
Retire SMART Podcast
Hosted by David and David Brooks and Chip · Retire SMART LLC
4.9from 38 ratings
- 510
- Episodes
- 162
- Transcribed
- 38
- Ratings
- Daily
- Cadence
- 2024
- First episode
- 2M
- YouTube views
About Retire SMART Podcast
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
- Publisher
- Retire SMART LLC
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 23 May 2024
- Latest episode
- 28 Oct 2026
Latest episodes
162 of 510 episodes have a transcript.

28 Oct 2026TRANSCRIPT
Ep 498. You Don't Need More Leads

24 Oct 2026TRANSCRIPT
Ep 497. Your Mortgage Could Save You Money

23 Oct 2026TRANSCRIPT
Ep 496. Alternatives to Writing a $250K Check to the IRS
Inside a recent episode

Ep 498. You Don't Need More Leads
Published 28 Oct 2026 · Transcript excerpt
[…] He said, no, you have it. He's gone from 20% to 30% closing and is just continuing to grow. So yeah, I'm with you. The whole concept of serve first and the mindset we have is really kind of ditching a lot of the old sales tricks and the old sales tactics that, you know, the, the timeshare, I say that jokingly salespeople used to use, uh, we'll, we'll fill in the gap on that later, but, And really create a model that allows the client to feel heard and allows you to bring clarity to the client's situation so that they can make an educated decision. And so we combine the combination of our producer insights, human dynamics profile into our serve process, which is a structured sales process. […]
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See plansWho has been a guest on Retire SMART Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Paul Carpenter
- Josh Cheatle
- Brad Starken
- Jacob Orand
- Mike Schudel
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 1,677,977
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.6 / 5
- 9 ratings
- Spotify
- 5.0 / 5
- 29 ratings
Podcast Authority Score: 63 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 68
- Social presence
- 0
- YouTube
- 93
- Engagement
- 51
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Questions about Retire SMART Podcast
Who hosts Retire SMART Podcast?
David and David Brooks and Chip host the show. Published by Retire SMART LLC.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Where can I read transcripts?
162 of 510 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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