Best Ex Financial Advisor Podcasts (2025)

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“I’m 56 and just got laid off. Is it safe to step away from full-time work for good?” 23:36

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1d ago23:36

23:36

In today’s Mailbag, Jean and Kathryn are diving into the issues that keep many of us up at night: how to plan for long-term care, whether it's actually possible to over-save for retirement, and how to know when it's okay to step off the corporate treadmill for good. 💡 Topics Covered: Managing $2M in assets with no heirs When it’s okay to slow down …

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The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution 52:03

3d ago52:03

52:03

With Tony Parr, Founding Partner of The Parr McKnight Wealth Management Group Overview Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA. Listen in… > Download a tran…

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Introducing Season 2 of "How She Does It" with TODAY host Jenna Bush Hager 39:06

3d ago39:06

39:06

This week, we’re giving you an exclusive first listen to the brand-new season of our sister podcast, How She Does It! Hosted by our friend and Fast Money panelist Karen Finerman, this season kicks off with none other than journalist, author, and TODAY host Jenna Bush Hager. She reflects on the emotional goodbye with Hoda, the importance of choosing…

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Viral Influencer Breaks Down How to Stay Authentic AND Get Views 45:04

4d ago45:04

45:04

🎙️ In this episode, we sit down with Sallie Gracee—content creator, athlete, and viral personality—for an unfiltered conversation about building a personal brand rooted in real life, not filters or facades.In just over a year, Sallie’s platform has exploded to over 1.5 million followers—all by staying true to who she is. From flipping burgers in a …

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“I’m a single mom with two kids in college. Will I ever be able to retire?” 27:29

8d ago27:29

27:29

In this special AMA Mailbag episode, Jean sits down with two thoughtful guests navigating how to prepare for the future as single moms. First up is Rebecca, a mom of two in Oregon, about 15 years out from retirement. She’s wondering if she’s doing enough to get there. Then we hear from Sarah, a mom in Virginia with a big question: If something happ…

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Tech CEO Shares the SECRET to Leading in the AI Era 39:08

10d ago39:08

39:08

🎙️ In this episode, we sit down with Alex Bratton—CEO, technologist, and author—for a future-facing conversation about leadership, innovation, and how to make smarter decisions in the age of AI.With decades of experience building enterprise technology and advising Fortune 5000 companies, Alex breaks down what it means to lead responsibly in a world…

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Ep 482: The Care Crisis: What Every Woman Needs To Know 33:00

10d ago33:00

33:00

This week, Jean sits down with Jennifer Levin, author of Generation Care: The New Culture of Caregiving, to talk about what happens when caregiving collides with career, finances, and identity, especially for younger women. Whether you’re in the thick of caregiving now or you just know it’s on the horizon, Jennifer’s insights will help you feel see…

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Understanding where you're at financially 16:08

14d ago16:08

16:08

This season we’re diving into the hot topics and issues that we think you need to know about when it comes to your money. This episode is the second in a where we're talking about the big impact a decade can really have on your finances. We started off by looking at where you’re at now financially and giving yourself a score out of 10. This week, w…

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Your Money Map Replay: The 4 Pillars of a Secure Retirement 31:46

15d ago31:46

31:46

Is the fog of uncertainty clouding your vision of retirement? On the most recent episode of Your Money Map, our weekly show with the Alliance for Lifetime Income, Jean Chatzky sits down with Roger Whitney, a financial planner, podcast host, and founder of the Rock Retirement Club, to clear the air. Roger shares his game-changing “Four Pillars” fram…

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The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update 38:24

17d ago38:24

38:24

With Jason Diamond & Louis Diamond Overview A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by…

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Ep 481: Top Strategies For Making Your Money Last (And Grow) In Retirement 32:36

17d ago32:36

32:36

Women are on the verge of controlling more wealth than ever before, but are we ready to manage it, grow it, and make it last? This week, Jean sits down with Hilary Hendershott, Certified Financial Planner, founder of Hendershott Wealth Management, and host of the Love Your Money podcast. Together, Jean and Hilary dig into what it really takes to re…

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War, Markets, and Your Money: What the Middle East Crisis Means for Your Finances 24:25

19d ago24:25

24:25

Today, we’re dropping a special bonus episode of HerMoney, tackling the headlines that are keeping us up at night, and unpacking what they really mean for your financial future. As tensions rise in the Middle East, the U.S. has officially entered the war with military strikes on Iranian nuclear sites. Markets are up (for now), oil prices are jitter…

