She’s a financial planner targeting Generation X and Millennials at Avea Financial Planning in Richland, Wash. Since student loans are a hot topic these days, a growing number of financial advisors, including Angie Furubotte-LaRosee, tout their student loan expertise. Preview: No One Cares More About Your Money Than You Financial Side of Life: College, Retirement and Life by Angie Furubotte-LaRoseeĪvailable on, Google Podcasts and Apple Podcasts Topics range from personal finance to running a practice. On the Financial Residency website, Inman gives listeners an outline of what each episode discusses, links to stories that were mentioned and a transcript.
Audio book podcast on personal finance plus#
Many of the 800 plus members are physicians or, like Inman himself, the spouse of a physician. Whatever experience he lacks, he makes up for with the Financial Residency Community group on Facebook. As an advisor married to a doctor, Inman has first-hand experience with the life of a physician. Ryan Inman is a fee-only financial planner who works exclusively with physicians and their families at Physician Wealth Services based in San Diego, Calif. Preview: Retirement Mindset Financial Residency by Ryan Inman He’s the author of “Common Sense: Your Guide To Making Smart Choices With Your Money.”īest for: People nearing retirement and who have families Skrobonja has been in financial services since 1993. The Common Sense Financial Podcast has episodes on generational and estate planning as well as interviews with experts on social security, Medicare and mortgages.
Audio book podcast on personal finance how to#
When he’s not discussing investing for your future, Skrobonja shells out instructions on how to get into a wealth building mindset. The episodes are either on how to retire and related topics. Preview: Why The 15 Minute Advisor The Common Sense Financial Podcast by Brian SkrobonjaĪvailable on Player.fm, Soundcloud and Apple PodcastsĪdvisor Brian Skrobonja, the owner of Skrobonja Financial Group in Arnold, Mo., focuses much of his podcast on retirement planning. Michael Policar is an independent fiduciary (registered with the SEC as an investment advisor) with HighTower Bellevue in Bellevue, Wash. If not, Policar’s content is still educational. If you’re looking for a new advisor, a podcast might be a good way to get to know someone. He’s not selling any product, but he is advertising his insights. Policar admits he hopes his podcast attracts new customers to his business. Almost every episode is structured to provide background on a subject, explain how it works through real world examples, and wrap up with Michael Policar’s advice on the topic.
In 15 minutes or less, the 15 Minute Financial Advisor podcasts cover topics such as stock options, 529 college savings accounts and yield curve inversions. The 10 are listed in alphabetical order, so no one podcast can claim to be the “best” according to Forbes-but all 10 are worth a listen, particularly if you fit into the target audience as described on our list.ġ5 Minute Financial Advisor by Mike Policar
Here’s our picks for the best podcasts by financial advisors. The financial advisors on this list are all registered with the Securities and Exchange Commission (SEC) as investment advisors or the Financial Industry Regulatory Authority (FINRA) as brokers. But there are definitely some who are more interested in educating the public about key personal finance issues than they are about picking up new clients. Sure, many FA podcasters are mainly looking to promote their paid services. This is where financial advisors’ podcasts come into play. But how do you know if a host is actually qualified to give financial advice? That’s true in the personal finance area, as well, with all manner of money podcasts now available-from funny to serious to technical. With the number of podcasts now topping 700,000, you can find one for almost any subject or taste.
0 kommentar(er)
