Best Tailored Financial Consulting Podcasts (2025)

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How to Create a Simple Financial Plan 17:55

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4d ago17:55

17:55

Send us a text Create a simple yet effective financial freedom plan that works for you! In this podcast, we'll guide you through a step-by-step process to achieve financial independence. Learn how to set clear goals, prioritize your spending, and make smart investment decisions. Say goodbye to financial stress and hello to a life of freedom and pro…

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Level Up Your Business with Confidence, Curiosity, and Comedy with Jeremy Clark 36:42

5d ago36:42

36:42

One of the biggest challenges entrepreneurs face isn’t finding the next opportunity — it’s protecting their confidence while juggling it all. Over time, many founders get stuck on autopilot, doing the same things, talking to the same people, and slowly losing the perspective that once gave them their edge. Jeremy Clark has found a different path. A…

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The Brutal Truth About Business Sale Value What Most SME Owners Miss.mp4 37:15

6d ago37:15

37:15

With over a decade of front-line experience, Mick Godwin has seen the real - and often brutal - truth behind business exits. As a Senior Business Broker at Benchmark Business Sales, Mick doesn’t sugarcoat it: most SME owners are sitting on a ticking time bomb of misplaced expectations when it comes to the value of their business. Known for his dire…

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The New Webinar Playbook for B2B Entrepreneurs with Logan Lyles 29:46

6d ago29:46

29:46

Most B2B entrepreneurs have a love–hate relationship with webinars. You put in the effort, drive registrations, and even see strong attendance—only to face the dreaded “conversion cliff” with little to no ROI. It’s frustrating and leaves many founders questioning whether webinars are even worth it anymore. Logan Lyles, founder of Demand Shift, join…

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Effective Wealth Planning Strategies for Stuart, FL 30:17

7d ago30:17

30:17

Send us a text Join us on this inspiring journey as we explore Stuart FL's path to financial freedom! From debt to wealth, discover the strategies, mindset shifts, and practical tips that led to financial independence. Whether you're just starting out or already on your own path to financial freedom, this podcast is packed with valuable insights an…

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Letting Go to Level Up: Breaking Free from the Illusion of Security with Billy Bloom 53:23

12d ago53:23

53:23

Many entrepreneurs chase success by pushing harder—only to burn out, feel stuck, or question if the grind is even worth it. In this episode of the Level Up Business Podcast, JR Lay sits down with Billy Bloom—founder of Bloom Financial and Diane Money—to explore a radically different approach: creating from intention, energy, and flow instead of for…

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Overcoming Imposter Syndrome and Building a Business That Lasts 51:05

13d ago51:05

51:05

Many entrepreneurs dream of taking the leap—but fear, imposter syndrome, and the comfort of a steady paycheck often hold them back. Greg Martin, a former commercial banker turned fractional CFO, joins JR to unpack what it really takes to step out in faith and bet on yourself. Greg shares his raw and relatable journey—from the security of a 17-year …

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Financial Planning for Wealth Management in Stuart, FL 10:59

13d ago10:59

10:59

Send us a text Are you a Stuart, FL resident looking to build wealth and secure your financial future? This podcast is for you! Learn how smart financial planning can help you achieve your goals and create a brighter financial tomorrow. From budgeting and saving to investing and retirement planning, we'll cover the essential strategies you need to …

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206: Client Showcase: Understanding the Impact of Trauma on Success and Connection with Sherry Lukey 39:14

14d ago39:14

39:14

In this week’s episode of the Seven Figure Consultant Podcast, originally broadcast in March 2025, I interviewed my wonderful client, Sherry Lukey, an extraordinary executive and life coach who helps successful professionals worldwide unlock their full potential, cultivate meaningful relationships, and create a life of purpose, peace, and presence.…

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Stuart Florida Retirement Income Planning [Expert Advice] 29:29

16d ago29:29

29:29

Send us a text Are you a Stuart, Florida resident approaching retirement or already retired, looking for expert guidance on creating a sustainable income stream? Look no further! As a seasoned retirement income planning expert, I'm dedicated to helping individuals in Stuart, Florida and surrounding areas achieve financial freedom and peace of mind.…

