Whether or not you’re simply beginning to consider retirement or fine-tuning a plan that’s already in movement, the proper steerage could make all of the distinction. Right here is the final word checklist of the 57 finest private finance podcasts and YouTube channels that can assist you plan, put together, and thrive for the long run.
On the checklist, you’ll discover trusted specialists, economists, down-to-earth retirees, participating educators, high-energy coaches, psychologists, and extra. first-hand experiences, and contemporary views protecting every part from Social Safety and tax methods to investing, longevity, psychology, and life design.
Some reveals lean into technical element. Others carry a extra private or behavioral strategy. However all of them have one factor in widespread: serving to you construct a monetary plan that works on your life, your values, and your future.
The Boldin Group Is aware of What’s Greatest When it Involves Private Finance Podcasts, and Most Issues About Cash
The checklist of the most effective private finance podcasts and YouTube channels was compiled with suggestions from the Boldin neighborhood. Once we requested for his or her favorites, we knew the outcomes can be sensible, various, and deeply helpful.
Boldin customers are keen about monetary planning! We’re continuously impressed by how considerate, skilled, and proactive they’re with regards to their cash.
Flip Podcast Learnings into Motion
The Boldin neighborhood doesn’t simply pay attention and study—they plan and take motion. They ask questions, discover trade-offs, mannequin totally different timelines, and stress-test monetary situations towards real-life variables.
Irrespective of which podcaster or YouTuber you’re tuning into, a very powerful voice in your retirement plan is your personal.
Which means:
- Aligning your plan with your personal values, not another person’s blueprint
- Making choices primarily based in your precise numbers, not one-size-fits-all recommendation
- Utilizing the Boldin Planner to check, mannequin, and customise your future with readability
Even the most effective podcasts and YouTube channels can’t provide you with a definitive reply, however they can spark new pondering. And while you mix what you study with a versatile, highly effective planning instrument like Boldin, you cease guessing—and begin making choices you possibly can stand behind.
Podcast? YouTube? What’s the Distinction?
Nearly all the creators listed under have a presence on each YouTube and the Podcast platforms.
Nevertheless, we organized the highest reveals by the place they shine primarily based on format, viewers, and the creator’s major focus.
What you’ll discover under
- 19 important retirement planning podcasts
- 12 standout YouTube Channels targeted on retirement planning
- 26 further reveals (podcasts and YouTube channels) that additionally deserve a point out
Prime 19 Private Finance Podcasts
Once more, in no specific order, the 19 finest private finance podcasts beneficial by the Boldin neighborhood.
Jill on Cash and Cash Watch with Jill Schlesinger
Hosted by CFP® Jill Schlesinger, the Emmy‑successful CBS analyst who turns complicated monetary matters into plainspoken, actionable recommendation. She breaks down retirement, investing, and cash information with readability and heat.
Jill is an all-time favourite of Boldin’s Coach Nancy. You will discover all of her programming on Jill’s website online.
Jill on Cash
MoneyWatch
Bogleheads On Investing Podcast
The Bogleheads on Investing podcast is a present devoted to the rules of John C. Bogle, the founding father of Vanguard and a pioneer of low-cost, long-term, passive investing. Hosted by Rick Ferri, a monetary advisor and longtime member of the Bogleheads neighborhood, the podcast options interviews with thought leaders in private finance, investing, and economics.
The Morgan Housel Podcast with Morgan Housel
Morgan Housel is a former columnist for The Wall Avenue Journal and a companion on the Collaborative Fund, identified for his clear, insightful writing on behavioral finance and long-term investing. He’s the creator of two bestselling books: The Psychology of Cash, which explores how emotion, habits, and life expertise affect monetary choices, and Identical As Ever, which focuses on the timeless patterns in human habits that form markets and society. His podcast, The Morgan Housel Podcast, options quick, considerate episodes that broaden on these themes—inspecting danger, wealth, decision-making, and the enduring quirks of human nature.
Earn Your Leisure with Rashad Bilal and Troy Millings
Market
Each weekday host Kai Ryssdal explains the day’s enterprise and financial information.
