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The Finance Geeks Podcast

thefinancegeekspodcast
Financial Planning
Inheritance Tax
Artificial Intelligence
Accumulation To Enjoyment
United Kingdom
Estate Planning
Content Creation
Annual Planning Meetings
Inflation
Equities
Budget (public Finance)
Retirement
Retirement Planning
Discovery Meeting
Longevity
Gifts
Client Psychology
Linkedin
Wealth Management
Cash Holdings

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.

PublishesTwice monthlyEpisodes49Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Finance Geeks Podcast

Latest Episodes

In this episode of The Finance Geeks, Warren Shute and Paul Cleworth climb aboard the markets at cruising altitude to tackle a question that always comes up when things are flying high: should investors be worried? With headlines shouting about recor... more

In this episode of The Finance Geeks, Warren Shute and Paul Cleworth explore how financial planning goes far beyond numbers. They discuss the importance of aligning wealth with what truly matters to clients, helping them build a life of purpose, not ... more

In this episode of The Finance Geeks, Warren Shute and Paul Cleworth explore how artificial intelligence is starting to reshape the financial planning profession. From speeding up research to improving efficiency, they break down where AI is already ... more

In this episode of The Finance Geeks, Paul and Warren dive into what is described as one of the hardest challenges in financial planning: helping people move from building wealth to actually enjoying it.

While accumulation is often driven by clear g... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Warren Schuett
Financial planning professional featured in discussion
Episode: PFS Power Webinar - Beyond £1 Million: Building a Business That Truly Matters
Paul Kluhuth
Financial planning professional featured in discussion
Episode: PFS Power Webinar - Beyond £1 Million: Building a Business That Truly Matters

Hosts

Warren Shute
Host of The Finance Geeks Podcast (primary host), financial planner on the show
Paul Cleworth
Co-host of The Finance Geeks Podcast, host and financial planner on the show
Paul Kluweth
Co-host of The Finance Geeks Podcast

Reviews

4.8 out of 5 stars from 37 ratings
  • A Must-Listen for Anyone Who Cares About Their Money!

    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.

    Apple Podcasts
    5
    CreativeAdviser
    United Kingdoma year ago
  • Brilliant podcast

    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.

    Apple Podcasts
    5
    Carlosmmm42
    United Kingdoma year ago
  • Putting the fun in financial planning

    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.

    Apple Podcasts
    5
    HelenDobson
    United Kingdoma year ago
  • Informative but entertaining!

    As someone who wants to excel in finance, The Finance Geeks is entertaining but also provides a unique view on areas of financial planning.

    Apple Podcasts
    5
    TD1245
    United Kingdoma year ago
  • Really really great!

    Great content. Always discussing things that will help aspiring financial planners deliver real financial planning in the future. Thanks!

    Apple Podcasts
    5
    alstonpowers
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Great practical tips for planners and a welcoming, relaxed vibe.
The hosts' chemistry makes complex topics approachable and fun.
Engaging, insightful discussions that mix practical advice with real-world stories.
Robust coverage of planning, policy, and technology with thoughtful guests.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

PFS Power Webinar - Beyond £1 Million: Building a Business That Truly Matters
Q: As a new advisor starting my own business, what went well and what didn't when you began your journeys?
The key was stopping the urge to do everything at once, focusing on financial planning, and documenting repeatable meeting agendas and processes; this clarity dramatically improved outcomes and growth.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Finance Geeks Podcast

What is The Finance Geeks Podcast about and what kind of topics does it cover?

Two financial planners discuss practical money management, client psychology, and the human side of financial planning, often weaving in real client stories and timely topics like tax policy, budgeting, and the role of technology in advisory work. Episodes frequently balance actionable planning tools with broader life design themes, helping listeners align money with values, goals, and well-being. Noteworthy elements include a strong emphasis on staying client-centric, using coaching techniques, and exploring modern marketing and content strategies for planners. For potential listeners, it's likely to appeal to professionals in financial planning and wealth management, as well as aspiring advisers seeking approachable, examples-driven guida... more

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How many listeners does The Finance Geeks Podcast get?

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How many subscribers and views does The Finance Geeks Podcast have?

To see how many followers or subscribers The Finance Geeks Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Finance Geeks Podcast?

These podcasts share a similar audience with The Finance Geeks Podcast:

1. TRAP: The Real Adviser Podcast
2. The Meaningful Money Personal Finance Podcast
3. The Money To The Masses Podcast
4. Making Money
5. This is Money Podcast

How many episodes of The Finance Geeks Podcast are there?

The Finance Geeks Podcast launched 2 years ago and published 49 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Finance Geeks Podcast?

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What guests have appeared on The Finance Geeks Podcast?

Recent guests on The Finance Geeks Podcast include:

1. Warren Schuett
2. Paul Kluhuth

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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