Josh Rendler, CFP® YouTube channel thumbnail

Subscribers 13.3K

Videos 79

Views 898.8K

Channels Like Josh Rendler, CFP®

Josh Rendler, CFP® covers retirement planning with a focus on tax efficiency, income optimization, and smart legacy strategies. The content appears as educational tutorials and strategic analyses (e.g., retirement spending plans, Roth conversion considerations, health insurance rules) rather than product pitches, with recent videos spanning planning insights and step-by-step tactics. Uploads show a consistent cadence since joining in Jul 2025, with an average around 49.7K views per video and roughly 12 minutes per piece.

AI summary

Similar Channels

We found 44 YouTube channels similar to Josh Rendler, 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 54

SERP 100%

Similarity 86%

retirement tax planning withdrawal strategy Social Security planning

They share a strong focus on retirement tax planning, withdrawal strategies, and Social Security planning, aligning with high search and content overlap (92% match; search 100%, content 86%).

AI summary

#2

Kevin Lum, CFP®

64% relevance

Subscribers 197K

Videos 158

Views 23.3M

Appearances 15

SERP 27%

Similarity 89%

retirement tax planning Social Security planning tax-efficient retirement income

Similar emphasis on retirement tax planning, Social Security planning, and tax-efficient retirement income, reflected in a solid overall match (64%); high content similarity (89%) despite modest search overlap (27%).

AI summary

Retire Confidently | Anthony Saffer & Alex Okugawa YouTube channel thumbnail

#3

Retire Confidently | Anthony Saffer & Alex Okugawa view on YouTube ▶

64% relevance

Subscribers 48K

Videos 541

Views 6.6M

Appearances 13

SERP 26%

Similarity 88%

retirement tax planning IRA to Roth considerations tax-efficient retirement income

Converges on retirement tax planning and tax-efficient retirement income, plus IRA to Roth considerations, yielding a 64% match with strong content alignment (88%).

AI summary

#4

Nick Davis, CFP®

63% relevance

Subscribers 76.3K

Videos 309

Views 9.1M

Appearances 9

SERP 20%

Similarity 92%

retirement tax planning tax-efficient retirement income retirement spending plan

Targets retirement tax planning and tax-efficient retirement income, and adds retirement spending planning, resulting in a 63% match with very high content similarity (92%).

AI summary

#5

Merit Financial Advisors

59% relevance

Subscribers 72.4K

Videos 389

Views 12.4M

Appearances 12

SERP 17%

Similarity 87%

withdrawal strategy IRA to Roth considerations charitable giving strategies

Shares focus on withdrawal strategy and IRA to Roth considerations, with additional emphasis on charitable giving strategies, giving a 59% match and strong content alignment (87%).

AI summary

#6

The Retirement Nerds

58% relevance

Subscribers 287K

Videos 486

Views 25.1M

Appearances 10

SERP 21%

Similarity 83%

Social Security planning no Roth needed retirement retirement tax tips

Prioritizes Social Security planning and general retirement tax tips, producing a 58% match with solid content similarity (83%).

AI summary

Content Landscape

Top competitors by match strength are Erin Talks Money (92% match) and Kevin Lum, CFP® (64% match), followed by Retire Confidently | Anthony Saffer & Alex Okugawa (64% match). These channels share overlapping queries such as retirement tax planning, withdrawal strategy, and Social Security planning, which align with Josh Rendler’s focus. Erin Talks Money has 335K subscribers and Kevin Lum has 197K subscribers, indicating a larger audience base than Josh’s 13.3K; Retire Confidently has 48K subscribers. All three compete on similar topics like tax-efficient retirement income and IRA to Roth considerations, with overlap also in charitable giving strategies and RMD planning.

