Podcast
Smart Money Radio
Hosted by Mark & Jordan Witt · EN
Mark and Jordan Witt are your source for all things retirement. The father-son duo covers everything from the ways current events could affect your savings, to strategies to maximize your retirement income, and everything in between.
INVESTMENT ADVISORY SERVICES ARE OFFERRED THROUGH WITT FINANCIAL GROUP, LLC, A STATE REGISTERED INVESTMENT ADVISER LOCATED IN TENNESSEE. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Witt financial group is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Witt Financial Group.
This Radio Show is a Paid Placement
INVESTMENT ADVISORY SERVICES ARE OFFERRED THROUGH WITT FINANCIAL GROUP, LLC, A STATE REGISTERED INVESTMENT ADVISER LOCATED IN TENNESSEE. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Witt financial group is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Witt Financial Group.
This Radio Show is a Paid Placement
34episodes
Episodes
Newest firstAll episodes
Mailbag Questions 39
1w ago00:30:02Tap to summarize"Are you hoping your retirement plan is enough, or are you ready to take control?" Discover how inflation quietly chips away at your nest egg—and why a ‘smart’ retirement requires more than wishful thinking. The Witt Financial team dives into budgeting, taxes, and family dilemmas with candid stories and practical insights. From surprising inflation numbers to navigating pension choices and power-of-attorney responsibilities, this episode explores the hidden risks—and reveals the overlooked strategies—that shape your financial future.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
Transcribe →The Retirement Paycheck Predicament
2w ago00:30:02Tap to summarizeAre your retirement dreams built on hope or on a solid plan? As America celebrates independence, hosts Luann Fulmer and Jordan Witt dive into the hidden risks and untold truths of preparing for financial freedom. Discover why even substantial savings can’t guarantee peace of mind—and why the year you retire could matter more than you think. Tune in for candid stories, fresh insights, and a unique July 4th perspective on designing a retirement that stands the test of uncertainty.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
Transcribe →Habits of the Quietly Wealthy
3w ago00:30:02Tap to summarizeHave you ever wondered what the wealthy do differently with their money? It often comes down to a set of specific habits and strategies that are surprisingly straightforward. This week, Cris Wallace and Graham Bauer joins Louann Fulmer to pull back the curtain on how the wealthy build and preserve their fortunes—and what you can learn from them.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
Transcribe →The Roth Conversion Window
Jun 1300:30:02Tap to summarizeWhat if retirement arrived years earlier than expected—and your plan wasn’t ready? Many workers face unexpected exits that reshape income timing, Social Security decisions, and long-term tax exposure. This episode explores why early retirement catches so many off guard and how Roth conversion decisions can quietly shift future tax outcomes, Medicare costs, and required withdrawals. The discussion raises key planning blind spots that often go unnoticed until they become expensive.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
Transcribe →The Retirement Tax Shock
Jun 600:30:02Tap to summarize“Are you hoping or knowing your retirement will be secure?” This episode strips away wishful thinking, tackling the harsh realities of Social Security cuts, rising healthcare costs, and tax surprises. Dive into candid conversations with Mark and Jordan Witt as they reveal what most retirees overlook—and examine the confidence that comes from strategic planning. Discover why retiring “the smart way” isn’t just about money—it's about clarity, adaptability, and preparing for the unexpected.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
Transcribe →Mailbag Questions 31
May 2300:30:02Tap to summarizeWhat scares you more: running out of money, or running out of time? With three-fourths of Americans fearing depleted savings more than death, retirement planning has never felt more urgent. Explore the hidden pressures—from rising healthcare costs to overlooked tax risks—that can shape your financial future. Discover how clarity, purpose, and a well-crafted plan replace anxiety with confidence—if you know where to look.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
Transcribe →The Marathon of Her Life: Helping Secure a Woman's Financial Future
Apr 2500:30:02Tap to summarizeAre you planning to retire with hope—or with a strategy? This episode explores why the AI-driven tech boom could be reshaping your retirement savings in ways you haven't considered, and dives into unique financial challenges women face on their retirement journeys. Discover how overlooked decisions—like Social Security timing—may have lasting effects, why asset allocation matters more than ever, and how the “widow’s tax penalty” can catch even seasoned planners off guard. Join us as we unpack hidden risks and under-the-radar strategies that could make all the difference, with insights you won’t want to miss.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
Transcribe →Retire the Smart Way: Risk and Reward
Apr 1800:30:02Tap to summarizeAre your retirement plans built on hope or strategy? Discover how disciplined risk management, practical investment approaches, and a "singles and doubles" mindset can change the game for your financial future. With golf analogies, real-world market insights, and expert guests, the episode navigates the unpredictable path to a smoother retirement. The secrets to balancing growth and income—and avoiding costly mistakes—are just beneath the surface.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
Transcribe →The Retirement Tightrope: Will your Nest Egg Survive?
Apr 1100:30:02Tap to summarizeWhat’s more dangerous to your retirement—the risks you can see or the threats you’re not even thinking about? Inflation, market swings, and tax pitfalls loom large for those approaching their golden years—yet many still rely on crossing their fingers instead of crafting a plan. Join Luann Fulmer and Jordan Witt as they dissect today’s economic headwinds and expose the secrets to replacing wishful thinking with real financial confidence. Beneath the familiar talk of nest eggs, discover what most miss—until it’s too late.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
Transcribe →Mailbag Questions 29
Apr 400:30:02Tap to summarizeCostly inheritance battles are making headlines, but your family doesn’t have to become one. Mark Witt joins Luann Fulmer to reveal the most common estate planning mistakes—outdated wills, unclear wishes, last-minute changes, and ignored beneficiary designations—that can erode your legacy and fracture families. This episode covers real-world horror stories, practical steps for updating and clarifying your plan, and why working with the right professionals matters. Plus, Mark shares how to address nursing home costs, blended families, and the gap between “hoping” and “knowing” your estate is protected for future generations. Have you checked your legacy lately?Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
Transcribe →