Relatable Finance Podcast

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About Us

We are Shane Phillips and Joseph Karl, and together we are the hosts of “Relatable Finance.” We have worked together at Provenance Wealth Advisors (PWA) since 2014 and come from similar backgrounds. Both of us are from the Midwest but found our way to South Florida. We played college football (and by “played,” we mean we were on the teams), and we both enjoy the financial markets enough to have spent the time to obtain the Chartered Financial Analyst (CFA) charterholder designation. With some help, we had the brilliant idea to start a finance-based podcast to share our knowledge with you. Our goal with each podcast is to simplify important concepts we use daily, explore the various financial risks and opportunities individuals face throughout their lives and provide perspective on current events in the financial world. We release episodes every other week. They can be found at the link above. We hope you find our podcasts interesting and informative and welcome any feedback. Enjoy!

The Relatable Finance Podcast is proudly sponsored by Provenance Wealth Advisors.
To learn more, check out our website. 

Get in Touch

Have topics you would like to hear on our podcast? Let us know.


200 E. Las Olas Boulevard
Nineteenth Floor
Ft. Lauderdale, Florida 33301

Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc. 

Provenance Wealth Advisors does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals. 

Provenance Wealth Advisors financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your Provenance Wealth Advisors Financial Advisor for information and availability. 

Links are being provided for information purposes only. Provenance Wealth Advisors is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Provenance Wealth Advisors is not responsible for the content of any website or the collection or use of information regarding any website’s users or members.