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Top Athlete Financial Advisors in Stuart Florida 33:19

20d ago33:19

33:19

Send us a text Are you an athlete living in Stuart, Florida looking for expert financial guidance? In this podcast, we'll reveal the top financial advisors in Stuart, Florida who specialize in helping athletes manage their wealth and achieve long-term financial success. From investment strategies to tax planning, these financial advisors have the e…

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HR Strategies That Protect Your Bottom Line with Renee Henville 29:04

20d ago29:04

29:04

In this episode, we’re joined by Renee Henville, Founder of Integrate Human Resourcing and Recruit Collective, to unpack the full employee life cycle - from recruitment to retention and everything in between. We explore how smart hiring, onboarding, development, and offboarding practices can reduce business risk, boost productivity, and ultimately …

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The Damn Rules for Growing a Business that People Trust (with Nick Richtsmeier) 46:37

20d ago46:37

46:37

In a world where trust is at an all-time low and marketing funnels no longer work like they used to, how can B2B entrepreneurs grow their business without selling their soul to algorithms? In this episode of the Level Up Business Podcast, JR Lay sits down with Nick Richtsmeier, Principal at Culture Craft and author of the upcoming book The Damn Rul…

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Estate Planning Services in Stuart Florida Securing Your Legacy 22:40

21d ago22:40

22:40

Send us a text Are you a Stuart, Florida resident looking to secure your legacy for generations to come? Look no further! Our top estate planning experts in Stuart, Florida are dedicated to providing personalized guidance to ensure your assets, wishes, and loved ones are protected. From wills and trusts to probate and estate administration, we'll h…

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205: How to Work With Me in 2025 and 2026 19:34

21d ago19:34

19:34

In this episode of the Seven Figure Consultant Podcast, I’m outlining the ways you can work with me in 2025 and 2026 if you’re ready to grow your consulting business. The message I’m hearing again and again is that things have felt uncertain in the world this year, but this is beginning to shift in a lot of markets. I’ve been speaking to B2B consul…

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The Wedge: A Simple Strategy to Stand Out and Scale (with Ryan Mitchell) 42:08

27d ago42:08

42:08

In today’s world of AI-generated sameness, how do you cut through the noise and actually make space for your brand? Most B2B entrepreneurs are stuck recycling tactics, chasing trends, and blending in with the competition—without realizing that their unique wisdom is the very thing that could set them apart. In this episode, JR Lay sits down with Ry…

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Expense Policies That Actually Improve Profitability 25:31

1M ago25:31

25:31

In this episode, Karen and Soonah break down the hidden power of strong expense policies – not just as a compliance tool, but as a profit strategy. From rogue credit card spending to fuzzy approval flows, they share how tightening the reins on expenses can directly improve your margins. Hosted on Acast. See acast.com/privacy for more information.…

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Hiring Right: The Key To A Strong Business Foundation w/ Kathleen Lawson 33:10

1M ago33:10

33:10

In this episode of the Birth Boss podcast, host Jodi Congdon sits down with Kathleen Lawson, a small business consultant and growth strategist, about the essential foundations of starting and growing a business. We start with the importance of hiring the right people, which is not always easy! Throughout the episode, Kathleen talks about the necess…

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Leadership, Relationship, Stewardship: The New Rules of Financial Planning with Mark Morris 43:07

1M ago43:07

43:07

Mark Morris, author of The Secure Future Advisor, shares his powerful journey from battling addiction to becoming a trusted financial guide. Mark reveals why true financial security isn’t just about numbers—it’s about relationships, stewardship, and aligning your money with your values. You'll hear why most financial mistakes happen not on the clim…

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204: How to Take a Vacation as a Seven Figure Consultant 13:57

1M ago13:57

13:57

This week’s episode of the Seven Figure Consultant Podcast, originally broadcast in June 2023, is all about taking a truly restorative vacation as a seven figure consultant. Drawing from my own experiences, I discuss recognizing burnout, tuning into your emotional and physical needs, and intentionally planning time off to maximize rest, highlightin…

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Retirement Income Planning with Bitcoin [Expert Tips] 13:19

