Smart Wealth and Retirement
By Jim Martin & Casey Bibb
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Category: Investing
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Episodes: 100
Description
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.
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.
| Episode | Date |
|---|---|
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The Smart Way to Give Money to Your Kids without wrecking your retirement.
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Jun 01, 2026 |
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How to know if you’re actually ready to retire.
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May 25, 2026 |
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8 Questions You Should Ask Before You Retire
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May 18, 2026 |
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How to Handle Health Insurance Before Medicare Kicks In
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May 11, 2026 |
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Should You Stop Maxing Out Your 401(k)?
|
May 04, 2026 |
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Are You Prepared for a 40% Market Drop?
|
Apr 27, 2026 |
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Should You Put Gold in Your IRA?
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Apr 20, 2026 |
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4 Ways People Fail at Retirement (And How to Avoid Them)
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Apr 13, 2026 |
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What to Do With Your Old 401(k): Your Options Explained
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Apr 06, 2026 |
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6 Retirement Moves to Make Right Now
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Mar 30, 2026 |
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Should you buy an annuity ? What Retirees Need to Know
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Mar 23, 2026 |
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10 Smart Money Moves the Wealthy Make
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Mar 16, 2026 |
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Should You Work Part-Time in Retirement?
|
Mar 09, 2026 |
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How to Retire and Travel Without Running Out of Money
|
Mar 02, 2026 |
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Weatherproofing Your Retirement: How to Prepare for Life’s Financial Storms
|
Feb 23, 2026 |
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How to Plan for Retirement If You’re Single or Widowed
|
Feb 16, 2026 |
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Should You Really Max Out Your 401(k)?
|
Feb 09, 2026 |
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The Retirement Tax Window: Preparing for 2025 Filing and Planning Ahead for 2026
|
Feb 02, 2026 |
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Do You Really Need a Financial Advisor? Here’s How to Decide
|
Jan 26, 2026 |
|
Retiring Before 60: What It Really Takes to Make It Happen
|
Jan 19, 2026 |
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Caring for Aging Parents Without Sacrificing Your Retirement
|
Jan 12, 2026 |
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When One Spouse Is Ready to Retire — and the Other Isn’t
|
Jan 05, 2026 |
|
7 Retirement Investment Myths That Could Cost You
|
Dec 29, 2025 |
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Should You Own Bonds in Retirement? Here’s What to Know
|
Dec 22, 2025 |
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The Biggest Retirement Mistakes—and How to Avoid Them
|
Dec 15, 2025 |
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Staying Sane in a Nervous Market: How Smart Investors Keep Their Cool
|
Dec 08, 2025 |
|
Your 10-Step Year-End Financial Checklist
|
Dec 01, 2025 |
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Long-Term Care 101: What You Need to Know Before You Retire
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Nov 24, 2025 |
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Rental Properties in Retirement: Smart Investment or Stress Trap?
|
Nov 17, 2025 |
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Do You Really Need $1.5 Million to Retire? Breaking Down the Myth.
|
Nov 10, 2025 |
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Healthcare in Retirement 101
|
Nov 03, 2025 |
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Hidden Retirement Risks: How to plan for them.
|
Oct 27, 2025 |
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Downsizing in Retirement: Smart Move or Mistake?
|
Oct 20, 2025 |
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Why a Roth IRA Might Hurt Your Retirement (Yes, Really)
|
Oct 13, 2025 |
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How will falling rates impact your retirement?
|
Oct 06, 2025 |
|
Estate Planning 101 for Your 50s & 60s
|
Sep 29, 2025 |
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Can You Retire on $750K? How long will it really last?
|
Sep 22, 2025 |
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Smart 401(k) Moves for Your Final Working Years
|
Sep 15, 2025 |
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Simplifying Retirement: How to Make Money and Life Less Complicated
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Sep 08, 2025 |
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The 8 Retirement Mistakes That Could Derail Your Plan
|
Sep 01, 2025 |
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The SmartWealth System: A Roadmap for Your Retirement
|
Aug 25, 2025 |
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How Much Risk Is Right in Your 50s & 60s?
