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Retire SMART Podcast

Retire SMART LLC
Tariffs
Gold
Retirement Planning
Inflation
Cryptocurrency
Transparency In Government Spending
Recession
Stock Market
Social Security
Job Cuts
Trump's Tariffs
Investment Strategies
Pump and Dump Scam
Federal Benefits
Medicaid Planning
Federal Employee Credit Cards
Invesco QQQ ETF
Philadelphia Sports
Fiscal Policy
Long-Term Care

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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InvestingBusiness

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Artwork for Retire SMART Podcast

Latest Episodes

We start with a little plug-in for “Tax Madness”—a series of high octane videos, breaking down a bracket of 64 everyday taxes to determine which one Americans hate the most. Then we shift to the global stage, unpacking rising tensions in the Middle E... more

In this episode, we tackle a major local headline as Omaha considers a new downtown stadium project—and what it could mean for taxpayers, businesses, and the future of the city. From there, we shift to national trends, breaking down interstate migrat... more

During this time of geopolitical unrest and war, what is Retire SMART doing to prepare their clients’ portfolios? If China and Japan are selling American debt, how will that affect our investments? And how far will Nebraska go in the NCAA tournament?... more

Today, we sit down with estate planning attorney Colin Kastrick to break down the critical decisions business owners can’t afford to get wrong—from entity selection to buying and selling a business the right way. We also dive into powerful tax strate... more

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Recent Guests

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
Jacob Orand
Advisor and recent winner of two awards at the SMART Gala Awards
Retire SMART Podcast
Episode: Ep 358. Strategies for the Tax Filing Season
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 352. "From the Vault" (To Roth or NOT to Roth, Part 4)
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
Kurt Fillmore
President and founder of Wealth Trac Financial
Wealth Trac Financial
Episode: Ep 301. Advisor Talk With Kurt Fillmore (part 1)
Trevor Thrasher
Former Green Beret, safety consultant, and educator on personal safety
Hold the Line Foundation
Episode: Ep 298. Street Smarts, with Trevor Thrasher

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
#18
United States/Business/Investing
Apple Podcasts
#72
United States/Business
Apple Podcasts
#40
United Kingdom/Business/Investing
Apple Podcasts
#53
Canada/Business/Investing
Apple Podcasts
#132
United Kingdom/Business
Apple Podcasts
#137
Canada/Business
Apple Podcasts
#13
France/Business/Investing
Apple Podcasts
#34
Australia/Business/Investing
Apple Podcasts
#40
France/Business
Apple Podcasts
#80
Germany/Business/Investing
Apple Podcasts
#83
Australia/Business
Apple Podcasts
#8
Ukraine/Business/Investing
Apple Podcasts
#11
Switzerland/Business/Investing
Apple Podcasts
#15
India/Business/Investing
Apple Podcasts
#17
Belgium/Business/Investing
Apple Podcasts
#25
Switzerland/Business
Apple Podcasts
#56
Belgium/Business
Apple Podcasts
#67
India/Business
Apple Podcasts
#76
Ukraine/Business
Apple Podcasts
#190
Sweden/Business/Investing
Apple Podcasts
#236
United Arab Emirates/Business/Investing
Apple Podcasts
#239
Mexico/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Ep 387. Retire SMART's Proactive-ness During Unrest and War
Q: How will China and Japan selling American debt affect investments?
China has already offloaded a portion of US debt and is a minor holder; Japan could influence if they sell, but the real impact depends on timing and scale, and for investors holding debt to maturity the par value is preserved, reducing long-term risk.
Ep 382. Taking Advantage of Today's High Estate Tax Exemptions
Q: When, other than 2010, has there ever been a more advantageous time to do estate planning?
The guests suggest this current period is exceptionally favorable due to the high exemptions; planning now allows larger gifts and better wealth transfer, with a warning that exemptions may be reduced in the future, so delaying could cost families significantly.
Ep 379. What Does SMART Stand For?
Q: Could you summarize the SMART acronym quickly?
SMART stands for Sources of income, Medical/health care costs, Advanced planning, Risk management, and Tax efficiency, forming the core framework for a comprehensive, tax-efficient retirement strategy.
Ep 379. What Does SMART Stand For?
Q: If I'm 46, recently widowed, with $450,000 saved, how should I approach my retirement planning and income now?
The advice centers on creating a formal income plan, evaluating remaining costs and potential death benefits, reducing risk, and engaging an independent fiduciary to tailor a plan that accounts for living expenses, potential return needs, and future income sources; the discussion emphasizes not relying on automatic pilot and building a robust plan.
Ep 379. What Does SMART Stand For?
Q: What is the difference between an exchange-traded fund and a mutual fund, and which is better?
ETFs and mutual funds are both open investment vehicles that can track the same indices, but ETFs generally offer tax efficiency and lower costs, while mutual funds may have more traditional distributions; the choice often hinges on tax strategy, account size, and the specific portfolio construction.

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. Fell Into Food Podcast
2. Motley Fool Money
3. BiggerPockets Real Estate Podcast
4. Prof G Markets
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.

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What guests have appeared on Retire SMART Podcast?

Recent guests on Retire SMART Podcast include:

1. Mark Rowlette
2. Jacob Orand
3. Brandon Stuerke
4. Adam Curran
5. Candace Gregory
6. Charles Dzama
7. Mike Shudel
8. Kurt Fillmore

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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