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Financial Planning Principles Podcasts

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Money For the Rest of Us

J. David Stein

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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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The Financial Answer is hosted by Nathan O’ Bryant, founder of O’Bryant & Associates, Inc., an investment advisory firm registered in Tennessee and Arkansas. Drawing on over 20 years of experience in financial planning, Nathan shares insights on a wide range of topics including retirement income strategies, tax planning, market trends, Social Security, portfolio management, and more. The show explores the real questions people face when planning for their financial future, offering clear exp ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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PSG Financial Services

PSG Financial Services

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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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Welcome to the Steadfast Wealth Planning Podcast, where faith and financial wisdom come together to help you build a prosperous future. Hosted by Cody Stansell, Owner and Senior Wealth Advisor, this podcast offers expert advice on Christian-based financial planning for individuals, families, and business owners looking to create a life of purpose and fulfillment. In each episode, we cover a range of topics, including investment strategies, tax planning, retirement preparation, and wealth man ...
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Your Money Radio

Wealth Enhancement Group

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If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

John De Goey (a podcast covering financial literacy, financial advisors & wealth)

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Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
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Power Up Wealth

Smedley Financial

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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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Halal Money Matters is your source for insights on how to manage your money in accordance with your principles. Join our hosts and an assortment of special guests as they discuss Halal investing, retirement, financial planning, and much, much more. Brought to you by Saturna Capital and the Amana Mutual Funds Trust.
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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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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 stud ...
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The 800+ Financial Freedom Podcast is here to give Financial Tips to help you get back on track Financially and to Help you reach the 800+ Club. The 800+ Financial Freedom Podcast can help you overcome financial challenges with three simple steps. First, we discuss setting up a plan to help reach your financial goals. Secondly, we apply financial discipline to your life with teaching you the principles on how to change your financial situation. Last but not least we motivate and encourage a ...
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If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.
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How does Christian teaching on managing our finances well tie in with the modern UK financial system? Your hosts, Simon Glazier & Bex Elder, will help you navigate the key issues of financial planning and advice with reflections on, and references to, key biblical principles that should underpin our approach to money, wealth and possessions.
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Happiness in Retirement

Del-Sette Capital Management LLC

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The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
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Free Lunch

Canvas Wealth

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Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by Canvas Wealth, a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approa ...
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Perennial Pride

Tom Suvansri

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Tom Suvansri is passionate about protecting and growing his family’s wealth and he shares how you can do it too. In this show, you will learn strategies that leverage economic principles in order to achieve increased financial control, cash flow, and tax advantages that last generations. It’s time to eliminate uncertainty and create wealth strategies to build a family legacy.
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Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence. Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisi ...
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The Point Podcast

Basepoint Wealth

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Welcome to The Point, Basepoint's new podcast where we help simplify the world of finance and break through all the noise. Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management. We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we dive right in and draw a listener ...
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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.
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Baptist Management System (BMS) is an improvement system that focuses on creating a holistic management system built on purpose, people, and process. BMS exist within the overall operating system of Baptist Memorial Health Care. BMS promotes and is based on the following 11 Guiding Principles: Respect, Humility, Trust, Empathy, Perfection, Process Focus, Scientific Thinking, Quality at the Source, Flow and Pull, Constancy of Purpose, Systemic Thinking. As we embed the 11 Guiding Principles i ...
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Struggling to find practical tools that actually move the needle in your business and life? You're not alone. That’s why The Trusted Team Blog Podcast exists. Each week, we spotlight one powerful Trusted Team tool, from strategies that streamline your work, to ideas that spark real personal growth. Paired with a quick NotebookLM podcast summary, this series helps you apply simple, effective principles with confidence. Whether you're looking to build better partnerships, create more time, or ...
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The Urban Property Investor podcast with host Sam Saggers brings together the latest news, strategies and ideas to help grow your personal wealth from investing in real estate. With a major premise to help you join the 1% of people who achieve financial independence, Sam Saggers advocates ways to replace your income, invest in property and retire rich using trends that form part of the urban landscape. The Urban Property Investor Podcast uncovers answers to the critical “what” “why” “where” ...
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Join award-winning audiobook narrator Justin Malik in this personal growth accelerator, delivering bite-sized episodes each day that are rich with wisdom and practical advice. Optimal Living Daily features a carefully selected mix of articles from some of the most influential voices in self-help, covering topics like minimalism, productivity, mental health, and personal development. Each episode is thoughtfully narrated to not only inform but also inspire you to make meaningful changes in yo ...
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The Side Hustle Show

Nick Loper of Side Hustle Nation | YAP Media

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The entrepreneurship podcast you can actually apply! The award-winning small business show covers creative ways to make money online and offline, including online business, side gigs, freelancing, marketing, sales funnels, investing, and much more. Join 100,000+ listeners and get legit business ideas and passive income strategies straight to your earbuds. No BS, just actionable tips on how to start and grow your side hustle. Hosted by Nick Loper of Side Hustle Nation.
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Advancement

