It’s no secret that wealth management is getting trickier these days, both for HNW individuals and for the wealth managers they turn to. That’s why so many RIAs are turning to podcasts: not just stay on top of trends and get expert advice and suggestions (often for free).
So, what podcasts do wealth managers listen to?
To help save you time, we’ve already done the heavy research.
The best podcasts for RIAs and family offices include:
- Capital Allocators
- Our Family Office Podcast
- WealthTrack
- Masters in Business
- Behind the Markets
- The Long View
- Thoughts on the Market
- The Rational Reminder Podcast
- Top Traders Unplugged
- Odd Lots
- The Acquirers Podcast
- Invest Like the Best
Let’s take a closer look at each one.
Why Do Wealth Managers Need Specialized Podcasts?
There are dozens of finance podcasts available. So what makes wealth management shows so highly sought after?
Firstly, because wealth management podcasts are very convenient for RIAs. Most practicing professionals can’t rely on blog articles or newspaper clippings to keep up with trends. Instead, they can listen to podcasts that do the hard work on their behalf (i.e., aggregate information and boil everything down into a concise 60-minute episode).
Second, because wealth management podcasts attract very high-value clients. Command Your Brand discovered that a third of podcast listeners make over $100,000 per year. Plus, these high-income listeners are 73% more likely to take action after listening to a podcast than traditional video or display ads.
Finally, because wealth management podcasts help market your business. Not only can they help spread the word about your business, but they can also rack up referrals, legitimize your practice, and provide social proof in the form of existing clients.
The Best Wealth Management Podcasts, Compared
How do the best wealth management podcasts stack up?
Here’s a side-by-side comparison at a glance:
| Podcast | Best for | Number of episodes | Average rating |
| Capital Allocators | Institutional investment philosophies | 767 | 4.7/5 (766 reviews) |
| Our Family Office Podcast | Billionaire and centimillionaire interviews | 900 | 4.2/5 (71 reviews) |
| Family Office Podcast | Canadian offices | 18 | 5.0/5 (2 reviews) |
| WealthTrack | Long-term diversified investing | 368 | 4.6/5 (268 reviews) |
| Masters in Business | Interviews with RIA leaders | 737 | 4.4/5 (2,100 reviews) |
| Behind the Markets | Equity portfolio strategies | 477 | 4.4/5 (97 reviews) |
| The Long View | Evidence-based investing and portfolio construction | 357 | 4.6/5 (865 reviews) |
| Thoughts on the Market | Daily market updates | 1,500 | 4.8/5 (1,200 reviews) |
| The Rational Reminder Podcast | Academic research and factor investing | 415 | 4.9/5 (436 reviews) |
| Top Traders Unplugged | Alternative diversification frameworks | 898 | 4.8/5 (583 reviews) |
| Odd Lots | Understanding macroeconomic forces | 1,100 | 4.5/5 (1,800 reviews) |
| The Acquirers Podcast | Business quality assessment and ownership | 418 | 4.6/5 (298 reviews) |
| Invest Like the Best | Investment philosophies | 516 | 4.4/5 (2,200 reviews) |
Now, let’s take a closer look at each podcast in detail.
Which Podcasts Cover UHNW Client Strategies?
If your practice deals with ultra-high-net-worth clients, you’ll likely need podcasts exploring complex or multi-generational wealth transfers.
For this reason, we’ve gathered the following podcasts focusing on long-term capital stewardship, family office governance, and how allocators think about managing funds.
Capital Allocators: Best for Institutional Investment Philosophies
For wealth managers of any stage or age, Capital Allocators offers a helpful glimpse into institutional investing. Episodes range from 60 to 90 minutes long and typically feature an interview with a skilled RIA or family practitioner.
Again, many episodes focus on institutional investing, so not every episode makes sense for smaller RIAs. But if you’re looking for conversations with leading investment experts, Ted Seides’ show is certainly one to watch.
⭐Staff Pick! “Ted Seides has built something truly special with Capital Allocators. Week after week, he gets the CIOs, asset managers, and thought leaders who shape institutional investing to open up in ways you just don’t see anywhere else, making it the podcast I’d recommend to anyone who wants a genuine peek behind the curtain of how the world’s top investors actually think and operate.” Robert Van Vranken, Launch Specialist, The Podcast Consultant
Our Family Office Podcast: Best for Canadian Offices
The Our Family Office Podcast (OFOP) covers, quite literally, all things family office. It hails from (you guessed it) the Our Family Office brand name, which is a wealth advisory located in Toronto. Episodes typically focus on investors with young children, with titles like Advising and Living in the Next Generation, and Raising Healthy Children in the Land of Wealth.
While OFOP primarily focuses on Canadian practices, there are plenty of takeaways for US-based organizations. Their episodes also provide plenty of value to the RIA wanting to give more family-centered advice within their investment suggestions.
Listen to the Our Family Office Podcast.