1M ago13:19

13:19

Send us a text Are you tired of living paycheck to paycheck and want to secure a comfortable retirement? In this exclusive podcast, top Bitcoin experts reveal their secrets to generating a steady stream of income in retirement. From clever investment strategies to smart wealth-building techniques, you'll learn how to turn your Bitcoin investments i…

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Why “Phase 0” is the secret to ERP success & the industries that truly benefit from SAP 32:56

1M ago32:56

32:56

We’re joined by Judith O’Callaghan from Global ERP Advisory to unpack the real story behind successful business transformations. From cross-stitching quirks to cutting through ERP chaos, Judith shares how “Phase 0” sets the foundation for everything that follows. Whether you're a CFO, advisor, or transformation lead, this episode is a must-listen. …

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The CEO Lifestyle w/ Dr. Sarah Mitchell 45:52

1M ago45:52

45:52

In this episode of the Birth Boss podcast, host Jodi Congdon interviews Dr. Sarah Mitchell, a chiropractor, sleep consultant, author, course creator and master of the CEO lifestyle. We start by going through the evolution of Dr. Sarah's business and how she developed (and perfected!) her boundaries over time. She shares her insight on how she effec…

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How to Set Up a Cryptocurrency Retirement Account 40:31

1M ago40:31

40:31

Send us a text Are you ready to secure your financial future with cryptocurrency? In this podcast, we'll show you how to set up a cryptocurrency retirement account, providing a step-by-step guide to help you get started. From understanding the benefits of crypto retirement accounts to choosing the right platform, we've got you covered. listen till …

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The Ripple Effect: How Elevating Others Sparks Exponential Growth with David Trent 43:41

1M ago43:41

43:41

Too many entrepreneurs let fear and self-doubt keep them from starting the thing they know they’re called to do—whether it’s launching a business, writing a book, or simply sharing their story. In this episode, we’re joined by David Trent—entrepreneur, coach, and author of Elevate Others—to explore how we break through that inertia and take bold ac…

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How to Include Cryptocurrency in Your Estate Plan 30:49

1M ago30:49

30:49

Send us a text Are you tired of worrying about the safety of your cryptocurrency investments? Do you want to ensure that your crypto wealth is protected for generations to come? In this podcast, we'll explore the importance of securing your digital assets and provide you with expert tips on how to do so. From setting up a secure wallet to using adv…

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Navigating the Evolving Regulatory Landscape of Cryptocurrency Investing 49:25

1M ago49:25

49:25

Send us a text Are you prepared for the impending complexities of cryptocurrency investing in 2025? As the market continues to evolve, investors are facing a myriad of challenges that will test their mettle. From navigating the ever-changing regulatory landscape to staying ahead of sophisticated scams, the stakes have never been higher. In this pod…

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FF, PBF, MT - oil & biofuel & getting a jumpstart on valuations 26:10

2M ago26:10

26:10

Dale talks about how PBF stock might be undervalued despite a refinery fire a few months ago. Dale also talks about how FF stock has surprisingly low cyclically adjusted valuation ratios (even as the current US administration shows signs of support for the biofuels industry), and how a stock with a few rough years in the past might quietly climb ba…

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Coaching with Clarity: The Mindset, Tools, and Energy Behind Business Growth with Matt Curry 43:14

2M ago43:14

43:14

As a former third-generation owner of a successful family produce business, Matt Curry shares the pivotal moment when he went from being “just a sales guy” to running a $40M company overnight after his father’s passing. That experience sparked his passion for helping entrepreneurial teams lead with clarity, confidence, and energy. Now a coach to gr…

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The Connection Between Financial Health and Personal Well-being 38:35

2M ago38:35

38:35

Send us a text Does money really buy happiness? Can a fat bank account and a luxurious lifestyle guarantee a life of joy and fulfillment? In this thought-provoking podcast, we explore the age-old question of whether money can truly affect our happiness. From the psychological and scientific perspectives to real-life examples and expert opinions, we…

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203: Making the Most of the Summer Reset 16:43

