
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.
| Publishes | Daily | Episodes | 150 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

David shares highlights from a memorable trip to Washington, D.C., including a lunch with political strategist Carl Rove and reflections on leadership, history, and meaningful connections. The conversation also explores local charitable efforts, the ... more
David and Chip look into the growing trend of “inheritance bullying,” where adult children pressure parents for early access to family wealth, and why clear estate planning conversations can help prevent future family conflicts. They also unpack the ... more
Does David support the Trump administration’s proposal for 401(k) accounts to be able to invest in private equity and cryptocurrency? When taking on a new job, am I able to roll over my existing 401(k) or will it have a negative impact? And are there... more
Certified Financial Planner Blake Grimm joins David to explore the often-overlooked financial benefits of marriage, from tax savings and Social Security strategies to insurance discounts and retirement planning opportunities. Whether you're consideri... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #26 | |
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Apple Podcasts | #193 | |
Apple Podcasts | #6 | |
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Apple Podcasts | #34 | |
Apple Podcasts | #145 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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The show centers on practical retirement planning, tax strategy, and market commentary delivered through two steady hosts who often blend fiduciary guidance with real-world anecdotes. Episodes frequently unpack topics like Social Security timing, tax-efficient investing, cost concerns in AI adoption, and regional policy shifts that affect retirees and near-retirees. A recurring strength is tying macroeconomic signals to actionable planning steps, while incorporating local events and patriotic/civic themes to illustrate broader implications for retirement planning and asset management. Notable for its accessible, educator-friendly approach, the program frequently features guests and collaborators who bring concrete expertise in tax planning,... more
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These podcasts share a similar audience with Retire SMART Podcast:
1. Motley Fool Hidden Gems Investing
2. All-In with Chamath, Jason, Sacks & Friedberg
3. Investing Insights
4. How I Invest with David Weisburd
5. The Clark Howard Podcast
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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Recent guests on Retire SMART Podcast include:
1. Chip Maxwell
2. Javier Colon
3. Jacob Orent
4. Ronan Tynan
5. Gregory Wilnau
6. Ernie Goss
7. Alex Murray
8. Evan Marshall
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