For those looking for resources on investing, money management, and building wealth, a podcast offers an easy, accessible way to build your financial “toolbox” and learn from experts in personal finance.
In many parts of the financial services world, it’s easy to get overwhelmed and bogged down by industry jargon or pushy salespeople.
The podcasts listed below offer a reprieve from those things and are aimed at everyday people simply looking to improve their financial picture.
The Best Podcasts for Financial Success
Your Money, Your Wealth
Frequency: Weekly
Average Length: 60 minutes
Great for: Individuals seeking simple, practical financial advice and retirement planning insights
Taking a page from the book of popular newspaper column “Dear Abby”, hosts Joe Anderson, CFP® and “Big” Al Clopine, CPA read letters from listeners posing questions that pertain to specific problems they are facing.
Joe and Al make you feel like you’re grabbing a drink with an old friend while simultaneously getting to pick the brain of seasoned experts. In fact, they ask each listener who submits a question to include their drink of choice with their submissions (answers range from a strong cup of coffee to a cocktail).
Your Money, Your Wealth is clear, concise, and fun to listen to, but Joe and Big Al’s knowledge and years of experience shine through as they tackle such a wide array of listener questions with ease and candor.
From big picture questions like “How much do I need to retire?” to breakdowns of specific tax planning situations or questions on trendy investment products, the Your Money, Your Wealth podcast does it all.
So Money with Farnoosh Torabi
Frequency: Multiple times per week
Average Length: 30-60 minutes
Great for: Individuals seeking insights on money management and career growth, women
So Money is constantly at the top of “best financial podcasts for women” lists and, while it’s easy to see why she’s gained so much traction with women in an industry often dominated by male voices, categorizing Farnoosh Torabi’s show as one strictly for women sells it dramatically short.
Farnoosh offers advice on specific financial topics but extends beyond investing and branches into career growth, work-life balance, cultural aspects of money management, and more.
With her experience as a journalist and her entertaining personality, Farnoosh is captivating and candid, shining as she advises on some of the less black and white aspects of personal finance in an approachable way.
I Will Teach You to Be Rich
Frequency: Weekly
Average Length: 60-90 minutes
Great for: Individuals seeking psychology-driven financial advice
Best-selling author and 2023 Netflix sensation Ramit Sethi is a personal finance expert who takes a non-traditional approach to helping people make significant positive change in their financial lives. Ramit’s approach digs into the psychology around money and questions long-touted beliefs on financial responsibility.
Unashamedly challenging industry norms such as financial advisor compensation and common thoughts on real estate ownership, Ramit removes the shame from personal finance and passionately advises folks to take control of their finances.
In his podcast, Ramit builds on themes from his book with the same title using an approach similar to his Netflix series “How to Get Rich” by inviting guests from wide-ranging backgrounds and with diverse financial goals on to transparently discuss how they can live their “rich life”.
The Long Game
Frequency: Weekly
Average Length: 30-40 minutes
Great for: Business owners and high earners looking to turn income into wealth
There still exists a surprising gap between earning a high income in the United States and actually building wealth. Through their financial planning practices as well as their podcast, Thomas Kopelman and Jacob Turner are working to change that.
The Long Game lands in the middle between a general financial guidance resource and an elaborate guide on the ins and outs of the stock market. Targeted towards business owners and high earners with equity compensation, Turner and Kopelman address financial problems their clients are facing without diluting the content in an attempt to be a one-stop shop for all financial questions.
In a field overflowing with inflated egos, Turner and Kopelman stand out for their refreshing humility. However, don’t let their down-to-earth demeanor fool you – their experience and expertise are undeniable.
Money For the Rest of Us
Frequency: Weekly
Average Length: 30 Minutes
Great for: Folks looking for a strong foundation of knowledge in finance and economics
It is not common for a professional investment strategist managing billions of dollars for clients leaves that role to help the little guy. That’s what J. David Stein did and, through his podcast, he has committed to a mission of education and empowerment for individuals looking to understand and take control of their retirement picture.
In his podcast, Stein puts together a masterclass of simplifying the complex. Whether it’s macroeconomics, dividend investing, or interest rate trajectories, Stein breaks down college-level content, highlighting what’s important and building a foundation for listeners’ future investing and financial success.
DIY investors would benefit from Stein’s ability to filter out the noise and focus on what matters in a digestible weekly format and even professional advisors could glean a lot from Stein’s clarity and ability to communicate highly-technical content to the rest of us without wasting words.
We Study Billionaires
Frequency: 2-3 episodes per week
Average Length: 60+ minutes
Great for: Investors with a strong understanding of market basics, the DIY investor
For investors (and advisors) with a firm grasp of basic market and investment principles looking to expand their knowledge, the We Study Billionaires (WSB) podcast by The Investor’s Podcast Network is a fascinating listen. Exactly as the show’s title suggests, the team of engaging hosts brings in some of the behemoths of the investing world, as past episodes have included the likes of Howard Marks, Mohnish Pabrai, Bill Miller, and Ray Dalio, to name a few.
Going beyond investment strategies, however, WSB uncovers habits, thoughts, and behaviors of some of the most financially successful people of all time. The hosts, though experienced in their own right, take a learning-centric posture throughout the series, benefitting listeners. It is worth noting that WSB is not for the brand new beginner, as conversations on the show assume a certain level of investment knowledge.
Ultimately, the number of podcasts out there is always expanding and, much like a person looking to find the best financial advisor for their family, you may like one host on this list more than another simply due to their personality being a better fit for you. What’s most important is continuing to learn and grow in a way that is helpful and sustainable for you.
