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Artwork for Smart Wealth and Retirement

Smart Wealth and Retirement

Jim Martin & Casey Bibb
Retirement Planning
Financial Planning
Social Security
Investment Strategies
Estate Planning
Retirement Savings
Retirement Income
Tax Planning
Investment Strategy
Retirement
401(k)
Healthcare Planning
Taxes
Emergency Fund
Tax Strategies
Healthcare
Inflation
Debt Management
Market Volatility
Roth IRA

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

PublishesWeeklyEpisodes100Founded6 years ago
Number of ListenersCategories
InvestingEducationSelf-ImprovementBusiness

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Artwork for Smart Wealth and Retirement

Latest Episodes

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

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Linwood Fraher
Financial advisor with Martin Wealth Solutions
Martin Wealth Solutions
Episode: Do You Really Need a Financial Advisor? Here’s How to Decide
Theresa Martin
Head of Martin Health Solutions and registered nurse
Martin Health Solutions
Episode: Healthcare in Retirement 101
Casey Bibb
Episode: Understanding the Four Key Stages of Retirement

Hosts

Jim Martin
Host of Smart Wealth and Retirement; financial planner; affiliated with Martin Wealth Solutions / New River Financial Group LLC
Casey Bibb
Co-host of Smart Wealth and Retirement; financial planner; affiliated with Martin Wealth Solutions / New River Financial Group LLC

Reviews

4.5 out of 5 stars from 77 ratings
  • Not much substance

    Just basic ideas then a suggestion that you should call for more information.

    Apple Podcasts
    1
    Uniquify me
    United States10 months ago
  • Easy to apply this stuff!

    This just hits different

    Apple Podcasts
    5
    bc2051
    United Statesa year ago
  • Great info!

    Excellent information! Definately learned new information

    Apple Podcasts
    5
    RENEEPOFF
    United Statesa year ago
  • Great podcast

    This was very informative and worth a listen!

    Apple Podcasts
    5
    ROBINBIBB
    United Statesa year ago
  • Great show!

    Great show, love all the information they give out. Casey seems pretty funny.

    Apple Podcasts
    5
    SoccerDad1212
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some criticisms mention episodes feeling overly promotional for advisory services.
Many reviews highlight the hosts' friendly, conversational style and real-life examples.
Listeners appreciate practical retirement guidance and clear explanations of complex topics.

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Talking Points

Recent interactions between the hosts and their guests.

How to know if you’re actually ready to retire.
Q: What is the most common reason people retire before they're truly ready?
The most common reason is social pressure and professional burnout, but the missing piece is often a solid system for paycheck, healthcare, taxes, and preparation for bad markets.
How to Handle Health Insurance Before Medicare Kicks In
Q: What is one planning move to make health care more affordable before 65?
Coordinate income with ACA eligibility to maximize subsidies and minimize premium costs, using a tax-aware withdrawal strategy to keep subsidies intact.
How to Handle Health Insurance Before Medicare Kicks In
Q: So what's the first option if you're retiring before 65?
COBRA is introduced as the initial option, offering continued coverage, though at a high cost, and serves as a short-term bridge to evaluate other plans.
4 Ways People Fail at Retirement (And How to Avoid Them)
Q: What is the most common retirement failure people don't realize is happening?
Lifestyle creep combined with random withdrawals quietly undermines the plan, so the cure is a written plan and disciplined savings, rather than chasing every new trend, with a focus on living below means and long-term consistency.
4 Ways People Fail at Retirement (And How to Avoid Them)
Q: If someone is five years away from retirement, which risk should they tackle first?
They should start with the retirement paycheck plan to determine income gaps and how monthly income will be generated, which then informs the investment structure and coordination of taxes and health care planning.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Smart Wealth and Retirement

What is Smart Wealth and Retirement about and what kind of topics does it cover?

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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Which podcasts are similar to Smart Wealth and Retirement?

These podcasts share a similar audience with Smart Wealth and Retirement:

1. Retirement Answers
2. Retirement Starts Today
3. Ready For Retirement
4. Retire With Purpose - The Retirement Podcast
5. Big Picture Retirement®

How many episodes of Smart Wealth and Retirement are there?

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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What guests have appeared on Smart Wealth and Retirement?

Recent guests on Smart Wealth and Retirement include:

1. Linwood Fraher
2. Theresa Martin
3. Casey Bibb

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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