Retire SMART Podcast

We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy. The team at Retire SMART is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

Retire SMART Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Retire SMART Podcast, a business show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #493

  Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 4

  Sep 26, 20269 min

  This is Part 4 of our Advisor Talk special where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca share real-world experiences, challenges, and practical lessons for advisors looking to grow their practices while continuing to better serve their clients.

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  Episode #492

  Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 3

  Sep 25, 20269 min

  This is part 3 of our advisor talk special where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca share real-world experiences, challenges, and practical lessons for advisors looking to grow their practices while continuing to better serve their clients.

  ListenShow Notes
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  Episode #491

  Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 2

  Sep 24, 202611 min

  This is part 2 of our advisor talk special where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca share real-world experiences, challenges, and practical lessons for advisors looking to grow their practices while continuing to better serve their clients.

  ListenShow Notes
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  Episode #490

  Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 1

  Sep 23, 202615 min

  This is Part 1 of where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca share real-world experiences, challenges, and practical lessons for advisors looking to grow their practices while continuing to better serve their clients.

  ListenShow Notes
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  Episode #489

  Ep 481. A Roth IRA on Steroids?

  Sep 19, 202613 min

  Today David explores FNBO’s continued expansion through a major Colorado bank acquisition and explains why scale matters in an increasingly competitive banking industry. The conversation then dives into sophisticated wealth-building strategies like private placement life insurance before tackling Social Security’s long-term funding challenges and potential solutions, including changes to taxes, eligibility ages, and retirement income planning.

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