The 14 Best Financial Advisors Podcasts (2026)

Michael Kitces has been running the most respected podcast in the financial advisor space for years now, and it shows. With nearly 500 episodes under his belt, Financial Advisor Success is a weekly deep-dive interview show where Kitces sits down with advisors who have genuinely built something impressive -- we're talking practices managing hundreds of millions, sometimes billions, in AUM. Each conversation runs about 90 minutes, which gives guests room to get past the surface-level stuff and share actual tactics, mistakes, and turning points. Kitces brings a nerdy thoroughness to his interviews (he's also behind the massive Nerd's Eye View blog at Kitces.com) that means you'll hear questions most hosts wouldn't think to ask. Recent episodes have covered everything from succession planning strategies to scaling multi-generational wealth practices. The show leans heavily toward practice management and business growth, so if you're looking for stock picks or market commentary, this isn't your stop. But for advisors who want to understand how top performers structure their firms, attract clients, and navigate the business side of financial planning, it's hard to beat. Fair warning: the long episode format can feel like a commitment, but the payoff is consistently worth it. Rated 4.7 stars from nearly 700 reviews -- those numbers don't lie.

Matt Jarvis and Micah Shilanski don't just talk about running a successful advisory practice -- they actually run one. That credibility comes through in every episode of The Perfect RIA, which has racked up nearly 900 episodes since launching in 2018. The two CFPs have a natural back-and-forth that keeps things entertaining, but the real draw is their obsession with practical advice you can implement the same week you hear it. They'll break down how they handle client meetings, structure their calendars, set fees, and yes, how they manage to take extended time off without their businesses falling apart. That last point is actually central to their philosophy: building a practice that gives you your life back, not one that consumes it. Episodes tend to be punchy and action-oriented rather than theoretical. You'll hear them talk about valuations, retirement planning frameworks, meeting efficiency, and client retention with a bluntness that some advisors find refreshing and others might find a bit much. They also bring on guest experts regularly, though the best episodes are often just the two of them riffing on what's working right now. At 4.8 stars with over 460 ratings, this one has clearly struck a chord with advisors who are tired of vague motivational content and want someone to tell them exactly what to do on Monday morning.

Take a spreadsheet nerd and pair him with a Sharpie-wielding sketch artist, and you get one of the most genuinely enjoyable podcasts in the financial advisor world. Michael Kitces (yes, the same Kitces from Financial Advisor Success) teams up with Carl Richards, the guy behind those brilliantly simple napkin sketches that have appeared in the New York Times, for a biweekly conversation that feels less like a podcast and more like eavesdropping on two smart friends at a coffee shop. The episodes run 30 to 45 minutes -- a sweet spot that respects your commute time. They tackle the softer, more human side of being an advisor: how to communicate with clients without drowning them in jargon, how to build a practice that actually feels fulfilling, and how to avoid burning out in an industry that rewards workaholism. Carl brings an emotional intelligence and simplicity to complex topics, while Kitces brings the analytical rigor. The tension between those two styles is what makes the show work. With about 180 episodes and a 4.7-star rating from 235 reviews, it's built a loyal following among advisors who already know the technical stuff but want to get better at the human stuff. If you only have time for one short-format advisor podcast, this is a strong contender.

Barron's Advisor carries the weight of one of the most recognized names in financial media, and the podcast mostly lives up to that reputation. With 300 episodes and a rotating cast of hosts including Greg Bartalos and Steve Sanduski, the show sits down with top wealth management professionals for weekly interviews that cover compensation, hiring, marketing, next-generation planning, and the business of managing serious money. The guest list is what sets this apart -- you'll hear from Barron's Hall of Fame advisors like Ric Edelman, Morgan Stanley executives discussing longevity planning, and Schwab Family Office leaders talking about what ultra-high-net-worth clients actually expect. It's the kind of access that a major Dow Jones publication can get that most independent podcasters simply can't. Episodes are well-produced and professionally paced, typically running 30 to 45 minutes with a structured interview format that keeps things moving. The tone is more buttoned-up than some of the scrappier advisor podcasts on this list, which makes sense given the Barron's brand. At 4.2 stars from 109 ratings, the reviews are a bit more mixed than you might expect -- some listeners love the institutional perspective and the caliber of guests, while others wish for more raw, practitioner-level conversation. If you work with high-net-worth clients or aspire to, though, the insights here are regularly excellent.

