{"type":"podcast_directory","title":"Podcasts hosted by registered financial advisors","lead":"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.","as_of":"2026-10-08","facts":{"podcasts":63,"for_advisors":21,"for_investors":42,"shows":[{"title":"Facts vs Feelings","url":"https://advisoriq.com/podcasts/facts-vs-feelings/","audience":"advisors","topic":"Markets and economy","hosts":"Ryan Detrick and Sonu Varghese","firm":"Carson Investment Research","latest_episode":"2026-10-07","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Attractive Advisor","url":"https://advisoriq.com/podcasts/attractive-advisor/","audience":"advisors","topic":"Practice management","hosts":"Freeman Linde","firm":null,"latest_episode":"2026-08-10","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Financial Advisor Marketing Playbook","url":"https://advisoriq.com/podcasts/financial-advisor-marketing-playbook/","audience":"advisors","topic":"Practice management","hosts":"Mark Mersman","firm":"USA Financial","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Financial Advisor's Workshop","url":"https://advisoriq.com/podcasts/financial-advisors-workshop/","audience":"advisors","topic":"Practice management","hosts":"Brian Kasal","firm":"FourStar Wealth","latest_episode":"2026-09-07","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"For Advisors By Advisors","url":"https://advisoriq.com/podcasts/for-advisors-by-advisors/","audience":"advisors","topic":"Practice management","hosts":"Evan J. Mayer and Scott Brown","firm":null,"latest_episode":"2026-09-29","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"FutureProof Advisor Podcast","url":"https://advisoriq.com/podcasts/futureproof-advisor-podcast/","audience":"advisors","topic":"Practice management","hosts":"Matt Reiner","firm":null,"latest_episode":"2026-09-23","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Her Life, Her Practice, Her Way","url":"https://advisoriq.com/podcasts/her-life-her-practice-her-way/","audience":"advisors","topic":"Practice management","hosts":"Tara Conti Bansal","firm":null,"latest_episode":"2026-09-29","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Ops & Impact","url":"https://advisoriq.com/podcasts/ops-and-impact/","audience":"advisors","topic":"Practice management","hosts":"Michael Reynolds","firm":null,"latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Optimized Advisor Podcast","url":"https://advisoriq.com/podcasts/optimized-advisor-podcast/","audience":"advisors","topic":"Practice management","hosts":"Scott Heinila","firm":null,"latest_episode":"2026-09-24","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Practical Wisdom from ACP Financial Advisors","url":"https://advisoriq.com/podcasts/practical-wisdom-from-acp-financial-advisors/","audience":"advisors","topic":"Practice management","hosts":"Ken Robinson","firm":null,"latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Psychology of Financial Planning Podcast","url":"https://advisoriq.com/podcasts/psychology-of-financial-planning-podcast/","audience":"advisors","topic":"Practice management","hosts":"Charles Chaffin and Brad Klontz","firm":null,"latest_episode":"2026-07-13","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Quantum Growth for Financial Advisors","url":"https://advisoriq.com/podcasts/quantum-growth-for-financial-advisors/","audience":"advisors","topic":"Practice management","hosts":"Jonathan Kuttin","firm":null,"latest_episode":"2026-09-25","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"RIA Confidential Podcast","url":"https://advisoriq.com/podcasts/ria-confidential-podcast/","audience":"advisors","topic":"Practice management","hosts":"Jonathan Andrews and Ray Gettins","firm":null,"latest_episode":"2026-09-30","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"The Advice-Only Podcast","url":"https://advisoriq.com/podcasts/the-advice-only-podcast/","audience":"advisors","topic":"Practice management","hosts":"Sarah Sprague Gerber","firm":null,"latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"The Advisor's Fuel Podcast","url":"https://advisoriq.com/podcasts/the-advisors-fuel-podcast/","audience":"advisors","topic":"Practice management","hosts":"Adam Koos","firm":"Libertas Wealth","latest_episode":"2026-09-22","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"The Confident Advisor Practice Podcast","url":"https://advisoriq.com/podcasts/the-confident-advisor-practice-podcast/","audience":"advisors","topic":"Practice