Rephonic
Artwork for Retire SMART Podcast

Retire SMART Podcast

Retire SMART LLC
Retirement Planning
Social Security
Tax Planning
Federal Reserve
Medicare
Inflation
Taxes
Retirement
Housing Market
Interest Rates
Artificial Intelligence
Charitable Giving
Economic Growth
Tax Policy
Tariffs
Nebraska
Government Shutdown
Long-Term Care Insurance
Roth IRA
Wealth Tax

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

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

Today, David and Chip explore changing ideas around retirement—including working longer or taking “mini-retirements”—and break down the surprising market phenomenon showing why so much of the stock market’s long-term return can come from what happens... more

What are we to make of Samsung’s proposal for floating data centers out in the ocean? What should I expect to learn at a Retire SMART Taxes in Retirement presentation? And what’s the best approach to discussing with my wife who is ready to retire tha... more

From catch-up contributions at 50 to Medicare penalties at 63 and required distributions at 73 or 75, there are several “red letter” ages that can have a major impact on your retirement strategy. David and Sean Swanson break down the key ages to know... more

What if chasing America’s biggest and best-performing company actually left you with far less money than simply owning the broader market? We look at some surprising long-term investment data—including why diversification can outperform concentration... 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.

Ready For Retirement
Ready For RetirementJames Conole, CFP®
Retirement Answer Man
Retirement Answer ManRoger Whitney, CFP®, CIMA®, RMA, CPWA®
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
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
Javier Colon
Singer, The Voice season 1 winner
Hartford area / The Voice winner
Episode: Ep 425. Argentina Overturns Economists' Predictons
Jacob Orent
Financial advisor, resident authority on Social Security and charitable giving
Unknown (appears as guest on episode)
Episode: Ep 422. The "Special Monthly Rule"
Evan Marshall
CPA and Chief Tax Strategist
Tax SMART (Chief Tax Strategist)
Episode: Ep 418. Year-Round Tax Planning

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
Odd Lots
Odd LotsBloomberg
Prof G Markets
Prof G MarketsVox Media Podcast Network
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson

Talking Points

Recent interactions between the hosts and their guests.

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.
Ep 468. Overnight Trading
Q: What do you recommend for someone who is 66 and not yet ready to retire, especially about planning for a possible future disability or loss of income?
The answer is to stress test your plan now, align investments with the goal of income continuity, and consider scenarios where income drops or work ends. Build a plan that preserves lifestyle, protects against downside, and allows flexibility to downshift risk while keeping the possibility of work life optional.
Ep 472. Floating Data Centers?
Q: How do you handle the overall retirement timing question and what are the practical steps to evaluate whether to retire now or later?
We evaluate with a plan that assesses guaranteed income sources like Social Security or pensions against variable income from investments, and run scenarios to determine the odds of success. The approach is to quantify options, share the math, and present actionable steps before making a decision, including potential adjustments to work years if needed.
Ep 472. Floating Data Centers?
Q: What factors should I consider when my spouse wants me to retire earlier than I'm ready, and how do we know if we can retire now?
You should get on the same page about money and understand what's possible through a formal planning process. A personalized 'report card' can show the probability of success, potential outcomes with different retirement ages, and the impact of claiming Social Security early versus later, helping you decide based on data rather than arguments.
Ep 472. Floating Data Centers?
Q: What can I expect to learn at your Taxes in Retirement presentation, and how should I discuss retirement with my wife if we think we're not ready financially?
The presentations cover two to four tax strategies in story form, explaining current tax rules, with practical examples of what happens if you do nothing versus making changes. The goal is to move the conversation from argument to logic by reviewing how income sources will be taxed in retirement and sharing numbers that show potential outcomes, so couples can decide together with confidence.

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. Retire Sooner with Wes Moss
2. Ready For Retirement
3. Retirement Answer Man
4. Retirement Starts Today
5. Talking Real Money - Investing Talk

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. Chip Maxwell
6. Mike Shudel
7. Javier Colon
8. Jacob Orent

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