Whether you’re just starting to think about retirement or fine-tuning a plan that’s already in motion, the right guidance can make all the difference. Here is the ultimate list of the 57 best personal finance podcasts and YouTube channels to help you plan, prepare, and thrive for the future.
On the list, you’ll find trusted experts, economists, down-to-earth retirees, engaging educators, high-energy coaches, psychologists, and more. first-hand experiences, and fresh perspectives covering everything from Social Security and tax strategies to investing, longevity, psychology, and life design.
Some shows lean into technical detail. Others bring a more personal or behavioral approach. But they all have one thing in common: helping you build a financial plan that works for your life, your values, and your future.
The Boldin Community Knows What’s Best When it Comes to Personal Finance Podcasts, and Most Things About Money
The list of the best personal finance podcasts and YouTube channels was compiled with recommendations from the Boldin community. When we asked for their favorites, we knew the results would be smart, diverse, and deeply useful.
Boldin users are enthusiastic about financial planning! We’re constantly impressed by how thoughtful, experienced, and proactive they are when it comes to their money.
Turn Podcast Learnings into Action
The Boldin community doesn’t just listen and learn—they plan and take action. They ask questions, explore trade-offs, model different timelines, and stress-test financial scenarios against real-life variables.
No matter which podcaster or YouTuber you’re tuning into, the most important voice in your retirement plan is your own.
That means:
- Aligning your plan with your own values, not someone else’s blueprint
- Making decisions based on your actual numbers, not one-size-fits-all advice
- Using the Boldin Planner to test, model, and customize your future with clarity
Even the best podcasts and YouTube channels can’t give you a definitive answer, but they can spark new thinking. And when you combine what you learn with a flexible, powerful planning tool like Boldin, you stop guessing—and start making decisions you can stand behind.
Podcast? YouTube? What’s the Difference?
Almost all of the creators listed below have a presence on both YouTube and the Podcast platforms.
However, we organized the top shows by where they shine based on format, audience, and the creator’s primary focus.
What you’ll find below
- 19 essential retirement planning podcasts
- 12 standout YouTube Channels focused on retirement planning
- 26 additional shows (podcasts and YouTube channels) that also deserve a mention
Top 19 Personal Finance Podcasts
Again, in no particular order, the 19 best personal finance podcasts recommended by the Boldin community.
Jill on Money and Money Watch with Jill Schlesinger
Hosted by CFP® Jill Schlesinger, the Emmy‑winning CBS analyst who turns complex financial topics into plainspoken, actionable advice. She breaks down retirement, investing, and money news with clarity and warmth.
Jill is an all-time favorite of Boldin’s Coach Nancy. You can find all of her programming on Jill’s web site.
Jill on Money
MoneyWatch
Bogleheads On Investing Podcast
The Bogleheads on Investing podcast is a show dedicated to the principles of John C. Bogle, the founder of Vanguard and a pioneer of low-cost, long-term, passive investing. Hosted by Rick Ferri, a financial advisor and longtime member of the Bogleheads community, the podcast features interviews with thought leaders in personal finance, investing, and economics.
The Morgan Housel Podcast with Morgan Housel
Morgan Housel is a former columnist for The Wall Street Journal and a partner at the Collaborative Fund, known for his clear, insightful writing on behavioral finance and long-term investing. He is the author of two bestselling books: The Psychology of Money, which explores how emotion, behavior, and life experience influence financial decisions, and Same As Ever, which focuses on the timeless patterns in human behavior that shape markets and society. His podcast, The Morgan Housel Podcast, features short, thoughtful episodes that expand on these themes—examining risk, wealth, decision-making, and the enduring quirks of human nature.
Earn Your Leisure with Rashad Bilal and Troy Millings
Marketplace
Every weekday host Kai Ryssdal explains the day’s business and economic news.
The Clark Howard Podcast
Clark shares practical and actionable ways you can improve your financial life today. From breaking news to economic trends to pivotal topics, he breaks down everything you need to know to make solid decisions for your wallet and your life. You can expect straightforward tips on managing debt, credit, monthly bills, savings, retirement, and more.
The Long View with Christine Benz, Dan Lefkovitz, and Amy Arnott
The show features in-depth interviews with top investors, financial experts, and thought leaders, focusing on long-term thinking around wealth building, retirement planning, asset allocation, and market trends. With a measured, research-driven tone, The Long View offers insights for both individual investors and financial professionals who value disciplined, evidence-based strategies for achieving financial goals.
The Knowledge Project with Shane Parrish
The Knowledge Project is a weekly long-form interview podcast hosted by Shane Parrish, founder of Farnam Street. It seeks to uncover “mental models, habits, and strategies behind extraordinary results” by drawing out deep, timeless insights from top achievers—business leaders, scientists, authors, athletes, and more
Control Your Retirement Destiny with Dana Anspach
A step-by-step guide on how to align finances to support a comfortable retirement lifestyle.
