Podcast appearances and mentions of jim martin

In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions dive into one of the most important—and often misunderstood—topics in retirement planning: Social Security. They cover when to take it, how spousal and survivor benefits work, and the impact of early versus delayed claiming. Jim & Casey also bust some common myths and walk through real-life scenarios that help you think strategically about how Social Security fits into your broader retirement income plan. Want to work with us? Visit: http://retirewithmartin.com/ Learn more: www.planwellretirehappy.com 00:00 Introduction: The Importance of Social Security Planning 01:10 Meet the Hosts: Jim Martin & Casey Bibb 01:45 Why Timing Matters for Social Security 03:20 Misconceptions About Taking Benefits Early 06:08 Full Retirement Age Explained 07:44 Delayed Credits: Why Waiting Can Pay Off 09:16 Spousal Benefits and Eligibility Rules 13:10 Survivor Benefits: What Widows and Widowers Need to Know 15:43 Real-Life Client Example: Strategic Claiming 18:22 How Social Security Fits Into a Broader Retirement Plan 22:18 Wrap-Up and Key Takeaways Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

This episode is a follow-up to our recent episode, Abandoned on the Dalton, which featured rider Shilo Crane on a journey from Georgia to Alaska to raise awareness for mental health. That story took a turn when Shilo said he was left behind by his riding partner on the remote Dalton Highway, forcing him to continue the trip alone. But shortly after that episode aired, we heard from the other rider—Corey Speck—who says it was he who was abandoned. What unfolds in this episode may sound like a rebuttal, a clash of perspectives, or a story about hurt feelings and fractured friendships. But as you listen, you might find something more profound—maybe even a story of discovery.

Fiber broadband is rapidly expanding across West Virginia, fueled by bold public-private partnerships and significant infrastructure investments. While meaningful progress has been made, many communities remain underserved or entirely unserved — underscoring the continued need for strategic broadband deployment. On our next episode of Fiber for Breakfast, join us as Jim Martin, President and CEO of Citynet, talks with Gary Bolton, President and CEO of the Fiber Broadband Association, to share how bold partnerships and targeted investments are transforming rural connectivity in West Virginia. With a spotlight on the recent $24.87 million USDA ReConnect award in Nicholas County, Martin will highlight how Citynet, a trusted, West Virginia-based fiber broadband provider is collaborating with local leaders to bring high-speed internet to thousands of underserved residents, farms, businesses, and community institutions. Discover how this project, and others like it, are reshaping the economic future of Appalachia and setting the stage for success under upcoming programs like BEAD and ARC. With Special Guest: Jim Martin, President and CEO of Citynet

In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions unpack one of the most misunderstood tools in retirement planning: annuities. From fixed to indexed to variable annuities, they walk through what each type does, how they work, and where they might fit in a retirement strategy. If you've ever wondered whether an annuity is right for you—or if the bad press is warranted—this episode brings clarity and balance to the conversation. Want to work with us? Visit: http://retirewithmartin.com/ Learn more: www.planwellretirehappy.com 00:00 Intro: The Annuity Debate 01:42 What Is an Annuity, Really? 03:28 The Insurance Component Explained 06:17 Why Annuities Are Misunderstood 08:55 Fixed Annuities vs. CDs: Pros and Cons 10:40 Fixed Indexed Annuities: How They Work 13:50 The Role of Riders and Guarantees 17:08 Annuity Fees and Liquidity Trade-offs 20:25 When an Annuity Might Make Sense 22:41 Case Study: A Real-Life Example 26:00 Is an Annuity Right for You? Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

Somewhere in Time Podcast look back on the 1995 album by San Francisco Bay Area band Faith No More, "King for a Day...Fool for a Lifetime". Topics include the departure of Jim Martin and his replacement for this album, Trey Spruance, as well as overall production, and a track-by-track breakdown of the album.  Also discussed this episode is the newly released song by Forbidden, "Divided by Zero", which is the first new music from Forbidden in 15 years!  The podcast also reviews the Back to the Beginning concert featuring Black Sabbath, Ozzy Osbourne, Metallica, Guns n Roses, and other notable metal acts.  Visit Somewhere in Time Podcast's website -https://somewhereintimepodcast.com Follow Somewhere in Time Podcast on Social Media: www.facebook.com/somewhereintimepodcast Instagram - @somewhereintimepodcast TikTok – Somewhere in Time Podcast