management","hosts":"Pete Bush","firm":null,"latest_episode":"2026-10-05","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"The Elite Financial Advisor Podcast","url":"https://advisoriq.com/podcasts/the-elite-financial-advisor-podcast/","audience":"advisors","topic":"Practice management","hosts":"Sten Morgan","firm":null,"latest_episode":"2026-10-02","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"The Modcast","url":"https://advisoriq.com/podcasts/the-modcast/","audience":"advisors","topic":"Practice management","hosts":"Jason Gordo and Gary Roth","firm":"Modern Wealth Management","latest_episode":"2026-09-29","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"The Perfect RIA","url":"https://advisoriq.com/podcasts/the-perfect-ria/","audience":"advisors","topic":"Practice management","hosts":"Matthew Jarvis and Micah Shilanski","firm":null,"latest_episode":"2026-10-01","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Total Succession","url":"https://advisoriq.com/podcasts/total-succession/","audience":"advisors","topic":"Practice management","hosts":"Tyson Ray and Kim Cochenour","firm":null,"latest_episode":"2026-10-06","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"What Works","url":"https://advisoriq.com/podcasts/what-works/","audience":"advisors","topic":"Practice management","hosts":"Don Patrick","firm":"Integrated Financial Group","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"InvestTalk","url":"https://advisoriq.com/podcasts/investtalk/","audience":"investors","topic":"Markets and economy","hosts":"Justin Klein and Luke Guerrero","firm":"KPP Financial","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"The 9Innings Podcast","url":"https://advisoriq.com/podcasts/the-9innings-podcast/","audience":"investors","topic":"Markets and economy","hosts":"Kevin Thompson","firm":"9i Capital Group","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"The Disciplined Investor Podcast","url":"https://advisoriq.com/podcasts/the-disciplined-investor-podcast/","audience":"investors","topic":"Markets and economy","hosts":"Andrew Horowitz","firm":"Horowitz & Company","latest_episode":"2026-10-04","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"The Dividend Cafe","url":"https://advisoriq.com/podcasts/the-dividend-cafe/","audience":"investors","topic":"Markets and economy","hosts":"David Bahnsen","firm":"The Bahnsen Group","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"The Independent Advisors","url":"https://advisoriq.com/podcasts/the-independent-advisors/","audience":"investors","topic":"Markets and economy","hosts":"Mark McEvily and Matt Jessup","firm":"Jessup Wealth Management","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"The Personal Wealth Coach","url":"https://advisoriq.com/podcasts/the-personal-wealth-coach/","audience":"investors","topic":"Markets and economy","hosts":"Jake McClure","firm":"The Personal Wealth Coach","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Love, your Money","url":"https://advisoriq.com/podcasts/love-your-money/","audience":"investors","topic":"Tax planning","hosts":"Hilary Hendershott","firm":"Hendershott Wealth Management","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Retirement Tax Matters","url":"https://advisoriq.com/podcasts/retirement-tax-matters/","audience":"investors","topic":"Tax planning","hosts":"Garrett Crawford and Adam Reed","firm":"Providence Wealth Management","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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)."},{"title":"The Optometry Money Podcast","url":"https://advisoriq.com/podcasts/the-optometry-money-podcast/","audience":"investors","topic":"Tax planning","hosts":"Evon Mendrin","firm":"Optometry Wealth Advisors","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Your Money, Your Wealth","url":"https://advisoriq.com/podcasts/your-money-your-wealth/","audience":"investors","topic":"Tax planning","hosts":"Joe Anderson and Al Clopine","firm":"Pure Financial Advisors","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Accessible Finance For Retirement","url":"https://advisoriq.com/podcasts/accessible-finance-for-retirement/","audience":"investors","topic":"Retirement income","hosts":"Eric Johns and Rachael Johns","firm":"Equilibrium Financial Planning","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Early Retirement - Financial