James Conole, CFP® YouTube channel thumbnail

Subscribers 208K

Videos 1.3K

Views 31.8M

Channels Like James Conole, CFP®

James Conole, CFP® covers retirement planning, investing, tax planning, and general financial education. The content style includes tutorials and strategic guidance on spending, saving, and tax strategies, with a focus on retirement, withdrawal strategies, and long-term planning. The channel publishes content regularly (recent videos listed) and averages about 115.9K views per video, indicating a strong performance within its niche.

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Similar Channels

We found 48 YouTube channels similar to James Conole, CFP®

Erin Talks Money YouTube channel thumbnail

#1

Erin Talks Money view on YouTube

92% relevance

Subscribers 335K

Videos 1.8K

Views 66.2M

Appearances 104

SERP 100%

Similarity 87%

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Both target retirement planning topics (e.g., retirement planning, Social Security, Roth utilization), with Erin having a high search overlap (100% match) and strong content alignment (87%), indicating they share a similar audience and topics but may differ in delivery style.

AI summary

Retire Confidently | Anthony Saffer & Alex Okugawa YouTube channel thumbnail

#2

Retire Confidently | Anthony Saffer & Alex Okugawa view on YouTube

62% relevance

Subscribers 48K

Videos 541

Views 6.6M

Appearances 16

SERP 23%

Similarity 87%

retirement spending tax planning retirees retirement tax mistakes

Share focus on retirement spending and tax considerations for retirees, evidenced by a 23% search overlap but an 87% content match, suggesting similar material presented with a comparable approach though differing in discovery signals.

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#3

Merit Financial Advisors

59% relevance

Subscribers 72.4K

Videos 389

Views 12.4M

Appearances 19

SERP 19%

Similarity 86%

retirement spending portfolio withdrawal strategy Roth conversions timing

Concentrate on retirement spending and withdrawal strategies, plus Roth timing, with a 19% search overlap and 86% content similarity, indicating a closely aligned topic set and audience along with a somewhat different discovery footprint.

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#4

Kevin Lum, CFP®

59% relevance

Subscribers 197K

Videos 158

Views 23.3M

Appearances 16

SERP 16%

Similarity 87%

retirement planning social security strategy retirement spending

Both channels cover retirement planning and Social Security strategies with a 16% search overlap and 87% content similarity, implying parallel subject matter and advisor-style content aimed at retirees.

AI summary

#5

Nick Davis, CFP®

57% relevance

Subscribers 76.3K

Videos 309

Views 9.1M

Appearances 12

SERP 8%

Similarity 90%

retirement planning tax planning retirees portfolio withdrawal strategy

Centers on retirement planning, tax planning for retirees, and withdrawal strategies; 8% search overlap but 90% content match, showing strong topical alignment but a distinct audience discovery pattern.

AI summary

Early Retirement Roadmap YouTube channel thumbnail

#6

Early Retirement Roadmap view on YouTube

57% relevance

Subscribers 7.0K

Videos 65

Views 486.6K

Appearances 9

SERP 18%

Similarity 84%

retirement planning early retirement planning retirement budgeting

Targets retirement planning and early retirement budgeting, yielding an 18% search overlap and 84% content similarity, indicating overlapping topics with a focus on early retirees and a different search footprint.

AI summary

Content Landscape

Competitors identified include Erin Talks Money (92% match) and Retire Confidently | Anthony Saffer & Alex Okugawa (62% match) as the top two by match strength. They share overlapping queries such as retirement planning, Roth IRA utilization, social security strategy, and retirement spending. James Conole, CFP® has 208K subscribers, Erin Talks Money has 335K, and Retire Confidently has 48K, indicating size differences with Erin Talks Money being the largest among the matched competitors. All listed competitors are connected to retirement income planning and tax-related retirement strategies, aligning with James Conole’s focus on retirement planning and tax planning retirees.

