In an industry that evolves daily, successful Financial Advisors and Planners need to stay informed on market trends, practice management insights, and client behaviour. Podcasts have become one of the most efficient ways to do that—delivering expert analysis, diverse perspectives, and practical advice directly to your ears.
Whether you’re driving to a client meeting or preparing for your next review, the right podcasts can help you strengthen your skills, anticipate economic shifts, and connect more meaningfully with your clients.
This guide highlights 24 of the best podcasts for Financial Advisors in 2026—curated for professionals who want to learn continuously, stay client-focused, and turn new insights into smarter financial plans.
Main takeaways from this article:
- Financial Advisor podcasts offer on-demand learning that helps Advisors stay current on markets, behavioral finance, and industry innovation
- Canadian-focused shows provide practical insights into tax rules, regulations, and planning strategies unique to Canadian Advisors
- Practice management and communication podcasts help improve workflow, leadership, and client relationships
- Market and consumer-focused programs give Advisors broader context and relatable language to use in client conversations
- Snap Projections enables Advisors to apply these lessons directly—modelling strategies, illustrating outcomes, and presenting professional, client-friendly reports
Why podcasts are essential for Financial Advisors
A financial advisor podcast delivers specialized audio content designed to help Financial Advisors and Planners enhance their professional knowledge and practice management skills. These podcasts feature industry experts sharing insights on client communication, regulatory updates, and effective business strategies.
Key benefits for your practice:
- Continuous learning: Access the latest industry developments during commutes or workout time
- Peer insights: Learn directly from successful Advisors without attending expensive conferences
- Practical strategies: Discover actionable approaches to common practice challenges
Did You Know: Podcast listener growth in Canada has accelerated over the past three years, with Francophone markets seeing a 65% increase in monthly listening.
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Top 24 must-listen podcasts for Financial Advisors
The best podcasts for Financial Advisors offer a mix of technical insight, business strategy, and fresh perspectives on client relationships and market trends. The following podcasts provide learning opportunities for every stage of an Advisor’s career and practical strategies you can apply right away.
Canada-specific advisor & finance podcasts
These shows focus on the Canadian market, tax rules, and planning strategies unique to Canadian Advisors. They combine evidence-based investing, financial literacy, and personal finance insights that help you better understand both technical concepts and client perspectives.
1. The Rational Reminder Podcast (by PWL Capital)
Hosted by Benjamin Felix, Cameron Passmore, and Mark McGrath of PWL Capital, this podcast explores evidence-based investing and the psychology of financial decision-making. It’s well-known for turning complex academic research into relatable, actionable insights for both Advisors and their clients.
Key Points:
- Focus: Evidence-based investing, behavioural finance, and portfolio strategy
- Best For: Advisors who value data-driven insights and practical, research-backed discussions
- Publishing Frequency: Weekly episodes featuring expert interviews and analytical commentary
Listen: Stream The Rational Reminder Podcast here
2. Build Wealth Canada
Hosted by Kornel Szrejber, this podcast explores Canadian-focused financial planning topics such as retirement income, investing, and tax strategies. Its conversational tone makes it a great bridge between technical planning knowledge and the real-world challenges clients face.
Key Points:
- Focus: Retirement planning, investing, and Canadian tax optimization
- Best For: Advisors who want to stay attuned to the personal finance concerns of their clients
- Publishing Frequency: Irregular—new episodes are released several times per year, featuring expert guests and practical insights
Listen: Stream Build Wealth Canada here
3. It’s Personal Finance Canada
Christine and Cameron Conway co-host this show, breaking down everyday money topics like budgeting, investing, and insurance from a Canadian perspective. Their simple, conversational approach mirrors the way clients often frame their own financial questions.
Key Points:
- Focus: Personal finance, investing, and insurance through a Canadian lens
- Best For: Advisors who want to better understand the language and mindset clients bring to financial discussions
- Publishing Frequency: Once or twice a month, offering practical discussions and relatable financial insights
Listen: Stream It’s Personal Finance Canada here
Global Advisor, business & practice management podcasts
This group covers a mix of professional development, business strategy, and behavioral finance content that applies across markets. You’ll find podcasts on practice management, marketing, leadership, and the psychology of money—ideal for Advisors focused on improving both their business and their client relationships.