In this Rider Skills episode with chief instructor Clinton Smout from SMART Performance Centre, we break down the process of navigating obstacles into three simple, easy-to-remember principles—something that's never been done before. By the end of the episode, you'll be equipped to assess any obstacle, develop a solid plan, and make confident decisions—even when the terrain gets tough.Clinton Smout - SMART Adventure Programs/SMART Performance Centre:Clinton Smout is the highly regarded chief motorcycle instructor and founder of SMART Adventures in Ontario, Canada. With his extensive experience and expertise in motorcycling, Clinton has become a prominent figure in motorcycle education and safety. He is known for his passionate approach to teaching, emphasizing the importance of proper riding techniques, road awareness, and safety precautions. Through SMART Adventures, Clinton has helped numerous individuals enhance their motorcycling skills, whether they are beginners looking to learn the basics or experienced riders aiming to refine their techniques. His dedication to promoting safe and responsible motorcycling has made him a respected authority in the Canadian community.

What do you always carry when you ride—and why? This episode dives into everyday carry (EDC) for motorcyclists: the essential items riders keep close at hand, whether it's a short ride or a long haul. We also talk about staying dry—what works, what doesn't, and how riders deal with getting soaked on the road.ARR RAW round-table discussions with motorcycle adventure travellers - featuring Grant Johnson, Sam Manicom, Shirley Hardy-Rix, Brian Rix, Michelle Lamphere and Jim Martin.  RAW LISTENER QUESTIONS: Have a question for the RAW panel? Send it to us here.

In this episode of the Smart Wealth Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions unpack one of the most pressing questions for new retirees: “How will I replace my paycheck?” They break down how to turn your retirement savings into a reliable income stream that lasts, while minimizing taxes and avoiding common mistakes. Jim and Casey discuss essential topics like income buckets, required minimum distributions (RMDs), annuities, and tax-efficient withdrawal strategies. If you're approaching retirement—or already there—this episode will help you build a paycheck plan you can count on. Want to work with us? Visit: http://retirewithmartin.com/ Learn more: www.planwellretirehappy.com 00:00 Introduction: The Paycheck Gap in Retirement 00:39 Why You Need a Paycheck Replacement Plan 01:32 The Value of a Retirement Income Plan 02:48 How Most People Withdraw Their Money—and Why It's Risky 04:03 Understanding the Different “Buckets” of Money 06:32 Tax-Efficient Withdrawal Strategies 09:13 Building in Flexibility and Liquidity 10:50 Do You Need an Annuity? 12:16 Managing Sequence of Return Risk 13:45 Required Minimum Distributions (RMDs) Explained 15:14 Don't Just Wing It—Have a System 16:33 Final Thoughts and Encouragement Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

Bone2pick is BACK with our 100th, yes 100th!!!, interview. At our viewers' request, Michael will assume the role of interviewee as opposed to his normal gig as interviewer. Michael sits down with lifelong friend and bass trombonist extraordinaire Jim Martin to discuss growing up in the bay area, the Eastman years, joining Buddy Rich's band, his lengthy tenure with Frank Sinatra, a career changing 15 years with the Rolling Stones, loads of recording work in New York, the process of developing his signature trombones with the great S.E. Shires Co., the recently released Michael Davis model Laskey mouthpieces and of course his baby, Hip-Bone Music. Happy 100 everyone and big thanks for your continued support!

In the mountains of northern India, surrounded by snow, altitude, and uncertain roads, James Thomas and two other riders pressed on—confident they could make it through. But what unfolded wasn't just a story of rough terrain or questionable GPS directions. It was about something much more familiar to most of us than we might admit: a mental trap known as cognitive narrowing, where pressure and focus cloud judgment until we can't see what's right in front of us. What happens when that focus becomes so tight, so singular, that we stop processing the cues telling us to stop—or turn around?

