With the number of podcasts now topping 700,000, you can find one for almost any subject or taste. That’s true in the personal finance area, as well, with all manner of money podcasts now available—from funny to serious to technical. But how do you know if a host is actually qualified to give financial advice?
This is where financial advisors’ podcasts come into play. Sure, many FA podcasters are mainly looking to promote their paid services. But there are definitely some who are more interested in educating the public about key personal finance issues than they are about picking up new clients.
The financial advisors on this list are all registered with the Securities and Exchange Commission (SEC) as investment advisors or the Financial Industry Regulatory Authority (FINRA) as brokers.
Here’s our picks for the best podcasts by financial advisors. The 10 are listed in alphabetical order, so no one podcast can claim to be the “best” according to Forbes—but all 10 are worth a listen, particularly if you fit into the target audience as described on our list.
15 Minute Financial Advisor by Mike Policar
Length of episodes: 7 to 15 minutes
Available on Player.fm and Libsyn
In 15 minutes or less, the 15 Minute Financial Advisor podcasts cover topics such as stock options, 529 college savings accounts and yield curve inversions. Almost every episode is structured to provide background on a subject, explain how it works through real world examples, and wrap up with Michael Policar’s advice on the topic.
Policar admits he hopes his podcast attracts new customers to his business. He’s not selling any product, but he is advertising his insights. If you’re looking for a new advisor, a podcast might be a good way to get to know someone. If not, Policar’s content is still educational.
Michael Policar is an independent fiduciary (registered with the SEC as an investment advisor) with HighTower Bellevue in Bellevue, Wash.
Best for: Investing beginners
Preview: Why The 15 Minute Advisor
The Common Sense Financial Podcast by Brian Skrobonja
Length of episodes: 9 to 35 minutes
Available on Player.fm, Soundcloud and Apple Podcasts
Advisor Brian Skrobonja, the owner of Skrobonja Financial Group in Arnold, Mo., focuses much of his podcast on retirement planning. The episodes are either on how to retire and related topics. When he’s not discussing investing for your future, Skrobonja shells out instructions on how to get into a wealth building mindset.
The Common Sense Financial Podcast has episodes on generational and estate planning as well as interviews with experts on social security, Medicare and mortgages.
Skrobonja has been in financial services since 1993. He’s the author of “Common Sense: Your Guide To Making Smart Choices With Your Money.”
Best for: People nearing retirement and who have families
Preview: Retirement Mindset
Financial Residency by Ryan Inman
Length of episodes: 40 to 50 minutes
Available on Libsyn and Apple Podcasts
Ryan Inman is a fee-only financial planner who works exclusively with physicians and their families at Physician Wealth Services based in San Diego, Calif. As an advisor married to a doctor, Inman has first-hand experience with the life of a physician. Whatever experience he lacks, he makes up for with the Financial Residency Community group on Facebook. Many of the 800 plus members are physicians or, like Inman himself, the spouse of a physician.
On the Financial Residency website, Inman gives listeners an outline of what each episode discusses, links to stories that were mentioned and a transcript. Topics range from personal finance to running a practice.
Best for: Physicians and their families
Preview: No One Cares More About Your Money Than You
Financial Side of Life: College, Retirement and Life by Angie Furubotte-LaRosee
Length of episodes: 30 to 50 minutes
Available on Blubrry.com, Google Podcasts and Apple Podcasts
Since student loans are a hot topic these days, a growing number of financial advisors, including Angie Furubotte-LaRosee, tout their student loan expertise. She’s a financial planner targeting Generation X and Millennials at Avea Financial Planning in Richland, Wash.
LaRosee’s podcast, the Financial Side of Life, focuses on advice for families sandwiched between saving for retirement and sending their children to college. She spotlights professionals familiar with the subject matter. For example, she recently interviewed StudentLoanPlanner.com’s Travis Hornsby about Parent PLUS loans.
Best for: Parents of college-bound children
Preview: Summer Tips for College Bound Families
Inspired Money with Andrew Wang
Length of episodes: 30 to 60 minutes
Available on Spotify, Apple Podcasts and Google Podcasts
Andy Wang’s podcast, Inspired Money, is more than an instructional podcast on personal finance. He uses storytelling to help his listeners gain context into various money situations. His goal is “to inspire people to talk about money,” in a positive way. Many of his episodes are about interesting individuals and what they’ve managed to do with money. For example, he has recently interviewed a couple who’s managed to pay off a $300,000 mortgage in five years on one salary and a crypto-expert about the basics of bitcoin.