4. The Kitces & Carl Podcast
Hosted by Michael Kitces, CFP, and Carl Richards, creator of The Behavior Gap, this podcast explores the intersection of financial planning and behavioural finance. Episodes focus on improving client communication, managing emotions around money, and building trust through meaningful conversations.
Key Points:
- Focus: Behavioural finance, communication, and human-centred financial planning
- Best For: Advisors interested in strengthening relationships and navigating client psychology
- Publishing Frequency: Weekly, with engaging discussions drawn from real Advisor experiences
Listen: Stream The Kitces & Carl Podcast here
5. The Efficient Advisor
Hosted by Libby Greiwe, this podcast focuses on helping Financial Advisors streamline operations and create scalable, efficient practices. Episodes are packed with real-world strategies that enhance productivity and improve client service.
Key Points:
- Focus: Practice management, workflow optimization, and operational efficiency
- Best For: Advisors looking to simplify processes and build a more balanced, sustainable business
- Publishing Frequency: Weekly episodes with step-by-step practice-building tips
Listen: Stream The Efficient Advisor here
6. The Perfect RIA
Industry veterans Micah Shilanski and Matthew Jarvis host this energetic show about running a successful advisory practice. Their advice is grounded in real experience, covering everything from growth strategies and delegation to delivering exceptional client value.
Key Points:
- Focus: Practice management, business efficiency, and client experience excellence
- Best For: Advisors aiming to scale their business while maintaining personalized client relationships
- Publishing Frequency: Weekly, featuring tactical insights and advisor success stories
Listen: Stream The Perfect RIA Podcast here
7. The Advisor Journey
Hosted by Jason Wenk and Dasarte Yarnway, The Advisor Journey shares real conversations with successful Advisors and industry leaders. The show focuses on the personal and professional challenges of building a thriving advisory career.
Key Points:
- Focus: Career growth, leadership, and real-world Advisor experiences
- Best For: Advisors seeking mentorship, motivation, and actionable career lessons
- Publishing Frequency: Generally biweekly, though episodes are released on an irregular schedule
Listen: Stream The Advisor Journey here
8. The Advisor Lab
Hosted by Derek Schwartz of CION Investments, this podcast explores marketing strategies, digital transformation, and the evolving role of technology in financial services. Each episode blends practical marketing advice with leadership insights.
Key Points:
- Focus: Advisor marketing, technology adoption, and practice growth
- Best For: Advisors interested in digital client engagement and brand development
- Publishing Frequency: Generally biweekly, though release timing can vary depending on topic and guest availability
Listen: Stream The Advisor Lab here
9. Financial Advisor Success Podcast
Hosted by Michael Kitces, CFP, this podcast features long-form interviews with successful Financial Advisors who share their career paths, business models, and key lessons learned. It’s one of the most respected podcasts in the advisory profession for its depth and authenticity.
Key Points:
- Focus: Business growth, practice management, and Advisor success stories
- Best For: Advisors seeking inspiration and actionable ideas from peers
- Publishing Frequency: Weekly, with in-depth interviews lasting 60–90 minutes
Listen: Stream Financial Advisor Success Podcast here
10. Planet Money
Planet Money is one of the most popular economics podcasts, blending storytelling and analysis to make complex financial concepts accessible. Each episode covers real-world issues—from inflation to innovation—offering Advisors timely context they can bring into client discussions.
Key Points:
- Focus: Economics, market trends, and global finance explained in plain language
- Best For: Advisors who want engaging, story-driven insights into real-world financial topics
- Publishing Frequency: Two short episodes per week
Listen: Stream Planet Money here
11. The Long View (Morningstar)
Hosted by Christine Benz and Jeff Ptak of Morningstar, The Long View features interviews with leading investors, analysts, and financial thinkers. The discussions connect big-picture trends to practical investment and planning takeaways Advisors can use in their client work.
