The Make Retirement Great Podcast is your go-to resource for creating a retirement that truly excites you. If you’re ready to simplify retirement planning and learn proven strategies that lead to financial confidence and peace of mind, you’re in the right place. Each week, we’ll dive deep into essential retirement topics, including investment strategies, tax optimization, income withdrawal techniques, Social Security benefits, Medicare and insurance planning, and more. Retirement doesn’t have to be complicated or stressful. Our mission is simple: empower you with practical advice, actionable insights, and clarity so you can spend less time worrying about money and more time enjoying life. Whether you’re close to retirement or already there, our podcast provides clear guidance and real-world solutions designed to help you maximize your retirement lifestyle. Subscribe today and join our growing community committed to making retirement the greatest chapter of life. Your journey to a fulfilling and financially secure retirement starts right here!
In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the importance of setting boundaries and the power of saying no to protect your time, energy, and finances during retirement. We'll highlight key areas where you might need to say no, such as helping adult children beyond your means, avoiding high-risk investments, and overcommitting your time. We'll also emphasize how a well-structured ...
In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions provide a comprehensive overview of Required Minimum Distributions (RMDs). They explain what RMDs are, when they start, how they are calculated, and offer strategies for managing them to avoid surprise tax bills and unnecessary withdrawals. Highlighting real-life client stories and the importance of strategic planning, t...
In this episode, financial advisors and retirement planning experts Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the key elements of determining retirement readiness. They highlight the importance of answering three critical questions: Do you know where your retirement paycheck is coming from? Can you handle a market downturn without losing sleep? Do you have a written financial plan? The hosts share practical adv...
In this episode of the podcast, financial advisors and retirement planners Jim Martin and Casey Bibb from Martin Wealth Solutions address the four most common questions they hear about retirement planning. They discuss how to determine if you have enough to retire, the optimal time to take Social Security, what to do when the market drops, and strategies for paying less in taxes during retirement. Learn how to plan effectively for...
In this episode, Jim and Casey discuss the four key stages of retirement: pre-retirement, go-go years, slow-go years, and no-go years. They emphasize the importance of planning for each stage to ensure a fulfilling and stress-free retirement. Topics covered include maximizing 401k contributions, tax planning, debt reduction, coordinating income strategies, and managing healthcare costs. The hosts also explore the benefits of having...
In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb discuss the top five common retirement mistakes that can derail your plans. They cover poor tax planning, claiming social security too early, ignoring taxes in retirement, taking on the wrong amount of investment risk, and overlooking healthcare and long-term care needs. The episode offers practical tips for creating a written income plan, optimiz...
In this episode, financial advisors Jim Martin and Casey Bibb of Martin Wealth Solutions delve into the importance of selecting the right financial advisor to help you plan your retirement. We break down the key questions to ask and the traits to look for in an advisor, emphasizing the importance of finding someone who is planning-focused, a fiduciary, and aligns well with your personal goals. We also highlight the significance of ...
In today's episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the essential steps to prepare for relocating to another state in retirement. They cover key considerations including financial assessment, healthcare and insurance implications, legal and estate planning, and integrating into a new community. They emphasize the importance of understanding state taxes, real estate markets, cost of liv...
In today's episode, financial advisors and retirement planners Jim Martin & Casey Bibb explore how taxes can be a major expense in retirement and discuss strategies to potentially lower your tax bill. We cover tax pitfalls and methods used by wealthy individuals to pay less in taxes, including Roth conversions, tax-efficient withdrawal plans, Qualified Charitable Distributions (QCDs), and tax loss harvesting. Additionally, we d...
In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions discuss effective strategies to help you invest wisely and sleep easy during market volatility. They introduce the 'Bucket Strategy' to manage short-term, medium-term, and long-term investments, and explore how this can ensure a stress-free retirement. Additionally, the hosts delve into financial planning, discussing bud...
Ever heard the advice "never touch your Roth IRA"? In this episode, Jim Martin and Casey from Martin Wealth Solutions unpack the truth behind that common piece of wisdom. They’ll guide you through the pros and cons of Roth IRAs, discuss why the financial industry typically warns against withdrawals, and highlight specific situations when tapping into your Roth can actually be a smart move.
You'll discover how strategic Roth IRA di...
In this episode, financial advisors Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the emerging trends of hybrid and mini retirements. They explain how many people are now opting to work fewer hours as they age, gradually easing into retirement, or taking extended breaks during their careers for personal fulfillment. The hosts outline the benefits and risks of these alternative retirement strategies, emphasizing the...
In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the top five regrets of retirees and provide actionable steps to avoid them. Topics include the importance of saving enough, the implications of claiming Social Security early, the risks of retiring with too much debt, the consequences of retiring prematurely, and the significance of prioritizing health. The hosts also share insights fro...
In this episode, financial advisors Jim Martin & Casey Bibb discuss how a change in U.S. presidency, specifically under Donald Trump, could impact the stock market and retirement planning. They delve into topics such as the potential extension of the Trump tax cuts and its effects on retirees, the implications of deregulation, concerns about Social Security, the impact of tariffs and trade wars, and how to maintain focus on per...
In this episode, financial advisors Jim Martin & Casey Bibb explore the concept of behavioral finance, focusing on how psychological factors like emotions, biases, and cognitive distortions impact our financial decisions. We discuss strategies to gain control over finances and ensure smart investment choices for retirement. Topics include diversifying investments, working with advisors, and overcoming biases such as loss aversi...
In this episode, financial advisors Jim Martin and Casey Bibb discuss the various options available for handling an old 401(k) from a previous job. They explore the pros and cons of leaving it with the old employer, rolling it into a new employer's plan, cashing it out, and moving it into a traditional IRA. The episode also touches on the implications of taxes, investment fees, and risk management associated with these choices. Add...
In this episode, we discuss the top five retirement mistakes and how to avoid them, with expert insights from financial advisors Jim Martin & Casey Bibb. Topics include claiming Social Security too early, the importance of a withdrawal strategy, underestimating inflation and healthcare costs, balancing investment strategies, and planning for taxes in retirement. A personal story underscores the importance of comprehensive finan...
In this episode your hosts and financial planners Jim Martin & Casey Bibb dive into the importance of creating a financial plan for a secure retirement. They discuss common misconceptions about financial planning, the 3 key elements needed for a robust financial plan, and how such plans can provide peace of mind and permission to enjoy one's retirement funds. Additionally, the conversation shifts to the pros and cons of electri...
In this episode, financial advisors Jim Martin & Casey Bibb tackle the pervasive myth that you need a million dollars to retire comfortably. We discuss a USA Today article that lists the states where you supposedly need a million dollars to retire, and our special guest Casey Bibb shares insights on why this figure might not apply to everyone. We highlight how individual factors such as lifestyle, debt, and personal goals play ...
In this episode, financial advisors Jim Martin and Casey Bibb explore the fundamentals of target date funds, a common investment vehicle found in 401ks. They discuss the advantages and disadvantages of these funds, including their automatic risk adjustment over time and their potential drawbacks related to individual risk tolerance and concentration risks. Additionally, they touch on the importance of property insurance in light of...
United States of Kennedy is a podcast about our cultural fascination with the Kennedy dynasty. Every week, hosts Lyra Smith and George Civeris go into one aspect of the Kennedy story.
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The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.