|
Aug 18, 2025 |
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Social Security Questions Answered for Retirement: Part 2
|
Aug 11, 2025 |
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Making Social Security Work for You - Part 1
|
Aug 04, 2025 |
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The Truth About Annuities: What Retirees Need to Know
|
Jul 28, 2025 |
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Strategies for Steady Income After You Retire
|
Jul 21, 2025 |
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How Working with a Fiduciary Can Save Your Retirement
|
Jul 14, 2025 |
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5 Investments Every Retiree Should Know About
|
Jul 07, 2025 |
|
The Simple Steps to Becoming a Millionaire
|
Jun 30, 2025 |
|
Retire Smart: The First-Year Retirement Checklist
|
Jun 23, 2025 |
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How Much Should Be in Your 401(k) by Age? Let’s Compare
|
Jun 16, 2025 |
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No: The Secret Weapon in Smart Retirement Planning
|
Jun 09, 2025 |
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Mastering RMDs: Smart Strategies for Your Retirement Nest Egg
|
Jun 02, 2025 |
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Are You Ready to Retire? Answer These 3 Questions First
|
May 26, 2025 |
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Your Top Retirement Questions Answered
|
May 19, 2025 |
|
Understanding the Four Key Stages of Retirement
|
May 12, 2025 |
|
5 Retirement Planning Pitfalls to Avoid
|
May 05, 2025 |
|
Choosing the Best Financial Advisor: Secrets to Success
|
Apr 28, 2025 |
|
Where to Retire? Does it make sense to relocate in retirement?
|
Apr 21, 2025 |
|
Navigating a down market in retirement
|
Apr 14, 2025 |
|
Tax Breaks for Retirees: How to Plan Like the Wealthy
|
Apr 07, 2025 |
|
How the Bucket Strategy Can Transform Your Retirement Game
|
Mar 31, 2025 |
|
Should You Ever Use Your Roth IRA? (Hint: Yes!)
|
Mar 24, 2025 |
|
Rethinking Retirement: How a Hybrid Retirement Can Change Your Future
|
Mar 17, 2025 |
|
Top 5 retirement regrets and how to avoid them.
|
Mar 10, 2025 |
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How could Trump impact your retirement plans?
|
Mar 03, 2025 |
|
Retirement Emotions: Making smart decisions with your wealth
|
Feb 24, 2025 |
|
What should I do with my old 401k?
|
Feb 17, 2025 |
|
Retirement Pitfalls: The Top 5 Mistakes You Must Avoid!
|
Feb 10, 2025 |
|
Why you need a financial plan and how to build one for retirement!
|
Feb 03, 2025 |
|
The Million Dollar Question: Do I Need a $1M to Retire?
|
Jan 27, 2025 |
|
Target Date Funds: A Safe Bet or a Retirement Risk?
|
Jan 20, 2025 |
|
Unexpected Early Retirement - Are you prepared?
|
Jan 13, 2025 |
|
The Lurking Tax Time Bomb in Your Retirement Portfolio
|
Jan 06, 2025 |
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Addressing Long Term Care in your retirement plan.
|
Dec 30, 2024 |
|
Are you planning to downsize your house? Think again!
|
Dec 23, 2024 |
|
Is this the future of healthcare?
|
Dec 16, 2024 |
|
Animal Instincts vs. Financial Strategy: Who Wins?
|
Dec 09, 2024 |
|
2024 Year End Financial Checklist
|
Dec 02, 2024 |
|
The Pros and Cons of a Financial Freedom Account
|
Nov 25, 2024 |
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Is the 60/40 portfolio right for your retirement?
|
Nov 18, 2024 |
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Should you use AI to replace your advisor?
|
Nov 11, 2024 |
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Are you on-track for your retirement? Learn how you stack up against your peers.
|
Nov 04, 2024 |
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"Die Broke" - Is this the right financial planning philosophy for you?
|
Oct 28, 2024 |
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The Simplest Way to Build Wealth and Enjoy Retirement
|
Oct 21, 2024 |
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Maximizing the Benefits of Health Savings Accounts (HSAs) in Retirement
|
Oct 14, 2024 |
|
Top Three Financial Mistakes to Avoid for Retirement Success
|
Oct 07, 2024 |
|
Navigating Life Insurance: Ensuring Financial Security for Your Family
|
Sep 30, 2024 |
|
Want to maintain your lifestyle in retirement? Start preparing now!
|
Sep 25, 2024 |
|
5 Game-Changing Lessons for Retirement Success
|
Sep 16, 2024 |
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Should you invest 100% of your money in stocks?
|
Sep 09, 2024 |
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Should You Invest in Rental Properties for Retirement?
|
Sep 02, 2024 |
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Optimizing Your 401(k): A Guide to Smarter Investing
|
Aug 26, 2024 |
|
Can you really save too much money for retirement?
|
Aug 19, 2024 |
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Surviving Market Volatility: A Retiree’s Guide
|
Aug 12, 2024 |
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Getting your estate plan in order before you retire
|
Jun 25, 2024 |
|
The National Debt: What Retirees Need To Know
|
May 29, 2024 |
|
Maximizing Your Retirement: The Ultimate 401(k) Podcast
|
May 09, 2024 |
|
What to do when your net worth hits one million dollars plus
|
Apr 12, 2024 |
|
Do I really need a budget in retirement? Tips to make budgeting super simple!
|
Feb 12, 2024 |