10 Financial Podcast Sites To Learn From

Typically, you will see blog post or article titles that read something like “Top 10 Financial Podcasts” or the like. This is a bit of a different approach in that, we thought you could learn from not only the great stuff others are doing but also from the not so great stuff they are doing.

The process we followed was to search Google for titles like the ones above and get a list of popular, at least from a search engine perspective, financial podcasts.  From there, we looked at a few dozen and came up with a somewhat subjective list of what works well and what fails miserably.  We’ve purposefully left out clients we’ve worked with or helped as we knew that would throw some bias in the mix.  We have referenced a few at the bottom as a listing only in case you are interested.

This is by no means an all inclusive list so there is no need to write in and ask “what about xxx”.  It’s just a mashup of financial podcast channels we thought you could learn from.  We’ve decided to list them (and rate them on a scale of 1 to 10) from the highest to the lowest.  They aren’t rated on any kind of objective scoring matrix. They are simply rated based on general observations.   We’ve added some commentary to the earlier ones to help explain the thinking process.

Whether  you are currently podcasting or just considering it, there will be information here to help you rise to the top.


1 –  The Truth About Money with Ric Edelman  (10/10)


  • Nice personal design showing personality
  • Easy navigation (including highlights to salient clips – really like that)
  • Nice intro (once the compliance-heavy content is over – probably should have been a .5 deduction for that but unfortunately it’s likely unavoidable for Ric)
  • Simple and non-intrusive social sharing options
  • Good value (if this were a weighted average… providing value would be worth a significant portion of the score)
  • Very personable
  • High-end production


  • Episodes may be a little long (this may be a personal bias but, keeping the episodes to 30 – 45 minutes would be a preference – no points deducted here as that is a simple personal preference.  Although, there is some inconclusive evidence that the “sweet spot” on time is the 30 – 45 minute range)


2 – Freakonomics Radio.  (9/10)


  • Easy to navigate
  • Nice short intros
  • Good length
  • Nice imagery
  • Good interesting conversation
  • Great value for investors


  • The topic / headline don’t seem to match the podcast.  Makes you wonder if you are in the right place.  If it wasn’t for that, this Podcast channel may have gotten a 10.  The titles feel a bit like bait and switch.


3 – The Motley Fool  (9/10)


  • Prominent but not “in your face” sign-up request
  • Easy to navigate
  • Good episode lengths
  • Nice intro with music
  • Good value
  • Interesting guest interviews
  • Easy but non intrusive social media sharing options.


  • Ad Choice ads are a little too prominent (and distracting thus detracting from the value).


4 – Dave Ramsay Show  (9/10)


  • Posts very often  3 shows per day.
  • Very topical to financial services (Value)
  • Good conversational tone with guests


  • Intro too long.. 22 seconds before any voice.
  • Episodes could be shorter.


5 – The Disciplined Investor.  (8/10)


  • Nice podcast graphic
  • Consistent with weekly shows
  • Good voice and music intro.  
  • Topical to financial advice (thus good value for investors)
  • Easy navigation – including search capability


  • A little long at about an hour each.
  • Intrusive popup to register.  (May be my personal bias but I find these distracting and a pain)
  • Technical issues and could not get some episodes to play


6 – Bigger Pockets Podcast  (8/10)


  • Introduction shows personality
  • Consistent timing (reliable source)
  • Easy to sign-up
  • Good “banter” between guests and hosts
  • Great summary text.
  • Fair graphics but could be cleaner or more relevant.
  • Loved this Channel summary:  Imagine you’re friends with hundreds of real estate investors and entrepreneurs. Now imagine you can grab a beer with each of them and casually chat about failures, successes, motivations, and lessons learned. That’s what we’re aiming for with The BiggerPockets Podcast.


  • Inconsistent intros.  Some have nearly no intro but if you listen to episode 242, it’s well done there.  
  • When there is no intro other than the Podcast title the transition from the intro to the actual show is very abrupt.  (needs better editing)
  • Episodes are too long – they need to learn to be more succinct.


