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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
Number of ListenersCategories
InvestingBusiness

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Artwork for Retire SMART Podcast

Latest Episodes

David is joined by CFP Blake Grimm to break down the latest Medicare updates, including rising Part B premiums and changes to prescription drug costs. They walk through what Medicare actually covers — and what it doesn’t — from dental and vision to l... more

David breaks down the highlights from this year’s State of the Market Address, where people gathered to hear his take on the economy, inflation, and what’s really driving policy decisions. He dives into the Fed’s credibility, the Supreme Court’s tari... more

Today, David unpacks Riston’s Law on a global scale — from the Dutch origins of Wall Street to modern wealth migration as countries experiment with taxing unrealized gains. The conversation explores how capital moves where it’s treated best, what tha... more

Are tariffs partly to blame with all the rising prices? Where AI would be expected to reduce work, does it actually intensify it? And is President Trump doing too little, too slowly to address the housing situation? David Brooks has answers to these ... 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
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
Jacob Orand
Financial advisor specializing in charitable giving strategies
Retire SMART
Episode: Ep 326. Year-end Charitable Giving Strategies
Josh Cheatle
Director of Wealth Management
Retire SMART Podcast
Episode: Ep 322. Long-Term-Care Awareness, with Josh Cheatle
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 302. Advisor Talk With Kurt Fillmore (part 2)

Host

David Brooks
Host and financial expert providing insights into retirement strategies and financial planning.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#8
United States/Business/Investing
Apple Podcasts
#48
United States/Business
Apple Podcasts
#40
Canada/Business/Investing
Apple Podcasts
#87
United Kingdom/Business/Investing
Apple Podcasts
#105
Canada/Business
Apple Podcasts
#13
France/Business/Investing
Apple Podcasts
#47
France/Business
Apple Podcasts
#248
Germany/Business/Investing
Apple Podcasts
#137
India/Top Podcasts
Apple Podcasts
#3
India/Business/Investing
Apple Podcasts
#8
Mexico/Business/Investing
Apple Podcasts
#20
India/Business
Apple Podcasts
#28
United Arab Emirates/Business/Investing
Apple Podcasts
#73
Mexico/Business
Apple Podcasts
#107
United Arab Emirates/Business
Apple Podcasts
#140
Sweden/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Ep 375. How AI is REALLY Affecting Jobs.
Q: What are your thoughts on AI's impact on jobs based on the Harvard Business Review article?
I agree that AI increases productivity and can intensify work rather than simply replacing jobs, much like historical shifts in technology.
Ep 375. How AI is REALLY Affecting Jobs.
Q: Do you agree that tariffs are partly to blame for rising prices?
Yes, but tariffs are not the sole factor contributing to persistent inflation; their impact is more complex.
Ep 371. Inheriting an Annuity from the Passing of a Loved One
Q: What is your opinion on doing a rollover while you are still working?
Rollovers can be great solutions depending on your situation, but you need to be aware of all your options.
Ep 371. Inheriting an Annuity from the Passing of a Loved One
Q: What am I supposed to do with an annuity I inherited after my mother's passing?
The titling on the annuity is extremely important, and you may face income tax on gains but not on the principal.
Ep 371. Inheriting an Annuity from the Passing of a Loved One
Q: What do you think about long-term care?
It's essential to consider, especially since 74% of people will need some form of long-term care.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Professions
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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?

Focusing on various aspects of financial planning and retirement, this podcast highlights essential strategies for navigating taxes, investments, and economic fluctuations. The conversations often unpack the implications of policy changes on personal finances, particularly regarding retirement planning tools like IRAs and 529 plans. Notably, the hosts also delve into regional economic issues, such as state tax reforms and the housing market, which can affect retirement strategies. The insightful discussions feature expert guests sharing their perspectives on cryptocurrencies, regulation, and market trends, making it a valuable resource for listeners looking to enhance their financial literacy and prepare for retirement.

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How many listeners does Retire SMART Podcast get?

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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. SoCon Fast Break
3. Retirement Starts Today
4. The Influence Factor by The Influencer Marketing Factory
5. A Podcast About Leadership

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?

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What guests have appeared on Retire SMART Podcast?

Recent guests on Retire SMART Podcast include:

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

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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