Podcasts
Podcasts hosted by registered financial advisors
Shows for advisors and for investors, each with a host who is a registered investment adviser representative. Listed by AdvisorIQ's editors, never for pay.
As of Oct 8, 2026, AdvisorIQ lists 63 podcasts hosted by registered financial advisors, 21 for advisors and 42 for investors, each host verified against the SEC's IAPD records.
For advisors 21
Shows for advisors about running and growing a practice, and about markets, hosted by advisors who do the work.
Practice management
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Attractive Advisor
A short-run show on how advisors attract and keep the clients they want to serve, including whether to move to a fee-only model and what holds a practice back. Episodes are brief and practical.
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Financial Advisor Marketing Playbook
Quick-win and long-form episodes on marketing for financial advisors, including messaging, client events, client experience, and books and podcasts as ways to build authority. The host leads marketing at USA Financial.
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Financial Advisor's Workshop
Interviews with practicing advisors about how they built their businesses, from marketing beyond seminars to retainer pricing and family office services. Guests name their firms and roles, which makes it easy to follow up on an idea.
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For Advisors By Advisors
A weekly show on news and ideas for advisors, with interviews of advisors, recruiters, money managers and industry executives. Recent episodes focus on independence: moves from wirehouses and banks, private equity offers, and changes between independent platforms.
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FutureProof Advisor Podcast
Short episodes on how advisory firms can put AI and new technology to work without losing sight of process and client value. The host also answers listener questions about innovation inside established firms.
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Her Life, Her Practice, Her Way
Conversations with women advisors about building practices on their own terms, including career changes, deciding what is enough, and balancing family with client work. The host also reflects on what she learned across the first season.
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Ops & Impact
An RIA owner covers the operations, technology and marketing of a small independent advisory firm. Recent episodes look at using AI to save time, building a firm website, tracking marketing results and getting more out of conferences.
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Optimized Advisor Podcast
Conversations with advisors, insurance carriers and practice consultants about running and growing a practice. The show leans toward retirement income, long-term care, annuities and life insurance, alongside breakaway moves, team building and marketing.
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Practical Wisdom from ACP Financial Advisors
A fee-only planner interviews members of the Alliance of Comprehensive Planners about how they built their practices and work with clients. Topics include tax-efficient retirement planning, attracting ideal clients and an advisor's own financial plan.
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Psychology of Financial Planning Podcast
Two researchers in financial psychology discuss how advisors can use behavioral finance in real client work: goal setting, risk tolerance, investor fear of missing out and helping clients act. Episodes are occasional and draw on their book on the subject.
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Quantum Growth for Financial Advisors
Interviews and solo episodes on growth, leadership and decision making inside advisory practices. Recent episodes look at key-person risk and firm valuation, writing a book to build authority, and how leaders turn clarity into culture.
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RIA Confidential Podcast
An attorney and an RIA transition adviser walk through what leaving a broker-dealer to go independent involves: compliance, technology, ownership and the fears that stall advisors. Many episodes are case studies of real transitions.
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The Advice-Only Podcast
Interviews with advice-only financial planners about building practices that charge for advice rather than assets, including hiring, one-time planning engagements and lifestyle practices. Some episodes cover client topics such as Medicare and investing.
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The Advisor's Fuel Podcast
Practice-building conversations for planners and wealth managers, with an emphasis on client experience, niche positioning and the systems that let a firm grow. Some episodes turn to markets, such as trend following and planning for pullbacks.
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The Confident Advisor Practice Podcast
Episodes for independent advisors on practice management, team building, client events, and succession and acquisition planning. Produced by an independent advisor network, with guest experts on communication and positioning.
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The Elite Financial Advisor Podcast
Interviews with advisors, coaches and industry figures about how advisory firms win clients and charge for planning. Recent topics include marketing as search moves to AI answers, estate and tax planning as a service line, and how the advisor business model is changing.
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The Modcast
The two co-founders of an independent RIA talk about building and growing their firm. Topics include RIA mergers and valuations, the hidden traps of running a firm, and where AI is and is not useful in an advisory business.
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The Perfect RIA
Two practicing advisors talk through how they run their own firms, from client meetings and time management to pricing and profitability. Recent episodes cover preparing a practice for sale, tax-loss harvesting and delivering more value to clients. Solo episodes alternate with guest interviews.
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Total Succession
A show about succession planning for advisors who own their practice: building a next-generation bench, closing the gap between a book and a business with enterprise value, deal structures, and the emotional side of stepping back. The host works through a five-step exit framework with guests.
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What Works
Interviews with experienced financial planners about how they built and run their practices, from career changes and partnerships to teams, client relationships and succession. New episodes come out every other week.
