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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 Dec 01, 2025
Monday Dec 01, 2025
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions walk through a practical, easy-to-follow year-end financial checklist to help you finish the year strong and set up a successful year ahead.
Jim and Casey cover ten items every household should review before December 31st — They explain why each step matters, what most people overlook, and how small adjustments now can make a big impact on your long-term retirement plan.
Whether you’re nearing retirement or still building toward it, this is a simple and actionable guide to making sure your financial life is aligned and prepared for the coming year.
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Episode Breakdown
00:00 – Introduction: Why year-end planning matters
01:34 – What to review before December 31
03:18 – Checklist Item #1: Review your tax situation
04:24 – Checklist Item #2: Take your RMDs
05:06 – Checklist Item #3: Maximize retirement contributions
05:56 – Checklist Item #4: Harvest gains & losses wisely
07:20 – Checklist Item #5: Give strategically
08:15 – Checklist Item #6: Review your portfolio & rebalance
09:05 – Checklist Item #7: Check beneficiaries & estate documents
10:10 – Checklist Item #8: Review your insurance coverage
10:45 – Checklist Item #9: Review long-term care insurance
11:05 – Checklist Item #10: Set next year's financial goals
13:10 – Q&A with Casey
15:25 – Final thoughts & takeaways
Disclaimer:
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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