Her Money with Jean Chatzky
he show covers money topics that matter most to women—like investing, budgeting, retirement, career advancement, and financial independence—through candid conversations with experts, authors, and industry leaders. With a friendly and empowering tone, the podcast blends practical advice with real-life stories to help listeners take control of their finances and build confidence around money decisions.
The White Coat Investor with Jim Dahle
Dr. Dahle is a practicing emergency physician and the founder of the White Coat Investor platform. His show, tailored specifically for high-income professionals—doctors, dentists, and lawyers, delivers semi-weekly episodes packed with practical, high-yield advice on topics like retirement planning, student loan payoff, tax strategy, and investment tactics.
I Will Teach You to Be Rich with Ramit Sethi
Ramit is the New York Times best‑selling author of I Will Teach You to Be Rich, host of the popular I Will Teach You to Be Rich podcast, and star of Netflix’s How to Get Rich. With a background in psychology and entrepreneurship, he offers a refreshing, no-judgment take on money—focusing on big-picture decisions (“$30k questions” vs “$3 questions”), conscious spending, and aligning finances with personal values. His content covers budgeting, investing, relationships, and career strategies—all delivered in clear, actionable terms.
Retirement Planning Education with Andy Panko, CFP®, RICP®, EA
Teaches you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, and estate planning.
Ready for Retirement with James Conole, CFP®
Learn how to get the most out of life with your money.
The Drive with Peter Attia, MD
Peter Attia, MD is a physician and author of Outlive: The Science and Art of Longevity. He interviews leading experts in health, medicine, nutrition, and science. The podcast explores topics like exercise physiology, metabolic health, cognitive performance, and emotional well-being, often with a deep dive into the science behind living a longer, healthier life.
BiggerPockets Money
This channel is devoted to FIRE and helping people retire. They interview people who have achieved or are on their way to achieving financial freedom. From debt-ridden credit card consumers looking for advice to late starters building wealth in their 50s and 60s.
Catching Up to FI with Bill Yount and Jackie Cummings Koski
Designed to support those who begin their FI path later in life, its episodes blend practical money strategies, emotional insights, and inspiring stories—whether from the hosts or their guests—to help listeners navigate debt, investing, goal‑setting, and personal growth.
Feel Better, Live More with Dr Rangan Chatterjee
The show brings together leading health experts, authors, and inspiring personalities to offer simple, practical life-hacks and expert advice across areas like nutrition, sleep, exercise, stress, and mental wellbeing
Passion Struck with John R. Miles
Unlike many shows that chase external success, Passion Struck dives deep into the science and psychology of internal purpose—exploring how to stop existing on autopilot and start “mattering” through intentional living.
Boldin Your Money with Steve Chen
Yes. Boldin users like the Boldin Podcast and Boldin YouTube too! Steve Chen is the founder and CEO of Boldin.com. On the Boldin Your Money podcast he interviews Nobel Prize Winners, best-selling authors, business leaders, and regular people about how to plan for the future and make the most of your money and, more importantly, time.
Top 12 Retirement Planning YouTube Channels
While Boldin works with many of these top YouTube channels, they are not on the list for that reason. We work with them because they provide excellent insights and helpful guidance for navigating toward retirement and financial well being.
In no particular order…
Rob Berger
Rob is a clear favorite in the Boldin community. He is known for detailed analyses and his channel is dedicated to financial freedom. Rob goes deep with specific guidance and insights on financial planning strategies.
A Boldin user commented, “Rob Berger has the most content-filled and substantive videos. And he gives references, which I find helpful.” Another said, “He explains complex things in a clear, level‑headed and even‑handed fashion.”
Azul Wells
Azul Wells is a seasoned, fee-only financial advisor with over 20 years of experience, specializing in retirement preparation for people aged 50–60. He focuses on both the financial strategies and the emotional mindset needed for early and meaningful retirement.
Retired Now with Joe Kuhn
A former engineer and plant manager, Joe Kuhn retired at the age of 54 and now shares his journey through middle-age retirement. His YouTube channel covers topics like transitioning out of the workforce, managing investments during retirement, redefining purpose, and staying active and fulfilled. Joe’s videos blend practical financial tips—such as bucket strategies and how to adjust your portfolio—with personal stories about identity, relationships, and resilience in this next stage of life.
Holy Schmidt with Geoff Schmidt
Geoff Schmidt, a CPA turned retirement educator, offers down-to-earth, practical guidance on topics like Social Security strategies, retirement savings, side work in retirement, and living well after full-time work. Geoff blends clear, no-nonsense explanations with real-world checklists and tools to help viewers plan confidently for their next chapter.