The Clark Howard Podcast
Clark shares sensible and actionable methods you possibly can enhance your monetary life in the present day. From breaking information to financial tendencies to pivotal matters, he breaks down every part it’s worthwhile to know to make stable choices on your pockets and your life. You possibly can anticipate easy recommendations on managing debt, credit score, month-to-month payments, financial savings, retirement, and extra.
The Lengthy View with Christine Benz, Dan Lefkovitz, and Amy Arnott
The present options in-depth interviews with prime buyers, monetary specialists, and thought leaders, specializing in long-term pondering round wealth constructing, retirement planning, asset allocation, and market tendencies. With a measured, research-driven tone, The Lengthy View presents insights for each particular person buyers and monetary professionals who worth disciplined, evidence-based methods for reaching monetary objectives.
The Information Venture with Shane Parrish
The Information Venture is a weekly long-form interview podcast hosted by Shane Parrish, founding father of Farnam Avenue. It seeks to uncover “psychological fashions, habits, and methods behind extraordinary outcomes” by drawing out deep, timeless insights from prime achievers—enterprise leaders, scientists, authors, athletes, and extra
Management Your Retirement Future with Dana Anspach
A step-by-step information on the best way to align funds to help a snug retirement way of life.
Her Cash with Jean Chatzky
he present covers cash matters that matter most to girls—like investing, budgeting, retirement, profession development, and monetary independence—by candid conversations with specialists, authors, and trade leaders. With a pleasant and empowering tone, the podcast blends sensible recommendation with real-life tales to assist listeners take management of their funds and construct confidence round cash choices.
The White Coat Investor with Jim Dahle
Dr. Dahle is a working towards emergency doctor and the founding father of the White Coat Investor platform. His present, tailor-made particularly for high-income professionals—docs, dentists, and legal professionals, delivers semi-weekly episodes full of sensible, high-yield recommendation on matters like retirement planning, scholar mortgage payoff, tax technique, and funding techniques.
I Will Educate You to Be Wealthy with Rahmit Sethi
Ramit is the New York Instances finest‑promoting creator of I Will Educate You to Be Wealthy, host of the favored I Will Educate You to Be Wealthy podcast, and star of Netflix’s How to Get Wealthy. With a background in psychology and entrepreneurship, he presents a refreshing, no-judgment tackle cash—specializing in big-picture choices (“$30k questions” vs “$3 questions”), acutely aware spending, and aligning funds with private values. His content material covers budgeting, investing, relationships, and profession methods—all delivered in clear, actionable phrases.
Retirement Planning Training with Andy Panko, CFP®, RICP®, EA
Teaches you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Safety, Medicare, portfolio withdrawal methods, annuities, and property planning.
Prepared for Retirement with James Conole, CFP®
Discover ways to get essentially the most out of life along with your cash.
The Drive with Peter Attia, MD
Peter Attia, MD is a doctor and creator of Outlive: The Science and Artwork of Longevity. He interviews main specialists in well being, drugs, diet, and science. The podcast explores matters like train physiology, metabolic well being, cognitive efficiency, and emotional well-being, usually with a deep dive into the science behind residing an extended, more healthy life.
BiggerPockets Cash
This channel is dedicated to FIRE and serving to individuals retire. They interview individuals who have achieved or are on their solution to reaching monetary freedom. From debt-ridden bank card customers searching for recommendation to late starters constructing wealth of their 50s and 60s.
Catching As much as FI with Invoice Yount and Jackie Cummings Koski
Designed to help those that start their FI path later in life, its episodes mix sensible cash methods, emotional insights, and galvanizing tales—whether or not from the hosts or their visitors—to assist listeners navigate debt, investing, objective‑setting, and private development.
Really feel Higher, Stay Extra with Dr Rangan Chatterjee
The present brings collectively main well being specialists, authors, and galvanizing personalities to supply easy, sensible life-hacks and skilled recommendation throughout areas like diet, sleep, train, stress, and psychological wellbeing
Ardour Struck with John R. Miles
Not like many reveals that chase exterior success, Ardour Struck dives deep into the science and psychology of inside function—exploring the best way to cease present on autopilot and begin “mattering” by intentional residing.