AI summary

Video Highlights

Didn't Make the Cut

42 additional channels that were close

Rank	Relevance	Channel	Similarity	Subscribers	SERP	Appearances
#7	57%	James Shack	85%	252K	16%	8
#8	56%	Mark Wisneski - Southern Incomes	91%	9.1K	4%	3
#9	56%	Ari Taublieb, CFP®	83%	80.8K	15%	9
#10	56%	Justin Pritchard, CFP® on Retirement Planning	85%	18.6K	11%	8
#11	55%	Retire with Julia, CFP®	89%	64.9K	4%	6
#12	55%	Rob Berger	81%	294K	15%	17
#13	54%	Humphrey Yang	82%	2.0M	12%	13
#14	54%	The Money Guy Show	81%	647K	14%	15
#15	54%	Holy Schmidt!	87%	453K	4%	6
#16	53%	Eric at The PeakFP	84%	78.7K	8%	8
#17	53%	Streamline Financial	85%	199K	5%	5
#18	53%	Jazz Wealth Managers	86%	143K	3%	3
#19	52%	Financial Fast Lane	83%	371K	7%	5
#20	52%	Ramsey Everyday Millionaires	82%	288K	7%	5
#21	52%	America's Wealth Management Show	84%	9.8K	4%	2
#22	52%	How To Retire	83%	57.5K	5%	6
#23	51%	Jarrad Morrow	83%	181K	4%	2
#24	51%	Mark - Retired at 55	83%	14K	3%	1
#25	51%	JohnsonBrunetti	82%	2.0K	4%	1
#26	51%	Morningstar, Inc.	80%	134K	7%	8
#27	50%	Parallel Wealth	80%	157K	6%	8
#28	50%	davidnprogress	82%	14.8K	3%	2
#29	50%	The Retirement Nerds	80%	287K	6%	6
#30	50%	Tom - Lazy Investor	80%	55.3K	5%	2
#31	50%	small retired life	81%	66.4K	3%	4
#32	49%	Retire With Style	79%	5.0K	5%	2
#33	48%	Retirement Survival	79%	107K	3%	1
#34	48%	Making Money Podcast	78%	77K	3%	2
#35	48%	Ben Felix	76%	526K	6%	4
#36	47%	Mullooly Asset Management	76%	2.8K	4%	2
#37	47%	Toby Mathis Esq \| Tax Planning & Asset Protection	76%	597K	4%	3
#38	47%	The Ramsey Show Highlights	74%	4.5M	7%	4
#39	47%	Marko - WhiteBoard Finance	75%	1.0M	5%	3
#40	47%	The Power of Zero	75%	118K	4%	3
#41	46%	Bogleheads	75%	35.2K	3%	4
#42	46%	Sherman - My CPA Coach	75%	278K	3%	1
#43	46%	ClearValue Tax	74%	2.9M	5%	2
#44	46%	The Wealth Workshop	75%	8.9K	3%	2
#45	46%	TEDx Talks	61%	44.2M	23%	10
#46	46%	Michael Bordenaro	73%	383K	4%	1
#47	44%	The American Estate Planning Series	69%	316K	5%	3
#48	40%	TD	64%	95.7K	3%	1

Search Queries Used

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Frequently Asked Questions

Which YouTube channels are most similar to James Conole, CFP®?

Erin Talks Money — 92% match, 335K subscribers; Retire Confidently | Anthony Saffer & Alex Okugawa — 62% match, 48K subscribers; Merit Financial Advisors — 59% match, 72.4K subscribers. All three channels focus on personal finance, retirement planning, and investing strategies, targeting viewers seeking financial education and retirement guidance.

What type of content does James Conole, CFP® make?

James Conole, CFP® creates financial education content focused on retirement planning, investing, and tax planning. His videos discuss retirement spending, Roth IRA strategy, 401k drawdown, and retirement milestones, with an average of about 115.9K views per video. Upload frequency is not explicitly stated, but recent videos show multiple topics, suggesting regular content placements with varying view counts.

How do we determine which channels are similar to James Conole, CFP®?

We analyze James Conole, CFP®'s recent videos, generate topic-relevant search queries, check YouTube search results, and compare the meaning of each channel's content to measure similarity. The result is a ranked list sorted by SERP overlap, semantic similarity, and search appearances.

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