Key Points:
- Focus: Investing, retirement, and market strategy from a long-term perspective
- Best For: Advisors looking for deeper investment insights and expert perspectives
- Publishing Frequency: Weekly, with in-depth interviews from industry leaders
Listen: Stream The Long View here
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12. Standard Deviations Podcast
Hosted by Dr. Daniel Crosby, Standard Deviations examines the relationship between psychology and investing, helping Advisors understand the human side of financial decision-making. The podcast recently adopted a refreshed format focused on short, solo episodes about meaning, mindset, and behavior—without guest interviews.
Key Points:
- Focus: Behavioral finance, investor psychology, and emotional decision-making
- Best For: Advisors who want to understand and manage client behavior around money
- Publishing Frequency: Weekly solo episodes without guests, available for one week before expiring
Listen: Stream Standard Deviations Podcast here
13. The Human Side of Money
Hosted by Brendan Frazier, The Human Side of Money focuses on the emotional and relational aspects of financial advice. Episodes provide frameworks for improving empathy, communication, and trust between Advisors and clients.
Key Points:
- Focus: Client relationships, empathy, and communication in financial planning
- Best For: Advisors interested in blending technical expertise with human understanding
- Publishing Frequency: Biweekly, featuring guest experts and real-world planning examples
Listen: Stream The Human Side of Money here
14. The Investing for Beginners Podcast
Hosted by Andrew Sather and Dave Ahern, this podcast simplifies core investment principles for newer investors. Advisors can use it to better understand how novice clients perceive investing concepts and to refine their own client education approach.
Key Points:
- Focus: Foundational investing concepts and long-term wealth-building strategies
- Best For: Advisors who work with first-time investors or want relatable client education tools
- Publishing Frequency: Weekly, with 20–40 minute episodes
Listen: Stream The Investing for Beginners Podcast here
15. Capital Allocators Podcast
Hosted by Ted Seides, Capital Allocators provides deep conversations with leading institutional investors and portfolio managers. The show offers sophisticated insights into investment strategy, asset management, and risk analysis.
Key Points:
- Focus: Institutional investing, portfolio management, and capital allocation
- Best For: Experienced Advisors looking to deepen their understanding of advanced investment strategies
- Publishing Frequency: Weekly, featuring interviews with top investment professionals
Listen: Stream Capital Allocators Podcast here
16. The Investopedia Express with Caleb Silver
Hosted by Investopedia editor-in-chief Caleb Silver, this weekly podcast delivers quick updates on market movements, investing trends, and economic news. It’s perfect for Advisors who want concise, digestible summaries they can use in client conversations.
Key Points:
- Focus: Markets, global investing, and financial headlines
- Best For: Advisors who need timely market summaries and client-friendly talking points
- Publishing Frequency: Weekly, with timely analysis and practical takeaways
Listen: Stream The Investopedia Express here
Market insight, career growth & consumer perspective podcasts
These podcasts blend macroeconomic and market analysis with personal finance and career development themes. They help Advisors stay current on global trends, client behavior, and emerging ideas—offering both high-level strategy and relatable, real-world perspectives.
17. Making Sense (J.P. Morgan’s podcast)
Produced by J.P. Morgan, Making Sense offers institutional-grade commentary on global markets, economic policy, and investment outlooks. Though U.S.-focused, it delivers valuable context for Advisors operating across North America.
Key Points:
- Focus: Global markets, macroeconomics, and investment trends
- Best For: Advisors seeking strategic perspectives to inform client portfolio discussions
- Publishing Frequency: Weekly, with analysis from J.P. Morgan experts
Listen: Stream Making Sense here
18. Moody’s Talks: Inside Economics
Hosted by Mark Zandi and the Moody’s Analytics team, this podcast breaks down major economic developments and their implications for markets, inflation, and policy. Episodes are data-driven and highly relevant for Advisors focused on the macroeconomic context.
Key Points:
- Focus: Global economic analysis, inflation, and policy trends
- Best For: Advisors wanting a deeper understanding of economic forces shaping client portfolios
- Publishing Frequency: Weekly, with data-backed discussions and forecasts
Listen: Stream Moody’s Talks: Inside Economics here
19. The Journal (WSJ Podcast)
Produced by The Wall Street Journal, The Journal presents top business and finance stories through engaging narrative reporting. Each episode provides timely market and corporate insights that Advisors can easily repurpose in client conversations.