Family Office Podcast: Best for Billionaire and Centimillionaire interviews
Not to be confused with Our Family Office Podcast, the Family Office Club Podcast is produced by a large investment club sporting over 10,000 investors. In it, host Richard Wilson, CEO of the Family Office Club, interviews billionaires and centimillionaires in both 1:1 and panel settings.
There are two reasons to consider the Family Office Club Podcast in your weekly listening: if you’re looking to attract UHNW individuals, and/or if you want to think like a billionaire. Each episode lasts roughly eight to 15 minutes tops, so it’s easy to sprint through several episodes without losing a large part of your day.
Listen to Family Office Club Podcast.
WealthTrack: Best for Long-Term Diversified Investing
Consuelo Mack’s iconic series is perfect for RIAs wanting mid-length, journalistic-style reporting on the investment industry. In her own words, it’s a show about “long-term diversified investing.” Some have even referred to it as the ‘Cramer Antidote.’
Add WealthTrack to your watch list if you care about the full roster of wealth management strategies, from retirement and AI stocks to the essential qualities of great investors. Plus, each episode ranges from 25 to 30 minutes, which makes them easy to fit in during your commute or a lunch break.
Masters in Business: Best for Interviews with RIA Leaders
You can think of Masters in Business as a ‘lite’ Capital Allocators, with 60-minute episodes interviewing the best and brightest of the wealth management industry. Its host, Barry Ritholtz, covers some of the most prescient topics of the 2020s, like Using AI to Find Investing Stories, for example.
Masters in Business is a great option for longer-form listening and getting up-to-speed with trends over a longer listening period. But you can also tune into a mini-series for the best of both worlds. ‘At the Money,’ for example, addresses high-level topics in money management, like portfolio construction and cutting down on fees.
Listen to Masters in Business.
Behind the Markets: Best for Equity Portfolio Strategies
Behind the Markets combines the brilliant minds of an investment officer and a professor of finance to explore the hows and whys of market performance. Each week, Jeremy Schwarz and Professor Jeremy Siegel examine major shifts in the market alongside the rest of their team:
- Chris Gannatti, head of research
- Jeff Weniger, head of equity strategy
- Sam Rines, macro strategist
Most episodes last 45 to 90 minutes, so you’ll need to prepare for a longer listen. But they still offer some variation to spice up your listening routine, like recordings of live events with the latest in Crypto.
What are the Best Podcasts for RIA Practice Management?
More interested in practice management than attracting UHNWC? These podcasts can help you think more critically about firm growth, client experience, and internal operations.
The Long View: Best for Evidence-Based Investing and Portfolio Construction
Hosted by Morningstar’s Christine Benz and Jeff Ptak, The Long View focuses on long-term (read: data-driven) investing principles. Each episode features a variety of respected academics, portfolio managers, and industry thinkers discussing topics like asset allocation, risk management, and investor behavior.
The Long View is especially valuable for RIAs who want a more methodical or evidence-backed approach to investing, rather than traditional methods of market timing or speculation. If you’re looking for more academically-minded details on behavioral finance and portfolio construction, The Long View is worth investing your time.
Thoughts on the Market: Best for Daily Market Updates
Morgan Stanley’s Thoughts on the Market offers short-form commentary on daily happenings in the global markets, economic data, and policy developments. Episodes are typically under 10 minutes, making them easy to fit into a morning routine or between meetings.
This show is ideal for advisors who want to stay informed without committing to long-form analysis. It’s not necessarily designed for deep portfolio strategy, but it still provides some timely context that helps RIAs frame client conversations during volatile or news-driven market cycles.
Listen to Thoughts on the Market.
The Rational Reminder Podcast: Best for Academic Research and Factor Investing
Speaking of academic and factual investing, The Rational Reminder Podcast bills itself as a ‘weekly reality check’ for investors. Hosts Ben Felix and Cameron Passmore cover topics ranging from factor investing and expected returns to diversification and the limits of active management.
The Rational Reminder is particularly well-suited for RIAs who want to ground their recommendations in peer-reviewed research. Just keep in mind these episodes are particularly dense (think 1.5 hours long), so they may require multiple listening sessions for the greatest possible impact.
Listen to The Rational Reminder Podcast.
⭐ Staff Pick! “”The Rational Reminder Podcast is the one I recommend to anyone who’s tired of investing noise and wants real, evidence-based thinking Ben and Cameron, have a rare ability to take academic research and cutting-edge finance and make it genuinely useful for everyday financial decisions, and I’ve learned more from this show than from anything else I’ve read or listened to.” Quinn McGraw, Production Orchestrator, The Podcast Consultant
Which Shows Focus on Alternative Investments and Portfolio Construction?
For RIAs interested in alternative investments, one of the following podcasts may be of use.
Top Traders Unplugged: Best for Alternative Diversification Frameworks
Top Traders Unplugged goes beyond traditional stock-and-bond thinking to explore how professional investors diversify their risk. Your host, Niels Kaastrup-Larsen, looks at how alternative investors use regimes, asset classes, and strategies to build resilient portfolios in otherwise uncertain times.
