Smart Wealth and Retirement - podcast cover

Smart Wealth and Retirement

Jim Martin & Casey Bibbretirementplanningguy.podbean.com
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.
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Episodes

Ways to reduce the risk of running out of money in retirement.

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses how people approaching retirement can build an income plan and help reduce the risk of running out of money in retirement. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Mar 27, 202356 minEp. 49

Where should you stash your retirement cash?

On this weeks retirement podcast, Financial Advisor Jim Martin, ways and places you can stash your retirement cash and savings. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Mar 13, 202355 minEp. 48

5 New Savings and Tax Rules you need to know!

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses 5 new savings and tax rules you need to know. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Feb 20, 202356 minEp. 47

How much do you need to save to retirement comfortably?

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses the retirement income planning and how to make sure you are saving enough to retire comfortably. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Jan 16, 202355 minEp. 45

The retirement redzone: Making sure you are ready for retirement

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses the retirement redzone and what pre-retirees can do right now to make sure they are ready for retirement. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Dec 19, 202256 minEp. 44

How to retire by at least 65 and retire on your terms.

On this weeks retirement podcast, Financial Advisor Jim Martin, retiring on your terms and by at least 65. Take control of your retirement today. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Dec 11, 202256 minEp. 43

Strategies to reduce your taxes in retirement.

On this weeks retirement podcast, Financial Advisor Jim Martin, covers strategies to potentially lower your taxes in retirement. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Nov 28, 202256 minEp. 42

5 Important questions to ask about inflation

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses the ever changing landscape of retirement and how you can prepare your retirement. Inflation is at record high's. Are you planning ahead? Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Nov 21, 202255 minEp. 41

Retirement is changing for 2023. Are you ready?

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses the ever changing landscape of retirement and how you can prepare your retirement for 20203; Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Nov 14, 202255 minEp. 40

Investment strategies to consider before and during retirement

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses the investment strategies to consider as you approach retirement. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Nov 07, 202256 minEp. 39

Get ready for a HUGE Social Security increase for 2023

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses the social security increase set to take effect for 2023 and how it will effect retirees. Inflation is helping drive the increase and how to help navigate through up and down markets and retirement concerns. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Oct 31, 202256 minEp. 38

Is your 401k a tax time bomb?

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses the why your 401k might cause you more headaches in retirement than you had planned on. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Oct 24, 202256 minEp. 37

How to retire on your terms, when you want!

On this weeks retirement podcast, Financial Advisor Jim Martin, discussed retirement and how to retire on your terms, when you want. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Oct 17, 202256 minEp. 36

7 ways to fight inflation in your retirement plan

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses 7 ways to fight inflation in your retirement plan. We also discuss how to prepare for rising taxes. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Oct 10, 202256 minEp. 35

The Secure Act 2.0 - How will your retirement change?

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses the Secure Act 2.0 and how it might change your retirement forever. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Oct 03, 202255 minEp. 34

Retirement Radio: Questions to ask before you retire

On this weeks retirement podcast, Financial Advisor Jim Martin, talks about the big questions retirees are asking before they retire. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Sep 12, 202256 minEp. 33

Is it smart to prepay funeral expenses?

On this weeks retirement podcast, Financial Advisor Jim Martin, talks about the pros and cons of prepaying funeral expenses and gives some insight into what might be the right decision for you. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Aug 29, 202229 minEp. 32

Does a Roth Conversion make sense?

On this weeks retirement podcast, Financial Advisor Jim Martin, talks about roth conversions and when investors should consider one. Visit our website at: www.retirementanswerstoday.com or: www.planwellretirehappy.com

Aug 22, 202220 minEp. 31

Do you need gold in your investment portfolio?

On this weeks retirement podcast, Financial Advisor Jim Martin, talks about holding gold in your IRA and investment portfolio. Visit our website at: www.retirementanswerstoday.com or: www.planwellretirehappy.com

Aug 15, 202217 minEp. 30

Why is the Fed raising interest rates and how will it impact my retirement plan?

On this weeks retirement podcast, Financial Advisors Jim Martin and Sam Benson, discuss why the Federal Reserve is raising interest rates and what it means to your retirement plan. You can also view this on YourTube at the address below: Watch on YouTube: https://youtu.be/kvzyUZbD9zU Visit our website at: www.retirementanswerstoday.com or: www.planwellretirehappy.com...

Aug 08, 202219 minEp. 29

Travel or Save for retirement? Why not both!

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses the age of question.. should I travel or save for retirement? Why not have your cake and eat it too. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Aug 01, 202220 minEp. 28

Starting over and saving for retirement after a divorce or being widowed

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses how to start over if you've been widowed or have went though a divorce or just need to get started in general. Visit our website at: www.retirementanswerstoday.com Or: www.planwellretirehappy.com

Jul 25, 202219 minEp. 27

I’m 62 and have saved $750,000 - Can I retire?

On this weeks retirement podcast, Financial Advisors Jim Martin and Justin Swisher, discuss a hypothetical scenario on a 62 year old that has saved $750,000. The run a live financial plan to see if they can retire. You can also view this on YourTube at the address below: Watch on YouTube: https://youtu.be/kvzyUZbD9zU Visit our website at: www.retirementanswerstoday.com...

Jul 18, 202231 minEp. 26

How much money should I keep in cash?

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses how much money investors and retirees should keep in cash and the importance of retirement planning. Visit our website at: www.retirementanswerstoday.com

Jul 11, 202216 minEp. 24

How to get started investing and saving for retirement.

On this weeks retirement podcast, Financial Advisor's Jim Martin and Justin Swisher, discuss how to get started investing and saving for retirement. If you are a fan of Dave Ramsey you'll notice we cover many of his baby steps. Visit our website at: www.retirementanswerstoday.com

Jul 04, 202221 minEp. 25

Should I Invest in Dividend Stocks?

On this weeks retirement podcast, Financial Advisor Jim Martin, talks about dividend investing and if it might be right for you. Are they a good source of retirement income and how do they work. Visit our website at: www.retirementanswerstoday.com

Jun 27, 202220 minEp. 23

Am I going to lose everything in the market?

On this weeks retirement podcast, Financial Advisor's Jim Martin and Sam Benson, discuss how investors should react when the market declines and what steps they can take to stay on track and reach their goals. Visit our website at: www.retirementanswerstoday.com

Jun 20, 202224 minEp. 22

Retirement Tax Saving Strategies for investors

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses what retirees, investors, and pre-retirees should do to get ready if / when taxes rise. If you have concerns about rising taxes, this retirement planning episode is for you. Visit our website at: www.retirementanswerstoday.com

Jun 13, 202223 minEp. 21

Should I invest when the market is going down?

On this weeks retirement podcast, Financial Advisor Jim Martin, discusses if investors should invest while the market is going down? Should investors roll over their 401k or wait for a better time? Visit our website at: www.retirementanswerstoday.com

Jun 06, 202211 minEp. 20
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