
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.
| Publishes | Daily | Episodes | 150 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

Today, David Brooks reveals what the dramatic rise and fall of the SpaceX IPO can teach investors about market hype and long-term investing. He also discusses why there's no universal "magic number" for retirement, explores concerns over congressiona... more
Am I able to schedule the first initial appointment with Retire SMART without first answering so many questions beforehand? What is an “ILIT,” why should I do it, and who benefits from it? And even though David dislikes dishing out more taxes than ne... more
Geopolitical tensions, inflation, interest rates, and the markets continue to dominate investor conversations. This week, David Brooks is joined by Mike Shudel to discuss how global events—from the Strait of Hormuz to Federal Reserve policy—could imp... more
David and Chip off this week's episode by reflecting on recent community events, a unique behind-the-scenes look inside a high-security precious metals vault, and the passing of former Federal Reserve Chairman Alan Greenspan. They also examine what r... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #187 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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These podcasts share a similar audience with Retire SMART Podcast:
1. The Chef's Cut
2. All the Hacks: Money, Points & Life
3. The Long View
4. NerdWallet's Smart Money Podcast
5. Retirement Starts Today
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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Recent guests on Retire SMART Podcast include:
1. Mark Rowlette
2. Chip Maxwell
3. Javier Colon
4. Jacob Orent
5. Ronan Tynan
6. Gregory Wilnau
7. Ernie Goss
8. David Brooks
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.