Wang is a managing partner at Runnymede Capital Management in Mendham, New Jersey. He is now registered with the SEC as an investment advisor and previously worked as a senior trader and earnings analyst.
Best for: All levels of personal finance learners who enjoy anecdotes about money.
Preview: Working Together To Pay Off Their Mortgage 25 Years Early
Invest Talk with Steve Peasley and Justin Klein
Length of episodes: About 50 minutes
Available on Apple Podcasts, Stitcher and Player.fm
This podcast is the only one on this list that started off as a radio show. It first aired in 1999, before podcasting took off. The show was one of many on Money Radio, a popular network in Southern California. When podcasting took off, KPP Financial expanded its listener base by making aired episodes available in podcast form. Since the show airs every weekday on the radio first, it has a call-in line for listeners to ask questions.
Steve Peasley and Justin Klein host Invest Talk, but you will rarely hear them together. Klein mostly hosts on Mondays while Peasley hosts on the other weekdays.
The podcast stays true to the “Invest” in its name by focusing on the markets, helping listeners with their investment strategies and encouraging people to save.
Klein is the CEO and Peasley is the president of KPP Financial in Irvine, Calif.
Best for: Beginner and intermediate investors
Preview: Here’s Why You Shouldn’t Retire Early – Even If You Can
Jake Of All Trades by Jake Rivas
Length of episodes: 4 to 45 minutes
Available on Apple Podcast, Libsyn and Player.fm
Jake Rivas dubs himself the “financial advisor to Millennials.” As a millennial who carries student loan debt just as many of his peers do, Rivas has first-hand knowledge of the financial challenges facing his generation. He is using what he knows to help his fellow Millennials become more financially savvy.
The Jake of All Trades podcast includes interviews with other personal finance experts and a nifty segment called “Fact vs. Fiction” (or FVF) which lasts from 4 to 6 minutes and runs through whether something is false, true or depends on the situation. One recent segment, for example, addresses the notion that “student loan consolidation will lower your interest rate.” Spoiler: it won’t.
Rivas is a registered broker and investment advisor with Commonwealth Financial Network in San Antonio, Tex.
Best for: Millennials looking to improve their finances
Previews: Running Away From Debt!
The Legacy and Lifestyle Show by George Acheampong
Length of episodes: 20 to 60 minutes
Available on Apple Podcast, Google Play and Soundcloud
George Acheampong is a North Carolina-based advisor with his own firm, Makes Cents 2 Me and goal of encouraging clients and listeners to build wealth. Acheampong’s podcast The Legacy and Lifestyle Showfocuses on transforming people’s mindsets so they can become more entrepreneurial and build a legacy. He interviews business owners, working professionals and people who have overcome financial hardships. He discusses subjects like how to create a business and what you might want to consider to achieve your dreams.
Best for: Working professionals, entrepreneurs and would-be entrepreneurs
Preview: How We Paid Off $162,000 of Debt in Under 3 Years with Elijah Bankole
The MoneyGuy Show by Brian Preston
Length of episodes: 15 to 80 minutes
Available on Apple Podcast, Stitcher and YouTube
Brian Preston has been podcasting The Money Guy Show for over a decade. The show started out of his desire to educate his clients at Abound Wealth, an advisory in Franklin, Tenn., about general personal finance. Preston hosts the show with his colleague Bo Hanson.
The podcast is best known for its take on investing, but it includes content that extends beyond that. Preston and Hanson discuss second homes, the amount of your salary to put towards a vacation and whether you should buy a used car or a new one.
Best for: Investors of all levels and experience
Preview: Never Be Manipulated Again Into Making Bad Financial Decisions
Stay Wealthy by Taylor Schulte
Length of episodes: 15 to 60 minutes
Available on Apple Podcast, Stitcher, Google Podcast and Spotify
The Stay Wealthy podcast, hosted by Taylor Schulte, the founder and CEO of Define Financial, a fee-only advisory firm in San Diego, is all about retirement. Specifically, how to “stay wealthy” in retirement. But the show has useful advice for any generation, whether you’re years away from retirement or knocking on its door.
For example, Schulte covers whether to rollover an old 401(k), mistakes to avoid when hiring a financial advisor and a plethora of other related topics.
Best for: Understanding how to prepare for retirement
Preview: Your Old 401(k); To Rollover, or Not To Rollover
[“source=forbes”]
