business
Hosted by thefinancegeekspodcast · business · EN
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.
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Contact path
Public web form
Booking probability
31%
Guest openness
Selective
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Signup to Generate a PitchTwo 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.
Recent episodes include "S4:E12 - The Sandwich Generation - PART 1 - Funding your retirement whilst supporting your family" (22 July 2026, 38 minutes), "S4:E11 - The 2027 Pensions & IHT Shake-up - PART 2 - The knock-on effects you need to know" (7 July 2026, 30 minutes), and "The 2027 Pensions & IHT Shake-up - PART 1 - Big changes are coming, are your prepared?" (24 June 2026, 37 minutes).
The Finance Geeks Podcast publishes roughly every two weeks, with episodes averaging 40 minutes across 53 episodes.
Booking probability for The Finance Geeks Podcast is 31%, and the host is rated Selective on guests. The Finance Geeks Podcast requires a Pod Score of 80 or higher. The Finance Geeks Podcast's contact route on record: public web form.
The strongest fits for The Finance Geeks Podcast are Investing & Wealth Management. The Finance Geeks Podcast has a business audience.
The Finance Geeks Podcast is a business podcast with 53 episodes published.
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Episode #13
Supporting children while caring for ageing parents has become a reality for many families. This is the first of a two-part series. In this episode of The Finance Geeks, Warren Shute and Paul Cleworth unpack the growing...
Episode #23
In this episode of The Finance Geeks, Warren Shute and Paul Cleworth continue the conversation in part two of their deep dive into the 2027 pension and inheritance tax changes. If part one set the scene, this episode...
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...
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...
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...
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...
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...
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...
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...
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...
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...
Episode #6
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...
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...
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...
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 —...
PitchCentric classifies The Finance Geeks Podcast under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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