2M ago16:43

16:43

This week’s episode of the Seven Figure Consultant Podcast, originally broadcast in July 2023, is all about how to make the most of the opportunity we are presented with during the Summer months for a reset, before we jump into the Fall. It’s a chance to reflect on the changes you are ready to make in your business – and the things you are ready to…

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The Ultimate Guide to Choosing Your Ideal Retirement Destination 36:45

2M ago36:45

36:45

Send us a text Are you tired of living paycheck to paycheck and dreaming of a life of freedom and luxury in your dream destination? Imagine waking up every morning in a beautiful villa overlooking the ocean, with the freedom to do whatever you want, whenever you want. In this podcast, we'll explore the possibilities of retiring like a king in your …

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Why Professional Athletes Need Specialized Financial Planning 29:53

2M ago29:53

29:53

Send us a text Are you a professional athlete looking to secure your financial future? With the high stakes of professional sports, it's crucial to protect your hard-earned fortune from financial predators and mismanagement. In this podcast, we'll explore the importance of athletes taking control of their finances and making smart investment decisi…

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Protecting Your Digital Wealth from Cyber Threats [Guide] 32:47

2M ago32:47

32:47

Send us a text Protect your online assets from cyber threats! Learn how to safeguard your digital fortune from hackers and stay one step ahead of online fraudsters. In this podcast, we'll reveal the most effective strategies to secure your online presence, prevent identity theft, and avoid financial losses. From password management to two-factor au…

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Obligated or Committed? A Simple Test That Can Transform Your Life with Daniel White 39:00

2M ago39:00

39:00

Are you running your business—or is it running you? In this episode, JR Lay welcomes back Daniel White to explore a simple but powerful framework that can transform how B2B entrepreneurs operate: the difference between obligation and commitment. Too often, entrepreneurs feel stuck, drained, or overwhelmed because they’re acting from a sense of obli…

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The I'm-Not-Doing-Enough Spiral (And How to Break It) with Katie Grimes 50:46

2M ago50:46

50:46

Feeling like you're never doing enough? You're not alone. In this raw and real conversation, Jodi Congdon sits down with business and boundaries coach Katie Grimes to unpack the toxic productivity loops that birth professionals and agency owners get stuck in. From people-pleasing to feast-or-famine cycles, to never taking a true day off—this episod…

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Why Collaboration Beats Isolation 19:00

2M ago19:00

19:00

This week on Margin Maximizers, Soonah and Karen dive into why collaboration isn’t just helpful - it’s essential when you're trying to turn numbers into real business impact. If you’re a CFO, accountant, or advisor focused on more than just the P&L, this one’s for you. Here’s what you’ll hear: 1️⃣ Why Collaboration Beats Isolation How siloed teams …

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Your Unique Wisdom Is the Brand: How to Stand Out in B2B with Joe Pulizzi 51:09

2M ago51:09

51:09

Joe Pulizzi—entrepreneur, author, and founder of The Tilt and CEX—shares the truth most B2B entrepreneurs miss: success starts with belief and is sustained by purpose. Drawing from the highs and lows of his own journey, Joe unpacks how to find your tilt—the unique combination of experiences and insights that sets you apart in a noisy, AI-driven mar…

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Designing Your Dream Retirement Lifestyle Without Compromise 41:09

2M ago41:09

41:09

Send us a text Are you tired of living paycheck to paycheck and dreaming of a stress-free retirement? Create your dream retirement lifestyle NOW and start living the life you've always wanted! In this podcast we'll show you how to take control of your finances, pursue your passions, and build a fulfilling life that aligns with your values. Whether …

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202: How To Get Your First B2B Consulting Clients 13:02

2M ago13:02

13:02

In this episode of the Seven Figure Consultant Podcast, I’m sharing practical advice for new and aspiring women B2B consultants aiming to reach their first or next $100K in revenue - including a brand new free resource just for you! I talk about the common challenges of defining your expertise, identifying your ideal clients, pricing and marketing,…

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Becoming a Dream Architect: Build the Business and Life You Truly Want (with Bryan Sweet) 29:50

