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Recommended by
Scott Spivack
Marketing Director
United Medical Credit
Los Angeles
The Barron’s Advisor podcast offers a wealth of knowledge for financial advisors. Hosted alternatively by Greg Bartalos and Steve Sanduski, this show serves as a platform for industry experts and top advisors to share their knowledge. Bartalos, who took over from Jack Otter, is more focused on finance industry professionals, while Sanduski interacts with nonindustry folks and uses their insights to relate to financial advisors. This makes it tailored for financial advising success, and I highly recommend it.
Episodes We Recommend
What Second City Improv Can Teach Advisors
What Advisors Can Learn From a Decorated US Navy SEAL Veteran
Recommended by
John Hagensen
Founder
Keystone Wealth Partners
Chandler, Ariz
As a financial advisor, I understand that our clients’ success is often less about wealth management strategy and more about client behavior and their adherence to the strategy. I recommend The Behavioral Wealth Podcast because hearing Dan Pallesen, who has a doctorate in psychology and is a CFP, merge his experience in both fields has offered me practical insights and applications to better help my clients holistically.
Episodes We Recommend
I Lost Over $500,000. Don’t Be Like Me
Recommended by
Mary Lyons
Founder and Financial Advisor
Benchmark Income Group
New York City
The BIG Wealth Podcast is less than a year old but has already found a following with both financial professionals and enthusiasts. The focus is on money and mindset. The conversation is about wealth knowledge, personal reflections and the financial industry news of the day. Great podcast for understanding the bigger picture.
Episodes We Recommend
The Four Horsemen of Financial Doom
Recommended by
Jeffrey Zhou
Co-Founder and CEO
Fig Loans
Sugar Land, Texas
For advisors, reading the financial section of their newspaper is a glorious morning routine. I personally prefer to listen to a digested analysis of what’s happening to keep abreast of financial market analysis. I listen to the daily BNP Paribas Wealth Management podcast while brushing my teeth.
This podcast has a global perspective. Some episodes are presented in French as well as English.
Episodes We Recommend
Is a New Era in Inflation Just Around the Corner?
The Shifting Sands of Consumption
Recommended by
Lana Khabarova
Founder
SustainFi
Miami
The ESG Update podcast is produced by Change Finance, an independent RIA in Longmont, Colo. and hosted by Dan Carreno, head of business development at Change Finance. He leads interesting guests as they discuss the latest ESG news and resources available to environmentally and socially conscious investors.
Episodes We Recommend
A New Era of Hyper-Personalization In Investing
Recommended by
Michael Denny
CIO
The Investment Nerd
Los Angeles
Macro Voices is pretty new to my podcast lineup and has quickly become one of my favorites. Host Erik Townsend and his guests explore all things macro in the investment world. He is deliberate in bringing on guests to explore all angles of a topic. Recently, he has been doing a very deep dive into inflation, exploring different angles on what a new secular trend could be or whether something is just a hiccup due to COVID disruptions. Excellent guests, topics and host.
Episodes We Recommend
David Rosenberg: Inflation Will Be Transitory
Darius Dale: Inflation is officially on hold but just for now
Recommended by
Claudia Valladares
Financial Advisor
Kovar Wealth Management
Lufkin, Texas
The Millionaire Marriage podcast has definitely helped us service our clients when they are most vulnerable. Sometimes I’m called to serve as a sounding board for clients. We don’t ever wish for our clients to go through a divorce. This podcast has enlightened me on how to remain helpful to couples in conflict. At the end of the day, our goal as advisors is for our clients to be whole in their overall lives, not just financially. This podcast is focused on helping advisors find the wealth in their marriage. The conversations are emotionally charged, even edgy, as the hosts Taylor Kovar (a financial advisor) and Jeremy Gilliam (a marriage and family therapist) dive deep into discovering the real secret to a thriving relationship.
Episodes We Recommend
Do You Have In-Laws Or Out-Laws?
Recommended by
Andy Mardock
Founder and President
ViviFi Planning
Bend, Ore.
The Mindset Mastery podcast freely offers the wisdom of top-echelon thinkers at the cutting edge of fee-only financial planning. Host Marie Swift, founder and CEO of Impact Communications, interviews guests bringing motivational insights and actionable advice to advisors. Big theme: Advisors are limited only by what they believe is limiting. Mindset Mastery is all about positive mindset practices, neuroscience, our individual journeys of personal development and designing a life we don’t need to escape from. Each episode starts with the guest giving the theme; then comes the introductory preface. A product of the National Association of Personal Financial Advisors (NAPFA), the series has been valuable [during COVID] by sharing the latest and greatest ideas when in-person connection wasn’t possible.
