HeyJaredSmart Wealth and Retirement
A show designed to help retirees and pre-retirees live an awesome retirement.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 7, 2026
- Audience
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- Earliest in this view
- Jul 6, 2026
Latest episodes
Should You Really Wait Until 70 to Claim Social Security? (opens the original)
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Waiting until age 70 can produce a larger Social Security check—but does that automatically make it the best decision? In this episode of Smart Wealth & Retirement, financial planners Jim Martin and Casey Bibb challenge the idea that everyone should delay Social Security until 70. Instead, they explain why the right claiming strategy depends on your health, longevity, spouse, investments, taxes, lifestyle, and what you actually want your retirement years to look like. Jim and Casey compare two h
5 Retirement Tax Traps That Could Cost You Thousands (opens the original)
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Taxes don't disappear when retirement begins. In fact, some of the most expensive tax surprises can emerge after the paycheck stops. Social Security taxation, Medicare IRMAA surcharges, required minimum distributions, the financial impact of losing a spouse, and even income from supposedly "safe" investments can interact in ways many retirees don't anticipate. In this episode of Smart Wealth and Retirement, financial planners Jim Martin and Casey Bibb unpack five overlooked retirement tax traps
Are You Leaving Retirement Money on the Table? (opens the original)
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If you're between ages 60 and 63 in 2026, you may have an opportunity to put significantly more money into your workplace retirement plan before the end of the year. The new super catch-up contribution rules can apply to 401(k)s, 403(b)s, governmental 457 plans, and the TSP, creating an important planning opportunity for people approaching retirement. Jim and Casey also explain why this shouldn't be treated as an isolated savings decision. Before increasing contributions, retirees and pre-retire
Six Classic Pre-Retirement Mistakes (opens the original)
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In this episode of Smart Wealth and Retirement, financial planners Jim Martin and Casey Bibb break down six classic pre-retirement mistakes and explain how better coordination between investments, Social Security, taxes, healthcare, and retirement income can help create a more confident transition into retirement. One of the biggest changes approaching retirement is recognizing that a portfolio has a different job than it did during the accumulation years. Growth still matters, but so do income,
What Should You Do With an Old 401(k)? (opens the original)
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In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions discuss an important decision many people face after leaving a job or approaching retirement: what should you do with an old 401(k)? Jim and Casey walk through the common questions, mistakes and things to consider when it comes to rolling over a 401(k). They explain some of the potential advantages and disadvantages of each choice, including inve
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