Retire SMART Podcast
Retire SMART LLCWe 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.
| Publishes | Daily | Episodes | 150 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
From corporate relocations to shifting population trends, this episode dives into the economic tug-of-war happening across all 50 states. The conversation unpacks how taxes, regulation, and cost of living are influencing where people choose to live—a... more
What’s with all the rumors of changes at the federal level to the rules governing Roth conversions and associated taxes? Do the recent Blue Owl struggles have an impact on investment strategies? And what’s to happen with tariffs and other economic po... more
What does it take to deliver consistent, high-level financial advice? In this episode, David and Director of Wealth Management, Josh Cheatle, break down their unique training system, collaborative planning process, and why no single advisor works alo... more
Kicking off with basketball tournament hype and Midwest momentum, the conversation quickly turns to bigger stakes—geopolitics, market swings, and investor behavior. As headlines around Iran and market corrections intensify, we break down what’s noise... more
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #8 |  United States/Business/Investing |
Apple Podcasts | #50 | United States/Business |
Apple Podcasts | #31 |  United Kingdom/Business/Investing |
Apple Podcasts | #60 |  Canada/Business/Investing |
Apple Podcasts | #94 | United Kingdom/Business |
Apple Podcasts | #167 | Canada/Business |
Apple Podcasts | #132 |  Ukraine/Business/Investing |
Apple Podcasts | #212 |  Mexico/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
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
Where can I find podcast stats for Retire SMART Podcast?
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How many listeners does Retire SMART Podcast get?
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What are the audience demographics for Retire SMART Podcast?
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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. The Chef's Cut
2. Your Money Guide on the Side
3. Investing Insights
4. SoCon Fast Break
5. Ready For Retirement
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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Where can I see ratings and reviews for Retire SMART Podcast?
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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. Jacob Orand
6. Brandon Stuerke
7. Adam Curran
8. Candace Gregory
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.