Best Jim Martin RFC & Casey Bibb, FPQP Podcasts (2025)

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The Power of Your No in Retirement Planning Stability 21:42

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1M ago21:42

21:42

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 finances during retirement. We'll highlight key areas where you might need to say no, such as helping adult children beyond your means, avoiding high-risk inves…

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Everything RMDs - How to Strategize & Plan Well to Retire Happy 21:24

2M ago21:24

21:24

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 explain what RMDs are, when they start, how they are calculated, and offer strategies for managing them to avoid surprise tax bills and unnecessary withdrawa…

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3 Essential Questions to Determine Your Retirement Readiness 18:52

2M ago18:52

18:52

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 importance of answering three critical questions: Do you know where your retirement paycheck is coming from? Can you handle a market downturn with…

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The Biggest 4 Retirement Planning Q & A's 21:19

2M ago21:19

21:19

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 planning. They discuss how to determine if you have enough to retire, the optimal time to take Social Security, what to do when the market drops, and stra…

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Navigating the Four Stages of Retirement: Strategies for a Thriving Post-Work Life 31:19

2M ago31:19

31:19

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 ensure a fulfilling and stress-free retirement. Topics covered include maximizing 401k contributions, tax planning, debt reduction, coordinating income str…

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Don’t Let These FIVE Mistakes Derail Your Future Retirement 31:56

3M ago31:56

31:56

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, claiming social security too early, ignoring taxes in retirement, taking on the wrong amount of investment risk, and overlooking healthcare and long-term care…

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Questions to Find the Right Advisor 27:22

3M ago27:22

27:22

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 down the key questions to ask and the traits to look for in an advisor, emphasizing the importance of finding someone who is planning-focused, a fiduci…

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Planning Your Retirement Move: Taxes, Healthcare, & Community 22:06

3M ago22:06

22:06

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 considerations including financial assessment, healthcare and insurance implications, legal and estate planning, and integrating into a new community. They emphas…

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The Tax Smart Retiree: Tips to Keep More of Your Money in Retirement 25:47

4M ago25:47

25:47

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 bill. We cover tax pitfalls and methods used by wealthy individuals to pay less in taxes, including Roth conversions, tax-efficient withdrawal plans, Quali…

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Retire Smart: The Bucket Approach 28:59

4M ago28:59

28:59

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 volatility. They introduce the 'Bucket Strategy' to manage short-term, medium-term, and long-term investments, and explore how this can ensure a stress-f…

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Breaking the Myth: Why 'Never Touch Your Roth IRA' Is Wrong 21:21

4M ago21:21

21:21

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 the pros and cons of Roth IRAs, discuss why the financial industry typically warns against withdrawals, and highlight specific situations when tapping in…

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Retiring Without Retiring: What are Hybrid & Mini Retirements? 23:32

4M ago23:32

23:32

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 work fewer hours as they age, gradually easing into retirement, or taking extended breaks during their careers for personal fulfillment. The hosts outli…

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Avoid These FIVE Retirement Planning Regrets 24:45

4M ago24:45

24:45

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 importance of saving enough, the implications of claiming Social Security early, the risks of retiring with too much debt, the consequences of retiring prematurel…

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Will Trump wreck YOUR retirement? 31:29

5M ago31:29

31:29

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 delve into topics such as the potential extension of the Trump tax cuts and its effects on retirees, the implications of deregulation, concerns about Social…

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Don't Give In To Knee-Jerk Investing 27:35

5M ago27:35

27:35

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 impact our financial decisions. We discuss strategies to gain control over finances and ensure smart investment choices for retirement. Topics include diversify…

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4 Things You Can Do with That Old 401K 23:28

5M ago23:28

23:28

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 the old employer, rolling it into a new employer's plan, cashing it out, and moving it into a traditional IRA. The episode also touches on the implicati…

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Financial Advisors Discuss: Top 5 Retirement Planning Mistakes 27:44