If you've ever thought about leaving your wirehouse, going independent, or just wondered what the other side looks like, Mindy Diamond has probably already recorded an episode about it. Mindy and her son Louis run Diamond Consultants, one of the most well-known recruiting firms in the advisor space, and they've turned that deep industry knowledge into a podcast that now has 300 episodes. Originally called Mindy Diamond on Independence, the show rebranded but kept its core focus: candid conversations about career transitions, breakaway stories, and the strategic decisions advisors face when they're thinking about their next move. The interview format typically runs 45 to 60 minutes, and the guests tend to be RIA founders, wirehouse veterans who made the jump, and fintech innovators reshaping how advisors do business. What makes the show especially useful is Mindy's insider perspective -- she's helped hundreds of advisors navigate transitions, so she asks the practical questions that matter: How did you handle your book? What surprised you? What would you do differently? Rated 4.5 stars from 98 reviews, listeners consistently say the podcast helped them think more clearly about their own career path. Even if you're not actively considering a move, the business strategy discussions are relevant to anyone building or growing a practice.

Brad Johnson has spent 15-plus years coaching top-tier independent financial advisors, and the through-line of everything he's seen is pretty clear: too many successful advisors are miserable. They've hit their revenue numbers but wrecked their marriages, health, and relationships along the way. Do Business. Do Life. exists to push back against that pattern. The podcast mixes solo episodes where Brad breaks down specific strategies with longer interview conversations featuring coaches, business leaders, and advisors who've figured out how to grow without sacrificing everything else. Recent episodes have tackled topics like building a referable business, scaling beyond a founder-led model, optimizing your calendar for both revenue and freedom, and team performance. Brad's style is direct and energetic -- he clearly cares about this stuff and it comes through. The DBDL community has grown into something of a movement among independent advisors, complete with its own hashtag and conference events. With 156 episodes and a perfect 5.0 rating from 326 reviews (which is frankly wild for a podcast this size), listeners seem to genuinely connect with the message. It skews toward advisors who already have some success under their belt and are asking the question: now what? If work-life integration is something you think about seriously, this podcast earns its spot in your rotation.

Brendan Frazier bills himself as a Chief Behavioral Officer, and once you listen to a few episodes of The Human Side of Money, you'll understand why that title fits. This biweekly podcast zeroes in on something most advisor shows skip right past: the emotional and psychological dynamics that actually drive client decisions about money. Brendan interviews behavioral finance researchers, psychologists, and experienced advisors to unpack topics like values-based planning, emotional intelligence in client meetings, retirement psychology, and how to navigate those tough family conversations about wealth and inheritance. Episodes range from tight 30-minute conversations to longer deep dives pushing past an hour and a half, depending on the guest and topic. The format works because Brendan is genuinely curious -- he asks follow-up questions that pull out the practical takeaways rather than letting guests stay in abstract territory. With 155 episodes and a 4.8-star rating from 96 reviews, the show has built a dedicated audience among advisors at RFG Advisory and beyond who recognize that technical competence alone doesn't keep clients. Some listeners have noted that Brendan can be a bit verbose at times, but the substance is consistently strong. If you've ever had a client make an irrational financial decision and wondered how to handle it better next time, this podcast is built specifically for that problem.

