The Finance Geeks Podcast
Episodes
S4:E4 - Why do smart people make bad money decisions? Understanding the formula
25 Mar 2026
Contributed by Lukas
In this episode of The Finance Geeks, Warren Shute and Paul Cleworth break down the formula behind why intelligent people often make poor financial de...
S4:E3 - Financial planning in a world that keeps changing the rules
10 Mar 2026
Contributed by Lukas
In this episode of The Finance Geeks, Warren and Paul explore one of the ongoing challenges of financial planning: trying to create long-term strategi...
S4:E2 - Beyond Financial Freedom: What Really Matters Next?
26 Feb 2026
Contributed by Lukas
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...
S4:E1 - Will I Be OK? A Guiding Light in Financial Planning
11 Feb 2026
Contributed by Lukas
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...
Episode 08: Budget Aftermath - Weathering the Fiscal Storm
17 Dec 2025
Contributed by Lukas
In this episode, Warren Shute and Paul Cleworth deliver a post-Budget forecast tailored for financial planners. With the dust settling after Rachel Re...
Episode 07: Planning for Inheritance Tax - How to help clients reduce the bill
03 Dec 2025
Contributed by Lukas
In this episode of The Finance Geeks, Warren Shute and Paul Cleworth unpack the often-overlooked world of inheritance tax planning. With IHT threshold...
Episode 06: Clients Sitting on Too Much Cash: How Do You Get Them Comfortable With Investing?
19 Nov 2025
Contributed by Lukas
In this episode of The Finance Geeks, Paul and Warren explore the treasure-filled dungeons of client finances — where large cash reserves are tucked...
Episode 05: Autumn Budget 2025 - Rumoured changes & how to prepare
05 Nov 2025
Contributed by Lukas
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...
Episode 04: Going the Distance: Are We Ready to Plan for 100-Year Lives?
22 Oct 2025
Contributed by Lukas
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 ...
Episode 03: Keeping the client on track - Has the annual review run out of steam?
08 Oct 2025
Contributed by Lukas
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...
Episode 02: The Art of Being Seen – Should Every Planner Become a Content Creator
24 Sep 2025
Contributed by Lukas
In this episode, Paul and Warren step into creative territory, asking a big question that’s facing more and more financial planners: should content ...
Episode 01: Are we Advisers or Coaches? Rethinking the role of a Modern Financial Planner
10 Sep 2025
Contributed by Lukas
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 rowin...
Episode 19: What to expect when you first meet with a Financial Planner
09 Jul 2025
Contributed by Lukas
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 le...
Episode 18: Client Magnetism - How to Attract Your Ideal Clients
24 Jun 2025
Contributed by Lukas
In this episode, Warren Shute and Paul Cleworth share what it really takes to attract the right clients to your financial planning business—without ...
Episode 17: How to Level Up from a Solo Planner to a Financial Planning Practice
04 Jun 2025
Contributed by Lukas
Leap into this retro platformer–inspired episode with Warren Shute and Paul Cleworth as your pixelated protagonists. Starting in the “Solo Start”...
Episode 16: Quakeproof Your Planning - Top 10 Financial Planner Faults to Avoid
21 May 2025
Contributed by Lukas
In this episode of The Finance Geeks, Paul Cleworth and Warren Shute survey the seismic fault lines that can undermine even the most seasoned advisory...
Episode 15: One Size Doesn’t Fit All: Crafting Your Income Plan in Retirement
07 May 2025
Contributed by Lukas
In this episode of The Finance Geeks, Warren Shute and Paul Cleworth roll out the measuring tape on retirement income planning—proving that the best...
Episode 14: Market Mayhem & The Tariff Effect - Navigating Risk vs Volatility Like a Geek
23 Apr 2025
Contributed by Lukas
In this episode of The Finance Geeks, Warren Shute and Paul Cleworth explore the impact of Trump's tariffs on market volatility and the broader econom...
Episode 13: The Vault of Legacy - Inheritance Tax Planning Strategies
09 Apr 2025
Contributed by Lukas
Dust off your pixelated fedora and light your tax-saving torch—because in this epic 8-bit adventure, Warren Shute and Paul Cleworth set off on a que...
Episode 12: End of Tax Year Planning - The Great Tax Detective’s Playbook
21 Mar 2025
Contributed by Lukas
Warren Shute and Paul Cleworth scrutinise every clue in this timely investigation of year-end tax planning. Like master sleuths hot on the scent, they...
Episode 11: Mission: Secure Retirement – Strategies and Insights in Securing Retirement Income
12 Mar 2025
Contributed by Lukas
In this episode of The Finance Geeks, Paul Cleworth and Warren Shute set forth on a mission to unravel the art of securing retirement income. With a c...
Episode 10: The Golden Quest - Understanding Retirement and the Secrets to Financial Freedom
26 Feb 2025
Contributed by Lukas
Embark on a legendary journey into the realm of retirement planning with Warren and Paul in this epic episode of The Finance Geeks. In "The Golden Que...
Episode 9: Investing Uncovered – Behind the Scenes of Portfolio Management
12 Feb 2025
Contributed by Lukas
In this revealing episode of The Finance Geeks, the curtain is pulled back on the portfolio management control room. Warren and Paul kick off by explo...