In this episode of the Smart Wealth & Retirement podcast, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions explain the crucial differences between fiduciaries and other financial advisors. They discuss the importance of working with a fiduciary, how it impacts your retirement planning, and the essential questions you should ask to ensure your advisor is acting in your best interest. Want to work with us? Visit: http://retirewithmartin.com/ Learn more: www.planwellretirehappy.com 00:00 Introduction and Episode Overview 00:43 Understanding Fiduciaries 02:03 Case Study: Susie's Annuity 03:20 The Importance of Fiduciary Duty 08:46 Questions to Ask Your Advisor 14:25 Final Thoughts and Call to Action 16:06 Disclaimer and Legal Information Disclaimer: Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

The mission was simple: ride motorcycles from Georgia to Prudhoe Bay, Alaska, to raise funds and awareness for mental health among veterans and first responders. Two military men set off as a team, just like they had served—watching each other's backs and pushing through the miles together. But halfway through, everything changes. The team breaks. Shilo Crane is left to ride alone. And what happens after that… may be the most revealing part of the adventure.

In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions break down five key types of investments you should understand before retiring. They explore the roles of stocks, bonds, real estate, annuities, and cash equivalents in building a resilient retirement portfolio. Jim and Casey explain how each investment works, the risks and rewards involved, and how to align them with your goals. Whether you're a conservative investor or willing to take on more risk, this episode helps you make more informed financial decisions as you approach retirement. Want to work with us? Visit: http://retirewithmartin.com/ Learn more: www.planwellretirehappy.com 00:00 Welcome and Introduction 00:35 Why Knowing Your Investments Matters 01:22 #1: Stocks – Growth and Volatility 03:30 #2: Bonds – Income and Stability 05:45 #3: Real Estate – Passive Income and Property Ownership 08:21 #4: Annuities – Predictable Income with Caveats 10:55 #5: Cash and Cash Equivalents – Liquidity and Safety 12:48 Diversification and Building a Balanced Strategy 14:06 Final Thoughts and Recap 15:22 How to Learn More and Get in Touch Disclaimer: Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

Damian Monkhorst, an Australian rider, loves twisty roads and staying off the tourist track. When an online motorcycle forum connected him with riders in the United States, including Andy Morley, he knew he wanted to experience it for himself. From the other side of the world, he made a bold move—buying a bike and having it waiting for him when he arrived. But once he got there, the adventure wasn't quite what he expected—neither the ride nor the people.

In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb discuss the practical steps and habits that everyday millionaires use to achieve financial freedom. They debunk common myths about wealth, emphasizing simple strategies such as consistent saving, living below your means, long-term investing, business ownership, and cautious real estate investment. Additionally, they highlight what to avoid, such as high interest debt and market timing. Practical tips and personal anecdotes illustrate how to start building wealth today, regardless of your current financial situation. Want to work with us? Visit: http://retirewithmartin.com/ Learn more: www.planwellretirehappy.com 00:00 Introduction and Setting the Stage 00:15 The Reality of Millionaires 00:41 Dreams of Winning the Lottery 02:24 Common Traits of Millionaires 06:05 Pathways to Wealth 13:49 What Millionaires Avoid 17:12 Steps to Start Building Wealth 19:18 Conclusion and Final Thoughts Disclaimer: Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

On this episode, we go beyond the usual explanations of freedom and thrill to explore how riding a motorcycle doesn't just feel different—it engages our brains in a uniquely powerful way. Cognitive scientist Mark Changizi believes that riding may be the one activity that truly fits how our brains evolved, creating a seamless connection between humans and machines.Mark Changizi is a cognitive scientist and theorist known for exploring why we think, feel, and see the way we do. His research has led to discoveries about colour vision, visual illusions, emotions, language, and even why fingers get pruney in water. He has published several books, co-founded VINO Optics to develop vein-enhancing glasses, and his work has been featured on TED, Brain Games, and Head Games.

