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The Finance Geeks Podcast

thefinancegeekspodcast

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 monthlyEpisodes40Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Latest Episodes

In this episode, Warren Shute and Paul Cleworth deliver a post-Budget forecast tailored for financial planners. With the dust settling after Rachel Reeves’ first Autumn Budget, they break down what’s changing — and what isn’t — across taxation, pensi... more

In this episode of The Finance Geeks, Warren Shute and Paul Cleworth unpack the often-overlooked world of inheritance tax planning. With IHT thresholds frozen and the value of estates rising, they explore the real impact this has on clients — and the... more

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

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Reviews

4.8 out of 5 stars from 34 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 Kingdom8 months 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 Kingdom8 months 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 Kingdom8 months 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 Kingdom8 months 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

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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 High Performance Podcast
4. Financial Planner Life Podcast
5. The Story

How many episodes of The Finance Geeks Podcast are there?

The Finance Geeks Podcast launched 2 years ago and published 40 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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