Smart Money Radio

Are you planning to retire with hope—or with a strategy? This episode explores why the AI-driven tech boom could be reshaping your retirement savings in ways you haven't considered, and dives into unique financial challenges women face on their retirement journeys. Discover how overlooked decisions—like Social Security timing—may have lasting effects, why asset allocation matters more than ever, and how the “widow’s tax penalty” can catch even seasoned planners off guard. Join us as we unpack hidden risks and under-the-radar strategies that could make all the difference, with insights you won’t want to miss.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Are your retirement plans built on hope or strategy? Discover how disciplined risk management, practical investment approaches, and a "singles and doubles" mindset can change the game for your financial future. With golf analogies, real-world market insights, and expert guests, the episode navigates the unpredictable path to a smoother retirement. The secrets to balancing growth and income—and avoiding costly mistakes—are just beneath the surface.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

What’s more dangerous to your retirement—the risks you can see or the threats you’re not even thinking about? Inflation, market swings, and tax pitfalls loom large for those approaching their golden years—yet many still rely on crossing their fingers instead of crafting a plan. Join Luann Fulmer and Jordan Witt as they dissect today’s economic headwinds and expose the secrets to replacing wishful thinking with real financial confidence. Beneath the familiar talk of nest eggs, discover what most miss—until it’s too late.Mark and Jordan Witt are your source for all things retirement. To setup a meeting or call go to https://wittfinancialgroup.com/contact-us/

Costly 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 Mark Witt joins Luann Fulmer to reveal the most common estate planning mistakes—outdated wills, unclear wishes, last-minute changes, and ignored beneficiary designations—that can erode your legacy and fracture families.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/

Is 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/

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 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/

Are 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/

“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/

Do 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/

“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/

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 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/

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 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/

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 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/

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 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/

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 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/

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 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/

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 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/

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 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/

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 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/

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

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

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

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/