Freedom","url":"https://advisoriq.com/podcasts/early-retirement-financial-freedom/","audience":"investors","topic":"Retirement income","hosts":"Ari Taublieb","firm":"Root Financial Partners","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Empty Nest Full Pockets Podcast","url":"https://advisoriq.com/podcasts/empty-nest-full-pockets-podcast/","audience":"investors","topic":"Retirement income","hosts":"Matt Meline","firm":"Sanctuary Advisors","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Keen on Retirement","url":"https://advisoriq.com/podcasts/keen-on-retirement/","audience":"investors","topic":"Retirement income","hosts":"Bill Keen, Matt Wilson and Steve Sanduski","firm":null,"latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Making Change with your Money","url":"https://advisoriq.com/podcasts/making-change-with-your-money/","audience":"investors","topic":"Retirement income","hosts":"Laura Rotter","firm":"True Abundance Advisors","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Plan Your Federal Retirement Podcast","url":"https://advisoriq.com/podcasts/plan-your-federal-retirement-podcast/","audience":"investors","topic":"Retirement income","hosts":"Micah Shilanski and Tammy Flanagan","firm":null,"latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Planning for Retirement with Kevin Lao","url":"https://advisoriq.com/podcasts/planning-for-retirement-with-kevin-lao/","audience":"investors","topic":"Retirement income","hosts":"Kevin Lao","firm":"Imagine Financial Security","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Ready For Retirement","url":"https://advisoriq.com/podcasts/ready-for-retirement/","audience":"investors","topic":"Retirement income","hosts":"James Conole","firm":"Root Financial Partners","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Retire Sooner with Wes Moss","url":"https://advisoriq.com/podcasts/retire-sooner-with-wes-moss/","audience":"investors","topic":"Retirement income","hosts":"Wes Moss","firm":"Capital Investment Advisors","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Retire With Style","url":"https://advisoriq.com/podcasts/retire-with-style/","audience":"investors","topic":"Retirement income","hosts":"Wade Pfau and Alex Murguia","firm":"McLean Asset Management","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Retirement Answer Man","url":"https://advisoriq.com/podcasts/retirement-answer-man/","audience":"investors","topic":"Retirement income","hosts":"Roger Whitney","firm":"Retire Agile","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Retirement Planning - Redefined","url":"https://advisoriq.com/podcasts/retirement-planning-redefined/","audience":"investors","topic":"Retirement income","hosts":"John Teixeira and Nick McDevitt","firm":"PFG Private Wealth Management","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Retirement Planning Education","url":"https://advisoriq.com/podcasts/retirement-planning-education/","audience":"investors","topic":"Retirement income","hosts":"Andy Panko","firm":"Tenon Financial","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Sound Retirement Radio","url":"https://advisoriq.com/podcasts/sound-retirement-radio/","audience":"investors","topic":"Retirement income","hosts":"Jason Parker","firm":"Parker Financial","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Stay Wealthy Retirement Podcast","url":"https://advisoriq.com/podcasts/stay-wealthy-retirement-podcast/","audience":"investors","topic":"Retirement income","hosts":"Taylor Schulte","firm":"Define Financial","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"The Retirement and IRA Show","url":"https://advisoriq.com/podcasts/the-retirement-and-ira-show/","audience":"investors","topic":"Retirement income","hosts":"Jim Saulnier and Chris Stein","firm":null,"latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"The Retirement Fiduciary Podcast","url":"https://advisoriq.com/podcasts/the-retirement-fiduciary-podcast/","audience":"investors","topic":"Retirement income","hosts":"Adam Koos","firm":"Libertas Wealth","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"The Retirement Ready Show","url":"https://advisoriq.com/podcasts/the-retirement-ready-show/","audience":"investors","topic":"Retirement income","hosts":"Tony Drake","firm":"Drake & Associates","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"The Wiser Financial Advisor Podcast","url":"https://advisoriq.com/podcasts/the-wiser-financial-advisor-podcast/","audience":"investors","topic":"Retirement