Cairn University

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Advancement is a podcast from the Office of Advancement. Planned Giving Officer Keith Johnson helps listeners understand financial principles, and establish practical and godly wealth management habits.
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The Startup Podcast

Yaniv Bernstein, Chris Saad

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A guide to the unique mindset and approach that drives Silicon Valley style disruption. Build product, raise money, and scale your startup like the best. TSP hosts Chris Saad and Yaniv Bernstein share practical advice based on decades of experience at Google, Uber, and their own startups.
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Hey! This is Carol Dewey I’m excited to be bringing you Navigating an Abundant Retirement. This show is going to be your GPS to the principles to create a more worry-free retirement with less stress…... In this podcast you will: 1. Get crystal clear on your destination 2. Identify the biggest retirement obstacles retirees now must overcome 3. Gain new mindset to retiring abundantly 4. Have new solution to retiring abundantly AFTER THE EMBRAER 176 touched down at Chicago O’Hare, I put the dra ...
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Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
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The purpose of the Redemptive Economics Podcast is to empower Christian entrepreneurs to make a redemptive economic impact here in Pittsburgh and beyond. You'll glean practical insights from interviews with local business leaders who embody a redemptive approach to enterprise and are building their business on biblical principles. Learn how to integrate new technologies like AI and Bitcoin, from a Christian worldview, and leverage biblical wisdom to expose economic corruption and have a rede ...
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Launch and grow your nonprofit with confidence! The Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits is your weekly resource for nonprofit startup advice, nonprofit growth strategies, and practical tips for nonprofit leadership. Whether you're dreaming of starting a nonprofit organization, navigating the challenges of a new role, or looking to scale your impact, this podcast provides actionable insights. Learn nonprofit best practices based around the 6 critical eleme ...
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Center for Generosity Podcast

Mitzie Schafer, CFRE & GSB Consultant

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We are equipping nonprofit leaders with best practices and resources that grow generosity to enhance your mission. In each episode, we tackle a topic related to growing generosity to your nonprofit and answer the three most critical questions for success. Our promise to you is that we won't take up a ton of your time - you have donors to cultivate - and we will give you actionable items you can start using right away. We will focus on foundational donor first principles and best practices. T ...
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>Do you want to feel good earning, giving, spending and stewarding money so you can earn more without fear, sell confidently and reach your goals faster? > Do you want to let go of your poverty and scarcity money mindset with biblical principles? > Are you a faith filled female entrepreneur or professional who wants to increase your income, feel good having money, make a bigger impact and honour God with her finances and lifestyle? > Are you tired of doubting yourself and feeling like an imp ...
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Do you want to live a fulfilled and meaningful life? In this podcast, Jonathan introduces his principles for living a fulfilled and meaningful life, as well as sharing the key financial and wealth planning strategies you need to focus on to achieve this.
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Optimal Work Daily, presented by the experienced narrator Dan, is a podcast that focuses on enhancing productivity, creativity, and work-life balance. Dan provides clear and engaging narration of thought-provoking articles from leading experts in the fields of work, career development, productivity, and entrepreneurship. Optimal Work Daily is an ideal resource for professionals, entrepreneurs, and anyone looking to maximize their potential in the workplace. The podcast's diverse range of top ...
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Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing. This is a Mint production, brought to by HT Smartcast.
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Coachable Wealth

Morton Brown Family Wealth

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Coachable Wealth is not just another finance podcast; it's a dynamic blend of sports fandom and financial wisdom, curated to empower you to transform your wealth-building journey. Hosts Jon, Cody, and Sean combine their backgrounds as athletes, coaches, and financial advisors to offer a unique perspective on sports and finance headlines. With a firm belief in the transformative power of coaching, the hosts are dedicated to helping you strengthen your relationship with your financial advisor ...
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Embark on a financial journey with our podcast, "Unlocking the Secrets to Financial Success: A Deep Dive into Building Net Worth." Whether you're a seasoned investor or a beginner, discover essential strategies to enhance your wealth. Explore net worth principles, smart investments, income generation, and debt management. This episode empowers you with financial education, ensuring you make informed decisions. Plan for a secure financial future with insights into retirement and estate strate ...
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Smart Wealth: Navigating Your Financial Future

Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte

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Welcome to "Smart Wealth: Navigating Your Financial Future", where we bridge the gap between financial jargon and real-world solutions. Every week, we bring you practical advice, expert insights, and actionable steps to improve your financial literacy and accelerate your wealth-building journey. Whether you're a novice in investing, aiming to master your budget, or an experienced wealth manager looking to refine your strategies, we've got you covered. We delve into a variety of topics includ ...
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Taming the Financial Chaos

Matt McCoy CFP®, CRPC®, AWMA®

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When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome. Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residen ...
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The Life Budget Podcast | God Provides, We Steward, The Kingdom Profits