Markets and economy
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Facts vs Feelings
Weekly market and macro commentary from an RIA's investment research team, aimed at advisors. Episodes cover the economy, earnings, energy and AI, and compare what the data says with the headlines.
For investors 42
Shows advisors host for the public, on retirement, taxes, investing and family wealth.
Retirement income
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Accessible Finance For Retirement
A planner and his spouse and business partner answer listener questions about retirement planning in plain language. Recent episodes cover Roth conversions, backdoor Roth strategies, cash management and when to hire an advisor.
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Early Retirement - Financial Freedom
Episodes for people who want to retire before the usual age, from how much is enough to paying for health care before Medicare. A recurring call-in format takes on listener situations about pensions, spending and living abroad.
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Empty Nest Full Pockets Podcast
Money and life questions for the second half of life: paying for college, caring for aging parents, changing careers and getting ready to retire. Recent episodes walk through the questions to answer before retiring and the tax traps around it.
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Keen on Retirement
The founder of an advisory firm and his co-hosts talk about retirement planning and the life decisions around it. Recent episodes cover charitable giving, Social Security questions, mortgages in retirement and avoiding online scams.
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Making Change with your Money
Conversations with women in midlife about career changes, divorce, retirement and starting over, and the money decisions that came with them. Episodes mix practical planning with the emotional side of money.
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Plan Your Federal Retirement Podcast
A financial planner and a federal benefits specialist explain the Federal Employees Retirement System and the choices federal workers face at retirement. Recent episodes cover estate planning, Social Security strategy and covering the bills while retirement paperwork is processed.
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Planning for Retirement with Kevin Lao
Retirement income planning for people within about ten years of retiring, with episodes on Roth conversions, Social Security, required distributions and withdrawal rates. Many episodes work through a case study or a common mistake.
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Ready For Retirement
Weekly episodes on retirement income, withdrawal strategies, Social Security and taxes. Many are built around a specific portfolio size or retirement age, which makes the trade-offs concrete.
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Retire Sooner with Wes Moss
Episodes on retirement planning and the habits of happy retirees, mixed with market and economic commentary. Regular rapid-fire segments take listener questions on Roth accounts, college savings, bonds and more.
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Retire With Style
Two retirement income researchers work through how to build a retirement income plan and stick with it. Recent episodes cover withdrawal rates, bond and buffer strategies, annuities and Roth conversions.
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Retirement Answer Man
Retirement planning that covers both the money and the life side: Social Security, income, taxes and health care, plus how to spend the years well. Recent episodes form a multi-part series on Social Security strategy.
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Retirement Planning - Redefined
Two advisors in the Tampa Bay area talk about planning for retirement and the pitfalls to avoid. Recent episodes cover Florida probate, backdoor and mega backdoor Roth contributions, and giving during life versus leaving a legacy.
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Retirement Planning Education
A teaching-style show on IRAs and Roth IRAs, employer plans, taxes, Social Security, Medicare, pensions and withdrawal strategies. Regular question-and-answer episodes take on listener situations.
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Sound Retirement Radio
Episodes on retirement planning topics such as bonds in retirement, Social Security, gifts to the next generation and the concerns clients raise. Occasional guest interviews round out the schedule.
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Stay Wealthy Retirement Podcast
Weekly episodes on retirement decisions, with a focus on taxes, Social Security timing, required minimum distributions and turning savings into income. Each episode works through one question in detail.
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The Retirement and IRA Show
Two planners alternate teaching episodes with listener questions. Recurring subjects include Social Security, IRAs and 401(k)s, Medicare premium surcharges, Roth conversions and annuity timing.
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The Retirement Fiduciary Podcast
A planner explains retirement planning, investing, taxes, insurance and estate topics in plain terms. Recent episodes look at the costs of annuities, how to tell whether an advisor is really acting as a fiduciary, and money personalities.
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The Retirement Ready Show
A planner and his team answer retirement questions each week: when to claim Social Security, lowering taxes in retirement, Roth conversions, income planning and estate planning. The episodes also air as a weekend radio show in Milwaukee.
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The Wiser Financial Advisor Podcast
Short weekly episodes on personal financial decisions, many aimed at people near or in retirement. Topics include Social Security timing, qualified charitable distributions, restricted stock units and relocating in retirement.
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Trust the Plan Podcast
Two planners at an independent firm talk about retirement readiness, common money mistakes and what moves in markets and policy mean for savers. Recent episodes cover rate changes, federal debt and whether listeners can afford the retirement they want.
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What The Wealth Retirement Podcast
Retirement and tax planning for working families and people in their fifties and beyond. Recent episodes cover inherited IRAs, the 2026 senior deduction, required distribution traps and the trade-offs of paying off a mortgage.
Portfolio construction
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Ditch The Suits
A planner talks about financial plans, money habits and the thinking behind financial decisions, with occasional guests from his firm. Recent episodes cover updating an out-of-date plan, scarcity thinking and why more income does not guarantee security.