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Mailbag: “I think my ex-husband stole my identity, what can I do about it?” 25:12

22d ago25:12

25:12

This week, we’re bringing back your favorite co-host, Kathryn Tuggle(!), and diving into one of our most insightful (and emotional!) Mailbags yet, packed with your most pressing and personal money questions. Jean and Kathryn tackle the complex crossroads of navigating identity theft and divorce, when to take Social Security (and when not to), and w…

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Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management 51:25

24d ago51:25

51:25

With Doug Fritz – Co-Founder and Executive Chairman, F2 Strateg Overview The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key e…

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Ep 480: Know Your Worth, Then Ask For It with Negotiation Expert Casey Brown 32:00

24d ago32:00

32:00

Asking for a raise can feel terrifying, especially in uncertain times. But if you've taken on more, grown in your role (or simply know you're underpaid), it’s time to start the conversation. And it doesn’t have to feel awkward, aggressive, or like you’re “tooting your own horn.” In this episode, Jean sits down with pricing and negotiation expert Ca…

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Financial Advisor Breaks Down the REAL 5 Pillars of Wealth 47:18

26d ago47:18

47:18

🎙️ In this episode, we sit down with Vince Virga, financial advisor, author, and founder of PFS Wealth Management Group, for a compelling conversation about money, mindset, and what it really takes to build a life of clarity, purpose, and long-term financial security.With over 30 years of experience, Vince breaks down the five pillars of holistic f…

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Bree McKeen On Reinventing A 100-Year-Old Industry, One Bra At A Time 31:55

29d ago31:55

31:55

Have you ever wondered how to get a new product off the ground, especially as a woman pitching in a male-dominated venture capital world? On this episode, Jean sits down with Bree McKeen, founder of lingerie brand Evelyn & Bobbie, to talk about what it really takes to launch a company, protect your ideas, and raise capital. Before Bree created a br…

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The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter 54:30

1M ago54:30

54:30

With Ted Jenkin – Co-Founder, JPTD Partners Overview What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now. Listen in… > Download a transcript of t…

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Ep 479: Katie Gatti Tassin is Retiring Early: Here’s How She’s Doing It, And You Can Too 42:28

1M ago42:28

42:28

Katie Gatti Tassin had the job, the paycheck, and the potential. But two weeks after every payday, she was broke again. And that’s when she realized: something had to change. What started as a personal audit of her spending (her beauty budget was 10% of her income!) turned into Money with Katie, a financial education platform that’s now helping mil…

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Ex-Dealer Turned CEO Shares the Truth About Addiction & Success 51:13

1M ago51:13

51:13

🎙️ In this episode, we sit down with John Huffman, entrepreneur, speaker, and founder of Huffman Construction, for a powerful conversation about transformation, leadership, and the lessons that come from rebuilding a life and a business from the ground up.From battling addiction and landing in jail to becoming a successful contractor and coach, Joh…

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Who will you be in 10 years time? 16:44

1M ago16:44

16:44

This season we’re diving into the hot topics and issues that we think you need to know about when it comes to your money. Today we're talking about the big impact a decade can really have on your finances. Starting off, Mel asks the question, how old you'll be in 10 years time. For some of you it's a number you're itching to get to, while for other…

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Mailbag: “I’m single and retiring soon, how can I make my money last?” 35:41

1M ago35:41

35:41

In this special AMA Mailbag episode, Jean sits down with two thoughtful guests navigating how to prepare for retirement as single women. First up is Liz, who’s about a year out from retiring. She’s done a lot of smart planning, but wants to double-check her next moves. We’re talking about annuities, TIPS ladders, Roth conversions, and how to create…

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From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space 37:04

1M ago37:04

37:04

With Brett Oley and Ryan Kinser, Co-Founders and Managing Partners — Oley Kinser Concierge Wealth Overview Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker deale…

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Ep 478: Recession Watch: What the Moody’s Downgrade Really Means for Your Money 38:28

1M ago38:28

38:28

Moody’s downgrade. Rising interest rates. Lipstick sales and banana prices as economic signals? This week, we sit down with Katie Klingensmith, Chief Investment Strategist at Edelman Financial Engines, to unpack what’s really going on with the economy and how it impacts your money. From home buying and interest rates to investing in gold, crypto, a…

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How This Influencer Built A Million-Dollar Brand from His Garage 42:32

1M ago42:32

42:32

🎙️ In this episode, we sit down with Judah Finley—creator, entrepreneur, and founder of the Monarck brand—for a candid conversation about what it really takes to grow an audience, launch a brand, and build lasting momentum in the digital space.From flipping a $600 Jeep into a viral YouTube series to giving away a rebuilt Hellcat to a fan who bought…

