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Retire SMART Podcast

Retire SMART LLC
Retirement Planning
Social Security
Medicare
Federal Reserve
Tax Planning
Inflation
Housing Market
Tariffs
Retirement
Interest Rates
Omaha
Warren Buffett
China
Nebraska
Tax Policy
Economic Growth
Taxes
Estate Planning
Roth Conversions
Investment Strategies

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
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BusinessInvesting

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Artwork for Retire SMART Podcast

Latest Episodes

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

Key Facts

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Recent Guests

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
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
Brandon Stuerke
Founder of The Retirement Institute, an online education platform for retirees
The Retirement Institute
Episode: Ep 354. Education For Retirement Planning, With Brandon Stuerke
Adam Curran
Wealth Advisor at Curran Financial Partners
Curran Financial Partners
Episode: Ep 350. "From the Vault" (To Roth or NOT to Roth, Part 2)
Candace Gregory
CEO of Open Door Mission, a nonprofit organization focused on helping the homeless and those in need
Open Door Mission
Episode: Ep 330. The Season of Giving, with Candace Gregory
Charles Dzama
Financial advisor specializing in retirement planning for federal employees
CD Financial
Episode: Ep 314. Federal Employee Retirement, with Charles Dzama
Mike Shudel
Certified financial planner and certified exit planning advisor
Episode: Ep 306. Proactive Strategies for Exiting Your Business, with Mike Shudel

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
#12
United States/Business/Investing
Apple Podcasts
#60
United States/Business
Apple Podcasts
#182
Canada/Business/Investing
Apple Podcasts
#33
Hong Kong/Business/Investing
Apple Podcasts
#98
New Zealand/Business/Investing
Apple Podcasts
#98
Hong Kong/Business
Apple Podcasts
#219
Ukraine/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Ep 402. From Intern to Advisor
Q: What makes this the right time for proactive tax planning after tax season?
The post-tax season period becomes a planning sprint where we build and compare scenarios for the year, adjust for any legislative changes, and fine-tune client projections to keep their plans on track.
Ep 399. The "Weight" of Precious Metals
Q: How is a successful investment portfolio managed in a system based on a managed economy and funny money?
Treat currencies as fiat with real returns after tax and inflation; use a diversified approach (like SMARTCAR) and build scenarios to adapt to potential tax changes while maintaining spending power.

Audience Metrics

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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?

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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Which podcasts are similar to Retire SMART Podcast?

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

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. 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.

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