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Money Guy Show
Two advisors explain how to build wealth step by step, with many episodes aimed at people in their 20s to 40s. Formats include listener case studies, reactions to money clips, and discussions of saving rates, investing mistakes and early retirement.
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Real Life Planning Podcast
Two planners who work with real estate investors cover rental property decisions such as paying off a mortgage early, 1031 exchanges, holding property in an LLC and down payments. Some episodes turn to estate planning and money lessons.
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She's Talkin' Money
Personal finance for women who are past the basics and want clarity on what to do next. Episodes answer questions about investing versus paying down a mortgage, saving for retirement, changing careers and spending without guilt.
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The Long Term Investor
A chief investment officer explains investing and personal finance in plain terms: building a portfolio, index funds, what to ask before adding an investment, and the mistakes smart investors make. Some episodes feature academics and fund industry guests.
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The Veteran Finance Podcast
Weekly planning episodes for military veterans, from investing and life insurance to charitable giving and keeping a former home as a rental. The host, an Air Force Academy graduate, also covers how rates and markets affect household finances.
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Work Your Wealth Podcast
Practical money conversations for high-earning women and business owners, covering cash reserves, retirement accounts, equity compensation and building flexibility. The show relaunched in 2026 after a break.
Markets and economy
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InvestTalk
A daily markets show in which two wealth managers answer listener questions and discuss stocks, ETFs, interest rates and the economy. Recent episodes cover emerging markets, AI infrastructure and the bond market.
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The 9Innings Podcast
A planner discusses how markets and the economy affect household finances, with guests on inflation, AI spending, IPOs and taxes. Occasional episodes cover Texas-specific topics and advisors moving to the RIA model.
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The Disciplined Investor Podcast
A long-running weekly show on markets and the economy, mixing the host's commentary with interviews of investors, strategists and authors. Views on market cycles, sectors and individual stocks are the host's and guests' own.
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The Dividend Cafe
Daily market commentary, with longer episodes on the economy, policy and dividend growth investing. The host's views on markets and sectors are his own.
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The Independent Advisors
Two partners at an independent advisory firm discuss stocks, bonds, the economy and financial planning each week for a general audience. Recent episodes cover the history of Fed rate moves, market valuations, seasonality and charitable giving.
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The Personal Wealth Coach
Weekly market updates plus longer episodes on how economics and history shape the investing backdrop. Recent subjects include the geography of energy, investment in AI and a slowing labor market.
Tax planning
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Love, your Money
Financial planning for women, covering both money mindset and the mechanics of growing net worth. Recent episodes focus on retirement timing, required distributions, tax strategy for high earners and protecting wealth in a divorce.
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Retirement Tax Matters
Two advisors focus on tax planning for retirees with roughly $2 million to $8 million. Episodes cover multi-year Roth conversions, required minimum distributions, inherited IRAs, health savings accounts and employer stock in a 401(k).
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The Optometry Money Podcast
Money, career and practice questions for optometrists, including buying into or starting a practice, planning an exit, taxes and student loans. Guests include practice owners and accountants.
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Your Money, Your Wealth
A financial planner and a CPA answer listener questions on retirement, taxes and investing. Most episodes work through specific scenarios such as early retirement, withdrawal rates, Roth conversions and when to claim Social Security.
Estate planning
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Charting Opportunities With Portus Wealth Advisors
A monthly series for business owners on growth, company culture, exits and personal planning, with expert guests. Shorter segments cover topics such as why many businesses fail to sell and how interest rates affect owners.
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Intentional Family Wealth Podcast
Two advisors talk about stewarding significant family wealth. Episodes cover giving with purpose, concentrated stock and large capital gains, and raising grounded children after a business sale.
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Professional Edge
A planner who is also an attorney and CPA covers tax, legal and investment strategy. Recent episodes form multi-part series on estate planning and on building an investment portfolio.
Practice management
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The Lawyer Millionaire Podcast
Business and financial planning for law firm owners: owner pay, pricing, profitability, hiring and planning an exit. Guests include law firm owners, consultants and fractional CFOs.
How shows are chosen
- Inclusion is editorial and never paid. AdvisorIQ does not accept money, sponsorship or anything else of value to list a show.
- Every listed show has at least one host who currently holds an investment adviser registration, checked against the SEC's Investment Adviser Public Disclosure (IAPD) records on the date shown.
- AdvisorIQ does not endorse the views expressed on these shows, and listing one is not a recommendation of its hosts or their firms.
- Episodes link to each show's own pages. AdvisorIQ does not host or copy audio; episode titles are the show's own.
Host a show? List your podcast. Submissions need a free AdvisorIQ account with your CRD matched to IAPD, and an editor reviews each one.