10 Must Listen Advisor-Led Podcasts for Wealth Wisdom

In today's fast-paced world, staying up-to-date with the latest financial trends, insights, and strategies is crucial—especially as you strive to offer your clients the best possible guidance and advice.

One of the most convenient and accessible ways to gain valuable knowledge and stay well-informed is through podcasts. Whether learning how other advisors are marketing their brand or looking for new approaches and best practices to help engage clients and prospects (across demographics) in conversations about building and preserving wealth, advisor-led podcasts can be a terrific resource.

To help you pinpoint the best, we’ve compiled a list of ten ‘must listen’ podcasts, each anchored by thought leaders who offer valuable insights into wealth management, investing, and financial planning—advisors who are building their businesses through success in the world of podcasts.

1. The Patti Brennan Show: Hosted by Patti Brennan, an advisor committed to educating and empowering every listener. Our team at ClientWise ranks this podcast at the top of our list, and we discuss the content frequently as a team. Patti’s ability to communicate complex financial concepts into simple, understandable terms while sharing easy, actionable steps that every listener can do themselves (or take to their advisor) is outstanding.
2. Keen on Retirement: Hosted by Bill Keen, Matt Wilson, and Steve Sanduski, the podcast focuses on making smarter decisions about your money and your retirement; while the content is technical and educational, it’s always presented in a fun and entertaining way.
3. Life, Money, and Living Well: Hosted by Ben Beshear, who, after 20 years as an advisor (creating thousands of financial plans for clients) shares his secrets to building wealth—and more importantly, his thoughts on how to build a fulfilling life. Always engaging, entertaining, and a true thought leader, Ben’s willing to admit he’s sometimes wrong but never in doubt.
4. Off the Wall: Hosted by Monument Wealth Management and David Armstrong, their co-founder and CEO, this podcast is for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall, straightforward, and unfiltered (even a bit dangerous at times), Dave and his guests explore topics that founders, business owners, and executives care about.
5. The Retirement Answer Man: Hosted by Roger Whitney, CFP®, the show focuses on helping individuals navigate the complexities of retirement planning. With expert interviews, listener questions, and practical advice, Whitney provides actionable strategies for achieving financial independence and a fulfilling retirement.
6. The Rational Reminder Podcast: Hosted by Benjamin Felix & Cameron Passmore, this podcast offers a weekly reality check on sensible investing and financial decision-making from two Canadian portfolio managers at PWL Capital.
7. The Meb Faber Show: Hosted by Meb Faber, a renowned investor, author, and entrepreneur, the show features interviews with top financial experts and investment professionals. From discussing market trends to exploring unconventional investment strategies, listeners gain valuable insights into building and managing wealth over the long term.
8. Afford Anything: Hosted by Paula Pant, this podcast explores the intersection of money, life, and intentional living. Pant interviews guests from various backgrounds to discuss personal finance, real estate investing, and achieving financial freedom. Listeners learn practical tips for optimizing their finances and designing a life they love.
9. The Compound Show: Hosted by Josh Brown and Michael Batnick, the show features conversations with leading advisors, economists, and investment professionals and covers a wide range of topics, including market analysis, behavioral finance, and investment strategies. It offers listeners actionable insights to enhance their financial decision-making.
10. The Peter Schiff Show: Hosted by Peter Schiff, a renowned economist, financial broker, and author who offers his perspectives on global markets, monetary policy, and economic trends. Known for his contrarian views, Schiff provides thought-provoking commentary and analysis, challenging conventional wisdom and offering alternative investment perspectives.

Bonus #1: Exponential Wisdom: Hosted by Peter Diamandis and Dan Sullivan, the show explores exponential technologies, entrepreneurship, and abundance mindset. While not solely focused on finance, the insights shared can be invaluable for advisors seeking to understand the broader forces shaping the future of wealth creation and innovation.

Bonus #2: The Retirement and IRA Show: Hosted by Jim Saulnier, CPA, and Chris Stein, CFP®, the podcast focuses on retirement planning, tax strategies, and IRA management. With a blend of expert advice and listener questions, Saulnier and Stein address common retirement concerns and provide actionable tips for optimizing retirement savings and income distribution strategies.

Given the terrific content available, I’m certain I’ve probably overlooked some terrifically engaging and informative podcasts. So, I encourage you to please share in the comments below any other advisor-led podcasts you find particularly enlightening and engaging (even if it’s your very own) so we can continue to build a complete list.

Podcasts are invaluable for advisors who want to expand their knowledge, grow their brand, and learn from others. Whether you're seeking investment insights, competitive analysis, or practical tips for optimizing your brand, these top-notch podcasts offer a wealth of wisdom from seasoned experts and industry insiders. So, grab your headphones, tune in, and elevate your business to new heights.