Rephonic
Artwork for Retire SMART Podcast

Retire SMART Podcast

Retire SMART LLC
Retirement Planning
Social Security
Tax Planning
Federal Reserve
Medicare
Inflation
Taxes
Retirement
Charitable Giving
Tax Policy
Interest Rates
Housing Market
Tariffs
Nebraska
Artificial Intelligence
Government Shutdown
Roth IRA
Wealth Tax
California
Roth Conversions

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
InvestingBusiness

Listen to this Podcast

Artwork for Retire SMART Podcast

Latest Episodes

Today David explores FNBO’s continued expansion through a major Colorado bank acquisition and explains why scale matters in an increasingly competitive banking industry. The conversation then dives into sophisticated wealth-building strategies like p... more

What questions should I ask when interviewing a financial advisor? As a widowed 46-year-old, and feeling like I must start all over, how am I to navigate the life insurance company contesting the death benefit, forcing me to live off a rapidly dwindl... more

With Medicare open enrollment approaching, David sits down with financial advisor Blake Grimm to break down the key changes coming for 2027 and the important decisions retirees face when choosing between Medicare, employer coverage, Medicare Advantag... more

In this episode, David breaks down the Nebraska football season opener, what impressed him, and where the Huskers still need to improve. The conversation then turns to Medicare, rising oil prices and their impact on markets, surprisingly strong corpo... more

Omaha lands among the best U.S. cities for career opportunities, pay, and quality of life—but what makes it such a strong place to work? David also breaks down why LeBron James borrowed nearly $300 million and how wealthy investors can use lending an... more

Is there a point at which a business is “right sized” and should cease trying to stop growing? Can Retire SMART provide a smooth path to retirement solution for those left in the wake of the mass-layoff at PayPal? And is David buying or selling Big R... more

What does it take to completely reinvent your life and pursue a dream later than most people ever would? Our special guest, Jesse Iwuji, shares his incredible journey from the Naval Academy and U.S. Navy to becoming a NASCAR driver—and the mindset, f... more

The new Federal Reserve chairman is already making waves, with markets increasingly expecting another interest rate hike this September. David also weighs in on the massive data center boom and how communities can structure these deals to benefit loc... 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.

Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson
The Great Retirement Debate with Ed Slott & Jeffrey Levine
The Great Retirement Debate with Ed Slott & Jeffrey LevineThe Great Retirement Debate with Ed Slott & Jeffrey Levine
Retirement Answer Man
Retirement Answer ManRoger Whitney, CFP®, CIMA®, RMA, CPWA®
The Stacking Benjamins Show
The Stacking Benjamins ShowJoe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
Retirement Starts Today
Retirement Starts TodayBenjamin Brandt CFP®, RICP®

Recent Guests

Jesse Iwuji
Former Navy commander, Naval Academy graduate, aspiring NASCAR driver
NASCAR, racing entrepreneur
Episode: Ep 475. From the Navy to NASCAR
Jesse Awuji
Navy veteran, former US Navy commander, NASCAR driver, serial entrepreneur
Speaker/Guest for September Speaker Series
Episode: Ep 474. Is the Fed About to Raise Rates?
Rebecca Kincaid
Wealth Manager at Kincaid Wealth Management
Kincaid Wealth Management
Episode: Ep 466. Is the Stock Market Due for a Midterm Correction?
Tre Ingram
Financial advisor, member of the firm's Lincoln office
Independent financial advisory team
Episode: Ep 459. Retirement Isn't Just About Saving—It's About Living Well
Charles Dzama
Founder of CD Financial
CD Financial
Episode: Ep 452. Advisor Talk: What Every Federal Employee Should Know (Part 2)
Chip Maxwell
Entrepreneur and former franchise owner with a background in business and economics discussions
Independent businessman
Episode: Ep 442. Minimum Wage Increases on the Horizon
Mike Shudel
Financial advisor and certified financial planner
Independent financial planning practitioner
Episode: Ep 436. How the Strait of Hormuz Hits Your Portfolio
Mark Rowlette
Fellow financial advisor
Episode: Ep 433. Advisor Talk with Mark Rowlette (pt 1)
Javier Colon
Singer, The Voice season 1 winner
Hartford area / The Voice winner
Episode: Ep 425. Argentina Overturns Economists' Predictons

