objective, fee-only advice and solutions. Headquartered in South Florida, the firm has offices in five states from which it serves clients across the country and abroad. more

Phillip Statler is on a mission to provide Highlands County residents with comprehensive retirement planning services to help them feel financially confident for years to come. He sees his clients as family and loves seeing them enjoy their retirement.Starting out, Phillip entered the financial services industry as a tax advisor, working with clients to plan tax-reduction strategies. He quickly realized the issue of tax reduction was not the only area of concern for his clients, and he wanted to give his clients more thorough, well-rounded guidance encompassing their entire financial portfolios. As a result, Phillip studied for and earned the required licensure to become a financial and investment advisor, and in 2001 he decided to focus primarily on financial planning. Today, he proudly helps clients accomplish more of their retirement bucket list by helping them implement secure and complete retirement strategies with income and retirement planning.Phillip regularly holds seminars throughout the community. He also hosts two radio shows as a way to reach more consumers with important financial information each day. On weekdays, listen to Phillip's live financial updates at 8:40 a.m. on 105.7 Lite FM's 'Mornings with Dave,' and on weekends, you can hear the 'Statler Financial Radio Show' on NewsTalk WWTK AM 730, Saturdays at 6 a.m. and noon, and Sundays at 10 a.m.A graduate of Florida State University, Phillip earned his Bachelor of Science in accounting and finance. He is a Registered Investment Adviser of Statler Financial Services, Inc. and is a licensed Enrolled Agent (tax advisor) through the U.S. Treasury's office. Phillip has passed the Series 65 securities exam and holds his insurance licenses. He also is an Ed Slott Master Elite member as well as a member of the Greater Sebring Chamber of Commerce, National Society of Accountants, Better Business Bureau, Kiwanis of Greater Sebring and First Baptist Church of Sebring. In 2017, Phillip won the Inaugural Highlander Award for Financial Representative of the Year.Phillip and his wife, Joyce, are lifelong residents of Sebring and are the proud parents of two adult children, Maggie and Colton. They're also thrilled to be new grandparents to their first granddaughter, Natalie. In his free time, Phillip loves to travel and spend time with his family. more

Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com. Graystone Advisor, LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration. Investing Forever LLC (d/b/a, Investing Forever Advisory) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted. more

Ryan Brown has been a South Florida resident for the last two decades, and is currently the Branch Manager at CrossCountry Mortgage in Palm Beach Gardens. Throughout his 20+ years in real estate and finances, he has created and established many relationships in the local community. The purpose for this podcast is to help educate and equip individuals looking to learn more about: business, real estate, finances, investing, sales, and leadership. more

Welcome to the Soothing Semantics podcast. My name is Rafi Pinsky and I am a former Infantryman of the IDF, hold a Bachelor's in Business from Brooklyn College, currently work In the Miami Dade and Broward areas of South Florida as a Realtor, and of course host this podcast. I have decided not to delve into one topic but rather to allow for open dialogue of all kinds. The main topics of discussion are Real Estate (investment and sales), finance, human psychology, and a sprinkle of martial arts. I hope you can learn something from the various guests on my show! more

Bill is a Certified Financial Fiduciary and upholds the highest standards of honesty, fairness, integrity and professionalism. Bill is a native Floridian and was transferred to Michigan in 1995 by his employer at the time, NBD Bank.  Bill and his wife Charlotte have been married 41 years and have four adult children and three grandchildren.Bill received his Bachelor of Science Degree from Florida State University with a major in Finance and a minor in Real Estate.​Bill has been helping clients manage their financial lives since 1988.  Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, 5 years as a broker with Smith Barney in Troy, MI and has owned his own firm since 2004, located in Almont, MI which is 40 miles north of Detroit.At the end of 2014 Bill exited the securities side of his practice to offer only 'Safe Money' programs for his clients.  While offering 'At Risk' investments such as mutual funds, ETFs and individually managed portfolios of stocks and bonds as a licensed securities advisor, and now as a 'Safe Money' professional exclusively, Bill has always put his clients' interests first.  While securities licensed, Bill maintained a perfectly clean record with FINRA, which you can check for yourself by going to FINRA Broker Check. more

Learn more about the Florida Home Buying, Selling and Financing Market with Crystal Jenkins of RE/MAX Downtown and James Nemeh of Spectrum Global Financial; two industry experts who have been actively engaged in the Florida Real Estate and Florida Home Loan Market for over 20 years. more