Key Points:
- Focus: Business news, economic trends, and corporate finance stories
- Best For: Advisors who want to stay ahead of headlines shaping client sentiment
- Publishing Frequency: Daily, with concise storytelling and expert context
Listen: Stream The Journal here
20. New Planner Podcast (for new or aspiring Advisors)
Hosted by Caleb Brown, CFP, this podcast is tailored for aspiring and early-career Financial Advisors. Each episode features candid interviews with professionals who share real-world experiences, lessons learned, and practical advice for building a successful advisory career.
Key Points:
- Focus: Early-career development, mentorship, and transition into financial planning
- Best For: Students, interns, or new Advisors entering the profession
- Publishing Frequency: Weekly, with short, career-focused interviews and success stories
Listen: Stream New Planner Podcast here
21. ChooseFI
Hosted by Jonathan Mendonsa and Brad Barrett, ChooseFI focuses on financial independence and early retirement strategies. The show explores actionable ways to reduce expenses, optimize investing, and design a lifestyle that prioritizes freedom and flexibility.
Key Points:
- Focus: Financial independence, lifestyle design, and early retirement planning
- Best For: Advisors with clients pursuing FI/RE (Financial Independence, Retire Early) goals
- Publishing Frequency: Weekly episodes featuring expert guests and community success stories
Listen: Stream ChooseFI here
22. The BiggerPockets Money Podcast
Part of the BiggerPockets network, this podcast explores personal finance through the lens of real estate investing, entrepreneurship, and wealth-building. Hosts Mindy Jensen and Scott Trench provide relatable, hands-on advice that reflects how many clients think about financial freedom.
Key Points:
- Focus: Real estate investing, financial literacy, and personal wealth-building
- Best For: Advisors with clients interested in rental properties, side hustles, or entrepreneurship
- Publishing Frequency: Weekly episodes featuring real-world case studies and interviews
Listen: Stream The BiggerPockets Money Podcast here
23. Optimal Finance Daily
Hosted by Diana Merriam, Optimal Finance Daily curates and narrates top personal finance blog posts from around the web. Its short, daily episodes help Advisors stay current on consumer-focused financial ideas and the language shaping client expectations.
Key Points:
- Focus: Everyday personal finance, budgeting, and debt management
- Best For: Advisors who want to stay familiar with trends and perspectives influencing clients
- Publishing Frequency: Daily, with short 10-minute episodes
Listen: Stream Optimal Finance Daily here
24. Invest Like the Best
Hosted by Patrick O’Shaughnessy, Invest Like the Best features in-depth interviews with top investors, entrepreneurs, and business leaders. Episodes explore advanced investment strategies, innovation, and long-term thinking in capital markets.
Key Points:
- Focus: Investment philosophy, innovation, and strategic decision-making
- Best For: Advisors seeking inspiration and deeper insights into professional investing approaches
- Publishing Frequency: Weekly, with 60–90 minute interviews
Listen: Stream Invest Like the Best here
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Key factors to consider when choosing a financial advisor podcast
When choosing financial advice podcasts to include in your professional development routine, consider these key factors to maximize your learning efficiency.
Selection criteria for financial advisor podcasts:
- Host expertise: Look for shows hosted by credentialed professionals with relevant experience
- Content relevance: Prioritize podcasts covering topics directly applicable to your client base
- Canadian perspective: Select shows that address Canadian tax rules and regulatory requirements
- Production quality: Choose podcasts with clear audio and well-structured episodes
- Update frequency: Consider how often new episodes are released to ensure content freshness
Turn knowledge into action with Snap Projections
To excel in an evolving financial landscape, Advisors can stay sharp by consuming valuable podcast content and applying practical strategies they learn. This enables them to deliver actionable financial plans backed by high-value insights.
With Snap Projections, Advisors can model scenarios in real time and generate client-friendly financial reports—strengthening relationships through clear, professional guidance.
To elevate their practice and put new knowledge into action, Advisors can start a 14-day free trial of Snap Projections today.
