Mark & Jordan Witt

Smart Money Radio

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 b...

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Autor

Mark & Jordan Witt

Categorie

Business

Site-ul podcastului

www.spreaker.com

Cel mai nou episod

3 oct. 2026

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Episoade

Asset Allocation: “Acting Your Age” - January 17, 2026 19.01.2026

Join 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 practi...

Battling Inflated Prices - January 10, 2026 12.01.2026

Are 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 ev...

The Ghosts of Retirement Past, Present & Future - December 20, 2025 22.12.2025

Join 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 practi...

Running Out of Money in Retirement - December 13, 2025 15.12.2025

Join 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 practi...

Avoiding Financial Pitfalls - December 6, 2025 08.12.2025

Join 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 practi...

Preparing for a Confident 2026 - November 29, 2025 01.12.2025

Join 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 practi...

Thanksgiving Special - November 22, 2025 24.11.2025

Join 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 practi...

The Retirement Realities & Think Fast - November 15, 2025 17.11.2025

Join 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 practi...

Highly Appreciated Asset Disposal Strategies - November 8, 2025 10.11.2025

Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

New Retirement Reality - November 1, 2025 03.11.2025

Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Roth Conversions - October 18, 2025 20.10.2025

Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Optimizing Retirement Income - October 11, 2025 13.10.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Strategic Steps to Help Elevate Your Retirement Savings - October 4, 2025 06.10.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Making Retirement Money Last - September 20, 2025 22.09.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Falling Interest Rates - September 13, 2025 15.09.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Estate and Legacy - August 30, 2025 01.09.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

The Reality of Retirement Spending - August 9, 2025 11.08.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

The Longevity Challenge - August 2, 2025 04.08.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Think Fast! - 7 26, 2025 28.07.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Headlines & Creating a Lasting Legacy -July 19, 2025 25.07.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Active vs Passive Investing - July 5, 2025 25.07.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Headlines The Big Beautiful Bill - July 12, 2025 14.07.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Headlines and Mailbag Questions - June 28, 2025 30.06.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

The Three Pillars of Financial Stability - June 21, 2025 27.06.2025

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. Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Clearing Up 6 Common Myths About Retirement - June 14, 2025 16.06.2025

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. Mark 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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