Retirement Made Simple with Kevin Lum, CFP®
Kevin’s approachable style and real-world checklists make retirement planning feel understandable and actionable. He aims to help viewers retire “without worry.” With clear, jargon-free guidance, covering topics like key retirement numbers, Social Security timing, income planning, tax strategies, and the latest trends in retirement-ready tech.
The Financial Diet with Chelsea Fagan
The Financial Diet is a multi channel media empire and the number one destination for women to talk about money.
Mel Robbins
Mel helps please get “unstuck” (a problem for some when it comes to financial planning) .The Podcast features relatable, energetic episodes that focus on building confidence, overcoming anxiety, improving relationships, and creating lasting change. She blends personal stories, expert interviews, and actionable tools aimed at helping listeners take control of their lives. She is the author of the 5 Second Rule and the High 5 Habit.
Big Picture Retirement with Devin Carroll, CFP®
The show breaks down complex retirement topics—like taxes, estate planning, Medicare, and Social Security—into clear, actionable advice. With a conversational and often humorous tone, Devin helps listeners understand the bigger picture of how all the pieces of retirement fit together, making it especially valuable for those nearing or entering retirement.
Stacking Benjamin’s with Joe Saul-Sehy and OG
Known for its lighthearted, humorous approach, the channel features clips from podcast episodes, interviews with financial experts, and entertaining segments that make money topics fun and accessible. Rather than offering dry advice, Stacking Benjamins focuses on storytelling and banter to help viewers learn about budgeting, investing, and financial planning in a relaxed, approachable way.
Boldin user Arlene says, “While not strictly related to retirement, The Stacking Benjamin’s PC is my favorite!! Wherever you are in your financial (and life) journey, there is always something to learn. I laugh a lot too!!”
The Magic of Finance with Andrei Jikh
Andrei blends his background as a professional magician and cardistry expert with practical, transparent personal finance content.
Minority Mindset with Jaspreet Singh
Jaspreet creates engaging, user-friendly content that debunks conventional money myths, explains investing basics (stocks, real estate, crypto), and promotes smart financial habits without relying on formal financial education. Known for his energetic style and practical advice, he also openly discusses his personal investment journey and behind-the-scenes business lessons.
Our Rich Journey with Amon and Christina
This channel features videos packed with strategies for saving, investing, travel hacking, and building passive income—all drawn from Amon and Christina’s real-life experience living early retirement, including their move to Portugal . Their podcast follows a Q&A format where they answer listeners’ questions on topics like retiring early, stock market investing, side hustles, budgeting, and more—presenting practical, real-world guidance informed by their journey.
26 Additional Personal Finance Podcasts and YouTube Channels
10% Happier with Dan Harris
Great retirement planning isn’t always about personal finance. Sometimes it’s about improving yourself. Dan Harris offers self-help for smart people. World-class insights and practices from experts in modern science and ancient wisdom.
How to Age Up from The Atlantic
This show explores how our cultural narratives around aging are changing—and often lagging behind scientific insight
Your Money Guide on the Side with Tyler Gardner
“Your Money Guide on the Side with Tyler Gardner” is a practical, no-jargon series where financial planner Tyler breaks down the smartest moves for saving, investing, and planning your future—on your terms.
Tim, a Boldlin user, said that he “especially likes his [Tyler’s] short 70 second reminder reels”
Retirement Starts Today with Benjamin Brandt
Benjamin’s mission is to answer all of your retirement questions.
Erin Talks Money with Erin Moriarity
Erin Talks Money is a YouTube channel focused on personal finance, wealth-building, and retirement planning. The channel offers advice and insights, often drawing on personal experiences and financial planning strategies.
More than What Made Me with Cedric Thompson
Hosted by Cedric Thompson, former NFL player, husband, and father, this show is a space for honest reflection and deep conversations about what it takes to break cycles and build something better.
Modern Wisdom Podcast with Chris Williamson
The show explores topics at the intersection of self-improvement, philosophy, science, and modern culture. Chris interviews a wide range of guests—from psychologists and scientists to entrepreneurs and authors—digging into big ideas about how to live a better, more intentional life. The tone is thoughtful, curious, and often intellectually challenging, appealing to listeners interested in personal growth, critical thinking, and meaningful conversations.
The Retirement and IRA Show with Jim and Chris
This podcast combines the insights of a CFP® PROFESSIONAL with the know-how of a well-informed college finance instructor. And, they don’t always agree.
David, Boldin subscriber, said: “Jim and Chris are the best. They banter a bit too much, but provide deep insights into the retirement planning process.”
