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Smart Wealth and RetirementAuthor: Jim Martin & Casey Bibb
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 youre nearing retirement or already there, well 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.Its time to secure your financial futurestart listening to Smart Wealth and Retirement and make informed decisions that help you retire with confidence. Language: en Genres: Business, Education, Investing, Self-Improvement Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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The Biggest Retirement Mistakes—and How to Avoid Them
Episode 132
Monday, 15 December, 2025
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions break down some of the most common — and costly — mistakes people make leading up to and during retirement. From emotional investing and improper risk management to underestimating taxes, Social Security timing, and overspending early in retirement, Jim and Casey explain why these issues show up so often… and what you can do to stay clear of them. They share real-world client experiences, discuss the habits that lead to long-term success, and offer practical steps to help retirees and pre-retirees avoid unnecessary stress, poor decisions, and financial regret. http://retirewithmartin.com/ ← Learn about working with us www.planwellretirehappy.com Episode Breakdown 00:00 – Introduction: Why retirement mistakes happen 03:05 – Mistake #1: Overspending early in retirement 06:14 – Mistake #2: Not having a written plan 08:10 – Mistake #3: Not investing your age 10:34 – Mistake #4: Working longer than you really needed to 13:29 – Mistake #5: Ignoring taxes until it's too late 14:23 – Mistake #6: Delaying big decisions 16:50 – Mistake #7: Not reaching out to our team 17:40 – Q&A with Casey 20:45 – Key takeaways & closing thoughts 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.