Raquel Mack - CPA, Tax and Wealth Expert, Kingdom Life Coach, Kingdom Economy Builder

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Welcome to The Life Budget Show! "Wealth is about more than money. It’s about aligning every aspect of your life with the truth of God’s word and the principles of the Kingdom of God." Raquel Mack, CPA On “The Life Budget Podcast”, you’ll learn: ✅ How to take an honest assessment of your wealth, health, and relationships ✅ Measure your current human experience with God’s original design for humanity ✅ Measure how past and present cultural and societal norms differ from God’s word ✅ Expose th ...
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Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
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"The Bridge to Knowledge" is a podcast that explores how economics, finance, and global events shape our personal lives and public choices. Hosted by David Barol, the show connects practical financial topics like budgeting, real estate, and investing with broader conversations about trade, inflation, and government policy. David brings a thoughtful, grounded perspective rooted in his background in finance and his interest in the forces shaping our world. With interviews from diverse voices a ...
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1836: Andrea Joy examines how to thoughtfully navigate the decision to change careers by balancing financial stability, lifestyle needs, and personal fulfillment. Her insights encourage weighin…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3767: Irene Elias shares simple yet powerful strategies to stop letting insecurity and self-consciousness hold you back. By shifting perspective, practicing self-compassion, and gently pushing …
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What happens when AI stops being a product and starts being a platform? With OpenAI’s latest Dev Day changing the game, we might find out sooner rather than later. In this episode, Chris and Yaniv explore OpenAI’s Dev Day and the huge announcements made (including the Sora 2 launch), as well as their apparent transformation from product to platform…
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Dave Garrison is the CEO of Garrison Growth, equipping leaders to generate buy-in and get the best results from their teams. Dave is a seasoned executive with experience as a board member at organizations like Ameritrade and as CEO of public and venture backed firms. A sought-after speaker and workshop leader, Dave has led hundreds of sessions for …
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Ever thought about turning your video game obsession into actual income? Gloria Riley from YellowLlamaCo.com creates and sells custom digital planners and templates for fans of The Sims computer game. She's built a full-time income by helping "serious simmers" organize their gameplay, track their virtual families, and stay connected to their digita…
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Have you ever felt like the enemy was on your back so heavy that you couldn’t catch a break? Have you ever wondered if God was just sitting back watching these attacks happening, while eating a bowl of popcorn? Did you know that the enemy gains access to our lives through agreements, even if we are ignorant to what they are? In this episode of Coun…
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What happens when your wealth decisions collide with the reality of a loved one’s mental illness? Can compassion and financial responsibility coexist when relationships are tested by crisis? In this episode of Make Better Wealth Decisions, host John explores the intersection of mental health, money, and relationships with award-winning journalist a…
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Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ According to recent surveys, the emotional and financial burden of paying for college often exceeds expectations. In this episode, Dennis unpacks the tough trade-offs parents face when trying to help their kids through school without sac…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3766: Marc Chernoff highlights subtle but powerful signs that the people around you may be draining your energy, undermining your growth, or holding you back from the life you deserve. His insi…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1835: Angel Chernoff shares ten overlooked principles that can reshape the way we approach success, reminding us to let go of blame, embrace patience, and value progress over perfection. Her wi…
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Today we are talking about building a balanced portfolio and get into two different questions about asset location. We discuss TIPs and when and if you should use them. We get into portfolio allocation and discuss if it is too risky to have a 100% stock portfolio. We walk you through how to buy ETFs and end with a discussion around investing in fil…
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How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis. We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions. Sponsors Claude.ai - Sign up for Claude today and get 50% off Claude Pro Delete Me – Use code David20 to get 20% off Investments …
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AI was everywhere at Future Proof Festival. From Google searches to client service, every conversation circled back to how artificial intelligence is reshaping the industry. On this week’s episode of the Free Lunch Podcast, Colin and Greg reflect on Colin’s time at Future Proof, and why, despite AI’s power, nothing can replace human trust and behav…
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In this 200th-episode special of Retire in Texas, Darryl Lyons, CEO & Co-Founder of PAX Financial Group, begins a three-part series exploring why some economists are discussing the potential for a future downturn, and what history can teach us about investor behavior during times of uncertainty. From the fall of Rome to the Great Depression to toda…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3763: Rose Lounsbury explores how shopping often goes beyond necessity and becomes a way to seek comfort, identity, or even a temporary sense of control. By reflecting on why we shop and how ou…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1832: Sandra Kenrick breaks down how to identify a profitable niche by looking beyond passion and zeroing in on real problems people are willing to pay to solve. She provides practical guidance…
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Today we are talking with a full time locums doc who has paid off his student loans. He is a child and adolescent psychiatrist and tackled about $400,000 in only 4 years. He refinanced a couple of times and he said it is debatable if that was the right choice, but at the end of the day he just made big payments and poured in everything he could unt…
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