In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions reveal the five critical moves every new retiree should make in their first year. From building a retirement paycheck and spending plan to evaluating tax strategies and updating estate documents, Jim and Casey offer practical steps to help retirees transition with confidence and clarity. Plus, they share powerful client stories, emotional insights, and tips for creating purpose and joy in your new lifestyle. If you're newly retired—or getting close—this episode is your roadmap for year one. Want to work with us? Visit: http://retirewithmartin.com/ Learn more: www.planwellretirehappy.com 00:00 Welcome and Episode Intro 01:18 Replacing Your Paycheck with Purpose 03:10 How to Build a Tax-Efficient Retirement Paycheck 06:04 Planning for the Surviving Spouse 07:55 Creating a Spending Plan in Retirement 10:45 Understanding Fixed, Flexible, and Fun Expenses 13:18 Client Story: From One Cruise to Two 16:03 Avoiding Overspending in Year One 17:50 Evaluating Your Tax Strategy 21:22 The Power of Roth Conversions and RMD Planning 24:01 Estate and Healthcare Planning in Retirement 27:48 Why End-of-Life Planning Is a Gift 30:11 Retirement Isn't Just Financial—It's Emotional 33:17 Finding Purpose and Passion Post-Retirement 36:04 Client Story: From Boredom to Fulfillment 38:15 Listener Q&A: Social Security and Overspending 41:12 The Value of Flexibility and Having a Guide 43:00 Final Thoughts and C.S. Lewis Wisdom 44:02 Thanks for Listening and How to Connect Disclaimer: Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

When Eliot Metherell set off on a solo motorcycle journey through Australia, he was chasing freedom, solitude, and scenic back roads. But just days into the ride, a friendly suggestion to try a campground in the hills turned into a nightmare. Being new to adventure riding and with no off-road experience and an overloaded bike, Eliot found himself injured and alone, pinned under his motorcycle on a remote forest trail with no cell service and nightfall approaching. In this episode, Eliot shares the full story of what went wrong, what he learned, and how a few key decisions can make the difference between adventure and disaster.

In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions unpack the latest insights on how Americans are saving for retirement—and what that means for you. They highlight a record-setting year for 401(k) contributions, compare generational saving trends, and share five powerful ways pre-retirees can boost their retirement readiness. From maximizing employer matches to choosing between Roth and Traditional strategies, Jim and Casey walk listeners through simple, effective ways to take control of their financial future. Want to work with us? Visit: http://retirewithmartin.com/ Learn more: www.planwellretirehappy.com 00:00 Introduction and Celebration 00:14 Understanding Retirement Savings 00:41 The Comparison Trap 01:30 House Renovations Update 01:53 Record 401k Savings Rates 02:45 Wealth Smart Process 05:47 Generational Savings Insights 09:23 Savings Rates by Age 10:15 Celebrating Gen Z's Financial Achievements 10:31 Five Powerful Ways to Catch Up on Retirement Savings 10:46 Maximizing Contributions and Catch-Up Strategies 11:50 Roth vs. Traditional: Be Intentional 12:15 Don't Leave Match Money on the Table 12:33 Simplify and Stress Test Your Retirement Plan 13:40 Dos and Don'ts of Retirement Planning 16:07 Addressing Listener Questions and Concerns 19:50 Final Thoughts and Encouragement Disclaimer: Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.  

Sudden loss of traction is one of the most dangerous situations motorcycle riders can encounter—whether it's wet pavement, loose gravel, or mud on the trail. In this Rider Skills Plus episode, expert instructor Clinton Smout from Smart Adventures shares four essential riding techniques to help you stay upright and in control when the surface turns slippery.We then speak with ex-racer and IMS Products owner Scott Wright about how your foot pegs—one of the most overlooked contact points—can dramatically affect control and confidence, especially in low-traction situations.Whether you ride adventure bikes, dual-sport, or street motorcycles, these tips will help you handle unpredictable riding conditions with more skill and confidence.

