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 overall financial education, focusing on how to retire, how to invest, and how to manage taxes in retirement. The channel employs tutorials and strategy-focused videos (e.g., Roth IRA optimization, Social Security timing, and drawdown strategies) and aims to help viewers spend wisely and plan for long-term financial wellness, with frequent uploads and an average of about 116k views per video.

Results last updated 3 months ago.

Similar Channels

We found 46 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 49

SERP 100%

Similarity 87%

retirement planning retirement spending 401k drawdown

Both target retirement-focused audiences with strong overlap on retirement planning, retirement spending, and 401k drawdown queries (high search and content alignment), indicating similar practical financial planning guidance.

#2

Kevin Lum, CFP®

75% relevance

Subscribers 197K

Videos 158

Views 23.3M

Appearances 22

SERP 56%

Similarity 87%

retirement planning retirement spending social security planning

Shares a focus on retirement planning and spending with additional emphasis on social security planning, yielding a solid audience overlap though content tilts toward broader retirement strategies.

#3

Merit Financial Advisors

71% relevance

Subscribers 72.4K

Videos 389

Views 12.4M

Appearances 24

SERP 49%

Similarity 86%

retirement spending tax-efficient retirement retirement tax strategies

Converges on retirement spending and tax-efficient retirement strategies; high content similarity but somewhat less emphasis on broader retirement planning queries, indicating a closely aligned but slightly narrower niche.

#4

Nick Davis, CFP®

69% relevance

Subscribers 76.3K

Videos 309

Views 9.1M

Appearances 19

SERP 38%

Similarity 90%

retirement planning retirement spending 401k drawdown

Aligns on retirement planning and spending with 401k drawdown as a recurring topic, showing substantial audience overlap despite potential stylistic differences in delivery.

Retire Confidently | Anthony Saffer & Alex Okugawa YouTube channel thumbnail

#5

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

69% relevance

Subscribers 48K

Videos 541

Views 6.6M

Appearances 14

SERP 40%

Similarity 87%

retirement planning retirement spending tax-efficient retirement

Targets retirement planning and spending with tax-efficient retirement angles, resulting in strong overlap in both searches and content about prudent retirement strategies.

#6

Ari Taublieb, CFP®

66% relevance

Subscribers 80.8K

Videos 2.2K

Views 14.5M

Appearances 21

SERP 39%

Similarity 83%

401k drawdown tax-efficient retirement retirement tax strategies

Covers 401k drawdown and tax-efficient retirement, mirroring Conole’s retirement focus and generating high audience intersection, though content may emphasize tax strategy specifics.

Content Landscape

Top competitors include Erin Talks Money (92% match) and Kevin Lum, CFP® (75% match) who share overlapping queries such as retirement planning, retirement spending, and 401k drawdown. Merit Financial Advisors (71% match) also competes on retirement spending and tax-efficient retirement topics. James Conole’s channel has 208K subscribers, while Erin Talks Money and Kevin Lum, CFP® have larger audiences (335K and 197K subscribers respectively), indicating a size difference that positions them as broader draws in this space. All noted competitors overlap on retirement planning and spending queries, with additional emphasis on tax strategies and Social Security planning in some cases.

Video Highlights

Didn't Make the Cut

40 additional channels that were close

Rank	Relevance	Channel	Similarity	Subscribers	SERP	Appearances
#7	64%	Rob Berger ▶	81%	294K	37%	21
#8	60%	Eric at The PeakFP	84%	78.7K	25%	18
#9	58%	Matt Calcagno, CFP®, CKA®	87%	9.8K	15%	7
#10	58%	Streamline Financial	85%	199K	18%	15
#11	57%	Humphrey Yang ▶	82%	2.0M	20%	7
#12	56%	David Caviness, CFP®	89%	7.3K	6%	2
#13	55%	Ramsey Everyday Millionaires	82%	288K	15%	6
#14	55%	Retire with Julia, CFP®	89%	64.9K	5%	5
#15	55%	Azul	86%	376K	8%	3
#16	55%	The Money Guy Show	81%	647K	16%	11
#17	54%	Scott Caufield, CFA, CPA	87%	5.8K	5%	2
#18	54%	James Shack	85%	256K	8%	6
#19	54%	Nav Wealth	86%	3.7K	6%	4
#20	53%	Scott Sierens, CFP®	86%	15K	5%	2
#21	53%	On Cash Flow	85%	22.4K	6%	4
#22	53%	Marko - WhiteBoard Finance	75%	1.0M	20%	4
#23	53%	Joe Kuhn	83%	117K	7%	5
#24	53%	How To Retire	83%	57.5K	7%	4
#25	52%	The Ramsey Show Highlights ▶	74%	4.5M	20%	10
#26	52%	Nick Maher	79%	117K	10%	3
#27	52%	Dianne Sullivan	82%	37.6K	6%	2
#28	51%	davidnprogress	82%	14.5K	5%	1
#29	51%	Ben Felix	76%	526K	14%	4
#30	51%	Morningstar, Inc.	80%	134K	7%	5
#31	51%	The Retirement Nerds	80%	287K	7%	4
#32	51%	Stop Being Sold® Media	80%	13.7K	7%	1
#33	50%	Parallel Wealth	80%	157K	6%	7
#34	50%	Practical Wisdom - Interesting Ideas	79%	1.0M	6%	2
#35	49%	Medicare School	76%	364K	8%	5
#36	49%	Mullooly Asset Management	76%	2.8K	7%	2
#37	48%	Toby Mathis Esq \| Tax Planning & Asset Protection ▶	76%	597K	7%	4
#38	48%	Medicare Specialist - Abt Insurance Agency	73%	153K	9%	5
#39	47%	ClearValue Tax ▶	74%	2.9M	7%	1
#40	47%	The Power of Zero	75%	118K	5%	2
#41	47%	Financial Enhancement Group	75%	5.8K	5%	2
#42	46%	TEDx Talks ▶	61%	44.2M	24%	6
#43	44%	The American Estate Planning Series	69%	316K	6%	1
#44	43%	James Baker CPA	68%	75K	6%	1
#45	42%	Fortune Magazine	66%	264K	6%	1
#46	40%	Finance Jane	63%	2.2K	6%	1

Search Queries Used

retirement planning retirement spending Roth IRA benefits 401k drawdown social security planning tax-efficient retirement retirement tax strategies early retirement planning portfolio withdrawal strategy Roth conversions timing retire before 65 retirement budgeting spending in retirement retirement income planning retirement withdrawal rules social security optimization withdrawal rate planning tax efficient withdrawals legacy/estate planning basics retirement budgeting tips Spending in retirement planning inflation impact planning RMD timing strategies horizon retirement planning portfolio sequencing risk tax diversification strategies required minimum distributions rules late retirement planning Medicare planning basics spend-down strategy bucket approach retirement withdrawal guards against sequence withdrawal penalties avoidance early retirement cash flow citizen tax implications

Frequently Asked Questions

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

Erin Talks Money — 92% match, 335K subscribers; Kevin Lum, CFP® — 75% match, 197K subscribers; Merit Financial Advisors — 71% match, 72.4K subscribers. All three channels focus on personal finance and retirement planning, similar to James Conole's content.

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

James Conole, CFP® creates retirement and personal finance content, as indicated by video titles such as insolvency topics like Roth IRA spending, 401k drawdown, and spending in retirement. The channel uploads multiple videos with recent titles listing views; average views per video are about 115.9K, with a current subscriber base of 208K.

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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