Best Tailored Financial Consulting Podcasts (2025)

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Navigating the Evolving Regulatory Landscape of Cryptocurrency Investing 49:25

Play Pause

1d 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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Turning Passions into Profits Your Guide to Retirement Side Hustles 27:32

1d ago27:32

27:32

Send us a text Are you tired of feeling unfulfilled in retirement? Want to turn your passion into a profitable side hustle that brings you joy and financial freedom? In this podcast, we'll show you how to identify your strengths and turn them into a lucrative business that can supplement your retirement income. Whether you're looking to pursue a ho…

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

4d 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

6d 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

7d 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

7d 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

11d 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

11d 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

11d 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

13d 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

16d 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

19d 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

20d 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

20d 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

21d 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

27d 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

26d 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

26d 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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…

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Beyond Content: The ROI of Human Connection in B2B Podcasting with Robb Conlon 51:38

1M ago51:38

51:38

When your podcast feels transactional, it shows. You miss the chance to build real trust—and in B2B, that trust is everything. Especially now, when AI-generated “slop” is everywhere and people crave something real. Robb Conlon, founder of Westport Studios, joins JR Lay to break down why authentic connection is your podcast’s secret weapon. They tal…

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Values, Vision, Velocity: What 365 Days in Business Really Teaches You with Chris DuBois 29:09

1M ago29:09

29:09

What does the first year of business really look like—without the highlight reel? In this episode, JR Lay sits down with Chris DuBois, founder of Dynamic Agency OS, to unpack the real lessons from year one of building his business. Chris doesn't hold back. He shares the wins, the struggles, and the mindset shifts that helped him go from nearly taki…

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Maximizing Athlete Endorsement Deals While Protecting Your Wealth 1:05:52

1M ago1:05:52

1:05:52

Send us a text Are you an athlete looking to protect your wealth through smart endorsement deals? In this podcast, we'll dive into the world of strategic partnerships that can help you build a sustainable financial future. From understanding your worth to negotiating the best deals, we'll cover it all. Get ready to take control of your financial de…

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E99: What Every Believer Should Know About Spiritual Warfare with Pastor Nathan Rychener 43:15

1M ago43:15

43:15

What if the most powerful weapons in spiritual warfare are not what you expect? Pastor Nathan Rychener joins Eric Scovill to explore the profound impact of humility, fasting, and intercession in the battle against darkness. This episode challenges common misconceptions about spiritual warfare, emphasizing the importance of laying down our lives for…

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How to Structure Your Wealth for Long-Term Success 16:59

2M ago16:59

16:59

Send us a text Want to build long-term wealth and achieve financial freedom? Having a solid structure in place is key! In this podcast, we're going to dive into the importance of creating a strong foundation for your wealth-building journey. From setting clear financial goals to investing in assets that generate passive income, we'll cover the esse…

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From UPS to CEO: The Unseen Power Behind Entrepreneurial Growth with Roderick Walker 40:52

2M ago40:52

40:52

Most entrepreneurs today are chasing the latest technology -AI, automation, analytics- believing it’s the key to scaling. But what if the most powerful tool in your business doesn’t live in the cloud... but in your mind? In this episode of the Level Up Business Podcast, JR Lay is joined by Roderick Walker, Owner & CEO of Tavros Care, who shares his…

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When a $20M Near Miss: How to Rebuild Your Mind, Brand, and Business with Steve Patti 50:22

2M ago50:22

50:22

What would you do if your $20 million business exit collapsed just 30 days before closing? That’s exactly what happened to Steve Patti, a seasoned B2B marketing leader who has built and scaled companies across 12+ industries. In this episode, Steve shares the hard-earned wisdom from that moment and how it transformed his approach to business, brand…

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How to Smoothly Transition from Career to Retirement 9:24

2M ago9:24

9:24

Send us a text Are you ready to transition into retirement? Are you prepared for the next chapter of your life? In this podcast, we'll explore the key factors to consider when planning your career transition into retirement. From financial planning to lifestyle changes, we'll cover it all. Get ready to take control of your future and make the most …

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Are You the Block? Are you the reason your business is not moving forward? 29:01

2M ago29:01

29:01

In this raw and revealing first episode, Karen and Soonah dive into the uncomfortable truth many SME owners face: sometimes you are the bottleneck. From resisting change to clinging to control, we explore how fear, pride, and exhaustion can stall growth. You’ll hear the tell-tale signs of self-sabotage, real-world pushbacks, and a practical checkli…

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Prep Your Doula Business for Summer with Alyssa Knapp 34:42

2M ago34:42

34:42

Host: Jodi Congdon Guest: Alyssa Knapp, Founder of Integrative Wellness Journeys Episode Summary: In this honest and energizing episode of the Birth Boss Podcast, Jodi sits down with returning guest Alyssa Knapp to talk all things summer business planning—especially for moms juggling work, client care, and that deep craving to enjoy the season. Fro…

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E98: The Thrill of Fully Following Christ with Sameed Osman (Part 2) 50:21

2M ago50:21

50:21

What if the freedom you’re longing for is just on the other side of surrender? In Part 2 of this powerful conversation, Sameed Osman shares how God transformed him from a skeptic into a vessel of healing, deliverance, and supernatural faith. Building on his remarkable testimony, Sameed unpacks the reality of spiritual gifts, the purpose of delivera…

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200: Learning the Art of Self-Trust as a Leader in Your Consulting Business 16:43