Boldin Your Cash with Steve Chen
Sure. Boldin customers just like the Boldin Podcast and Boldin YouTube too! Steve Chen is the founder and CEO of Boldin.com. On the Boldin Your Cash podcast he interviews Nobel Prize Winners, best-selling authors, enterprise leaders, and common individuals about the best way to plan for the long run and profit from your cash and, extra importantly, time.
Prime 12 Retirement Planning YouTube Channels
Whereas Boldin works with many of those prime YouTube channels, they aren’t on the checklist for that purpose. We work with them as a result of they supply wonderful insights and useful steerage for navigating towards retirement and monetary nicely being.
In no specific order…
Rob Berger
Rob is a transparent favourite within the Boldin neighborhood. He’s identified for detailed analyses and his channel is devoted to monetary freedom. Rob goes deep with particular steerage and insights on monetary planning methods.
A Boldin consumer commented, “Rob Berger has essentially the most content-filled and substantive movies. And he offers references, which I discover useful.” One other mentioned, “He explains complicated issues in a transparent, degree‑headed and even‑handed trend.”
Azul Wells
Azul Wells is a seasoned, fee-only monetary advisor with over 20 years of expertise, specializing in retirement preparation for individuals aged 50–60. He focuses on each the monetary methods and the emotional mindset wanted for early and significant retirement.
Retired Now with Joe Kuhn
A former engineer and plant supervisor, Joe Kuhn retired on the age of 54 and now shares his journey by middle-age retirement. His YouTube channel covers matters like transitioning out of the workforce, managing investments throughout retirement, redefining function, and staying lively and fulfilled. Joe’s movies mix sensible monetary suggestions—similar to bucket methods and the best way to modify your portfolio—with private tales about id, relationships, and resilience on this subsequent stage of life.
Holy Schmidt with Geoff Schmidt
Geoff Schmidt, a CPA turned retirement educator, presents down-to-earth, sensible steerage on matters like Social Safety methods, retirement financial savings, facet work in retirement, and residing nicely after full-time work. Geoff blends clear, no-nonsense explanations with real-world checklists and instruments to assist viewers plan confidently for his or her subsequent chapter.
Retirement Made Easy with Kevin Lum, CFP®
Kevin’s approachable fashion and real-world checklists make retirement planning really feel comprehensible and actionable. He goals to assist viewers retire “with out fear.” With clear, jargon-free steerage, protecting matters like key retirement numbers, Social Safety timing, revenue planning, tax methods, and the newest tendencies in retirement-ready tech.
The Monetary Weight loss plan with Chelsea Fagan
The Monetary Weight loss plan is a multi channel media empire and the primary vacation spot for girls to speak about cash.
Mel Robbins
Mel helps please get “unstuck” (an issue for some with regards to monetary planning) .The Podcast options relatable, energetic episodes that concentrate on constructing confidence, overcoming nervousness, enhancing relationships, and creating lasting change. She blends private tales, skilled interviews, and actionable instruments geared toward serving to listeners take management of their lives. She is the creator of the 5 Second Rule and the Excessive 5 Behavior.
Massive Image Retirement with Devin Carroll, CFP®
The present breaks down complicated retirement matters—like taxes, property planning, Medicare, and Social Safety—into clear, actionable recommendation. With a conversational and infrequently humorous tone, Devin helps listeners perceive the larger image of how all of the items of retirement match collectively, making it particularly priceless for these nearing or coming into retirement.
Stacking Benjamin’s with Joe Saul-Sehy and OG
Identified for its lighthearted, humorous strategy, the channel options clips from podcast episodes, interviews with monetary specialists, and entertaining segments that generate income matters enjoyable and accessible. Slightly than providing dry recommendation, Stacking Benjamins focuses on storytelling and banter to assist viewers study budgeting, investing, and monetary planning in a relaxed, approachable manner.
Boldin consumer Arlene says, “Whereas not strictly associated to retirement, The Stacking Benjamin’s PC is my favourite!! Wherever you might be in your monetary (and life) journey, there may be all the time one thing to study. I snigger quite a bit too!!”
The Magic of Finance with Andrei Jikh
Andrei blends his background as an expert magician and cardistry skilled with sensible, clear private finance content material.