In April 1950, Jim Martin, a catcher for the West Texas New Mexico League's Pampa Oilers, was violently struck by lightning during a game in Abilene, Texas. He not only survived the strike but he played the next game, going two for five. This week, Martin's daughter, Beverly Winter-Donaho, joins us to discuss Martin and his time in the minors during the 40s and 50s. In part two, Craig visits PNC Park and what's left of Forbes Field in Pittsburgh.Errata: Joe Nuxhall made his Major League debut, pitching for the Cincinnati Reds, on June 10, 1944. He was 15 years, 316 days old. You can support Hooks & Runs by purchasing books, including books featured in this episode (if any were), through our store at Bookshop.org. Here's the link. https://bookshop.org/shop/hooksandruns Hooks & Runs - https://hooksandruns.buzzsprout.com/ Email: hooksandruns@protonmail.com Craig on Bluesky (@craigest.bsky.social)Rex (Krazy Karl's Music Emporium) on Facebookhttps://www.facebook.com/people/Krazy-Karlz-Music-Emporium/100063801500293/ Hosts Emeriti:Andrew Eckhoff on Tik TokEric on FacebookMusic: "Warrior of Light" by ikolics (via Premium Beat)     This podcast and this episode are copyright Craig Estlinbaum, 2025.  

This episode discusses the importance of saying no as an act of self-protection and boundary-setting in retirement. Financial advisors and retirement planners Jim Martin & Casey Bibb emphasize focusing on core values and maintaining financial sustainability. They cover practical scenarios such as resisting pressure from family, avoiding high-risk investments, managing time commitments, preventing overspending, and discerning conflicting financial advice. Listeners are encouraged to create a plan that aligns with their priorities, empowering them to say no when necessary, and ultimately enabling a happy and sustainable retirement. http://retirewithmartin.com/

Noraly Schoenmaker was living a comfortable life in the Netherlands, building a career as a geologist, when her world was suddenly turned upside down. For some, heartbreak might mean retreating inward, but Noraly chose something radically different. She walked away from the life she knew, packed up what she could, and set off to explore the world on a motorcycle. It wasn't a wild whim — her work had already taken her to far-flung places like Panama and Indonesia, exploring gold mines and studying sand. But this time, it was her journey. Over 20,000 miles later, through countries like Iraq, Iran, and India, she found freedom, connection, and perspective — one road, one meal, one encounter at a time.Noraly Schoenmaker is the creator of the hugely popular Itchy Boots YouTube channel. What began as a solo motorcycle trip has evolved into a global journey, with Noraly riding through remote regions, wild landscapes, and across entire continents — from South America to North America, and from Europe to Africa. Her background in biology and geology adds a thoughtful layer to her travels, and when she's not riding, she calls the Netherlands home. Noraly is also the author of FREE RIDE.

In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions delve into the complexities of Required Minimum Distributions (RMDs) for retirement accounts like traditional IRAs and 401(k)s. They discuss the timing, calculation, and strategies for managing RMDs to avoid surprise tax bills and unnecessary withdrawals. The discussion includes real-life client scenarios and emphasizes the importance of strategic planning, early Roth conversions, and qualified charitable distributions. The goal is to prepare listeners approaching retirement to manage RMDs efficiently and minimize tax impacts. http://retirewithmartin.com/

When Bernd and Anchen Sass's children moved abroad, the couple decided it was time to start living the dream they had discussed for decades. In their mid-50s, they left behind stable careers and set off on motorcycles—despite Anchen having no riding experience and deep fears about learning. Over several seasons of travel, they've crossed tens of thousands of kilometres through Africa and Europe, adapting their gear, pace, and mindset along the way. In this episode, they share what it's truly like to make that kind of transition later in life, how they handle setbacks, and why travel, especially by motorcycle, has helped them rediscover a sense of purpose.

