
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
| Publishes | Twice monthly | Episodes | 38 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

In this episode of The Finance Geeks, Paul and Warren explore the treasure-filled dungeons of client finances — where large cash reserves are tucked safely away, guarded by caution and a desire for security. With interest rates offering a short-term ... more
In this episode of The Finance Geeks, Paul Cleworth and Warren Shute fire up the speculation engine ahead of the Autumn Budget 2025. With the economic pressure mounting and a fiscal gap to fill, they explore the rumours and forecasts swirling around ... more
In this episode of The Finance Geeks, Paul and Warren pull on their running shoes and take on the longevity challenge — asking what it really means to financially plan for clients who might live to 100 (or beyond). The traditional retirement playbook... more
In this episode of The Finance Geeks, Paul and Warren climb aboard the topic of annual reviews and ask whether this long-standing part of the planning timetable is still on the right track — or whether the whole process is starting to run out of stea... more
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The Finance Geeks Podcast is the perfect blend of smart financial advice and down-to-earth conversation. The two hosts have an easy chemistry that makes each episode feel like you're sitting in on a chat with good friends—who just happen to be expert financial planners. Whether they’re breaking down budgeting tips or cracking jokes about money mishaps, it’s always engaging, insightful, and surprisingly fun.
I love this podcast. Why would you not want to listen to 2 financial planners at the top of their game share their methods and insights to how they do things. As someone who has chosen this wonderful profession as a second career it’s great to hear how other firms do things too.
I also love a Stoic quote.
Love this podcast! It makes being a financial planner fun, so many inspirational ideas, tips and advice and has really helped me with my own personal finances.
As someone who wants to excel in finance, The Finance Geeks is entertaining but also provides a unique view on areas of financial planning.
Great content. Always discussing things that will help aspiring financial planners deliver real financial planning in the future. Thanks!
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #139 |
Listeners, social reach, demographics and more for this podcast.
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The Finance Geeks Podcast launched 2 years ago and published 38 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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