5M ago27:44

27:44

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 too early, the importance of a withdrawal strategy, underestimating inflation and healthcare costs, balancing investment strategies, and planning for taxes …

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Why You Should Emphasize Planning for a Secure Retirement 33:29

6M ago33:29

33:29

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 planning, the 3 key elements needed for a robust financial plan, and how such plans can provide peace of mind and permission to enjoy one's retire…

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Financial Advisors Discuss: Do You REALLY Need 1 Million to Retire? 27:32

6M ago27:32

27:32

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 where you supposedly need a million dollars to retire, and our special guest Casey Bibb shares insights on why this figure might not apply to everyone. We h…

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Target Date Funds and Planning for the Unthinkable 26:10

6M ago26:10

26:10

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 of these funds, including their automatic risk adjustment over time and their potential drawbacks related to individual risk tolerance and concentratio…

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The Unplanned Retirement: How to Adapt and Thrive 29:34

6M ago29:34

29:34

In this podcast episode, financial advisors Jim Martin and Casey Bibb discuss the frequent occurrence of unexpected early retirements due to layoffs, health issues, and other factors. They share strategies on how to prepare financially for such events, emphasizing the importance of emergency funds, debt reduction, health planning, and having a robu…

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Do you have an IRA Tax Time Bomb? 26:57

7M ago26:57

26:57

In this episode, financial advisors Jim Martin and Casey Bibb delve into Ed Slott's new book and the concept of the 'ticking tax time bomb' within IRAs. They discuss the impact of required minimum distributions (RMDs) on retirees' tax liabilities and emphasize the importance of proactive tax planning. The show also covers the effects of interest ra…

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Write Down Your 2025 Financial Resolutions 32:23

7M ago32:23

32:23

Join financial advisors Jim Martin and Casey Bibb as they kick off 2025 discussing rapid passage of time, new year's resolutions, and essential financial planning topics. The episode covers top financial resolutions such as reassessing retirement plans, maximizing tax-efficient strategies, building emergency funds, optimizing social security and Me…

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When should you downsize and declutter your life? 15:37

7M ago15:37

15:37

In this episode, financial advisor Jim Martin discusses the common trend of downsizing homes as we approach retirement. He shares insights from a recent client meeting about simplifying life and emphasizes the financial and emotional aspects of moving to a smaller home. Jim outlines practical steps for decluttering and making the transition smoothe…

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Direct Primary Care - The future of Health Care 33:53

7M ago33:53

33:53

Exploring the Benefits of Direct Primary Care and Managing Retirement Finances Hosts Jim Martin and Casey Bibb discuss the concept of Direct Primary Care (DPC) and its advantages over traditional healthcare models. They share personal experiences highlighting the system's efficiency and the significance of the doctor-patient relationship. The episo…

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Taming Emotional Investing 23:28

8M ago23:28

23:28

In this episode, Jim Martin, founder of Martin Wealth Solutions, and co-host Casey Bibb explore the concept of 'animal spirits' and how emotions influence investment decisions. They discuss the impact of current events on market perceptions and the importance of long-term investment strategies. The hosts also delve into the rising trend of young ad…

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Your year end financial checklist! 15:56

8M ago15:56

15:56

In this episode, financial advisor Jim Martin shares insights from his recent trip to Iceland and turns it into a valuable discussion on year-end financial planning. He covers key topics such as maximizing contributions to 401(k) and 403(b) accounts, evaluating and updating your emergency fund, ensuring timely Required Minimum Distributions (RMDs) …

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Should I invest in a Financial Freedom account? 15:02

8M ago15:02

15:02

In this episode, Jim Martin, founder of Martin Wealth Solutions and financial advisor, discusses various strategies and accounts to achieve financial independence and enjoy retirement. He explains the benefits and drawbacks of traditional retirement accounts like 401(k)s and IRAs, as well as Roth accounts. Jim introduces the concept of a 'financial…

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Should you invest in the 60/40 portfolio? 21:20