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Investing during Uncertain times – has it all gone back to normal now? 16:40

1M ago16:40

16:40

This season we’re diving into the hot topics and issues that we think you need to know about when it comes to your money. Today we're talking investing during uncertain times, diving into whether it's all 'back to normal' now. When Donald Trump took office, many people were nervous about what might happen to the markets. When he announced tariffs a…

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Teaching Kids the Value of a Dollar with Mellody Hobson 30:52

1M ago30:52

30:52

Today, we’re joined by powerhouse financial executive and author Mellody Hobson for an eye-opening conversation about how we teach — and often don’t teach — our kids about money. As co-CEO of Ariel Investments and author of Priceless Facts About Money, Mellody believes that the path to financial literacy starts with our youngest learners. Together,…

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Who’s in Control: The Advisor or The Firm? A Special Industry Update 29:38

1M ago29:38

29:38

With Jason Diamond & Louis Diamond Overview The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impact of mergers and acquisitions, new mandates, heightened vulnerability, and more. Listen in… > Download a t…

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Ep 477: Suzy Welch On How to Find Your Purpose at Work (And Still Pay the Bills) 36:45

2M ago36:45

36:45

Are you happy at work? If the answer is anything less than a confident yes, or if you’ve ever felt a quiet nudge toward something more meaningful, this episode is your invitation to rethink what you’re doing and why. Today on the HerMoney Podcast, Jean Chatzky sits down with Suzy Welch, acclaimed NYU professor and author of the new book Becoming Yo…

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Family Lawyer Exposes DIRTY Divorce Tactics 33:33

2M ago33:33

33:33

🎙️ In this raw and eye-opening episode, we sit down with Alex Peterson—family law attorney, founder of Family First Legal Group, and a powerful voice for integrity in the courtroom—for a gripping conversation about divorce, custody, and the emotional battles that unfold behind every legal case.From building a 27-person practice in Naples, Florida, …

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Your Money Map Replay: How Americans Are Really Retiring 35:08

2M ago35:08

35:08

What does retirement really look like? Spoiler alert: it’s not all white sand beaches and 4 p.m. tee times. Today, we’re pulling back the curtain on how Americans retire. Not in theory, but in practice. On the most recent episode of Your Money Map, our weekly show with the Alliance for Lifetime Income, we sit down with Wall Street Journal reporters…

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Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition” 1:01:45

2M ago1:01:45

1:01:45

With John Thiel – Founder and Executive Chairperson, Indivisible Partners Overview John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners, is carving a new path for those seeking a firm with a greater focu…

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Neuroscientist Breaks Down Why People FAIL Goals 43:10

2M ago43:10

43:10

🎙️ In this insightful and energizing episode, we sit down with Dr. Chris Lee—neuroperformance coach, speaker, and founder of Elemental Shift—for a candid conversation about stress, resilience, and the science of rewiring your brain for clarity and purpose.From navigating trauma and single fatherhood in his 20s to coaching high performers and redefi…

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Ep 476: The Simple Path to Wealth: JL Collins on Investing, Index Funds, and Financial Freedom 41:34

2M ago41:34

41:34

This week, we're getting real about financial independence and why it doesn’t have to mean deprivation. Jean sits down with JL Collins, the “Godfather of Financial Independence,” to talk about the relaunch of his bestselling book The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life. In a world of rising prices, e…

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“I inherited money, should I cash out now or keep it invested?” 28:24

2M ago28:24

28:24

In this special AMA Mailbag episode, Jean dives into your most pressing retirement questions with listeners Pam and Laurie. First up, Pam, who inherited an IRA from her late mother, wonders whether to cash it out or invest it for the long haul. Then we hear from Laurie, a military spouse navigating what to do with her husband's TSP now that he’s ou…

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What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies 51:14

2M ago51:14

51:14

With Dave Mullen – Founding Partner and Principal, Altius Learning Overview In an episode that serves as a free coaching session on the key techniques that the most successful advisors use to build and grow their practices, Dave shares proven strategies honed from his tenure at Merrill, his three bestselling books, and his advisor coaching practice…

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Ep 475: The Ultimate Plan to Take Control of Your Student Loans in 2025 31:15

2M ago31:15

31:15

This week, we're digging into one of the most pressing financial crises of our time: student loans. After a five-year pause, the Trump administration has officially restarted collections on defaulted federal student loans, and millions of borrowers could soon face wage garnishment, reduced Social Security benefits, and even hits to their credit sco…

