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Retire SMART Podcast

Retire SMART LLC
Retirement Planning
Social Security
Federal Reserve
Tax Planning
Medicare
Tax Policy
Inflation
Retirement
Housing Market
Nvidia
Nebraska
Interest Rates
Taxes
Omaha
Tariffs
Artificial Intelligence
Roth IRA
Estate Planning
Economic Growth
S&P 500

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

PublishesDailyEpisodes150Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Retire SMART Podcast

Latest Episodes

Should investors jump into one of the year's biggest IPOs? David Brooks explains why patience may be the better strategy with SpaceX, discusses Warren Buffett's changing philanthropic plans, and explores why government housing policies continue to fu... more

As a 65-year-old who will probably retire in 5 years, what is the rule about Medicare I should know? With 3 children all in their 30s who need help from time to time, how can we help them while also protecting our retirement nest egg? And I inherited... more

What are the biggest retirement planning mistakes financial advisors see over and over again? David Brooks is joined by Financial Advisor Alex Murray to break down the five most common pitfalls—from tax planning and withdrawal strategies to healthcar... more

David Brooks discusses Nebraska's governor's race following Brett Lindstrom's independent bid, examines the latest developments in Iran and their impact on oil prices, and breaks down encouraging inflation data that could shape the Federal Reserve's ... more

Key Facts

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Podcast Host
Number of Listeners
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People also subscribe to these shows.

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Ready For Retirement
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Recent Guests

Mike Shudel
Financial advisor and certified financial planner
Independent financial planning practitioner
Episode: Ep 436. How the Strait of Hormuz Hits Your Portfolio
Chip Maxwell
Co-host/guest on Retire SMART Podcast
Episode: Ep 427. Transferring Jobs With a 401(k)
Javier Colon
Singer, The Voice season 1 winner
Hartford area / The Voice winner
Episode: Ep 425. Argentina Overturns Economists' Predictons
Jacob Orent
Financial advisor, resident authority on Social Security and charitable giving
Unknown (appears as guest on episode)
Episode: Ep 422. The "Special Monthly Rule"
Ronan Tynan
Former Irish Tenor, guest performer
Episode: Ep 414. The Largest US Flag is Coming to Omaha!
Gregory Wilnau
Web designer and digital marketer for the Finance Niche
Finance Niche
Episode: The Entrepreneur's Journey - pt.1
Ernie Goss
Economist, Creighton University professor
Creighton University
Episode: Ep 410. The "Plow-Horse" Economy, with Ernie Goss
Colin Kastrick
Estate planning attorney
Kastrick Law LLC
Episode: Ep 406. Overlooked Risks for Real Estate Investors
Evan Marshall
Certified Public Accountant
Episode: Ep 393. Sports, War, and Financial Firm Outsourcing

Hosts

Chip Maxwell
Host of Retire SMART Podcast and co-host with wide involvement in fiduciary retirement planning and editorial introductions.
David Brooks
Co-host; primary presenter of retirement planning analysis and market commentary.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#64
United States/Business/Investing
Apple Podcasts
#209
United States/Business
Apple Podcasts
#24
Germany/Business/Investing
Apple Podcasts
#73
Germany/Business
Apple Podcasts
#198
Norway/Top Podcasts
Apple Podcasts
#6
Norway/Business/Investing
Apple Podcasts
#19
Norway/Business
Apple Podcasts
#209
Taiwan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Ep 444. Trump Accounts; Take Advantage Now!
Q: Can we talk about what the Trump accounts are?
They are 530A accounts that function like IRAs for children, with rules similar to IRAs and potential Roth conversion in the future.
Ep 441. Is Real Estate Investing a Good Idea During Retirement?
Q: Quick shot here, David. I'll give you about a minute on real estate. You seem to be bullish on real estate as an investment. I am thinking about going into the real estate business.
The host explains real estate has historically been a strong investment with tax advantages such as depreciation and potential leverage, but cautions it is not for the faint of heart and discusses different ways to gain exposure to real estate without owning physical property, including leveraging and investment timing considerations.
Ep 441. Is Real Estate Investing a Good Idea During Retirement?
Q: Next question, David, is about taxes. My dad has made me the beneficiary of his brokerage account.
The response emphasizes having conversations about the dad's use of the account, potential stepped-up cost basis at death, and considerations for inheritance tax, as well as how to tailor investments after inheritance based on risk tolerance and goals, including the possibility of aligning investments for children or grandchildren.
Ep 441. Is Real Estate Investing a Good Idea During Retirement?
Q: Next question, David, is about protecting accounts. Some financial analysts are talking about the government rating savings or retirement accounts for additional tax revenue.
The answer discusses planning to protect dollars by choosing types of accounts that are less exposed to taxation, such as Roth IRAs, and considering strategies like trusts to create protection against potential tax changes, with an emphasis on consulting planning professionals.
Ep 437. What is an ILIT?
Q: David, the next question is about Roth accounts versus traditional pre-tax accounts. Why would I choose Roth when advisors often advocate deferring taxes now?
The speakers argue that many investors are not in a lower tax bracket in retirement; taxes may be higher later, making Roth contributions advantageous for long-term after-tax outcomes. They discuss comparing Roth and traditional outcomes under a fixed future tax rate and emphasize that Roth can be a strategic tool for retirement planning.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Retire SMART Podcast

What is Retire SMART Podcast about and what kind of topics does it cover?

The show centers on practical retirement planning, tax strategy, and market commentary delivered through two steady hosts who often blend fiduciary guidance with real-world anecdotes. Episodes frequently unpack topics like Social Security timing, tax-efficient investing, cost concerns in AI adoption, and regional policy shifts that affect retirees and near-retirees. A recurring strength is tying macroeconomic signals to actionable planning steps, while incorporating local events and patriotic/civic themes to illustrate broader implications for retirement planning and asset management. Notable for its accessible, educator-friendly approach, the program frequently features guests and collaborators who bring concrete expertise in tax planning,... more

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Which podcasts are similar to Retire SMART Podcast?

These podcasts share a similar audience with Retire SMART Podcast:

1. Retirement Starts Today
2. Your Money Guide on the Side
3. Your Money, Your Wealth
4. Ready For Retirement
5. Retirement Answers

How many episodes of Retire SMART Podcast are there?

Retire SMART Podcast launched 2 years ago and published 150 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Retire SMART Podcast?

Recent guests on Retire SMART Podcast include:

1. Mike Shudel
2. Chip Maxwell
3. Javier Colon
4. Jacob Orent
5. Ronan Tynan
6. Gregory Wilnau
7. Ernie Goss
8. Colin Kastrick

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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