Sten Morgan holds both the CFP and ChFC designations, and he co-hosts this weekly show with Andy in a format that's unabashedly focused on growth. The Elite Financial Advisor Podcast targets advisors who want to build bigger, more profitable practices, and it doesn't apologize for that ambition. With 220 episodes since launching in 2021, the show has found its groove with interview-style conversations that bring in fintech leaders, business coaches, legacy planning specialists, and fellow advisors who are doing interesting things with their firms. Topics lean toward business development, leadership, emotional intelligence, and how the advisory industry is evolving -- particularly around fee-based compensation models and understanding the real value advisors provide to clients. Sten's style is straightforward and action-oriented. He regularly pushes guests to give specific, implementable advice rather than staying at the inspirational level. Episodes are designed so you can take something away and actually use it in your practice that same week. At 4.8 stars from 95 ratings, the listener feedback is overwhelmingly positive, with reviewers highlighting the practical applicability for both newer advisors building their book and established professionals looking to level up. The show doesn't have the name recognition of some bigger advisor podcasts yet, but the quality is right there.

James Pollard has a specific point of view, and he's not shy about sharing it: most financial advisor marketing is terrible, and the fix is simpler than people think. That confidence drives every episode of the Financial Advisor Marketing Podcast, a solo show where Pollard breaks down marketing principles, lead generation tactics, and client acquisition strategies specifically for the advisory world. With 371 episodes released weekly, there's a deep back catalog to work through. His approach emphasizes timeless marketing fundamentals over trendy hacks -- he'd rather you understand why something works than just copy a template. Episodes are data-driven, frequently citing research and studies to back up his recommendations, which gives the show more substance than your typical marketing advice podcast. Topics include website optimization, niche positioning, trust signals, pricing strategies, and how to actually convert leads into clients. The tone is conversational and sometimes a bit snarky, with a lighthearted humor that keeps things from feeling like a lecture. Pollard also runs TheAdvisorCoach.com and promotes his Inner Circle Newsletter, so there's definitely a sales funnel at work here. At 3.7 stars from 94 ratings, the reviews are more polarized than most shows on this list -- people either love his direct style or find it off-putting. But if you specifically need help with marketing your practice and you appreciate opinionated content backed by data, it fills a gap that few other advisor podcasts address head-on.

CION Investments' Derek Schwartz hosts this biweekly interview podcast alongside co-founder Mark Gatto, and the result is a show that punches above its weight class. Named a Top 10 Podcast for Financial Advisors by U.S. News & World Report in 2022, The Advisor Lab brings in thought leaders from across industries -- not just finance -- to share strategic and tactical advice on building successful advisory businesses. With 101 episodes, it's a smaller catalog than some competitors, but the quality is consistent. Conversations cover marketing, business development, succession planning, wealth management technology, and market outlook with a focus on innovative approaches rather than rehashing conventional wisdom. Derek brings genuine curiosity and preparation to his interviews, drawing out actionable insights from guests who've built successful businesses through creative communication and marketing strategies. The show's connection to CION, which specializes in alternative investments for individual investors, gives it a unique angle -- you'll occasionally hear perspectives on alternative asset classes that wouldn't come up on a purely practice-management podcast. At a perfect 5.0 rating from 20 reviews, the sample size is small but the enthusiasm is real. Recent episodes have covered the 2026 economic outlook, custodial platform selection for RIAs, and work-life integration. A solid pick for advisors who want cross-industry inspiration alongside practical financial advisory content.

Josh Nelson, a CFP at Keystone Financial Services, co-hosts this show with Jeremy Busch, and together they take a refreshingly straightforward approach to financial education. The tagline says it all: Get Real. Get Honest. Get Clear. With 151 episodes, The Wiser Financial Advisor covers investing, financial planning, market outlooks, debt reduction, and retirement topics in a way that's accessible without being dumbed down. Josh brings the kind of practical wisdom that comes from actually sitting across the table from clients day after day, not just theorizing about what advisors should do. The format mixes solo episodes where Josh and Jeremy break down a topic together with guest interviews featuring people like Derrick Kinney and representatives from Vanguard. Episodes are conversational and well-paced, aimed at both advisors and their clients -- which makes it a useful resource to share with people in your book who want to learn more about the financial planning process. The show started in 2020 and has been steadily growing its audience since then. At 4.6 stars from 18 reviews, the numbers are modest but the feedback is warm, with listeners praising Josh as someone who makes investing feel purposeful rather than intimidating. It's not the flashiest podcast on this list, but sometimes steady, honest, and clear is exactly what you need.