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How to Financially Prepare for IVF: What No One Tells You 24:07

2M ago24:07

24:07

Motherhood is personal and more than a little bit complicated. And today, we’re diving deep into the emotional and financial complexities of modern motherhood with journalist and author of The Mother Code: My Story of Love, Loss, and the Myths That Shape Us, Ruthie Ackerman. Ruthie’s journey includes freezing her eggs in her 30s, navigating a divor…

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Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office 50:42

2M ago50:42

50:42

With Trent Leyda, Managing Director and Chief Investment Officer and Kay Campione, Executive Director and Senior Portfolio Manager at SpirePoint Private Client Overview Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust …

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Ep 474: Future Millionaires: How to Raise Kids Who Dream Big and Build Wealth Early 31:53

2M ago31:53

31:53

On today’s episode, Jean is sitting down with the brilliant Rachel Rodgers — bestselling author, CEO of Hello Seven, and mom of four — to talk about how we can help the next generation not just survive, but truly thrive. Rachel shares her fresh, practical roadmap for helping young people build wealth early: from learning to dream big (million-dolla…

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When to Pivot: Closing a Business, Reinventing a Career, and Selling Real Estate 39:27

2M ago39:27

39:27

In this AMA Mailbag episode, Jean sits down with two thoughtful guests navigating major financial crossroads. First up is Dawn from Joshua Tree, who is in the process of closing her beloved but unprofitable gift shop. Then we hear from Karyn in Washington, who owns a rental home in Denver and is torn between keeping it as an investment or selling i…

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If You Build It, Will They Buy It? A Special Industry Update on M&A 43:30

2M ago43:30

43:30

With Mindy Diamond & Jason Diamond Overview A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expres…

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Ep 473: The Ultimate Layoff Survival Guide with Employment Attorney Peter Rahbar 40:26

2M ago40:26

40:26

This week, we’re diving into a topic that’s on everyone’s mind right now—layoffs. Whether you’ve seen the headlines, heard the whispers in your own company, or been directly affected, the truth is: layoffs are on the rise again, and you need to know how to prepare for them. Our guest today, Peter Rahbar, is an employment attorney and workplace issu…

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Money and hormones 17:17

3M ago17:17

17:17

This season we’re diving into the hot topics and issues that we think you need to know about when it comes to your money. Today we're talking money and hormones. While we've talked in previous episodes about perimenopause, menopause and money - today we're diving into money and hormones, for those still menstruating. It’s about leaning into what we…

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"I make $180k and have 2 kids, can I justify my $200 Pilates membership?" 28:13

3M ago28:13

28:13

In this special Mailbag episode, we welcome back personal finance expert Dana Miranda, author of You Don’t Need a Budget, to tackle your most pressing money questions. From navigating early retirement goals to rebuilding credit post-divorce to whether or not you can justify your boutique Pilates membership, we’re getting real about money, self-care…

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The Canadian Wealth Management Perspective: One-on-One with the CEO of $35B Wellington-Altus 54:01

3M ago54:01

54:01

Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth.

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Ep 472: Why You Don’t Need A Budget To Be Good With Money 30:51

3M ago30:51

30:51

Do you really need a budget to manage your money? Or is it time to delete the apps, toss the spreadsheets, and rethink everything? Today, we’re sitting down with Dana Miranda, author of the bold new book You Don’t Need a Budget: Stop Worrying About Debt, Spend Without Shame, and Manage Money With Ease. Together, she and Jean dig into why traditiona…

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Money and Unconscious Bias 13:33

3M ago13:33

13:33

This season we’re diving into the hot topics and issues that we think you need to know about when it comes to your money. Today, we're talking unconscious biases when it comes to money. The episode is the result of reactions to an article Mel wrote for a publication that a very lovely gentleman described as a 'moronic analysic' as it dove into the …

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Your Money Map Replay: The Investing Mistakes You’re Probably Making, And How To Stop 36:10

3M ago36:10

36:10

We’ve all been there: endlessly scrolling through financial headlines, absorbing TikTok hot takes, or reading investing books with dreams of becoming the next Warren Buffett. But what if all that advice is doing more harm than good? On the most recent episode of Your Money Map, our weekly show with the Alliance for Lifetime Income, we sit down with…

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The Buck Starts Here: Ex-Edward Jones Advisor on His Leap to Independence 38:32

3M ago38:32

38:32

Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independence, and more.…