
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 | InvestingBusiness | |||

Should investors jump into one of the year's biggest IPOs? David Brooks explains why patience may be the better strategy with SpaceX, discusses Warren Buffett's changing philanthropic plans, and explores why government housing policies continue to fu... more
As a 65-year-old who will probably retire in 5 years, what is the rule about Medicare I should know? With 3 children all in their 30s who need help from time to time, how can we help them while also protecting our retirement nest egg? And I inherited... more
What are the biggest retirement planning mistakes financial advisors see over and over again? David Brooks is joined by Financial Advisor Alex Murray to break down the five most common pitfalls—from tax planning and withdrawal strategies to healthcar... more
David Brooks discusses Nebraska's governor's race following Brett Lindstrom's independent bid, examines the latest developments in Iran and their impact on oil prices, and breaks down encouraging inflation data that could shape the Federal Reserve's ... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #64 | |
Apple Podcasts | #209 | |
Apple Podcasts | #24 | |
Apple Podcasts | #73 | |
Apple Podcasts | #198 | |
Apple Podcasts | #6 | |
Apple Podcasts | #19 | |
Apple Podcasts | #209 |
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. Retirement Starts Today
2. Your Money Guide on the Side
3. Your Money, Your Wealth
4. Ready For Retirement
5. Retirement Answers
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. Mike Shudel
2. Chip Maxwell
3. Javier Colon
4. Jacob Orent
5. Ronan Tynan
6. Gregory Wilnau
7. Ernie Goss
8. Colin Kastrick
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.