Smart Wealth and Retirement
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 creating sustainable retirement income, managing taxes strategically, making smart investment decisions, maximizing your Social Security benefits, and much more. Our goal is simple: help you achieve financial clarity and peace of mind, so you can spend retirement focused on what truly matters. Tune in weekly to get straightforward advice, timely insights, and practical answers to your biggest retirement questions. It’s time to secure your financial future—start listening to Smart Wealth and Retirement and make informed decisions that help you retire with confidence.
Episodes
Taxes don't disappear when retirement begins. In fact, some of the most expensive tax surprises can emerge after the paycheck stops.
Social Security taxation, Medicare IRMAA surcharges, required minimum distributions, the financial impact of losing a spouse, and even income from supposedly "safe" investments can interact in ways many retirees don't anticipate. In this episode of Smart Wealth and Retirement, financial planners Jim M...
If you're between ages 60 and 63 in 2026, you may have an opportunity to put significantly more money into your workplace retirement plan before the end of the year. The new super catch-up contribution rules can apply to 401(k)s, 403(b)s, governmental 457 plans, and the TSP, creating an important planning opportunity for people approaching retirement.
Jim and Casey also explain why this shouldn't be treated as an isolated savings d...
In this episode of Smart Wealth and Retirement, financial planners Jim Martin and Casey Bibb break down six classic pre-retirement mistakes and explain how better coordination between investments, Social Security, taxes, healthcare, and retirement income can help create a more confident transition into retirement.
One of the biggest changes approaching retirement is recognizing that a portfolio has a different job than it did durin...
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss an important decision many people face after leaving a job or approaching retirement: what should you do with an old 401(k)?
Jim and Casey walk through the common questions, mistakes and things to consider when it com...
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 today's fastest-growing technologies: artificial intelligence (AI) and what it could mean for your financial future.
Jim and Casey explore how AI is changing the financial industry, from investment research and financ...
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss seven of the biggest mistakes people make when choosing a financial advisor.
Jim and Casey explain why selecting the right advisor is about much more than investment performance. They cover common pitfalls like focusing sole...
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss five essential areas every retiree should evaluate before leaving the workforce.
Jim and Casey explain that retirement readiness isn't determined by a single account balance—it's about having a comprehensive plan. They...
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 overlooked tax strategies available to retirees: Qualified Charitable Distributions (QCDs).
Jim and Casey explain how QCDs allow individuals to give directly from an IRA to qualified charities while potentially reducing taxable income. They walk throu...
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss how seemingly small spending habits can quietly undermine long-term financial goals.
Jim and Casey explain that successful retirement planning isn't always about earning more—it’s often about being intentional with the money you already have. They explore...
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 but still not feeling financially secure.
Jim and Casey explore why reaching a milestone like $2 million in savings doesn't automatically create confidence or peace of mind. They ...
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 following a cancer diagnosis.
Jim and Casey explore how a major health event can affect retirement timelines, income needs, healthcare costs, and long-term financial security. They d...
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 throughout retirement?
Jim and Casey explain why retirement income planning requires more than simply building a large portfolio. They walk through the challenges retirees face, ...
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 major illness.
Jim and Casey explain how a serious health event can impact not only your physical well-being, but also your finances, retirement income, and long-te...
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions explore the concept of living your legacy through pre-inheritance giving.
Jim and Casey discuss why more families are choosing to give assets during their lifetime rather than waiting to pass them on later. They explain how this approach can create meaningful impact, strengt...
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss a mindset they often hear from people approaching retirement: “I’m as ready as I’ll ever be.”
Jim and Casey explain why this way of thinking can be a hidden trap. While many individuals feel emotionally ready to retire, that confidence doesn&r...
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions answer some of the most common questions people have about retirement planning.
Jim and Casey cover a wide range of topics — from how much you need to retire, to Social Security timing, taxes, income planning, and investment strategy. They break down complex topics int...
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 biggest challenges for early retirees: healthcare coverage before age 65.
Jim and Casey explain why healthcare planning is often one of the most overlooked — yet critical — components of a successful retirement plan. They walk through the differ...
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions challenge a piece of conventional wisdom many investors follow without question: always max out your 401(k).
Jim and Casey explain that while contributing to a 401(k) is often a smart move, it isn’t always the best move depending on your situation. They walk through sc...
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 your IRA?
Jim and Casey break down the appeal of gold and other precious metals, especially during times of market volatility, inflation concerns, or economic uncertainty. They exp...
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