Episodes We Recommend
Stoic Wisdom from a Roman Emperor
Recommended by
Dave Herman
President
EZ Surety Bonds
Oakwood, Ga.
The Money For the Rest of Us podcast focuses on personal finance and delves deep into how to become an investment strategist. Managing your own investments can be isolating at times. Episodes contain a wide variety of information on how to handle basic financial problems in the world. There are no guests. David Stein has a perspective on a great list of topics and offers links to supporting resources Episodes are less than 25 minutes, so they’re perfect for your commute to work.
Episodes We Recommend
Which Money Is Crazier: the U.S. Dollar or Bitcoin?
Why in the World Would You Own Bonds?
Recommended by
Ned Dane
Chief Strategy Officer
Aidentified
Westport, Conn.
Not Boring with Packy McCormick lives up to its name. It’s always relevant for those who want a peek into the future. Packy McCormick has his thumb on the pulse of digital transformation, technology strategy and what’s looming right around the corner to disrupt the status quo. This is one podcast that will make you think deeply about change, vision and opportunity.
Episodes We Recommend
How Twitter Got Its Groove Back
Recommended by
Keith Spencer
Founder
Spencer Financial Planning
Spokane, Wash.
I’ve found the Practical Wisdom from ACP Financial Advisors podcast to be immensely helpful to my practice. Host Ken Robinson talks with certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. As a new advisor myself, hearing from these professionals has been helpful. I’ll often take an idea that’s shared on the podcast and think through how I can implement it into my own practice. The content truly is full of practical wisdom, so the podcast lives up to its name. I’m thankful to everyone who has produced or participated in this podcast!
Episodes We Recommend
Taking Over an Established Practice
Leaving the World of Commissions
Recommended by
Jim Pendergast
Senior Vice President
altLINE
Birmingham, Ala.
Though it offers similar advice to other podcasts, Radical Personal Finance delivers the information simply and proficiently, so anyone can understand. Financial freedom is out of the realm of possibility for many people if they don’t know what they’re doing, but host Joshua Sheats makes a point to tell his listeners that financial freedom is less than 10 years away, and small changes can help you shift your mindset to a more capable financial guru. Recommended for listeners who are looking for one voice talking at length with passion and happy to give advice. Every Friday’s episode focuses on answering questions posed by readers.
Episodes We Recommend
Why I Got Bitcoin Wrong: An Apology
What Will They Say About Your Life When You Die?
Recommended by
Shaun Heng
VP of Growth and Operations
CoinMarketCap
Singapore
One new show I recommend is The Solana Podcast. It was started to cover the development of a cryptocurrency called solana. More recently, the podcast has evolved to feature more general discussions between industry leaders in blockchain and cryptocurrency. The show focuses on the technology and developer aspects of cryptocurrency, yet is still accessible to nondevelopers.
Episodes We Recommend
Sergey Nazarov—Co-founder of Chainlink
Andy Bromberg—CoinList Co-founder and President
Recommended by
Sam Brownell
Founder
Stratus Wealth Advisors
Kensington, Md.
Swift Chats in the Financial Services Industry is a podcast that provides value to my advisory practice. I've picked up tips about marketing my firm and learned about best practices for online presence, including new digital marketing tools available to advisors. There are great episodes on the power of surveying clients, investing with clarity, tips for running a better advisory business, the power of listening, coping skills for dealing with uncertainty in your business, why advisors should think of themselves as a guide and how to attract the right kinds of clients.
Episodes We Recommend
Household Hysterics, Story Listening, Statements and more
Succession Planning Tips for Financial Advisors
Recommended by
Terry Heys
President and CEO
Annuity Gator
The first podcast on my favorites list is That Annuity Show. Whether it’s planning, research, asset allocation or industry updates, the podcast keeps me up to date on the latest news and trends in the annuity world. The show presents the top thought leaders in the field. That Annuity Show is presented not only as a traditional podcast but allows subscribers to view the interview on video as well.
Episodes We Recommend
Aligning All Interests – The Client, The Advisor and the Company with Yale Bock
Confidently Sorting Through a Sea of Indices with Laurence Black