In this episode, financial advisors and retirement planning experts Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the essential elements of retirement readiness, focusing on three critical questions that can help determine whether you're ready to retire. The episode covers important topics such as identifying where your retirement income will come from, assessing your ability to handle market downturns without losing sleep, and the importance of having a written financial plan. The discussion also includes practical advice on maintaining life satisfaction through social engagements and the benefits of structured financial planning. With personal anecdotes and expert insights, this episode aims to guide listeners through the complexities of planning for a secure and fulfilling retirement. http://retirewithmartin.com/

It's been 20 years since Long Way Round changed the face of motorcycle travel—and inspired a generation to dream bigger. That original journey, sparked by a simple idea, captured lightning in a bottle with its raw spirit, sweeping landscapes, and the magic of two friends chasing the horizon on massive BMWs. Then came Long Way Down and Long Way Up. In their latest series, Long Way Home, Ewan McGregor and Charley Boorman trade the extremes for something refreshingly real—a ride from Scotland to England via the long way around. On vintage bikes, they wind their way through more than 15 countries, rediscovering the pure joy of the open road. It's not just a ride—it's the kind of ride we all dream of, and it certainly looks like Long Way Home will inspire the next wave of riders, just as Long Way Round once did.

In this episode of the podcast, financial advisors and retirement planners Jim Martin and  Casey Bibb from Martin Wealth Solutions address the top four retirement questions frequently asked by clients. They provide detailed insights on determining if you have enough saved for retirement, the optimal time to take Social Security benefits, how to react during market downturns, and strategies for minimizing taxes during retirement. Tune in to gain valuable information and practical tips to help you plan and achieve a financially secure retirement. http://retirewithmartin.com/

Join Scott "Shalom" Klein on his weekly radio show, Get Down To Business with guests:Matthew MitchellJim MartinAnthony DegradoAndy Reid

Steve Zuschin first discovered Rally for Rangers at an ADV event, was drawn in by the mission, and unexpectedly found himself on a plane to Bhutan within weeks. He recounts the challenges of that first rally—from navigating muddy mountain roads in the Himalayas on Royal Enfields to racing tight schedules. It was an unforgettable introduction to a cause that left a lasting impression.

Jess and Greg Stone set out to ride around the world in 18 months. They aimed to prove that their dog gear could withstand the wear and tear of daily use while riding both on and off the road, and to raise $100,000 for a non-profit, Girl Up. Three years later, after facing injury, loss, and thousands of kilometers throughout the Americas, they've realized that their journey has become much more than a motorcycle trip. In this episode, they reflect on how slowing down, exploring, and sharing the road with their dog Whimsy has reshaped their route and lives.

In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb discuss the top five most common and preventable retirement mistakes they encounter, from poor tax planning and early Social Security claims to inadequate investment risk management and healthcare oversight. They provide guidance on constructing a written income plan, optimizing Social Security, and devising a tax strategy to help retirees maintain financial stability. The episode also touches on personal anecdotes and highlights the importance of making well-informed decisions to secure a comfortable and worry-free retirement. http://retirewithmartin.com/

Nick Sanders has spent over 40 years circling the globe—on bicycles, motorcycles, and even a narrowboat—setting records and redefining long-distance travel. Known for his speed and endurance, Nick's latest ride along the edge of Europe marks a slower, more reflective journey aboard a Royal Enfield Bear 650. But his instinct to head into the unknown and figure it out as he goes? That hasn't changed.

This episode explores the essential considerations for hiring a financial advisor, focusing on understanding your needs and goals rather than jumping into products. The hosts, financial advisors Jim Martin & Casey Bibb, discuss the importance of having a written financial plan, the fiduciary responsibility of advisors, and the key questions to ask when interviewing potential advisors. Additionally, they highlight the significance of finding someone you trust and who communicates effectively, emphasizing that great financial advice should go beyond mere investment suggestions to include comprehensive planning across various aspects of your financial life. The episode includes engaging anecdotes and practical advice to help retirees make informed decisions about their financial future. http://retirewithmartin.com/

For this episode of Adventure Rider Radio, we've gathered some of our favourite moments from RAW — the kind that made us laugh, think, or just stuck with us. From cultural mix-ups and hard-earned lessons to the unexpected beauty of the road, these clips offer a glimpse into the unique chemistry of the RAW crew and the adventures they've had.

