Three wealth management podcasts win awards at second annual competition

Three wealth management podcasts win awards at second annual competition
Retirement, diversity and financial literacy emerge as popular podcasting themes at this year's Advisor Podcast Awards.
JUN 15, 2022

The entries in the second annual Advisor Podcast Awards showed a cross section of themes and envelope-pushing narratives across three unique categories.

In the Educate & Empower category, the winning podcast was Take Back Retirement, a show geared toward Gen X and baby boomer women looking for retirement advice.

Podcasts co-hosts Stephanie McCullough and Kevin Gaines use conversations and interviews with subject matter experts to cut through myths and mysteries surrounding the financial transition to retirement.

The other finalists in the category were Jake of All Trades, hosted by Jake Rivas, and Bullet Wealth, hosted by Scott Marek.

The winner in the Walking the Talk category was 2050 Trailblazer, which directly addresses the lack of diversity in the financial planning industry by engaging with industry experts and leaders to encourage cultural awareness. This podcast is hosted by Rianka Dorsainvil.

The other finalists in the category were Ballentine Broadcast: Conversations on Black Wealth. hosted by Akeiva Ellis, and NextGen in 10, hosted by Alanah Phillips.

The winner of the third category, Beyond the Numbers, was Common Cents on the Prairie, which is hosted by Adam Cox. Cox designed the podcast to help his audience do more with their money, regardless of where they are financially.

The other finalists in the category were Mitlin Money Mindset, hosted by Lawrence Sprung, and The Wealth Edit, hosted by Emily Fleming and Lauren Pearson.

The event, which is co-sponsored by FiComm Partners and InvestmentNews, wrapped up several weeks of whittling the 55 submissions down to the nine finalists who participated in the live awards show.

“We are seeing a huge acceleration of advisers creating original content and leveraging digital mediums such as podcasting to drive meaningful change for people and their money,” said FiComm Chief Executive Megan Carpenter, who hosted the awards show Tuesday afternoon.

"The Advisor Podcast Awards is an important opportunity for the industry to recognize the advisers who are paving the path with this human-first digital marketing approach,” Carpenter said.

A replay of the live event can be found here.

Scared to hold bonds as rates rise? Try an annuity for size

Latest News

SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees
SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees

Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.

Apella Wealth comes to Washington with Independence Wealth Advisors
Apella Wealth comes to Washington with Independence Wealth Advisors

The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.

Citi's Sieg sees rich clients pivoting from US to UK
Citi's Sieg sees rich clients pivoting from US to UK

The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.

US employment report reactions: Overall better than expected, but concerns with underlying data
US employment report reactions: Overall better than expected, but concerns with underlying data

Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.

Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading

"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.