Minority Mindset with Jaspreet Singh
Jaspreet creates participating, user-friendly content material that debunks standard cash myths, explains investing fundamentals (shares, actual property, crypto), and promotes sensible monetary habits with out counting on formal monetary schooling. Identified for his energetic fashion and sensible recommendation, he additionally overtly discusses his private funding journey and behind-the-scenes enterprise classes.
Our Wealthy Journey with Amon and Christina
This channel options movies full of methods for saving, investing, journey hacking, and constructing passive revenue—all drawn from Amon and Christina’s real-life expertise residing early retirement, together with their transfer to Portugal . Their podcast follows a Q&A format the place they reply listeners’ questions on matters like retiring early, inventory market investing, facet hustles, budgeting, and extra—presenting sensible, real-world steerage knowledgeable by their journey.
26 Extra Private Finance Podcasts and YouTube Channels
10% Happier with Dan Harris
Nice retirement planning isn’t all the time about private finance. Generally it’s about enhancing your self. Dan Harris presents self-help for sensible individuals. World-class insights and practices from specialists in trendy science and historical knowledge.
The right way to Age Up from The Atlantic
This present explores how our cultural narratives round growing old are altering—and infrequently lagging behind scientific perception
Your Cash Information on the Facet with Tyler Gardner
“Your Cash Information on the Facet with Tyler Gardner” is a sensible, no-jargon sequence the place monetary planner Tyler breaks down the neatest strikes for saving, investing, and planning your future—in your phrases.
Tim, a Boldlin consumer, mentioned that he “particularly likes his [Tyler’s] quick 70 second reminder reels”
Retirement Begins At the moment with Benjamin Brandt
Benjamin’s mission is to reply all your retirement questions.
Erin Talks Cash with Erin Moriarity
Erin Talks Cash is a YouTube channel targeted on private finance, wealth-building, and retirement planning. The channel presents recommendation and insights, usually drawing on private experiences and monetary planning methods.
Greater than What Made Me with Cedric Thompson
Hosted by Cedric Thompson, former NFL participant, husband, and father, this present is an area for sincere reflection and deep conversations about what it takes to interrupt cycles and construct one thing higher.
Trendy Knowledge Podcast with Chris Williamson
The present explores matters on the intersection of self-improvement, philosophy, science, and trendy tradition. Chris interviews a variety of visitors—from psychologists and scientists to entrepreneurs and authors—digging into large concepts about the best way to dwell a greater, extra intentional life. The tone is considerate, curious, and infrequently intellectually difficult, interesting to listeners concerned about private development, vital pondering, and significant conversations.
The Retirement and IRA Present with Jim and Chris
This podcast combines the insights of a CFP® PROFESSIONAL with the know-how of a well-informed school finance teacher. And, they don’t all the time agree.
David, Boldin subscriber, mentioned: “Jim and Chris are the most effective. They banter a bit an excessive amount of, however present deep insights into the retirement planning course of.”
The Cash Man Present, Brian Preston CPA, CFP®, PFS and Bo Hanson CFA, CFP®
Brian (creator of the guide Millionaire Mission) and Bo ship private finance content material that truly solutions your questions and isn’t boring. You’ll hear tales and case research on the best way to create monetary freedom, down-to-earth examples of highly effective monetary ideas, and also you’ll have enjoyable whereas confirming you’re heading in the right direction to achieve your monetary objectives.
Boldin consumer Mark mentioned, “The Cash Man Present could be very all the way down to earth they usually all the time have nice content material!” And, Scott added, “Their Millionaire Mission” guide is improbable – I’ve given away 5 copies already.”
Keep Rich with Taylor Schulte, CFP®
This well-liked present solutions questions like: Do you need to keep away from overpaying the IRS in retirement? Or, learn to put together for the following inventory market crash? How about when to take Social Safety? And, the best way to flip your investments into dependable retirement revenue?
Untangle with Patricia Karpas
This weekly present options the experiences and experience of thought leaders, authors, psychologists, neuroscientists, nutritionists, mindfulness lecturers, enterprise pioneers and extra – protecting every part associated to psychological, emotional, bodily, and mind well being.
