Hosted by thefinancegeekspodcast · 🇺🇸 US · EN · 50 episodes
Established thought leaders with verified media credentials.
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.
thefinancegeekspodcast hosts The Finance Geeks Podcast, a business show with 50 episodes published.
In this episode of The Finance Geeks, Warren Shute and Paul Cleworth kick off the first part of a two-part conversation, unpacking the upcoming pension and inheritance tax changes arriving in April 2027 and why they matt
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
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
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 b
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 accumulati
In this special episode of The Finance Geeks, Paul and Warren bring a live session recorded in collaboration with the Personal Finance Society, delivering the kind of high-energy, practical discussion they’re known for.
In this episode of The Finance Geeks, Warren Shute and Paul Cleworth break down the formula behind why intelligent people often make poor financial decisions. They explore the key ingredients, including ego, overconfiden
In this episode of The Finance Geeks, Warren and Paul explore one of the ongoing challenges of financial planning: trying to create long-term strategies in a world where the rules keep changing. From shifting tax policie
What happens when you’ve trained for years, crossed the finish line of financial freedom… and realise the road keeps going? In this episode of The Finance Geeks, Warren Shute and Paul Cleworth explore what comes next aft
In the first episode of Season 4, Warren Shute and Paul Cleworth tackle the question clients are always asking, even when they don’t say it out loud: “Will I be OK?” This isn’t a spreadsheet question. It’s an emotional o
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
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
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 interes
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
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 t
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
In this episode, Paul and Warren step into creative territory, asking a big question that’s facing more and more financial planners: should content creation be part of your role in 2025? With digital platforms becoming t
In this episode, Warren Shute and Paul Cleworth take to the riverbank to explore the evolving role of the modern financial planner. Like a great rowing coach, today’s adviser isn’t just there to shout instructions — they
In this episode, Warren Shute and Paul Cleworth walk you through what really happens in a first client meeting — and how to make sure yours feels less like a cold sales pitch and more like the start of an empowering jour
In this episode, Warren Shute and Paul Cleworth share what it really takes to attract the right clients to your financial planning business—without resorting to pushy tactics or broad marketing blasts. They unpack how ge
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The Finance Geeks Podcast is hosted by thefinancegeekspodcast. The show is categorised under business (investing) and has published 50 episodes.
The Finance Geeks Podcast has published 50 episodes.
The Finance Geeks Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of The Finance Geeks Podcast average 42 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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