2M ago16:43

16:43

✨ We made it. Episode 200. ✨ That’s 200 conversations, reflections, truth-bombs, mindset shifts, and gently delivered mic drops. 200 episodes of holding space for ambitious women B2B consultants who are done with burnout and ready for sustainable, soul-aligned success. Honestly? Hitting 200 episodes feels like a big milestone. Not because of the nu…

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BDL a value play? Plus thoughts on SG & BLMN 22:20

2M ago22:20

22:20

Dale values symbol BDL and talks about the benefits of diverse menus in the restaurant business. Verbal disclosures read from 1:18-2:27. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click …

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From the NFL to Entrepreneurship: Redefining What Wealth Really Means with Cory Procter 39:43

2M ago39:43

39:43

Wealth is often measured in dollars. But what if the real scoreboard for success tracks something far more meaningful? In this episode JR Lay is joined by Cory Proctor, a former NFL offensive lineman turned entrepreneur and founder of Pro Capital Wealth Management. Cory brings a no-fluff perspective to what it really takes to grow a business, prote…

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Incorporating Digital Assets into Your Wealth Management Strategy 14:23

2M ago14:23

14:23

Send us a text Want to know the secret to building wealth in 2025? It starts with digital assets! In this podcast, we'll dive into the world of digital assets and explore how they can help boost your wealth. Whether you're a seasoned investor or just starting out, this podcast will give you the knowledge you need to make informed decisions about yo…

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The Entrepreneur’s Edge: Emotional, Mental, and Spiritual Growth (with Michael Pine) 30:58

2M ago30:58

30:58

Ever feel stuck as an entrepreneur—like you’ve hit a wall that no strategy, system, or scale tactic can break through? The truth is, your business growth is limited by your personal growth. Growth-minded entrepreneur Michael Pine, Managing Partner and Co Founder at thinkWealth, LLC, joins JR to unpack how investing in yourself—mentally, emotionally…

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E97: The Thrill of Fully Following Christ with Sameed Osman (Part 1) 44:59

2M ago44:59

44:59

“It’s better to be broken than crushed.” Sameed Osman has held that reference to Matthew 21:44 through times of true brokenness, like when he gave up his old life as a Muslim and ended up on the street when he converted to Christianity. Today, Eric Scovill sits down with Sameed to explore questions like identity, the risk and reward of following Je…

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Are You Truly Ready for Retirement? A Comprehensive Checklist 13:32

2M ago13:32

13:32

Send us a text Are you dreaming of a life of freedom and financial security in your golden years? Is retirement really an option for you, or is it just a pipe dream? In this podcast, we'll explore the harsh realities of retirement and what it takes to make it a reality. From saving and investing to creating multiple income streams, we'll dive into …

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Marketing that Actually Works for Doulas 26:53

2M ago26:53

26:53

Feeling burned out by marketing that doesn’t seem to work — or worse, doesn’t feel like you? In this honest episode of the Hip to Heart Birth Boss Podcast, Jodi breaks down exactly why traditional marketing advice fails doulas, and what to do instead. We’re unpacking strategies that feel better and actually bring in clients: from content that conve…

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From Chaos to Clarity: What Every Entrepreneur Needs to Hear 43:02

2M ago43:02

43:02

Feeling stuck, scattered, or like you’re not where you “should” be by now? You’re not alone—and you’re not done. In this episode of The Level Up Business Podcast, JR Lay sits down with Darren Violette, a financial advisor and B2B entrepreneur who opens up about his long road from insecurity and failure to clarity and growth. Darren shares how he sp…

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Why Socially Responsible Investing Matters for Your Portfolio 11:11

2M ago11:11

11:11

Send us a text Are you looking to make a positive impact on the world while growing your wealth? Socially Responsible Investing (SRI) could be the key to unlocking a stronger portfolio! In this podcast, we explore the benefits of SRI and how it can help you align your values with your investments. From environmental sustainability to social justice…

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The 8 Crucial Numbers - Doing Less for More 31:39

2M ago31:39

31:39

Karen and Soonah break down the 8 key financial numbers every business owner must track to maximise profits and performance. Learn how focusing on the right data - like Gross Profit Margin, Customer Lifetime Value, and Break-Even Point - can transform your business without the overwhelm. Plus, discover two bonus cash flow metrics you can’t afford t…

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How to Turn Your Hard Lessons into a Scalable Business Model as a B2B Entrepreneur with Ron Cuff 32:03

2M ago32:03

32:03

What if the lessons you’ve learned as a B2B entrepreneur could become a powerful new income stream and help others avoid the painful pitfalls you’ve already overcome? In this episode of The Level Up Business Podcast, JR Lay is joined by Ron Cuff, Co-Founder of Forge, to explore how authentic, hard-earned wisdom can be transformed into real systems …

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The Ultimate Risk Management Guide for High-Net-Worth Individuals 16:25

2M ago16:25

16:25

Send us a text Are you a high-net-worth individual looking to safeguard your wealth? In today's volatile market, having a solid risk management strategy in place is crucial to protecting your fortune. In this podcast, we'll delve into proven tactics and techniques to help you mitigate risk and ensure your wealth continues to grow. ✅ BOOK AN APPOINT…

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E96: Intimacy with Jesus in Hostile Territory with Carole Ward (Part 2) 54:32

2M ago54:32

54:32

What happens when we empty ourselves in full surrender to God? In Part Two of this powerful conversation, Eric Scovill and Carole Ward dive into the often-misunderstood discipline of fasting—not as a religious exercise, but as a gateway to deeper intimacy with God, sharper discernment, and breakthrough-level prayer. Carole, founder of Favor Interna…