AI summary

Video Highlights

Didn't Make the Cut

38 additional channels that were close

Rank	Relevance	Channel	Similarity	Subscribers	SERP	Appearances
#7	58%	Mark Wisneski - Southern Incomes	92%	9.1K	6%	3
#8	58%	Ari Taublieb, CFP® ▶	85%	80.8K	16%	9
#9	58%	Even Better Retirement	90%	34.5K	9%	4
#10	57%	The Money Guy Show ▶	82%	647K	19%	9
#11	57%	James Shack ▶	86%	256K	13%	5
#12	57%	Eric at The PeakFP	85%	78.7K	15%	9
#13	57%	James Conole, CFP® ▶	89%	208K	8%	10
#14	57%	Nav Wealth	88%	3.0K	10%	6
#15	56%	Financial Fast Lane	82%	371K	16%	8
#16	55%	Devin Carroll, CFP®	85%	479K	11%	9
#17	55%	How To Retire ▶	86%	57.5K	8%	3
#18	55%	Streamline Financial	85%	199K	9%	4
#19	54%	Scott Caufield, CFA, CPA	86%	5.8K	7%	5
#20	54%	Income Over Wealth	87%	11.8K	5%	2
#21	54%	Covenant Wealth Advisors	86%	11.4K	6%	5
#22	54%	Keith Wilson	86%	10.9K	5%	3
#23	54%	Your Money, Your Wealth	85%	34.8K	6%	2
#24	53%	Justin Pritchard, CFP® on Retirement Planning	86%	18.6K	5%	5
#25	53%	Holy Schmidt!	85%	453K	6%	3
#26	52%	Rob Berger ▶	82%	294K	8%	7
#27	52%	The Ramsey Show Highlights ▶	74%	4.5M	20%	5
#28	52%	Oak Harvest Financial Group	84%	59.7K	5%	2
#29	52%	Merkle Retirement Planning	83%	6.4K	4%	2
#30	51%	Morningstar, Inc.	81%	134K	7%	6
#31	50%	Mat Sorensen - Wealth Lawyer & Entrepreneur	80%	114K	5%	2
#32	49%	Medicare School	79%	361K	5%	3
#33	49%	Finder US	78%	11.5K	5%	1
#34	49%	Financial Enhancement Group	77%	1.5K	6%	2
#35	48%	Medicare Specialist - Abt Insurance Agency	76%	153K	7%	2
#36	48%	Retirement Planning Education	75%	28.6K	7%	4
#37	48%	Optimized Portfolio	76%	24.9K	5%	1
#38	48%	NerdWallet ▶	76%	300K	5%	2
#39	48%	AHealthcareZ - Healthcare Finance Explained ▶	69%	44.5K	15%	6
#40	46%	Joanne Toller - Fundraising Coach	71%	15.5K	8%	2
#41	45%	The American Estate Planning Series	72%	316K	5%	3
#42	44%	WealthCounsel ▶	70%	2.2K	5%	1
#43	43%	Wealth Enhancement	68%	9.2K	5%	2
#44	40%	TEDx Talks ▶	63%	44.2M	5%	3

Search Queries Used

retirement tax planning withdrawal strategy Social Security planning IRA to Roth considerations tax-efficient retirement income charitable giving strategies health insurance for retirees RMD planning retirement spending plan tax traps retirees secure retirement income no Roth needed retirement zero tax retirement Roth conversion rules retirement portfolio analysis retirement tax tips tax diversification strategies Social Security timing strategies RMD optimization tips tax-efficient withdrawals legacy gifting strategies Medicare planning basics healthcare cost planning spousal Social Security strategy tax harvest retirement accounts IRA versus 401k comparison variable annuity considerations qualified charitable distributions estate planning basics income planning for retirees spenddown strategy tax fault line retirees credit shelter trust basics long-term care funding options retirement budget planning

Frequently Asked Questions

Which YouTube channels are most similar to Josh Rendler, CFP®?

Erin Talks Money — 92% match, 335K subscribers; Kevin Lum, CFP® — 64% match, 197K subscribers; Retire Confidently | Anthony Saffer & Alex Okugawa — 64% match, 48K subscribers. All three channels focus on personal finance and retirement planning, similar to Josh Rendler, CFP®, by discussing retirement strategies, investing, and financial planning for retirees.

What type of content does Josh Rendler, CFP® make?

Josh Rendler, CFP® creates retirement-focused content, as suggested by video titles like 'Why I Started Motion Retirement (And What You'll Learn Here)', 'Why 61 Is The Most Important Age For Your Entire Retirement', 'New Health Insurance Rules Just Created a Hack For Retirees', 'The PERFECT $2M Retirement Spending Plan To Pay Less Taxes', and 'I Analyzed 1,000 Retirement Portfolios—This Quietly Destroys Them'. The channel averages about 49.7K views per video with recent videos ranging from 72K to 439 views, and there are multiple uploads per week.

How do we determine which channels are similar to Josh Rendler, CFP®?

We analyze Josh Rendler, 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.

Analyze Another Channel

Discover similar channels for any YouTube creator

Channels Like Josh Rendler, CFP®

Similar Channels

Is this your channel?

Content Landscape

Video Highlights

Didn't Make the Cut

Search Queries Used

Frequently Asked Questions

Analyze Another Channel