In today's episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the key steps to preparing for a move to another state in retirement. They cover financial assessments, including understanding state taxes and real estate costs, healthcare and insurance considerations, legal and estate planning needs, and the importance of social networks and community integration. The hosts share practical tips and personal anecdotes to help retirees make informed decisions about relocating, ensuring a smooth transition to their new homes. http://retirewithmartin.com/

In this episode, we're joined by world-renowned motorcycle instructor and KTM rider Chris Birch for a deep dive into rider technique, mindset, and how modern bikes—and training—are changing the game. Chris challenges the blanket advice that riders should always stand off-road, sharing real-world scenarios where sitting makes more sense. He also breaks down how rider education has evolved, why modern suspension can be a double-edged sword for learning, and how electronic aids may shape the next generation of riders. Whether you're just getting started or looking to fine-tune your skills, this conversation is packed with insights that'll change the way you think about riding.

In this episode, financial advisors and retirement planners Jim Martin & Casey Three-Point Bibb discuss how taxes can often be the largest expense for retirees and what can be done to mitigate their impact. The conversation covers common tax pitfalls, strategic use of tax-deferred accounts like IRAs and 401(k)s, and effective strategies such as Roth conversions, tax-efficient withdrawal plans, and Qualified Charitable Distributions (QCDs). The hosts provide actionable insights and highlight the importance of working with a tax-aware financial advisor. The show concludes with answers to listener questions about managing old 401(k)s and handling market volatility in retirement. http://retirewithmartin.com/

In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions discuss market volatility and its impact on investors. They introduce the bucket strategy—a method of segmenting investments into short-term, medium-term, and long-term buckets to protect assets and ensure financial stability in retirement. The hosts break down how to allocate funds within each bucket to reduce risk and boost confidence among retirees. Additionally, the episode covers tips for saving money on summer travel, encouraging proactive planning and flexibility for a stress-free journey. Tune in to learn strategies that can help you achieve a secure and joyful retirement. http://retirewithmartin.com/

Maximizing Your Roth IRA: When and How to Tap Into Your Retirement Treasure In this episode, financial advisor Jim Martin and Casey from Martin Wealth Solutions tackle the myths and realities surrounding Roth IRAs. You'll learn the pros and cons of Roth IRAs, why the industry often recommends not touching these accounts, and when it might actually make sense to withdraw from them. The hosts provide insights into strategic Roth IRA distribution, addressing topics like avoiding higher tax brackets, Medicare costs, and Social Security impacts. Additionally, they explore using Roth IRAs for legacy planning and achieving financial independence. The episode wraps up with a playful discussion on space travel, blending financial wisdom with a touch of fun.     http://retiresmartscore.com 

In this episode, financial advisors Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the emerging trends of mini retirements and hybrid retirements. They delve into the benefits and risks of these retirement strategies, such as preventing burnout and improving mental health, as well as the importance of strategic financial planning. The conversation also touches upon maintaining social connections and exploring passions. Additionally, the episode highlights the need for physical fitness at different ages and provides practical tips on staying healthy.  http://retiresmartscore.com 

In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb explore the top five regrets retirees often face and provide actionable steps to avoid them. Hosts discuss the importance of saving enough, the risks of starting Social Security too early, the pitfalls of retiring with too much debt, the consequences of retiring too soon, and the necessity of prioritizing health. Real-life examples and practical advice are shared to help you plan for a better retirement. Plus, a fun conversation about flying for the first time and enjoying beignets from New Orleans! http://retiresmartscore.com 

In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the potential impacts of President Trump's administration on retirement planning. They delve into topics such as tax policies, the social security tax, trade tariffs, deregulation, and the effects on the stock market and retirement accounts. The conversation includes insights on the economic landscape and practical advice for retirees to stay focused on long-term plans and tax strategies. The hosts emphasize the importance of maintaining a balanced perspective amidst political changes and media influence. http://retiresmartscore.com 

