Rephonic
Artwork for Your Money Radio Show

Your Money Radio Show

Wealth Enhancement Group
Wealth Enhancement Group
Inflation
Lifestyle Creep
401(k)
Retirement Savings
Retirement Planning
Financial Planning
Financial Advisor
Personal Finance
Investment
Interest Rates
Social Security
Economic Crisis
Compounding
Stock Market
529 Plans
Money Management
Pandemic
Savings
529 College Savings Plans

If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.

PublishesWeeklyEpisodes223Founded14 years ago
Number of ListenersCategories
BusinessInvesting

Listen to this Podcast

Artwork for Your Money Radio Show

Latest Episodes

Many people wait until tax filing season to think about taxes, but by then most planning opportunities are already gone. Hosts Bruce Helmer and Peg Webb are joined by Ryan McKeown, Senior Vice President, Financial Advisor at Wealth Enhancement to dis... more

Having common sense, discipline, and a plan are the keys to building wealth over time. In this week's episode, Host Bruce Helmer discusses common sense investing.

Estate planning is about thinking ahead: deciding what matters to you, who matters to you, and making sure you communicate your wishes.

Your Money Host, Peg Webb, Senior Vice President, Financial Advisor, answers listener questions.

Key Facts

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

Similar Podcasts

People also subscribe to these shows.

Recent Guests

Peg Webb
Senior Vice President, Financial Advisor
Wealth Enhancement Group
Episode: Ask Peg Anything
Andrew Thielander
Financial advisor in Minnesota, specialist in philanthropic planning.
Wealth Enhancement Group
Episode: Tax-Wise Charitable Giving Strategies
Sam Richter
Founder and CEO of SBR Worldwide, expert in online intelligence and cybersecurity
SBR Worldwide
Episode: Cybersecurity and Your Money in the AI Era
Kate Meyer
Specialist in tax and estate planning and core member of the roundtable at Wealth Enhancement Group.
Wealth Enhancement Group
Episode: Will the OBBA Change Your Estate Plan?
Wendell Clark
Behavioral wealth scientist specialist
Wealth Enhancement
Episode: How Are You Feeling About Money? (No, Really)
Paul Bram
Managing Director at Wealth Enhancement, specializing in helping CEOs and executives on retirement and succession.
Wealth Enhancement Group
Episode: 8.3.25- No Regrets Exit Planning
Matthew Parks
Portfolio consultant in Wealth Enhancement's Winter Springs, Florida office and CFA
Wealth Enhancement Group
Episode: Market Review and 2H Forecast
Doug Huber
Deputy Chief Investment Officer at Wealth Enhancement Group
Wealth Enhancement Group
Episode: 04.27.2025 I Staying the Course in Uncertain Markets
Bryce Austin
CEO of DCE Strategy and cybersecurity expert
DCE Strategy
Episode: 02.09.25 I Tips for Avoiding Tax-Related Cybercrime

Hosts

Susie Jones
Co-host with a focus on accessible financial planning and client education.
Bruce Helmer
Founder and financial advisor, frequently covers market context and long-term planning.
Peg Webb
Senior Vice President and Financial Advisor, emphasizes client planning and tax-conscious strategies.

Reviews

4.4 out of 5 stars from 41 ratings
  • Informative and entertaining!

    Not a client, but I always enjoy listening to Bruce and his team. Sound advice that most anyone can learn from.

    Apple Podcasts
    5
    Legalize Pot
    United States4 years ago
  • One of my favorite financial shows

    This is a very well produced show that is enjoyable to listen to and has a wealth of helpful information.

    Apple Podcasts
    5
    jjasken
    United States8 years ago
  • Excellent show!

    This is a wonderful all-around financial podcast that covers a myriad of subjects. Depending on where you are in your life will depend on if the subject matter will pertain to you. Whether the weekly topic is pertinent to me or not it is always an informative and enjoyable listen.

    This podcast with Bruce Helmer, Pegg Webb and others is definitely a gem of a show and worth your time if you want to learn how to improve your overall financial savvy and education.