income","hosts":"Josh Nelson","firm":"Keystone Financial Services","latest_episode":"2026-10-05","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Trust the Plan Podcast","url":"https://advisoriq.com/podcasts/trust-the-plan-podcast/","audience":"investors","topic":"Retirement income","hosts":"Nick Hopwood and Jim Pilat","firm":"Peak Wealth Management","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"What The Wealth Retirement Podcast","url":"https://advisoriq.com/podcasts/what-the-wealth-retirement-podcast/","audience":"investors","topic":"Retirement income","hosts":"Jonathan Bednar II","firm":null,"latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Charting Opportunities With Portus Wealth Advisors","url":"https://advisoriq.com/podcasts/charting-opportunities-with-portus-wealth-advisors/","audience":"investors","topic":"Estate planning","hosts":"William Bissett","firm":"Portus Wealth Advisors","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Intentional Family Wealth Podcast","url":"https://advisoriq.com/podcasts/intentional-family-wealth-podcast/","audience":"investors","topic":"Estate planning","hosts":"Stephen Nelson and Matt Higbie","firm":"Birchwood Capital","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Professional Edge","url":"https://advisoriq.com/podcasts/professional-edge/","audience":"investors","topic":"Estate planning","hosts":"Sean G. Todd","firm":"Estate Management Counselors","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Ditch The Suits","url":"https://advisoriq.com/podcasts/ditch-the-suits/","audience":"investors","topic":"Portfolio construction","hosts":"Travis Maus","firm":"S.E.E.D. Planning Group","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Money Guy Show","url":"https://advisoriq.com/podcasts/money-guy-show/","audience":"investors","topic":"Portfolio construction","hosts":"Brian Preston and Bo Hanson","firm":"Abound Wealth","latest_episode":"2026-10-07","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"Real Life Planning Podcast","url":"https://advisoriq.com/podcasts/real-life-planning-podcast/","audience":"investors","topic":"Portfolio construction","hosts":"Cynthia Meyer and Vekevia Tillman-Jones","firm":null,"latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"She's Talkin' Money","url":"https://advisoriq.com/podcasts/shes-talkin-money/","audience":"investors","topic":"Portfolio construction","hosts":"Shari Rash","firm":"GWA Wealth","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"The Long Term Investor","url":"https://advisoriq.com/podcasts/the-long-term-investor/","audience":"investors","topic":"Portfolio construction","hosts":"Peter Lazaroff","firm":"Plancorp","latest_episode":"2026-10-07","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","summary":"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."},{"title":"The Veteran Finance Podcast","url":"https://advisoriq.com/podcasts/the-veteran-finance-podcast/","audience":"investors","topic":"Portfolio construction","hosts":"Erik Baskin","firm":"Baskin Financial Planning","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"Work Your Wealth Podcast","url":"https://advisoriq.com/podcasts/work-your-wealth-podcast/","audience":"investors","topic":"Portfolio construction","hosts":"Mary Beth Storjohann","firm":"Allora Wealth","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."},{"title":"The Lawyer Millionaire Podcast","url":"https://advisoriq.com/podcasts/the-lawyer-millionaire-podcast/","audience":"investors","topic":"Practice management","hosts":"Darren Wurz","firm":"Wurz Financial Services","latest_episode":null,"host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-06","summary":"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."}]},"sources":[{"url":"https://adviserinfo.sec.gov/","label":"SEC Investment Adviser Public Disclosure (IAPD)"}],"related":[{"title":"List your podcast","url":"https://advisoriq.com/podcasts/submit/"},{"title":"Research and analysis","url":"https://advisoriq.com/research/"},{"title":"Live webinars","url":"https://advisoriq.com/webinars/"},{"title":"Compliance deadlines and industry events","url":"https://advisoriq.com/calendar/"}],"notes":["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."],"url":"https://advisoriq.com/podcasts/","citation":"AdvisorIQ, as of 2026-10-08. https://advisoriq.com/podcasts/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}