Smart Money Conversations
By Brett Croft, CFP®, CFA®, CTFA®
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Image by Brett Croft, CFP®, CFA®, CTFA®
Category: Investing
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Episodes: 30
Description
Smart Money Conversations: an advice-only podcast hosted by Brett Croft, CFP®, CFA®, CTFA®, and entrepreneur Chris Tabish CCO (Chief Comedic Officer) delivers expert financial strategies for UHNW families, covering taxes, investments, estate planning, and passive income. Tune in for clear, actionable insights to build and preserve wealth, inspired by a life of adventure and laughter.
This Podcast is for educational purposes only.
| Episode | Date |
|---|---|
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#30. What Small Business Owners Get Wrong Before They Ever Call a Lawyer
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May 21, 2026 |
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#29. The Hospice Doctors Guide to Purpose, Wealth, and Living Without Regret.
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May 14, 2026 |
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#28. Allan Roth Shares Client Stories, Taking Less Risk When You’ve Won the Game, Moving Towards Simplicity, Private Investments, and Combating Inflation.
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Apr 15, 2026 |
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#27. The 4% Rule Nobody Talks About: How a Tiny Slice of Stocks Built All of America's Wealth
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Apr 15, 2026 |
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#26. Changing State Residency, Trust Types, Why Wealth can be like Gasoline, and How Much is Enough. Guest Samuel M. DiPietro on Estate Planning...
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Apr 07, 2026 |
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Episode 25: What Does It Really Mean to Be a Fiduciary?
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Mar 26, 2026 |
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Episode 24- Adding Private Real Estate to you Portfolio with Adam Cohen
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Mar 17, 2026 |
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Episode 23 - Saving the Family Cottage with Tim Borchers
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Mar 03, 2026 |
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Episode 22 - Why Transparent Financial Advice Matters with Sara Grillo
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Feb 06, 2026 |
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Episode 21 – Season One Finale: Bill Bengen on A Richer Retirement and the Future of Safe Withdrawal Rates
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Jan 26, 2026 |
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Episode 20- Wealth Audits, The ABC's of Trusts, and Changing Your State Residency: Part 2 of our conversation with Alex Popovich, JD, LLM
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Jan 15, 2026 |
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Episode 19: Shifting to Conservative – Market Timing or Long-Term Strategy?
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Jan 09, 2026 |
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Episode 18: The First Door: How a New Investor Bought His First Multifamily.
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Dec 29, 2025 |
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Episode 17: Retiring on His Own Terms: Tech Exec Randy Von Feldt Gets Candid About Crunching the Numbers, Stand-Up Comedy, and Life After the Corner Office.
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Dec 17, 2025 |
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Episode 16 —The Generous Are Wealthy: Dr. Jacob Liberman on Purpose, Presence & True Abundance
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Dec 03, 2025 |
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Episode 15: Adding Real Estate to your Portfolio with Adam Cohen.
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Oct 14, 2025 |
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Episode 14: We Answer Listener Questions on Annuities, Discuss Advance Directives, Asset Allocation, and a Powerful Retirement Inflation Hedge.
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Oct 08, 2025 |
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Episode 13: Avoid Costly Planning Mistakes with Alex Popovich
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Sep 23, 2025 |
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Episode 12:We Answer Listener Questions about Stocks, How to Save, Selling a Primary Residence, Medicare and more
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Sep 18, 2025 |
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Episode 11: We Discuss All Things Medicare with Maura Carley from Healthcare Navigation
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Sep 11, 2025 |
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Episode 10: Thinking About Risk, Options for Handling Concentrated Stock Positions, Exchange Funds
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Aug 28, 2025 |
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Episode 9: Estate Planning: Wills, Trusts, Power of Attorney, Healthcare Proxy
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Aug 28, 2025 |
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Episode 8: Thoughts on Passive Income and Income Tax Minimization Strategies
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Aug 28, 2025 |
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Episode 7: The Nevada Pension System Ideal, Creating a Retirement Paycheck, Equity Compensation
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Aug 28, 2025 |
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Episode 6: Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio
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Aug 28, 2025 |
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Episode 5: Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth
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Aug 28, 2025 |
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Episode 4: How Much is "Enough?"
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Aug 28, 2025 |
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Episode 3: Exit the "Fee Matrix" and Take Control of your Investments
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Aug 28, 2025 |
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Episode 2: Emotions, UTMA's, and Stay the Course
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Aug 28, 2025 |
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Episode 1: Introduction to the Advice-only model of Financial Education and Advice.
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Aug 28, 2025 |