
Smart Wealth and Retirement is your go-to podcast for clear, actionable guidance to build your dream retirement. Hosted by experienced Dave Ramsey SmartVestor Pros, each episode simplifies the complexities of retirement planning and wealth management, giving you strategies you can confidently implement today.Whether you’re nearing retirement or already there, we’ll cover crucial topics such as cre... more
| Publishes | Weekly | Episodes | 100 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingEducationSelf-ImprovementBusiness | |||

In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss a surprising reality many retirees and pre-retirees face: having a substantial nest egg bu... more
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions continue their discussion on the financial and retirement planning challenges that can arise follo... more
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss one of the most important questions retirees face: How do you make sure your money lasts t... more
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss one of the most difficult — yet important — topics in retirement planning: preparing for a... more
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Just basic ideas then a suggestion that you should call for more information.
This just hits different
Excellent information! Definately learned new information
This was very informative and worth a listen!
Great show, love all the information they give out. Casey seems pretty funny.
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Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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Two seasoned retirement planners deliver practical guidance on building sustainable retirement income, tax-smart strategies, and informed investment decisions. Episodes center on readiness tests, risk management, Social Security timing, healthcare planning, and staying purpose-driven, all illustrated through real client stories and actionable frameworks. A consistent emphasis on planning first, liquidity, and a client-centric approach helps listeners feel confident navigating complex decisions, with light humor and transparent messaging about the advisor-led process and available resources.
Unique strengths include a multi-bucket approach to savings, emphasis on tax diversification, and explicit guidance on sequencing withdrawals and insur... more
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1. Retirement Answers
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4. Retire With Purpose - The Retirement Podcast
5. Big Picture Retirement®
Smart Wealth and Retirement launched 6 years ago and published 100 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 Smart Wealth and Retirement include:
1. Linwood Fraher
2. Theresa Martin
3. Casey Bibb
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