8M ago21:20

21:20

In this episode, Jim Martin and Casey Bibb discuss the viability of the traditional 60/40 investment portfolio in today's financial landscape. They cover recent IRS updates on contribution limits, insights on interest rates, and the impact of inflation on retirement funds. Additionally, they delve into the latest job report, Federal Reserve rate cu…

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Should you use ChatGPT to choose your investments? 15:28

8M ago15:28

15:28

In this episode, financial advisor Jim Martin reflects on childhood memories and discusses the evolving role of artificial intelligence in various facets of life, particularly in wealth management. He highlights a recent interview where he talked about how AI is impacting the financial services industry and its potential benefits and risks. Martin …

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A looming retirement crisis and how to avoid it. 29:16

9M ago29:16

29:16

In this episode of the podcast, host Jim Martin is joined by all-star advisor Casey Bibb for a discussion on eye-opening and somewhat frightening statistics concerning retirement savings, recorded right before Halloween but released after. The conversation delves into how many workers have under $200,000 saved for retirement and the looming fears m…

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Rethinking Retirement: Considering the Die Broke Philosophy 21:54

9M ago21:54

21:54

Join host Jim Martin of Martin Wealth Solutions as he delves into the 'Die Broke' financial planning concept from Stephen Pollan and Mark Levine's book. This episode covers critical principles such as rethinking work as income through 'Quit Today,' avoiding debt with 'Pay Cash,' and the notion of 'Don't Retire' for continued work. Additionally, hea…

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Simplest Ways to Build Wealth: Insights from a Financial Advisor 13:28

9M ago13:28

13:28

In this episode, Jim Martin, a financial advisor and founder of Martin Wealth Solutions, shares valuable insights on the simplest ways to create wealth. While sharing anecdotes from a trip to ACE Lake, Jim discusses three key principles: spending less than you earn, investing automatically, and being patient and disciplined. He emphasizes the impor…

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Maximizing Your HSA for Retirement Healthcare 13:55

9M ago13:55

13:55

In this episode, financial advisor Jim Martin explores the benefits and considerations of Health Savings Accounts (HSAs) as a powerful tool for planning healthcare costs in retirement. He discusses the tax advantages of HSAs, their role as a 'retirement account on steroids', and strategies to maximize their potential. The episode offers insights on…

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Eliminate These 3 Financial Pitfalls for a Secure Retirement 20:54

10M ago20:54

20:54

In this episode, Jim Martin, founder of Martin Wealth Solutions, shares insights from his recent travels and client conversations. He provides valuable advice on avoiding common financial mistakes that can derail your journey to financial independence. The key areas covered include overcoming procrastination, managing emotions and media influence o…

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Life Insurance: Understanding Your Options Now 22:29

10M ago22:29

22:29

Jim Martin, financial advisor and founder of Martin Wealth Solutions, discusses the importance of having the right type of life insurance to protect your family, address estate tax issues, and fulfill specific giving goals. He explains the primary functions and costs of life insurance, the different types available, and the key factors to consider …

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Things to do right now to plan for retirement! 20:31

10M ago20:31

20:31

In this episode, financial advisor Jim Martin from Martin Wealth Solutions dives deep into crafting the ideal retirement plan. Jim discusses the various lifestyle choices people envision for their retirement, ranging from globe-trotting adventures to modest, home-based routines. Learn how to prioritize your expenses and understand the phases of ret…

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The Pre-Retirement Playbook: 5 Lessons You Need to Know 23:16

10M ago23:16

23:16

In this episode, financial advisor Jim Martin shares crucial life lessons tailored for retirement planning. Drawing from personal stories and professional experiences, Jim emphasizes the importance of taking advice from the right sources, investing according to your age, knowing your financial numbers, avoiding overconfidence and greed, and identif…

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Do I really need bonds in my portfolio? 20:55

11M ago20:55

20:55

Is 100% in Equities the Right Move for Your Retirement? In this episode, financial advisor Jim Martin discusses the risks and potential benefits of investing 100% of your money in equities. He evaluates the common belief that the stock market's average returns make this a foolproof strategy and explains the pitfalls, including market volatility and…