7 – Quick and Dirty   (7/10)


  • Nice intro  (short with music)
  • Great production quality  
  • Good Narration
  • Nice length at under 30 minutes each.
  • Technically the podcasts are very well done. The Cons are enough to make me not want to go there though.


  • A little too promotional (both self-promotion and sponsors) at the beginning.  
  • Takes 2 – 3 minutes + to get to the content.  Although the podcasts provide value, it feels like the real intent is to make sponsorship and advertising revenue instead.
  • DIfficult navigation.  (Once inside, there is a podcast play button on the top right but it took me a while to realize that since it’s in the Advertisement column)
  • Ads detract from the site.  (Way too many of them.  It may create revenue but it erodes credibility)


8 – The Clark Howard Show   (4/10)  


  • Episodes are good length
  • Good podcast intro (music and introduction)
  • Consistent schedule (publishes very often)
  • Very personable


  • Look and feel is old
  • Hard to find in search engines (likely needs a more intuitive domain name like was likely pretty expensive but the lack of clarity around where you are landing is confusing)  
  • Numerous ads on site detract from value/message
  • Somewhat off the bigger financial advice topic therefore, questionable overall value


9 – Like a Mother with Emma Johnson  (1/10)


  • Great design


  • All podcast episodes are playing the same podcast. Likely a temporary issue at the time of this writing but unfortunately, it takes this podcast out of the running.


10 – Entrepreneur on fire  (0/10)


  • Good intro (music and commentary)
  • Good “technical” production
  • Consistent


  • Good guest commentary but podcasts feel more like infomercials. Really not sure why anyone listens to these.  Feels more like guerrilla marketing than providing value.
  • Big-ass signup form that you have to “skip” to get to site.  Again.. a personal bias that “IN YOUR FACE” is not the way to build rapport.
  • Popup when you scroll down for Free Guide.  Exit “x” is subtle and it almost forces you to promote on messenger.  (Yikes.  Hate this)


Some Podcasts Where We’ve Helped

Here are some of the financial advisor podcasts we’ve had a helping hand with, either through branding, design, or our Top Advisor Marketing podcasting service.  They are worth a look (and listen) so you can make up your own opinion.

Beyond Conventional Podcast by Biond Financial  (also did their website)

Your Optional Personal Economy Podcast  by Bennett Financial (also did their website)

The Money Guy Show  by Brian Preston and Bo Hansen  (consulting only)

If you are interested in getting your message out there in a fun and easy way, and attracting more ideal clients in the process, take a look at our podcasting service at


How DMOs Are Going To Kill IMOs

Our industry is so behind.  

You know this.

We were ten years late getting to social media.  Advisors just now are looking at shooting video (5 years late) and we wonder why we have trouble getting eyes on our material and driving traffic to our websites?

For many years IMOs and FMOs (Independent Marketing Organizations and Field Marketing Organizations) were always on the cutting edge of financial services marketing.

They are about to be taken over.  DMO’s like us are going to change the whole game. DMO is Digital Marketing Organizations.

My mother gets 6-8 seminar invitations every week.  They might look a little different but they are all the same.  They are selling you something.  It may be something you need, but very few people like to be “Sold” to anymore.

This is where DMO’s will make IMOs/FMOs obsolete.

Most advisors are taught to go right for the sale.  Close the damn business as fast as you can.  Unfortunately, pushing for a sale is like asking to get married before you have ever even courted, kissed, or met their parents.  You have to warm people up over time, then they will buy from you not get sold by you.  

That is a powerful differentiation.   

In my first book, The Social Media Handbook for Financial Advisors, one of the first points made is a modern truth in communications.  “You have to communicate to your audience in the medium they want to be communicated to, at the time they are there.”

So how do you do that?


  • evergreen material that is available to them when they want it, not when you want to give it to them.  
  • original content, that allows people to get to know you.  
  • a reason they should connect and listen to you.
  • something unique, truly unique.
  • a strategy, a social media communications strategy.  You have to cover all of the bases.
    • Written
    • Images
    • Videos
    • Audio

None of the above items are optional. You must have them all or you will miss a segment of your target market.  Then you need to have a soft call to action. And no that is not, “Come in for a free 30 minute consultation.” That is like 6 months into dating.  Slow down.  The sales process has changed.  You need to change with it.