Episode 8: Turbocharge Your Efficiency - Accelerating Your Business Performance
29 Jan 2025
Contributed by Lukas
In this high-speed episode of The Finance Geeks, Warren and Paul rev up your business efficiencies. Just like fine-tuning a race car for peak performa...
Episode 7: Charting Your Business Plan - Setting Sail for Success in 2025
14 Jan 2025
Contributed by Lukas
In this episode, Warren and Paul draw on client insights to show that robust financial and business planning is like the detailed charting of a sea vo...
Episode 6: Blueprint for 2025 - Planning Your Best Year Yet!
24 Dec 2024
Contributed by Lukas
This episode delves into the meticulous process of designing your personal and professional goals for the upcoming year. Discover how to draft a compr...
Episode 5: Real Life Financial Success Stories
10 Dec 2024
Contributed by Lukas
Warren Shute & Paul Cleworth highlight inspiring financial success stories from their clients. From conquering complex tax problems to building a ...
Episode 4: Wrestling Retirement Planning - Smackdown Strategies for a Winning Future
26 Nov 2024
Contributed by Lukas
Step into the ring with Paul and Warren as they grapple with the heavyweight challenge of retirement planning. In this episode, our financial tag team...
Episode 3: Budget Fallout - Weighing the Aftermath
12 Nov 2024
Contributed by Lukas
In this episode of The Finance Geeks, Paul Cleworth and Warren Shute dig into the aftermath of the UK’s Autumn Budget, one of the biggest tax-raisin...
Episode 2: Wrangling Bulls & Bears - Insights for a Steady Financial Ride
30 Oct 2024
Contributed by Lukas
In this episode of The Finance Geeks, Paul Cleworth and Warren Shute bring you on a journey through the unpredictable world of bull and bear markets. ...
Episode 01: Autumn Budget 2024 - The Geeky Guide to What’s Coming
14 Oct 2024
Contributed by Lukas
After a summer break full of travels and downtime, Paul and Warren are back with The Finance Geeks! In this episode, they get straight to business, ta...
Episode 013: Raising Money Smart Kids - Conquering the Financial Playground
09 Jul 2024
Contributed by Lukas
In this episode, financial experts Warren Shute and Paul Cleworth share their experiences and practical tips to help you equip your kids with the skil...
Episode 012: Love and Money - Navigating Finances with Your Partner
25 Jun 2024
Contributed by Lukas
This episode tackles the ultimate two-player challenge: Love and Money! We're delving into the pixelated world of couples' finances, guiding you throu...
Episode 011: Financial Wellbeing - Find Your Balance, Achieve Financial Nirvana
13 Jun 2024
Contributed by Lukas
Join finance gurus Paul and Warren on a journey to financial nirvana! This episode tackles the essential question: what truly defines your financial w...
Episode 010: Property vs Pensions - Showdown at the Retirement Corral
04 Jun 2024
Contributed by Lukas
Saddle up, partners, for "The Showdown at the Retirement Corral". How do you wrangle in that perfect nest egg for your golden years? We'll be bustin' ...
Episode 009: 12 golden rules of investing - Paul's nerdy nuggets get decoded by Warren
21 May 2024
Contributed by Lukas
In this episode of "The Finance Geeks," get ready to embark on an epic quest as Paul unveils his twelve golden rules of investing. Each rule is a powe...
Episode 008: Mastering Money with Financial Rules of Thumb
30 Apr 2024
Contributed by Lukas
A financial heuristic is a mental shortcut you use to make financial decisions quickly and easily. These are also known as financial rules of thumb, a...
Episode 007 : The "Enough" Enigma - Cracking the Code to Financial Fulfilment
16 Apr 2024
Contributed by Lukas
Feeling like you're constantly chasing more money? In this episode of The Finance Geeks, Warren and Paul crack the code to financial fulfilment! We de...
Episode 006: Your Financial Force Field - Plan for the unknown and protect yourself
02 Apr 2024
Contributed by Lukas
Does life sometimes feel like a rogue asteroid hurtling towards your financial well-being? Don't panic! This episode equips you with the tools to buil...
Episode 005: Action Man vs. the Taxman - Become a tax efficient investment geek!
22 Mar 2024
Contributed by Lukas
In the ever-present battle for financial dominance, a new challenger emerges! Forget the stock market swings and the endless ticker tape scrolls. Toda...
Episode 004: Unmasking the Mystery of Investment Risk
06 Mar 2024
Contributed by Lukas
Have you ever wondered what lurks behind the cryptic phrase "investment risk"? It might sound like a financial boogeyman, shrouded in mystery and read...
Episode 003: Level Up Your Finances - Mastering the Art of Budgeting and Cash Flow
27 Feb 2024
Contributed by Lukas
Calling all financial adventurers! Get ready to slay the debt dragon and conquer your financial fortress with Paul Cleworth and Warren Shute. Join us ...
Episode 002: Secrets to a Happy Life - The Ultimate Investment
20 Feb 2024
Contributed by Lukas
In this episode, the Geeks ditch the spreadsheets and dive into the ultimate investment - happiness (with dividends that reach every corner of your li...
Episode 001: 2024 Goals - Crushing It Like a Financial Geek
12 Feb 2024
Contributed by Lukas
In this episode, the geeks share their personal and professional goals for the year, offering insights you can apply to your own financial journey. Jo...