The Money Guy Show, Brian Preston CPA, CFP®, PFS and Bo Hanson CFA, CFP®
Brian (author of the book Millionaire Mission) and Bo deliver personal finance content that actually answers your questions and isn’t boring. You’ll hear stories and case studies on how to create financial freedom, down-to-earth examples of powerful financial concepts, and you’ll have fun while confirming you’re on the right track to reach your financial goals.
Boldin user Mark said, “The Money Guy Show is very down to earth and they always have great content!” And, Scott added, “Their Millionaire Mission” book is fantastic – I’ve given away 5 copies already.”
Stay Wealthy with Taylor Schulte, CFP®
This popular show answers questions like: Do you want to avoid overpaying the IRS in retirement? Or, learn how to prepare for the next stock market crash? How about when to take Social Security? And, how to turn your investments into reliable retirement income?
Untangle with Patricia Karpas
This weekly show features the experiences and expertise of thought leaders, authors, psychologists, neuroscientists, nutritionists, mindfulness teachers, business pioneers and more – covering everything related to mental, emotional, physical, and brain health.
We Study Billionaires with Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve
This is the flagship podcast from The Investor’s Podcast Network.
The Daily Stoic with Ryan Holiday
Hosted by bestselling author Ryan Holiday, The Daily Stoic offers daily of ancient wisdom applied to modern life. Drawing on the teachings of Stoic philosophers like Marcus Aurelius, Seneca, and Epictetus, the show blends short reflections with longer interviews featuring leaders, athletes, and thinkers. The focus is on resilience, self-discipline, and practical philosophy for everyday challenges – like retirement planning.
Retirement Answer Man with Roger Whitney, CFP®
Roger Whitney that blends financial and personal guidance to help listeners “rock retirement.” He covers everything from Social Security and healthcare to purpose, energy, and travel, all designed to help you live your best life today and beyond.
James Conole on YouTube, CFP®
James is the founder of Root Financial, an advisory. He shares videos with the intent of helping you make smart decisions about saving, investing, spending, and tax strategies. He talks about how values and money align to support the life you want to live.
Early Retirement with Ari Taublieb, CFP®
Each week, he offers bite‑sized expertise on achieving financial freedom early—covering key retirement planning topics like tax-efficient withdrawal strategies, investment management, cash flow analysis, and emotional readiness.
The Compound
The Compound brings you the latest in business, investing, economics, finance, and much more! Michael Batnick, Downtown Josh Brown, Barry Ritholtz, Ben Carlson, and the rest of the gang upload new videos weekly!
Choose FI
The ChooseFI Podcast is a popular personal finance podcast focused on financial independence (FI), frugality, and intentional living. It’s hosted by Brad Barrett and Jonathan Mendonsa, who launched the show in 2017 as part of the growing Financial Independence Retire Early (FIRE) movement.
How to Age Up from The Atlantic
This show explores how our cultural narratives around aging are changing—and often lagging behind scientific insight
A Slight Change of Plans with Maya Shankar
Cognitive scientist Dr. Maya Shankar dives into how people navigate major life changes (retirement anyone?). Grounded in her own experience (an injury ended her violin career), Maya combines compassionate storytelling with insights from behavioral research to reveal how we adapt, grow, and discover new possibilities in upheaval.
Friends Talk Money with Pam Krueger, Terry Savage, and Richard Eisenberg
These three friends, also nationally known personal finance experts, discuss all the big retirement planning questions.
Your Rich BFF with Vivian Tu
With a fun, relatable tone, the show breaks down complex money topics—like investing, budgeting, and building wealth—into easy, actionable advice. Featuring celebrity guests and real-world stories, it’s designed to make financial literacy accessible, especially for women and underserved communities. Think of it as money talk with your smartest, sassiest friend.
Money with Katie with Katie Gatti Tassin
Katie breaks down complex financial topics with a millennial twist. Blending humor, data, and relatable storytelling, the show covers everything from investing and tax strategy to spending psychology and wealth inequality. It’s designed to help listeners—especially women and young professionals—build financial confidence and make smarter money decisions. It isn’t too early for millennials to plan their future.
Ditch the Suits with Travis Maus
Travis is the CEO and Senior Wealth Manager at SEED Planning Group, shares his professional knowledge and experience.
AffordAnything with Paula Pant
Paula explores how to make smarter decisions—financially and personally—so you can afford anything, but not everything. The show blends interviews with experts in finance and psychology, plus listener Q&A episodes focused on building wealth and designing a meaningful life.
Retire With Purpose, Casey Weade
Each episode features Casey in conversation with leading experts—from finance specialists to retirement coaches—covering topics like: investments, managing inflation, and cultivating purpose and emotional well-being.
Nominate a Personal Finance Podcast or YouTube Channel for the List
There is a lot of great content out there. Let us know what you like and what we’re missing on this list. Email us!