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Pros and Cons of Investing in Rental Properties: A Gen X Perspective 25:22

11M ago25:22

25:22

In this episode of the podcast, financial advisor and founder of Martin Wealth Solutions, Jim Martin, delves into the intricacies of real estate investments, with a focus on rental properties. Targeting an audience aged 40-50, he explores potential benefits such as consistent income, property appreciation, tax deductions, and diversification. On th…

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Future-Proofing Your 401(k): Gen X Strategies for Success 20:54

11M ago20:54

20:54

In this episode, Jim Martin, a financial advisor and founder of Martin Wealth Solutions, explores the intricacies of 401k investing. He shares his journey from landing his first job to becoming a financial advisor and emphasizes the importance of planning for retirement early. This comprehensive guide covers crucial topics such as employer matches,…

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Stop saving so much money for retirement and live a little! 16:30

11M ago16:30

16:30

Can You Oversave for Retirement? Finding the Perfect Balance In this episode, financial expert Jim Martin from Martin Wealth Solutions discusses the often-overlooked concept of 'oversaving' for a gen X retirement. He explores the potential pitfalls of saving too aggressively, such as sacrificing today’s joys for an uncertain tomorrow and the opport…

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Market Jitters? Here's Why You Shouldn't Worry 15:54

11M ago15:54

15:54

Market Jitters? Here's Why You Shouldn't Worry In this episode, financial advisor Jim Martin from Martin Wealth Solutions discusses the realities of market volatility and how to mentally prepare for market declines. He recounts a personal story to illustrate the common concerns people have about investing during volatile times. Jim provides actiona…

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When should I focus on my estate plan? 25:28

1y ago25:28

25:28

In this episode, Jim Martin, a financial advisor and founder of Martin Wealth Solutions, discusses the importance of estate planning. He shares personal anecdotes, including a client's story of a poorly planned inheritance, and explains the differences between wills and trusts. Jim emphasizes the importance of consulting with an attorney and updati…

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Gen X and the National Debt: Preparing for Retirement Challenges 19:05

1y ago19:05

19:05

In this episode, financial advisor Jim Martin discusses the ins and outs of the national debt and how it will potentially impact people's retirement plans for Gen Xers. http://retiresmartscore.com

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The Complete Guide to 401(k)s: Planning for Retirement Success 25:12

1y ago25:12

25:12

In this episode, financial advisor Jim Martin covers everything you always wanted to ask but never did about your 401k. We'll discuss how to grow, protect, and enjoy your wealth on today's show. http://retiresmartscore.com

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You are worth a million dollars... Now what? 17:26

1+ y ago17:26

17:26

In this episode, financial advisor Jim Martin covers what to do after you are worth a million dollars. Growing your wealth to one million+ is a huge milestone but what do you do after? We'll discuss how to grow, protect, and enjoy your wealth on today's show. http://retiresmartscore.com

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The simple budgeting hack to take control of your money 18:29

1+ y ago18:29

18:29

In this episode, financial advisor Jim Martin covers a simple process anyone in their 40s or 50s can follow to take control of their finances, supercharge their savings, and gain a sense of financial freedom. http://retiresmartscore.com

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What do I do with my old 401k? 18:24

1+ y ago18:24

18:24

In this episode, financial advisor Jim Martin discusses the various options available when dealing with an old 401k. He advises listeners who are unsure about what to do with their old 401k and want to make the right decision without making mistakes. Jim emphasizes the importance of understanding your goals and beginning with the end in mind when i…

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Financial Freedom for Six Figure Income Earners 23:43

1+ y ago23:43

23:43

Are you a high income earner? In this episode of the Podcast, financial advisor Jim Martin shares valuable advice on how to take control of your financial life, even if you have a large income. Jim emphasizes the importance of understanding your financial situation, creating a budget, and tracking expenses. He also offers tips on building an emerge…