
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 | |||

Cracks may be forming in the housing market as price cuts rise and transactions slow, forcing sellers to rethink expectations in a higher-rate environment. The conversation breaks down what this means for buyers, first-time homeowners, and long-term ... more
What might a “blue wave” midterm do to the market? If retired, is it worth it to take money out of a 401(k) and put it in a Roth IRA? And can AI reduce or eliminate the traditional need for a growing population to grow GDP? David Brooks has answers ... more
Today, David sits down with estate planning attorney Colin Kastrick to unpack the legal and financial risks real estate investors often overlook—from liability exposure on rental properties to the hidden dangers of transferring mortgaged properties i... more
This episode dives into the market’s surprisingly calm reaction to global tensions, including Iran, and what it signals about where the economy may be headed. David breaks down the growing disconnect between soaring asset prices and struggling consum... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Recent interactions between the hosts and their guests.
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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
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These podcasts share a similar audience with Retire SMART Podcast:
1. The Chef's Cut
2. Investing Insights
3. Thoughts on the Market
4. Barron's Live
5. Motley Fool Hidden Gems Investing
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. Evan Marshall
2. David Brooks
3. Sean Swanson
4. Mark Rowlette
5. Brandon Stuerke
6. Adam Curran
7. Candace Gregory
8. Charles Dzama
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.