Could you imagine if your IMO/FMO spent money to help you with digital? How much farther that money would go?

Digital dollars are worth 4-5 times print dollars.  Which means you get 4-5 times the exposure with digital dollars versus that 10,000 postcard mailer. People do not throw away digital marketing.  They remain and continue to work for you. People need to see your message 10-15 times before they will decide to act on it.  Your digital efforts continue to work for you. Think about it, a podcast never dies. It remains and continues to work for you.  A seminar invite does not have that longevity. That means you are sending those seminar mailers many times for the same impact – and they are more expensive. You are  just throwing money away.

Change is hard, but those who do are ahead of the game.  Don’t get left behind.  

Find a marketing company who can do it all (digitally) and has financial services experience. Or, force your IMO/FMO to become a DMO for you.  

Find a DMO soon, or the train will leave the station without you.  

Your Advisor Brand – Get It Done.

As branding and marketing pioneers for financial advisors  for over 15 years, we’ve decided to pack everything we’ve learned into a 37-week, expert-guided, brand mastery class. This isn’t your typical course. This is a roll-up-your sleeves and get-it-done experience with tangible results.

Don’t wait to experience the practice-changing benefits of having a powerful Advisor Brand that sets you apart. 


I Want A Better Advisor Brand.

Podcasting Resources Top Podcasting Resources

Podcasting Guide


This definitive guide explores the background of a Podcast channel and the value both to you as a financial advisor as well as the value to your target audience. It is an instructional piece that walks the reader through the steps necessary from planning to execution.

Podcasts are popular because they are an easy way to choose what information you want to consume. With traditional radio, you can’t pause when your car is passing through a noisy area and you can’t replay a sentence if you missed it. It is also possible that the content you’re interested in is too niche to be “radio-worthy.” Podcasts solves all of those problems.

Download Now

Podcast Uncategorized

Equipment to Start Your Financial Podcast

No one wants to travel all the time to make a podcast. A lot of podcast equipment articles will talk about having in-house recording software. But I don’t think this is realistic. I suspect most advisors will regularly invite and or partner with people who are not in their office. As soon as you add “travel” to podcasting, you’ve changed the quick-simple-fun paradigm.

Virtual podcasting is the way to go. Here are several options to get you started or to improve what you already have.

Podcast Recording Software:

Skype is a perfect tool. Suits any device and omits the need for travel.

Here’s the thing about Skype, it doesn’t record. But this software does:

Audacity is the one of the best and easiest audio editing tools available. There are free and paid versions. Go to YouTube for a quick tutorial on how to use. There are lots of resources to help you use this very popular software—It’s a no-brainer choice.


Podcast Recording Equipment:


You need four items: dynamic microphone, mic stand, pop filter, and headphones.

It’s best to do podcasts from your stationary desktop for the best quality. Below is a list of items you can purchase individually or as a package.

One of the most highly regarded headphones for value are Apple Ear buds.

  • Shure SM58-LC Vocal Microphone, Cardioid
  • Neewer Microphone Suspension Scissor Arm
  • Neweer pop Filter
  • XLR 3 Pin Microphone Cable (6 feet)
  • Apple Ear buds (if needed) – BUY


If you want better sound quality and audio input/output control:

  • Yamaha AG03 3-Channel Mixer/Interface
  • 15-Feet Symmetric Microphone Cable XLR Female to XLR Male
  • Audio-Technica ATH-M50x Professional Studio Monitor Headphones
  • Shure SM58-LC Cardioid Vocal Microphone

Don’t make podcasting a tedious task. Setting up a station at home or office is a great way to save time and frustration that comes with travelling to podcast.

Watch “How to Start Your Financial Podcast” webinar in AdvisorU. It covers the best practices, sharing services, and measurement tools. It’ll give you all the information you need to start your own financial podcast.

More articles on financial podcasting:

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Podcasting Resources

Podcasting Equipment

Equipment to Start Your Financial Podcast

Virtual podcasting is the way to go. Here are several options to get you started or to improve what you already have.