In this episode, financial advisors Jim Martin & Casey Bibb dive into the concept of behavioral finance and how emotions and cognitive biases shape our financial decisions. We discuss strategies to handle emotional triggers, automation of financial decisions, and the importance of a comprehensive retirement plan. Jim and Casey Bibb share practical tips to stay on track with your retirement goals, balance short-term desires with long-term planning, and avoid pitfalls like confirmation bias, fear of market downturns, and anchoring. The episode highlights the value of diversification, reassessing financial plans, and working with an advisor to navigate the complexities of investment in retirement. Lastly, Casey provides insights from their personal life, discussing preparedness and drawing parallels with financial planning. http://retiresmartscore.com 

In this episode, financial advisors Jim Martin and co-host Casey Bibb discuss the various options available for managing an old 401k from a previous job. The options include leaving it in place, rolling it into a new employer's plan, cashing it out, or moving it to a self-directed IRA. They explore the pros and cons of each option and provide guidance on making the best decision based on individual circumstances. Additionally, they delve into the intricacies of Social Security survivor benefits and the financial implications of a spouse's death, emphasizing the importance of comprehensive financial planning for retirement. http://retiresmartscore.com 

In this episode, financial advisors Jim Martin & Casey Bibb discuss the top five mistakes to avoid when planning for retirement and offer a bonus tip for creating a solid financial strategy. They emphasize the importance of delaying Social Security benefits for maximum returns, developing a comprehensive withdrawal plan, accounting for inflation and healthcare costs, and finding a balanced investment strategy. The discussion highlights the critical role of tax planning and the overall significance of having a detailed financial plan to ensure a secure retirement. Additional dialogues include personal anecdotes, the impact of AI on investments, and the Jim's decision to purchase a Tesla vehicle. http://retiresmartscore.com 

In this episode with financial advisors Jim Martin & Casey Bibb, we discuss the crucial aspects of financial planning, including the importance of having a financial plan for a successful retirement. We debunk common myths, such as mistaking investment statements for a financial plan, and highlight essential components like income, investment, and tax strategies. Hear from Casey Bibb on why planning alleviates fears of the unknown and provides financial security. We also dive into the debate around electric vehicles (EVs), weighing the pros and cons, such as charging logistics and the impact on power bills. And for some light-hearted moments, we share show and book recommendations to keep you entertained. Don't miss out on practical advice to plan your future and insights on emerging EV trends. http://retiresmartscore.com 

In this episode, financial advisors Jim Martin & Casey Bibb dive into the common belief that you need a million dollars to retire. We review an article from USA Today about the 15 states where you supposedly need a million dollars to retire, but question whether this is truly accurate. Featuring guest Casey Bibb, we discuss how retirement needs vary widely depending on personal circumstances, spending habits, and lifestyle choices. We also explore the importance of financial planning, the potential pitfalls of blindly following retirement savings rules, and how to tailor your retirement strategy to your unique goals. Whether you're just starting to plan for retirement or are already in the midst of it, this episode offers valuable insights on building a comfortable and flexible retirement plan. http://retiresmartscore.com 

International Justice Mission is fighting to end human trafficking and slavery around the world. That work can make workers weary. IJM VP of Spiritual Formation Jim Martin and Director of Strategic Partnerships Susan Umlor share how creating spiritual rhythms aids in seeking justice in our lives and the lives of others. Faith Radio podcasts are made possible by your support. Give now: click here

In this episode, financial advisors Jim Martin and Casey Bibb discuss the intricacies of target date funds, commonly found in 401(k) plans. They explain how these funds automatically adjust asset allocation as you approach retirement and analyze the pros and cons of such investments. They emphasize the importance of understanding your risk tolerance and ensure your investments match your retirement goals. The show also covers practical tips for safeguarding your assets, including reviewing insurance coverage and considering natural disaster risks. Additionally, Jim and Casey explore the unconventional topic of 'sleep divorce' for better marital bliss. 00:00 Introduction to Target Date Funds 00:19 Understanding Target Date Funds 03:45 Pros of Target Date Funds 05:12 Cons of Target Date Funds 12:21 Alternatives to Target Date Funds 14:00 Retirement Locations and Natural Disasters 19:50 The Concept of Sleep Divorce 24:48 Conclusion and Final Thoughts http://retiresmartscore.com