2M ago29:50

29:50

Are you feeling stuck in the chaos of the day-to-day grind, unsure of what the future holds for you as an entrepreneur? In an era of rapid change, uncertainty, and AI disruption, many entrepreneurs lose sight of their vision, forget their worth, and fall into the trap of complacency. That’s why this episode of the Level Up Business Podcast is a mus…

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Defining the "perfect stock", plus Initial takes on RGP, GRVY, MZDAY, FUJHY 46:49

2M ago46:49

46:49

In this episode, Dale defines what he looks for in a perfect stock: 1. A business with five low cyclically adjusted ratios. 2. A business with low competition, several clients, not capital intensive. 3. A business with a solid management team. Verbal disclosures read from 0:16 - 1:21 . General information and full disclosures for Dale’s Solo Invest…

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E101: Tactical Finance to Kingdom Calling: Reflections on 100 Episodes with On Air Brands 1:03:22

2M ago1:03:22

1:03:22

After one hundred episodes of exploring the intersection of faith and finance, Eric Scovill reflects on the journey alongside the team behind the scenes—Erik Cabral, founder of On Air Brands, and Kailey Green, COO—who flip the script and interview Eric about how this show took shape and what he’s learned along the way. This heartfelt conversation r…

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Three Days in the Dark: A Wake-Up Call for Entrepreneurs on the Edge 52:14

3M ago52:14

52:14

What happens when the business you built starts to break you? Shannon McLay, founder of Collective Wellness Revival and former CEO of The Financial Gym joins JR Lay for a conversation that goes far beyond entrepreneurship. After 12 intense years of building a business and raising over $14 million in funding, Shannon found herself at rock bottom—bur…

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If You're the Block, This Is the Fallout 31:03

3M ago31:03

31:03

Karen and Soonah unpack what really happens when business owners resist structure, dodge accountability, and stay loyal to the wrong people. From chaos disguised as “freedom” to teams hiding behind broken systems, this episode reveals how leadership blind spots drain culture - and margin. Hard truths, sharp insights, and a clear path to taking back…

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The RIDE Framework: How to Reflect, Ideate, Design, and Experiment Your Way to Growth (with Rory Sylvia) 40:10

3M ago40:10

40:10

Rory Sylvia, founder of The Ways We Work, joins JR Lay to explore how leaders can create more human-centric, adaptive teams in the face of exponential change. Rory unpacks his RIDE framework—Reflect, Ideate, Design, Experiment—as a practical, repeatable rhythm for modern leadership. Together, they discuss why traditional top-down management models …

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E100: What Every Believer Should Know About Deliverance with Pastor Nathan Rychener 52:09

3M ago52:09

52:09

Are you unknowingly battling unseen forces? Pastor Nathan Rychener joins Eric Scovill to unravel the often misunderstood realm of spiritual warfare and deliverance ministry. This eye-opening conversation challenges common misconceptions and equips believers with practical knowledge to confront negative spiritual influences. Discover how sin can cre…

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201: What New Consultants Need to Know to Get Their Consulting Business Off the Ground with Joanna Lott 41:36

3M ago41:36

41:36

In this week’s episode of the Seven Figure Consultant Podcast, I spoke to Joanna Lott about the realities of building a coaching or consulting business from the ground up. We explored the challenges new entrepreneurs face, from defining a niche and mastering marketing to overcoming visibility fears and developing a strong money mindset. Joanna also…

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Life After Sports How Athletes Can Plan for Financial Success 35:45

3M ago35:45

35:45

Send us a text What happens to athletes after they hang up their cleats and retire from their respective sports? Do they struggle to make ends meet or do they live a life of luxury? In this podcast, we're exploring the surprising ways athletes get rich after retirement. From savvy investments to lucrative endorsement deals, we're diving into the fi…

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How to Get 5 New Clients in 48 Hours 17:42

3M ago17:42

17:42

In this episode of the Hip to Heart Birth Boss Podcast, host Jodi Congdon dives into what it actually takes to book five new doula clients in just 48 hours—no gimmicks, no burnout, and no dancing on TikTok required. Whether your client calendar is crickets or you’re looking to stack your next few weeks, this episode lays out a simple but powerful s…