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
35episodes
Episodes
Newest firstAll episodes
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 →Legacy Planning
Mar 2800:30:02Tap to summarizeIs your retirement plan built to survive the next economic curveball, or are you just hoping for the best? As headlines stoke recession fears and markets swing, Mark and Jordan Witt reveal the strategies that help retirees dodge common pitfalls—including one mistake that could cost you years of freedom. Discover what really matters more than the news cycle, why estate planning is about protecting your loved ones, and the crucial steps most people put off—sometimes to their own regret.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 →Retirement Tightrope
Mar 2100:30:02Tap to summarizeJoin host Louann Fulmar and father-son team Mark & Jordan Witt from Witt Financial Group as they guide you through every aspect of retirement planning on "Smart Money Radio." Each episode, Louann, Mark, and Jordan tackle today’s biggest financial concerns for retirees and families, including market trends, inflation, income strategies, tax efficiency, and investment options. Packed with practical advice, listener questions, easy-to-understand explanations, and occasional lightning round fun, the show empowers you to build a balanced, resilient financial plan—protecting your future while growing your wealth. Hear expert insights, get answers to real retirement challenges, and discover how Witt Financial Group’s “bogey free retirement” strategies can help you thrive for years to come.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 →Retirement Paycheck Predicament
Mar 1400:30:02Tap to summarizeAre you planning to retire with a plan—or just hope for the best? In this episode, we explore why today’s retirees face a landscape far tougher than generations past, with pensions disappearing and news headlines fueling uncertainty. Discover overlooked risks, common mistakes with 401(k)s, and the secrets to creating reliable income no matter what’s in the headlines. Tune in for candid insights that just might change the way you think about your retirement 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 →Your 401k is Not a Plan
Mar 700:30:02Tap to summarize“Do world events have you questioning your financial future?” As headlines of global conflict stir anxiety, this episode leans into the reality of market volatility and explores why hope alone isn’t a strategy for your retirement. Discover how seasoned planning, not emotion, can help steady your path—no matter the crisis making news. Tune in for a thoughtful look at taking control, preparing with intention, and understanding the difference between surviving and truly thriving in retirement.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 Smarter, Not Harder
Feb 2100:30:02Tap to summarizeDo you want to "hope" your way into retirement—or would you rather retire with confidence? Discover the subtle habits and lesser-known strategies of the quietly wealthy as Lou Anne Fulmer is joined by Mark and Jordan Witt. From disciplined saving to proactive tax moves, this episode unpacks how unassuming millionaires build and keep their wealth—often out of the spotlight. The secrets aren’t flashy, but their impact can last a lifetime.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 Smart Way to Retire as a Couple
Feb 1400:30:02Tap to summarize“How do couples actually retire—side by side, or on different timelines?” Discover the surprising realities behind how partners navigate retirement dates, balance Social Security strategies, and tackle shifting household finances. Listen as Jordan Witt unpacks the often-overlooked emotional and logistical hurdles when one spouse punches the clock for the last time while the other keeps working. Hear practical insights, lessons learned from the kitchen to the office, and why a coordinated plan may matter more than you think—especially when the ‘golden years’ don’t always start at the same time.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 →Retirement Optimism - February 7, 2026
Feb 700:30:02Tap to summarizeJoin host Louann Fulmar and father-son team Mark & Jordan Witt from Witt Financial Group as they guide you through every aspect of retirement planning on "Smart Money Radio." Each episode, Louann, Mark, and Jordan tackle today’s biggest financial concerns for retirees and families, including market trends, inflation, income strategies, tax efficiency, and investment options. Packed with practical advice, listener questions, easy-to-understand explanations, and occasional lightning round fun, the show empowers you to build a balanced, resilient financial plan—protecting your future while growing your wealth. Hear expert insights, get answers to real retirement challenges, and discover how Witt Financial Group’s “bogey free retirement” strategies can help you thrive for years to come.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 →Asset Allocation: “Acting Your Age” - January 17, 2026
Jan 1900:30:02Tap to summarizeJoin host Louann Fulmar and father-son team Mark & Jordan Witt from Witt Financial Group as they guide you through every aspect of retirement planning on "Smart Money Radio." Each episode, Louann, Mark, and Jordan tackle today’s biggest financial concerns for retirees and families, including market trends, inflation, income strategies, tax efficiency, and investment options. Packed with practical advice, listener questions, easy-to-understand explanations, and occasional lightning round fun, the show empowers you to build a balanced, resilient financial plan—protecting your future while growing your wealth. Hear expert insights, get answers to real retirement challenges, and discover how Witt Financial Group’s “bogey free retirement” strategies can help you thrive for years to come.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 →Battling Inflated Prices - January 10, 2026
Jan 1200:30:02Tap to summarizeAre you approaching retirement or already enjoying your golden years in Ohio? "Retire Ready Ohio with Rodney Peters" delivers clear, practical conversations about building a secure retirement—no jargon, no sales pitches. Each episode, financial advisor Rodney Peters tackles real-life questions about Social Security, investments, taxes, estate planning, and making your money last. Discover local events, request your free copy of the Retire in Ohio book, and learn how to make confident decisions for your future. Whether you’re just getting started or need a second opinion, tune in and take that first step toward clarity, flexibility, and long-term peace of mindMark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/
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