Make Retirement Great
Jim Martin RFC & Casey Bibb, FPQP
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The Power of Your No in Retirement Planning Stability
In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the importance of setting boundaries and the power of saying no to protect your time, energy, and…
Everything RMDs - How to Strategize & Plan Well to Retire Happy
In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions provide a comprehensive overview of Required Minimum Distributions (RMDs). They…
3 Essential Questions to Determine Your Retirement Readiness
In this episode, financial advisors and retirement planning experts Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the key elements of determining retirement readiness. They highlight…
The Biggest 4 Retirement Planning Q & A's
In this episode of the podcast, financial advisors and retirement planners Jim Martin and Casey Bibb from Martin Wealth Solutions address the four most common questions they hear about retirement…
Navigating the Four Stages of Retirement: Strategies for a Thriving Post-Work Life
In this episode, Jim and Casey discuss the four key stages of retirement: pre-retirement, go-go years, slow-go years, and no-go years. They emphasize the importance of planning for each stage to…
Don’t Let These FIVE Mistakes Derail Your Future Retirement
In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb discuss the top five common retirement mistakes that can derail your plans. They cover poor tax planning,…
Questions to Find the Right Advisor
In this episode, financial advisors Jim Martin and Casey Bibb of Martin Wealth Solutions delve into the importance of selecting the right financial advisor to help you plan your retirement. We break…
Planning Your Retirement Move: Taxes, Healthcare, & Community
In today's episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the essential steps to prepare for relocating to another state in retirement. They cover key…
The Tax Smart Retiree: Tips to Keep More of Your Money in Retirement
In today's episode, financial advisors and retirement planners Jim Martin & Casey Bibb explore how taxes can be a major expense in retirement and discuss strategies to potentially lower your tax…
Retire Smart: The Bucket Approach
In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions discuss effective strategies to help you invest wisely and sleep easy during market…
Breaking the Myth: Why 'Never Touch Your Roth IRA' Is Wrong
Ever heard the advice "never touch your Roth IRA"? In this episode, Jim Martin and Casey from Martin Wealth Solutions unpack the truth behind that common piece of wisdom. They’ll guide you through…
Retiring Without Retiring: What are Hybrid & Mini Retirements?
In this episode, financial advisors Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the emerging trends of hybrid and mini retirements. They explain how many people are now opting to…
Avoid These FIVE Retirement Planning Regrets
In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the top five regrets of retirees and provide actionable steps to avoid them. Topics include the…
Will Trump wreck YOUR retirement?
In this episode, financial advisors Jim Martin & Casey Bibb discuss how a change in U.S. presidency, specifically under Donald Trump, could impact the stock market and retirement planning. They…
Don't Give In To Knee-Jerk Investing
In this episode, financial advisors Jim Martin & Casey Bibb explore the concept of behavioral finance, focusing on how psychological factors like emotions, biases, and cognitive distortions…
4 Things You Can Do with That Old 401K
In this episode, financial advisors Jim Martin and Casey Bibb discuss the various options available for handling an old 401(k) from a previous job. They explore the pros and cons of leaving it with…
Financial Advisors Discuss: Top 5 Retirement Planning Mistakes
In this episode, we discuss the top five retirement mistakes and how to avoid them, with expert insights from financial advisors Jim Martin & Casey Bibb. Topics include claiming Social Security…
Why You Should Emphasize Planning for a Secure Retirement
In this episode your hosts and financial planners Jim Martin & Casey Bibb dive into the importance of creating a financial plan for a secure retirement. They discuss common misconceptions about…
Financial Advisors Discuss: Do You REALLY Need 1 Million to Retire?
In this episode, financial advisors Jim Martin & Casey Bibb tackle the pervasive myth that you need a million dollars to retire comfortably. We discuss a USA Today article that lists the states…
Target Date Funds and Planning for the Unthinkable
In this episode, financial advisors Jim Martin and Casey Bibb explore the fundamentals of target date funds, a common investment vehicle found in 401ks. They discuss the advantages and disadvantages…
Frequently Asked Questions
Make Retirement Great has published 52 episodes since January 2024, covering topics in Business, Education.
Make Retirement Great is currently dormant with new episodes weekly. Average episode length is 23m.
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