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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
Monday Aug 25, 2025
Monday Aug 25, 2025
In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions introduce listeners to the Smart Wealth System, their step-by-step approach to building a retirement plan that creates clarity and confidence. They explain how the system helps identify goals, eliminate confusion, and provide a roadmap toward financial independence. Jim & Casey also share real-life examples of how clients have used the Smart Wealth System to make smarter decisions with their investments, taxes, and retirement income planning.
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Visit: http://retirewithmartin.com/
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00:00 Introduction to the Smart Wealth System
01:03 Meet the Hosts
02:15 Why Retirement Planning Needs a System
04:22 The Key Pillars of the Smart Wealth Process
08:30 Real-Life Client Success Story
11:10 Common Pitfall`s Without a Retirement Plan
13:54 How the System Helps Reduce Taxes & Risks
17:28 Creating Clarity and Confidence for Retirement
19:55 Final Thoughts and How to Get Started
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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