Rephonic
Artwork for Retire SMART Podcast

Retire SMART Podcast

Retire SMART LLC
Retirement Planning
Social Security
Federal Reserve
Tax Planning
Medicare
Inflation
Housing Market
Retirement
Interest Rates
Omaha
Tax Policy
Economic Growth
Nebraska
China
Investment Strategies
Charitable Giving
S&P 500
California
Estate Planning
Tariffs

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
BusinessInvesting

Listen to this Podcast

Artwork for Retire SMART Podcast

Latest Episodes

David and Chip break down the latest economic indicators, including stronger-than-expected payroll numbers, rising inflation concerns, and the growing likelihood of future Fed rate hikes. They also discuss overvalued markets, AI’s outsized impact on ... more

What did Professor Ernie Goss have to say at Retire SMART’s recent event? How optimistic are we with President Trump is taking action to bring down beef prices? Will it work? And since housing prices are down 6% from last year, does that mean propert... more

David is joined by longtime community leader Bill Williams to discuss an unforgettable Memorial Day celebration coming to Omaha and Lincoln featuring the world’s largest American flag, a patriotic drone show, and special performances honoring veteran... more

David recaps a much-needed vacation with his wife aboard one of the world’s largest cruise ships before diving into Retire SMART’s recent Private Wealth Partners summit for high-net-worth clients. The conversation then shifts into Nebraska primary el... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Recent Guests

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 (guest)
Episode: The Entrepreneur's Journey - pt.2
Ernie Goss
Economist, Creighton University professor
Creighton University
Episode: Ep 410. The "Plow-Horse" Economy, with Ernie Goss
Evan Marshall
Certified Public Accountant
Episode: Ep 393. Sports, War, and Financial Firm Outsourcing
David Brooks
Guest expert answering audience questions
Retire SMART Podcast
Episode: Ep 391. Should I Buy a Used Car Now?
Sean Swanson
Financial advisor
Retire SMART
Episode: Ep 390. Financial "Court-Side" Concepts
Mike Schudel
Certified Financial Planner, estate and tax planning expert
Financial advisor
Episode: Ep 382. Taking Advantage of Today's High Estate Tax Exemptions
Blake Grimm
Certified financial planner and guest expert on Medicare
Retire SMART
Episode: Ep 378. What Medicare Does NOT Cover
Mark Rowlette
Financial advisor and owner of South Shore Retirement Services
South Shore Retirement Services
Episode: Ep 374. The Most Impactful Retirement Strategy, With Mark Rowlette

Hosts

Chip Maxwell
Chip Maxwell, Host of Retire SMART Podcast
David Brooks
David Brooks, Host of Retire SMART Podcast

Chart Rankings

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

Apple Podcasts
#24
United States/Business/Investing
Apple Podcasts
#92
United States/Business
Apple Podcasts
#85
United Kingdom/Business/Investing
Apple Podcasts
#30
France/Business/Investing
Apple Podcasts
#111
France/Business
Apple Podcasts
#117
Norway/Top Podcasts
Apple Podcasts
#3
Norway/Business/Investing
Apple Podcasts
#12
Norway/Business
Apple Podcasts
#111
India/Business/Investing
Apple Podcasts
#120
New Zealand/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Entrepreneur's Journey - pt.4
Q: What should someone do if they're interested in working with you?
Visit retiresmartnow.com to access content and schedule a 15-20 minute discovery call with one of the fiduciary advisors to determine if a longer engagement makes sense.
The Entrepreneur's Journey - pt.4
Q: How did you create this curriculum?
We created our own curriculum from life experiences and real client scenarios, rather than relying solely on external services, to ensure it's practical and relatable.
Ep 407. "Blue Wave" Midterm Effects for the Markets
Q: What might a blue wave midterm do to the market?
The market generally responds positively to a stalemate or divided Congress because it reduces the likelihood of rapid, disruptive policy changes in the near term; long-term effects depend on subsequent legislation over two to four years.
Ep 403. What is a DOLLAR?
Q: How should I manage my withholdings to avoid future tax liabilities on railroad retirement tier one and tier two?
The hosts suggest analyzing your total income plan, considering Roth conversions to move taxable income into tax-free accounts where rules permit, and running scenario analyses to decide whether paying taxes gradually over several years could optimize overall retirement benefits.
Ep 402. From Intern to Advisor
Q: How did you get into the industry, and what role did internships play in your path?
The guest explains their background, internships, and exposure to different facets of financial planning, showing how hands-on experience and mentorship propelled them from intern to advisor.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Retire SMART Podcast

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

This program centers on retirement planning within a broader economic and policy context, consistently tying practical advice to how macro trends affect savers, investors, and retirees. Across episodes, discussions frequently cover tax strategies, estate and legacy planning, and income optimization in retirement, while also weighing how inflation, tariffs, AI, and political developments shape long-term planning. Notable strengths include a clear, actionable framework for listeners (such as the SMART framework) and concrete guidance on tax planning, 401(k) rollovers, and estate transfers, with recurring emphasis on proactive preparation and prudent risk management for individuals and business owners. The show often blends personal anecdotes ... more

Where can I find podcast stats for Retire SMART Podcast?

Rephonic provides a wide range of podcast stats for Retire SMART Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Retire SMART Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Retire SMART Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Retire SMART Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Retire SMART Podcast?

Rephonic provides comprehensive predictive audience data for Retire SMART Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Retire SMART Podcast have?

To see how many followers or subscribers Retire SMART Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Retire SMART Podcast?

These podcasts share a similar audience with Retire SMART Podcast:

1. How I Invest with David Weisburd
2. Motley Fool Hidden Gems Investing
3. Investing Insights
4. Rule Breaker Investing
5. The Long View

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.

How do I contact Retire SMART Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Retire SMART Podcast?

Rephonic pulls ratings and reviews for Retire SMART Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Retire SMART Podcast?

Rephonic provides full transcripts for episodes of Retire SMART Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Retire SMART Podcast?

Recent guests on Retire SMART Podcast include:

1. Ronan Tynan
2. Gregory Wilnau
3. Ernie Goss
4. Evan Marshall
5. David Brooks
6. Sean Swanson
7. Mike Schudel
8. Blake Grimm

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days