We Examine Billionaires with Stig Brodersen, Preston Pysh, William Inexperienced, Clay Finck, and Kyle Grieve
That is the flagship podcast from The Investor’s Podcast Community.
The Day by day Stoic with Ryan Vacation
Hosted by bestselling creator Ryan Vacation, The Day by day Stoic presents every day of historical knowledge utilized to trendy life. Drawing on the teachings of Stoic philosophers like Marcus Aurelius, Seneca, and Epictetus, the present blends quick reflections with longer interviews that includes leaders, athletes, and thinkers. The main focus is on resilience, self-discipline, and sensible philosophy for on a regular basis challenges – like retirement planning.
Retirement Reply Man with Roger Whitney, CFP®
Roger Whitney that blends monetary and private steerage to assist listeners “rock retirement.” He covers every part from Social Safety and healthcare to function, power, and journey, all designed that can assist you dwell your finest life in the present day and past.
James Conole on YouTube, CFP®
James is the founding father of Root Monetary, an advisory. He shares movies with the intent of serving to you make sensible choices about saving, investing, spending, and tax methods. He talks about how values and cash align to help the life you need to dwell.
Early Retirement with Ari Taublieb, CFP®
Every week, he presents chew‑sized experience on reaching monetary freedom early—protecting key retirement planning matters like tax-efficient withdrawal methods, funding administration, money move evaluation, and emotional readiness.
The Compound
The Compound brings you the newest in enterprise, investing, economics, finance, and way more! Michael Batnick, Downtown Josh Brown, Barry Ritholtz, Ben Carlson, and the remainder of the gang add new movies weekly!
Select FI
The ChooseFI Podcast is a well-liked private finance podcast targeted on monetary independence (FI), frugality, and intentional residing. It’s hosted by Brad Barrett and Jonathan Mendonsa, who launched the present in 2017 as a part of the rising Monetary Independence Retire Early (FIRE) motion.
The right way to Age Up from The Atlantic
This present explores how our cultural narratives round growing old are altering—and infrequently lagging behind scientific perception
A Slight Change of Plans with Maya Shankar
Cognitive scientist Dr. Maya Shankar dives into how individuals navigate main life modifications (retirement anybody?). Grounded in her personal expertise (an harm ended her violin profession), Maya combines compassionate storytelling with insights from behavioral analysis to disclose how we adapt, develop, and uncover new potentialities in upheaval.
Pals Speak Cash with Pam Krueger, Terry Savage, and Richard Eisenberg
These three pals, additionally nationally identified private finance specialists, talk about all the large retirement planning questions.
Your Wealthy BFF with Vivian Tu
With a enjoyable, relatable tone, the present breaks down complicated cash matters—like investing, budgeting, and constructing wealth—into simple, actionable recommendation. That includes superstar visitors and real-world tales, it’s designed to make monetary literacy accessible, particularly for girls and underserved communities. Consider it as cash discuss along with your smartest, sassiest pal.
Cash with Katie with Katie Gatti Tassin
Katie breaks down complicated monetary matters with a millennial twist. Mixing humor, knowledge, and relatable storytelling, the present covers every part from investing and tax technique to spending psychology and wealth inequality. It’s designed to assist listeners—particularly girls and younger professionals—construct monetary confidence and make smarter cash choices. It isn’t too early for millennials to plan their future.
Ditch the Fits with Travis Maus
Travis is the CEO and Senior Wealth Supervisor at SEED Planning Group, shares his skilled information and expertise.
AffordAnything with Paula Pant
Paula explores the best way to make smarter choices—financially and personally—so you possibly can afford something, however not every part. The present blends interviews with specialists in finance and psychology, plus listener Q&A episodes targeted on constructing wealth and designing a significant life.
Retire With Function, Casey Weade
Every episode options Casey in dialog with main specialists—from finance specialists to retirement coaches—protecting matters like: investments, managing inflation, and cultivating function and emotional well-being.
Nominate a Private Finance Podcast or YouTube Channel for the Listing
There’s a variety of nice content material on the market. Tell us what you want and what we’re lacking on this checklist. Electronic mail us!