White Glove, the marketing and events company that helps advisors fill seminar seats, produces this semimonthly podcast focused squarely on practice growth tactics. FAST stands for Financial Advisor Strategy Talks, and the show delivers quick, practical tips on everything from gaining new leads to keeping current clients engaged. With 43 episodes, it's one of the newer and smaller shows in this category, but the focused format makes each episode count. Current co-hosts Dean Thurman and Candace Byrnes took over in April 2024 after the previous host Lara Galloway departed, bringing a fresh energy to the interview-based format. Guests tend to be industry thought leaders and practitioners who share advice on first impressions, mentorship, brand building, content marketing, hiring, technology adoption, and succession planning. The episodes are concise -- designed for advisors who want targeted advice without committing to an hour-plus listen. The connection to White Glove gives the show a natural emphasis on marketing and client acquisition, which makes sense given the company's bread and butter is helping advisors generate leads through educational events. At 5.0 stars from just 1 review, there isn't enough listener data to draw conclusions about reception, but the content quality is solid for what it covers. Best suited for advisors who specifically want marketing and growth strategy in a compact format.

Ben Carlson and Michael Batnick are both financial advisors at Ritholtz Wealth Management, and their weekly show Animal Spirits feels like eavesdropping on two sharp friends catching up about markets over coffee. Every Wednesday morning, they riff on whatever caught their attention that week — a surprising jobs report, a wild earnings call, housing data, crypto moves, or some absurd financial headline that deserves a closer look.

The tone is casual but informed. Ben runs the popular blog A Wealth of Common Sense, and Michael writes The Irrelevant Investor, so both are used to breaking down complex ideas in plain language. They disagree with each other regularly, which keeps things honest. One episode might cover why small-cap value has underperformed for a decade, the next might be about whether buying a vacation rental is actually a good investment or just an expensive hobby.

With over 760 episodes and nearly 2,000 ratings averaging 4.7 stars, Animal Spirits has one of the most engaged audiences in the investing podcast space. Episodes typically run 40 to 60 minutes, and the pacing is brisk — they cover a lot of ground without belaboring any single point. They also produce a companion series called Talk Your Book where they interview fund managers and strategists about specific products and themes.

The show works best for people who already follow markets at least casually and want a smart, opinionated take on what is happening right now. It is less about teaching fundamentals and more about putting current events into an investing context.

Josh Brown — better known as Downtown Josh Brown — is a financial advisor, CNBC contributor, and CEO of Ritholtz Wealth Management. Alongside director of research Michael Batnick, he hosts The Compound and Friends twice a week on Tuesdays and Fridays, and the vibe is closer to a group chat among market-obsessed professionals than a scripted finance show.

Each episode brings in a rotating guest — think Jeremy Grantham, Tom Lee from Fundstrat, Andrew Ross Sorkin, or the CEO of CrowdStrike — and the three of them riff on the week's biggest stories. Earnings surprises, Fed decisions, sector rotations, and the occasional meme stock get covered with a mix of data and strong opinions. Josh does not hide his views, and the back-and-forth with guests who disagree makes for genuinely engaging listening.

The show has built a massive audience with 534 episodes and a 4.8-star rating from over 2,000 reviews. Episodes run about 60 to 75 minutes. The production is polished — it started as a YouTube show and retains that conversational energy in audio form. Listeners frequently note that Josh and Michael balance humor with substance, making dense topics like momentum factor performance or autonomous vehicle valuations feel approachable without dumbing anything down.

The Compound and Friends works best for investors who want to stay current on market news and hear it filtered through practitioners who manage real money. It is opinionated, fast-paced, and unapologetically Wall Street in its perspective.