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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
![Make an Impact in Retirement [Episode 2]](https://pbcdn1.podbean.com/imglogo/image-logo/6000453/Smart-Wealth-and-Retirement-Podcast_1_1_bsqvx_300x300.jpg){kind=logo}
Monday May 25, 2020
Monday May 25, 2020
It can be difficult for retirees to adjust to their newfound freedom and ample time. Often, being newly retired begs the question, “What’s next?” After working long hours and following a routine for a large portion of your life, transitioning into retirement at any age can be a considerable change. Our work becomes a part of our identity and gives us a sense of purpose, a sense of belonging, and allows us to make an impact. So, when our work is gone, we can be uncertain of what to do next and how to navigate retirement. In this episode, Jim speaks to this challenge that many retirees face and offers insight and encouragement for listeners. He chats about several options, including exploring new and old hobbies and helping others, that retirees can partake in to fill their time and discover where their value lies in retirement. Jim empowers retirees to find their purpose and find ways to continue to make an impact, reminding us that retirement is not an end, but the beginning of a new happy and fulfilling journey! Enjoy the Retirement Planning Guy Podcast.
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Monday May 25, 2020
Monday May 25, 2020
In the very first episode of the Retirement Planning Guy podcast, Jim dives in to answer the age-old question, “How do I reach my retirement savings goals?” This question can be daunting, and we often find ourselves chasing this elusive “magic number” of savings without really understanding what it is and how to achieve this retirement goal. Jim brings to light the idea that there isn’t a “magic number.” He uncovers that, on the contrary, everyone will have different retirement goals because everyone has different priorities and lifestyles. Through his simple retirement calculator and clearly outlined steps, Jim helps you tackle your retirement planning the right way. He also speaks to the things you should be aware of and how to be smart about setting up a resilient retirement plan. Jim makes planning, saving, and budgeting for retirement interesting and easy with tips and tricks that anyone and everyone can use. Tune in to learn how to calculate your retirement savings and reach your goals! Enjoy the Retirement Planning Guy Podcast
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