Financial Planner Life Podcast
Hosted by Sam Oakes · Sam Oakes
4.7from 53 ratings
- 307
- Episodes
- 34
- Transcribed
- 53
- Ratings
- Daily
- Cadence
- 2020
- First episode
- 280K
- YouTube views
About Financial Planner Life Podcast
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion. We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam then worked as the Head of Creative for Hoxton Wealth in Dubai, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm before leaving Hoxton Wealth in 2025 to focus purely on financial planner life podcast and the financial planner life creative studio helping product/service providers and financial planning firms build podcasts and video content into their social marketing strategies. Sam Oakes has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years. He sees himself as a partner to the financial planning profession and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push their careers forward in this amazing profession. Please reach out to sam oakes directly on sam@financialplannerlife.com if you would like to be a guest on this podcast or build a strategic advertising partnership. We welcome product and service providers that want to promote their product, services or tech to financial planners as well as companies who want to attract talent (recruitment ) to their financial planning company.
- Publisher
- Sam Oakes
- Category
- business · business · business
- Language
- en
- Explicit
- Yes
- First episode
- 19 Mar 2020
- Latest episode
- 8 Oct 2026
Latest episodes
34 of 307 episodes have a transcript.
8 Oct 2026
She Was Offered to Buy the Financial Advice Firm She Joined at 18, She Started Her Own Instead!
1 Oct 2026
Over 50% of New UK Financial Advisers Came Through This ONE Academy!
24 Sept 2026
Why Up To 72% Of Your Client Book Costs MORE To Serve Than It EARNS
Inside a recent episode
Natalie Malone on the Financial Services Career That Puts YOU In Front of Entire Workforces
Published 10 Sept 2026 · Transcript excerpt
[…] We know there's real challenges in the NHS. Many staff might be out of work, not able to access the treatment they need quickly. They need solutions in place to make sure that that is well catered for, that they are you know, getting that treatment back to work quickly, any pressures they might be suffering at work or outside of work. You mentioned things like mental health support and employee assistance programs, lots of things that are available in the health and wellbeing space to keep their mental health protected, strong. So it's not just sort of physical, it's very much their sort of mental wellbeing as well. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on Financial Planner Life Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Rose Hawkins
- Gee Foottit
- Brian McLaughlin
- Jack Sleator
- Natalie Malone
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 280,156
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 1 ratings
- Spotify
- 4.7 / 5
- 52 ratings
Podcast Authority Score: 81 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 89
- Social presence
- 91
- YouTube
- 86
- Engagement
- 51
Contact Financial Planner Life Podcast
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Shows with a similar audience
Questions about Financial Planner Life Podcast
Who hosts Financial Planner Life Podcast?
Sam Oakes host the show. Published by Sam Oakes.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Financial Planner Life Podcast take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
34 of 307 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Financial Planner Life Podcast?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show
Podcast research with Pod Engine