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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
Retirement
Investment Strategy
Healthcare Planning
Tax Strategies
Healthcare
401(k)
Inflation
Debt Management
Emergency Fund
Market Volatility
Taxes
Tax Strategy

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
Self-ImprovementEducationBusinessInvesting

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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 how investors can prepare mentally and financially for significant market downturns.

Jim a... more

In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss a question many investors hear when markets feel uncertain: Should you own gold inside you... more

In this episode of the Smart Wealth & Retirement podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss four common ways people unintentionally fail in retirement — and how thoughtful planning c... more

In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions break down one of the most common retirement planning questions: What should you do with your old ... 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
Collaboration partner in discussing retirement planning
Episode: Unexpected Early Retirement - Are you prepared?

Hosts

Jim Martin
Co-host and financial planner; senior member of Martin Wealth Solutions; experienced financial planner with a client-focused approach
Casey Bibb
Co-host and financial planner; trusted advisor with extensive planning experience; collaborates closely with Jim Martin

Reviews

4.5 out of 5 stars from 76 ratings
  • Not much substance

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

    Apple Podcasts
    1
    Uniquify me
    United States8 months ago
  • Easy to apply this stuff!

    This just hits different

    Apple Podcasts
    5
    bc2051
    United States9 months 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.

Mostly positive about practical retirement guidance and clear explanations.
A few reviews note promotional feels and wish for more content depth.
Listeners appreciate the actionable tips and client stories, though some feel ads/promotions dominate at times.
Hosts' conversational style and depth on planning topics receive praise from many.

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Talking Points

Recent interactions between the hosts and their guests.

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.
Should You Put Gold in Your IRA?
Q: What's the biggest mistake retirees make with gold?
Many buy too much out of fear, turning gold into a concentrated bet that can impair cash flow since gold doesn't generate income, which undermines the core retirement plan.
10 Smart Money Moves the Wealthy Make
Q: What is one wealthy habit that people can implement this week?
Automate. Set up automatic transfers the day after payday, even if small, so saving becomes a system rather than a willpower exercise; for those near retirement, formalize the strategy by automating withdrawals, tax actions, and rebalancing.
10 Smart Money Moves the Wealthy Make
Q: Am I too late to start saving for retirement, or is my runway too short to be effective?
No, you're not too late. Your runway may be shorter, but you can still make meaningful progress by being intentional: increase savings where possible, create an income plan that doesn't depend on perfect markets, coordinate taxes to avoid future tax shocks, and align investment risk with retirement timing.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Smart Wealth and Retirement

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

A practical retirement-focused show that combines actionable planning guidance with real-client anecdotes. Covers strategy on retirement income, tax efficiency, Social Security decisions, and prudent investment approaches, all framed by two seasoned financial planners. Episodes frequently emphasize building a resilient plan with liquidity, an inflation hedge, and a clear go-forward path, while balancing life goals like travel, caregiving, and family expectations. A notable strength is the conversational, systems-minded approach that translates complex topics into doable steps, though some listener noise centers on promotional content in places. Overall, potential listeners can expect a steady stream of approachable, toolkit-driven retiremen... 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. Big Picture Retirement®
3. Sound Retirement Radio
4. Retirement Starts Today
5. Retirement Answer Man

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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