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Artwork for Smart Wealth and Retirement

Smart Wealth and Retirement

Jim Martin & Casey Bibb
Retirement Planning
Investment Strategy
Estate Planning
National Debt
Trusts
Wills
Debt Management
Financial Freedom
Emergency Fund
401(k)
Financial Planning
Estate Taxes
Probate
Retirement Savings
Taxes
Beneficiary Elections
Investment Strategies
Retirement
Budgeting
Market Risks

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
BusinessSelf-ImprovementEducationInvesting

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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 walk through a practical, easy-to-follow year-end financial checklist to help you finish the year ... more

In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions dive deep into one of the most important — and often misunderstood — parts of retirement planning:... more

In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions explore whether owning rental properties is a smart move during retirement.

They discuss the pros... more

In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions tackle one of the most common retirement questions — “Do I really need $1.5 million to retire comf... 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

Theresa Martin
Head of Martin Health Solutions and registered nurse
Martin Health Solutions
Episode: Healthcare in Retirement 101
Casey Bibb
Collaboration partner in discussing retirement planning
Episode: Unexpected Early Retirement - Are you prepared?

Hosts

Casey Bibb
Co-host and financial advisor, offering practical insights on retirement planning and wealth management.
Jim Martin
Co-host and financial planner, providing actionable strategies for retirement and wealth management.

Reviews

4.5 out of 5 stars from 75 ratings
  • Not much substance

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

    Apple Podcasts
    1
    Uniquify me
    United States3 months ago
  • Easy to apply this stuff!

    This just hits different

    Apple Podcasts
    5
    bc2051
    United States4 months ago
  • Great info!

    Excellent information! Definately learned new information

    Apple Podcasts
    5
    RENEEPOFF
    United States9 months ago
  • Great podcast

    This was very informative and worth a listen!

    Apple Podcasts
    5
    ROBINBIBB
    United States9 months ago
  • Great show!

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

    Apple Podcasts
    5
    SoccerDad1212
    United States9 months ago

Listeners Say

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

Many commend the hosts for their clarity and engaging delivery, making complex topics accessible.
Positive feedback highlights the humorous banter and relatability of the hosts.
Overall, the podcast is viewed favorably for its informative nature and dedication to helping listeners achieve financial clarity.
Some critiques mention an overwhelming focus on promoting services, which detracts from content quality.
Listeners appreciate the practical, actionable advice that simplifies retirement planning.

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Talking Points

Recent interactions between the hosts and their guests.

Your 10-Step Year-End Financial Checklist
Q: What if I took my RMDs already this year? So I've already got those done. Is there anything else I need to do?
Yes, you still want to check your tax withholding, charitable plans, and whether a Roth conversion still fits before year end.
Your 10-Step Year-End Financial Checklist
Q: I'm retired. Do I still need to rebalance or can I just leave my portfolio alone? Is it a kind of a set and forget it at this point?
It is not a set and forget it. You definitely want to rebalance. You want to make sure your investments still align with your income plan.
Long-Term Care 101: What You Need to Know Before You Retire
Q: Is Medicare going to cover my cost?
Medicare only covers short-term rehabs, not long-term custodial care, which is a common misconception.
Long-Term Care 101: What You Need to Know Before You Retire
Q: What happens if I buy a policy and the premiums go up later?
You can often reduce coverage to control those premiums, but it's a risk that needs to be accounted for in financial planning.
Rental Properties in Retirement: Smart Investment or Stress Trap?
Q: Can I do both? Can I own real estate and do dividend stocks?
Yes, you can definitely own both. Just ensure your overall portfolio has balance and liquidity.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
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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?

Offering straightforward and actionable insights into retirement planning and wealth management, this podcast serves as a vital resource for listeners who want to achieve financial clarity. With a strong emphasis on topics such as sustainable retirement income, tax management, smart investment decisions, and maximizing Social Security benefits, the discussions are tailored for those nearing retirement or in the early stages of it. The hosts, with their expertise as financial advisors, distill complex concepts into easily digestible advice that encourages informed decisions, ultimately aiming to provide peace of mind during retirement. With engaging discussions that blend practical strategies and relatable anecdotes, listeners are equipped t... more

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How many listeners does Smart Wealth and Retirement get?

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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. Big Picture Retirement®
4. Ready For Retirement
5. Retirement Planning Education, with Andy Panko

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. Theresa Martin
2. Casey Bibb

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