For RIAs and family offices interested in diversifying beyond conventional allocations, this podcast offers a very valuable mental model. Most episodes skew more technical in nature, but there’s still plenty of value to be found in the broader takeaway: how wealth management institutions can proactively protect capital whenever the market behaves in unexpected ways.
Listen to Top Traders Unplugged.
Odd Lots: Best for Understanding Macroeconomic Forces
Joe Weisenthal and Tracy Alloway are the hosts of Odd Lots: a Bloomberg show exploring the strange and overlooked mechanics that drive the global markets. You’ll find episodes diving into topics like liquidity and inflation plumbing, as well as geopolitics and market structure, which force-shape investment outcomes long before they show up in portfolios.
Any advisor who wants to sharpen their macro intuition will want to add Odd Lots to their weekly roundups. While it’s not what you’d call a ‘traditional’ wealth management show, it can still help RIAs stay abreast of trending topics (not to mention explain economic dynamics to clients in new ways).
The Acquirers Podcast: Best for Business Quality Assessment and Ownership
For conversations covering capital allocation, competitive advantage, and valuation discipline, a great place to start is with The Acquirers Podcast. This show focuses on how great investors evaluate investment options for long-term ownership, then develop more effective wealth management strategies over time (think undervalued stocks, deep value investing, hedge funds, activism, buyouts, etc).
The Acquirers’ host, Tobias Carlisle, breaks down the steps required to separate durable companies from temporary winners. You’ll also hear expert strategies from other wealth management professionals like Andrew Summers, Gary Mishuris, and others.
Listen to The Acquirers Podcast.
Invest Like the Best: Best for Investment Philosophies
If you’re in the finance industry, you’re likely familiar with Invest Like the Best. It is, after all, one of the most beloved resources in the wealth management space.
Patrick O’Shaughnessy guides listeners through stock market and boardroom conversations that surround investing, business leadership, entrepreneurship, and strategy. But one of its most popular angles is interviewing experienced investors. You’ll find nuanced conversations with personalities like Gavin Baker, David George, and many more.
P.S., if you’re curious to learn more about the behind-the-scenes of Invest Like the Best, you can peek behind the curtain in this episode covering Creating on Principle.
Listen to Invest Like the Best.
How Can Family Office Professionals Use Podcasts for Education?
By now, you’ve spent quite a bit of time exploring other RIA’s podcasts. But have you ever considered launching a podcast of your own?
If not, you may be leaving money on the table. Now is the time to consider your options.
Family office professionals can use wealth management podcasts to help:
- Educate their market. This includes both existing and potential customers.
- Prospect for leads. You may attract audience members who need your services, simply because they’re looking for high-value content like yours.
- Market their business. Apart from directly sourcing leads, you can use each episode to network with other people and professionals. This can help build word of mouth, open up referral opportunities, and serve as free advertisements for your business and team.
Of course, wealth management podcasts only move the needle when they’re high-quality, well-produced, and provide consistent value to listeners. You can do this in-house with your own marketing team, or outsource to professionals who understand the process and complexity of podcast production.
Learn more about creating financial advisor podcasts for education.
The Bottom Line on Wealth Management Podcasts
General financial podcasts may be somewhat ‘dime a dozen,’ but RIA-specific wealth management podcasts are often hard to come by. No matter where you’re at with your family practice, there’s likely a show in this lineup that will be useful to you.
Feeling inspired to make a podcast of your own? It may be time to take the leap with an experienced producer by your side. The Podcast Consultant has multiple decades of experience with launching, editing, and marketing financial shows in a variety of industries.
Book a discovery call with The Podcast Consultant to learn more about developing your very own wealth management podcast.
Frequently Asked Questions About the Best Wealth Management Podcasts
What podcasts do top financial advisors listen to?
The top financial advisors listen to podcasts like:
- Capital Allocators
- Family Office Club Podcast
- WealthTrack
- Masters in Business
- Behind the Markets
- The Long View
- Thoughts on the Market
- The Rational Reminder Podcast
- Top Traders Unplugged
- Odd Lots (Bloomberg)
- The Acquirers Podcast
- Invest Like the Best
Learn more about the best finance podcasts.
Are there podcasts specifically for family office professionals?
Podcasts for financial family office professionals may include The Private Wealth Management Podcast, The Family Office Podcast, and the Family Office Club Podcast. Other podcasts with less apt names include Invest Like the Best and Capital Allocators.
Which podcasts cover UHNW estate planning strategies?
Podcasts covering UHNW estate planning strategies include Capital Allocators, WealthTrack, and Savvy Estate Planning. Many of these podcasts spotlight UHNW guests or financial advisors with experience managing large estates.
How can RIAs use podcasts for continuing education credits?
RIAs must receive 12 continuing education (CE) credits per year to remain registered with the board. However, some CE providers offer webinars, courses, and audio-only programs (read: podcasting) to help RIAs achieve their credit goals.