    Apple Podcasts
    5
    Golf Fan
    United States12 years ago

Listeners Say

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

Listeners appreciate the practical, jargon-free financial advice and real-world examples.
The hosts balance depth with accessibility, making complex topics feel approachable.
Guests bring credibility and actionable insights across investing, planning, and taxes.

Top Investing Podcasts

The Ramsey Show
The Ramsey ShowRamsey Network
Prof G Markets
Prof G MarketsVox Media Podcast Network
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham
Financial Audit
Financial AuditCaleb Hammer
Odd Lots
Odd LotsBloomberg
Motley Fool Money
Motley Fool MoneyThe Motley Fool
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson
NerdWallet's Smart Money Podcast
NerdWallet's Smart Money PodcastNerdWallet Personal Finance

Talking Points

Recent interactions between the hosts and their guests.

Estate Planning & Family Conversations
Q: Can you change your will or your trust without going to an attorney?
You can make some changes yourself, but for complex documents and to ensure IRS-acceptable language, it's best to work with a qualified attorney; advisors can prepare you to maximize efficiency and minimize attorney costs.
Estate Planning & Family Conversations
Q: How often should each of these documents be updated given there have been no significant changes?
Generally, review wills, trusts, and related documents every three to five years, and sooner if major life events occur; beneficiaries should be checked at each review to ensure alignment with current wishes.
02.23.25 I Why Are So Many Wealthy People Afraid of Spending?
Q: Is there a formula for calculating how much money a person can spend in retirement?
While a general rule of thumb is the 4% withdrawal rate, individual circumstances vary, and financial advisors can help navigate the complexities and implications of retirement funds.
02.23.25 I Why Are So Many Wealthy People Afraid of Spending?
Q: Should we pay cash from the 401K or wait for interest rates to go lower?
When buying a car, consider the tax implications of withdrawing from a 401K versus financing, as the taxes on 401K withdrawals can effectively increase the overall cost of the car.
02.16.25 I Five Tough Questions To Ask Before Retirement
Q: How does one decide how much to convert to Roth per year?
It's advisable to do a tax return before year-end and consider the potential tax implications of the conversion amount based on overall income.

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 Your Money Radio Show

What is Your Money Radio Show about and what kind of topics does it cover?

Across recent episodes, practical personal-finance guidance and accessible financial planning dominate. Listeners hear a steady mix of budgeting, debt management, investing, retirement planning, and tax strategies, often tied to real-life decision making such as career changes, family money conversations, and charitable giving. A recurring strength is translating complex topics into actionable steps, from AI-assisted budgeting and year-end tax planning to charitable giving and veterans' benefits, with emphasis on proactive planning, long-term thinking, and seeking professional guidance when needed. A notable edge is the host team's emphasis on clear explanations, relatable anecdotes, and a holistic view that connects money with life goals, ... more

Where can I find podcast stats for Your Money Radio Show?

Rephonic provides a wide range of podcast stats for Your Money Radio Show. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Your Money Radio Show and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Your Money Radio Show get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Your Money Radio Show, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Your Money Radio Show?

Rephonic provides comprehensive predictive audience data for Your Money Radio Show, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Your Money Radio Show have?

To see how many followers or subscribers Your Money Radio Show 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 Your Money Radio Show?

These podcasts share a similar audience with Your Money Radio Show:

1. Big Picture Retirement®
2. Retirement Answers
3. Jill on Money with Jill Schlesinger
4. Sound Retirement Radio
5. MoneyWatch with Jill Schlesinger

How many episodes of Your Money Radio Show are there?

Your Money Radio Show launched 14 years ago and published 223 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 Your Money Radio Show?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Your Money Radio Show?

Rephonic pulls ratings and reviews for Your Money Radio Show from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Your Money Radio Show?

Rephonic provides full transcripts for episodes of Your Money Radio Show. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Your Money Radio Show?

Recent guests on Your Money Radio Show include:

1. Peg Webb
2. Andrew Thielander
3. Sam Richter
4. Kate Meyer
5. Wendell Clark
6. Paul Bram
7. Matthew Parks
8. Doug Huber

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days