The Intelligent Retirement Podcast

Up your retirement IQ with host James M. Matthews and a community of fellow retirement "big brains" on a journey to a more Intelligent Retirement. You'll hear conversations with leading retirement industry professionals designed to help you take the guesswork out of planning for retirement, so you can finally feel confident you're not missing opportunities or leaving money on the table. Wave goodbye to those tired rules of thumb that leave your future up to chance, & instead get ready to spend more money, more safely, by saying hello to a more Intelligent Retirement.7833408.1 Exp. 05/27

The Intelligent Retirement Podcast is a business podcast hosted by James M. Matthews, with 10 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

James M. Matthews hosts The Intelligent Retirement Podcast, a business show with 10 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.

• 

  Episode #10

  Becoming a Retirement Income Investor with Bob French, CFA

  Jul 22, 202552 minS1

  <p>In this episode of the Intelligent Retirement Podcast, Bob French, CFA, joins host James M. Matthews to discuss the nuances of investing for retirement, with a focus on the differences between pre-retirement and post-retirement investing. He highlights the importance of understanding sequence of returns risk, setting realistic expectations, return assumptions, and the various methodologies for retirement planning. Bob also explores the importance of risk tolerance, the distinction between technical and true liquidity, and the necessity of integrated strategies in retirement planning. Ultimately, he underscores that retirement should be viewed as a state of financial independence, where individuals have controlover...

  ListenShow Notes
• 

  Episode #9

  Back To Your Retirement Future, with Nikolas Badminton

  Jul 15, 202553 minS1

  <p>In this episode of the Intelligent Retirement Podcast, host James M. Matthews interviews best-selling author and futurist Nikolas Badminton, who discusses the evolving landscape of retirement planning in light of technological advancements, societal changes, and the importance of emotional wellness. Badminton emphasizes the need for individuals to embrace change, prepare for the future, and remain curious about new possibilities. He shares insights on the role of futurists in financial planning, the impact of public policy on retirement systems, and the significance of health and wellness in ensuring a fulfilling retirement. The conversation highlights the importance of proactive engagement in...

  ListenShow Notes
• 

  Episode #8

  Finding True Happiness in Retirement with Brian Portnoy, Ph.D.

  Jul 8, 20251 hourS1

  <p>In this episode of the Intelligent Retirement Podcast, author and founder of Shaping Wealth, Brian Portnoy, Ph.D., discusses the concept of 'enough' in financial terms, emphasizing thatit is a decision rather than a number. He explores the psychology behind spending and saving, the importance of funded contentment, and the conflict between wanting more and having enough. The conversation also delves into theevolving nature of retirement, the significance of transitioning from work to a meaningful post-career life, and personal reflections on regret and fulfillment.</p><p> </p><p>Key Takeaways</p>'Enough' is a mindset, not just a financialfigure.S...

  ListenShow Notes
• 

  Episode #7

  Closing the Gap Between Retirement Expectations & Reality with Emerson Sprick

  Jul 1, 202551 minS1

  <p>Summary</p><p>Is there really a retirement crisis—or are we just measuring the wrong things? Bi-partisan Policy Center economist Emerson Sprick joins host James M. Matthews to break down what the data shows about how Americans actually fund retirement versus how they think they will. You’ll hear why decisions around Social Security matter more than people think, why saving into retirement accounts and relying on part-time work often falls short, and what policymakers and small businesses can do to help. If you want a clearer picture of your retirement—and how to feel more confident about spendi...

  ListenShow Notes
• 

  Episode #6

  The Best-kept Secret in Retirement Income Planning with Tom Wall, Ph.D.

  Jun 24, 202546 minS1

  <p>In this episode, host James Matthews speaks with Tom Wall Ph.D, author of the international best-seller 'Permission to Spend.' They discuss the fears retirees face regarding spending, the shift from defined-benefit to defined-contribution plans, and the importance of understanding risks in retirement planning. Tom introduces the concept of a 'permission slip' that allows retirees to spend more confidently.The conversation underscores the need for a paradigm shift in how retirement is approached, with a focus on guarantees and risk management.</p><p><br /></p><p>Key Takeaways</p>Retirees often fear spending due to uncertainty about longevity...

  ListenShow Notes

Recent guests on The Intelligent Retirement Podcast. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.