Hosts

David Brooks
Host of Retire SMART Podcast
Chip Maxwell
Co-host / Advisor participating in the Advisor Talk and Host of Retire SMART Podcast

Top Investing Podcasts

The Ramsey Show
The Ramsey ShowRamsey Network
The MORE Show
The MORE ShowJustin Colby, Bleav, Justin Colby
Financial Audit
Financial AuditCaleb Hammer
Prof G Markets
Prof G MarketsVox Media Podcast Network
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham
Odd Lots
Odd LotsBloomberg
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson
Real Estate This Week
Real Estate This WeekStephen Gasque - Home Buying & Property Insights

Talking Points

Recent interactions between the hosts and their guests.

Ep 480. The Widow’s Dilemma
Q: Why is the widow's dilemma a concern when a surviving spouse files single?
The shift from joint to single filing often pushes the survivor into a higher tax bracket, reducing net income despite lower overall household earnings; proactive tax planning and timing can mitigate these effects.
Ep 480. The Widow’s Dilemma
Q: What questions should I ask when interviewing a financial advisor?
Key questions include whether the advisor provides full service beyond investments, how they handle ongoing reviews, proactive tax planning, and whether they tailor guidance for retirement-specific needs like healthcare, long-term care, and income planning.
Ep 476. Why do Businesses Need to Grow?
Q: What about the fallout or changes when larger economic shifts occur, such as PayPal layoffs? What can Retire SMART do for people who don't get a smooth path to retirement on their terms?
Start planning early, build in what-if scenarios, and sit down with a professional to map out retirement options, potential part-time work, healthcare costs, and tax and legacy planning to ensure savings last as long as needed.
Ep 476. Why do Businesses Need to Grow?
Q: First question, David, is about business growth. I congratulate Retire SMART on making the Inc 5000 list of fastest growing businesses five years running. But sometimes I wonder if businesses should be content with current success and then just maintain that status quo.
There is no exact right-sized business. In business, you are growing or you're dying; you can't just flat-line. You can discuss rate and pace of growth, manage the chaos of hyper-growth, and focus on sustaining culture while expanding the right way.
Ep 468. Overnight Trading
Q: Should someone use a larger amount of divorce proceeds to pay off a mortgage, given their age and remaining years on the loan?
Paying off the mortgage is not automatically the best move; you should consider liquidity, the mortgage interest rate versus potential returns from alternative investments, and the ability to access funds in emergencies. A balanced approach often involves maintaining liquidity and evaluating whether higher-yield investments could outperform the mortgage interest.

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 focuses on practical retirement and tax planning, combining market context with actionable strategies for individuals, families, and small business owners. Across episodes, the hosts dissect tax planning, retirement income, long-term care funding, Social Security, and asset protection, weaving in real-world scenarios, regulatory changes, and product structures (like trusts, Roth conversions, and defined benefit options). They frequently explore federal employee benefits, fiduciary considerations, and holistic planning, often featuring guests who bring hands-on experience in tax strategy, retirement policy, and advisor services. A standout pattern is a bias toward proactive, year-round planning and client-centric approaches, wit... 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 four 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. Money Guy Show
2. The Great Retirement Debate with Ed Slott & Jeffrey Levine
3. Retirement Answer Man
4. The Stacking Benjamins Show
5. Retirement Starts Today

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. Jesse Iwuji
2. Jesse Awuji
3. Rebecca Kincaid
4. Tre Ingram
5. Charles Dzama
6. Chip Maxwell
7. Mike Shudel
8. Mark Rowlette

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