
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Est. Listeners
Insufficient chart data. Estimates will improve as the show charts.
- Per-Episode Audience
Est. listeners per new episode within ~30 days
N/A🎙 Weekly cadence·122 episodes·Last published 7mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
N/A - Active Followers
Loyal subscribers who consistently listen
N/A
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 10 epsHost
Recent guests
Recent episodes
When Retirement Isn't What You Thought
Nov 19, 2025
48m 50s
How To Use QCDs, Plan RMDs, And Win The Roth Game with Sarah Brenner from Ed Slott & Co.
Nov 14, 2025
48m 27s
Retirement Needs More Than Money: Purpose, Health, Connection, & Growth
Nov 7, 2025
45m 52s
What Tactical Training Taught Me About Retirement Planning
Oct 31, 2025
45m 04s
7 Things Poor People Do That Rich People DON'T!
Oct 24, 2025
47m 28s
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 11/19/25 | ![]() When Retirement Isn't What You Thought✨ | retirement planningmarket timing+4 | — | — | — | retirementfinancial strategy+5 | — | 48m 50s | |
| 11/14/25 | ![]() How To Use QCDs, Plan RMDs, And Win The Roth Game with Sarah Brenner from Ed Slott & Co.✨ | tax planningretirement+4 | Sarah Brenner | Ed Slott & Co. | — | QCDRMD+7 | — | 48m 27s | |
| 11/7/25 | ![]() Retirement Needs More Than Money: Purpose, Health, Connection, & Growth✨ | retirement planninglife satisfaction+5 | — | — | — | retirementfinancial planning+8 | — | 45m 52s | |
| 10/31/25 | ![]() What Tactical Training Taught Me About Retirement Planning✨ | retirement planningtactical training+3 | — | Retirement Income Certified Professional | — | retirementfinancial planning+3 | — | 45m 04s | |
| 10/24/25 | ![]() 7 Things Poor People Do That Rich People DON'T!✨ | financial habitswealth building+5 | — | — | — | financial habitswealthy strategies+5 | — | 47m 28s | |
| 10/17/25 | ![]() Unlocking Home Equity For Retirement Security with Gabrielle Gregoline✨ | reverse mortgagesretirement planning+4 | Gabrielle Gregoline | FHAHECM | — | reverse mortgageHECM+6 | — | 48m 56s | |
| 10/10/25 | ![]() Retirement’s Unseen Threats—and How to Prepare for Them✨ | retirement planningfinancial risks+5 | — | Social SecurityHSAs+1 | — | retirement threatssequence of returns risk+8 | — | 42m 03s | |
| 10/3/25 | ![]() The Seasons of Life & Retirement✨ | retirement planningfinancial peace+4 | — | — | — | retirementinflation+4 | — | 46m 26s | |
| 9/26/25 | ![]() Building the Ozarks Retirement Group: My 17-Year Journey✨ | financial planningretirement planning+3 | — | Ozarks Retirement GroupTrinity Insurance and Financial Services | Ozarks | retirementfinancial planning+3 | — | 50m 58s | |
| 9/19/25 | ![]() Dr. Wade Pfau's Proven Retirement Strategies (Part 3)✨ | retirement strategiesincome streams+3 | — | — | — | 401(k)IRA+6 | — | 42m 23s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 5/11/25 | ![]() Maximizing Social Security: with former Deputy Commissioner of Social Security, Jason Fichtner | The retirement landscape is changing dramatically as we navigate the "Peak 65" era—where over 11,200 Americans are turning 65 daily in 2025, the highest rate in history. How prepared are we for this unprecedented demographic shift?Jason Fichtner, former Deputy Commissioner of Social Security and Executive Director of the Retirement Income Institute for the Alliance for Lifetime Income, brings his remarkable expertise to tackle some of retirement planning's most misunderstood concepts. Drawing from his experience overseeing Social Security's policies, Fichtner dismantles common misconceptions about claiming strategies, explaining why the difference between claiming at age 62 versus 70 represents a staggering 77% increase in lifetime benefits.One simple but profound shift Fichtner advocates is changing how we frame claiming ages—moving away from misleading terms like "early eligibility age" and "full retirement age" toward more accurate descriptions: "minimum monthly benefit age" and "maximum monthly benefit age." This small language adjustment completely transforms how Americans approach their claiming decisions.With traditional pensions disappearing, today's retirees face the challenge of creating their own retirement paychecks. Fichtner introduces the concept of protected income as a crucial asset class alongside traditional investments, explaining how "bridge annuities" can provide income while delaying Social Security benefits to maximize guaranteed, inflation-protected income for life. His powerful mantra—"Income is the outcome in retirement"—cuts through complex financial jargon to focus on what truly matters: creating reliable income streams that last as long as you do.Whether you're approaching retirement or helping loved ones navigate this transition, this episode provides clear, actionable strategies from one of the nation's foremost retirement security experts. Take the first step toward a secure retirement by scheduling your complimentary consultation at 866-780-SAFE (7233) and receive your free copy of "Bulletproof: The Safe and Secure Retirement Income Plan."Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 4/30/25 | ![]() Glenn Beck Endorsed My Firm – Here's What Happened Behind the Scenes | Ever wonder what happens when economic theory meets real-world political change? I've witnessed it firsthand. After struggling to sell a property for four straight months in 2024 (even having to resort to owner financing), I listed another in 2025 following the election—it sold in ONE DAY with multiple cash offers above asking price. This stark contrast perfectly illustrates how leadership impacts economic confidence and your financial future.This revelation came on the heels of my extraordinary day with Glenn Beck at his Dallas studio—a day that transformed my perspective and led to an exciting announcement. I'm humbled to share that Safe Money Radio is now the ONLY financial planning show endorsed by Glenn Beck. Walking through his American Museum, holding historical artifacts including Hitler's key ring and cloth from Lincoln's assassination, and witnessing Glenn shoot Lee Harvey Oswald's gun created an unforgettable experience. But what struck me most was Glenn's unwavering commitment to his audience's trust—something that deeply resonates with my own philosophy as a Certified Financial Fiduciary.Trust isn't built on flashy presentations or free dinner seminars—it's earned through knowledge, ethics, and genuine care for clients' outcomes. That's why I've dedicated countless hours to obtaining five financial designations, including recently completing the Tax Planning Certified Professional program where I studied 477 different financial topics over 203 hours. I've seen too many clients come through my door after being sold inappropriate products by advisors who prioritized commissions over suitability, and it's what drives me to maintain the highest standards of fiduciary responsibility.As political and economic climates shift, having a trusted advisor who understands these changes becomes increasingly valuable. Don't entrust your life savings to someone based solely on charisma or convenience. Call us at 866-780-SAFE for a free financial consultation and receive my bestselling book "Bulletproof: The Safe and Secure Retirement Income Plan"—now proudly endorsed by Glenn Beck himself.Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 4/15/25 | ![]() ED SLOTT: Why Traditional IRA/401(k)'s May RUIN Your Retirement | The retirement landscape has fundamentally changed, and your old tax strategies might be setting you up for disaster. America's IRA expert Ed Slott delivers a wake-up call about the hidden dangers lurking in your tax-deferred accounts.Gone are the days when IRAs were valuable wealth transfer vehicles. Since the SECURE Act eliminated the stretch provision, these accounts have transformed into what Slott bluntly calls "the worst possible asset to own and build on." Now, most non-spouse beneficiaries must empty inherited IRAs within just 10 years, potentially facing massive tax bills during their peak earning years.What about that tax deduction you've been chasing? Slott provocatively labels it a "fake deduction" – merely a loan from the government that must be repaid at uncertain future rates. With current tax rates historically low and massive government debt suggesting higher future rates, the conventional wisdom of deferring taxes could be catastrophically wrong. "Your IRA is really just a joint account with Uncle Sam," Slott warns, "and he determines what his percentage will be."The solution? Consider Roth conversions while tax rates remain favorable. By paying taxes now at known rates, you lock in a 0% tax rate for life and potentially 10 years beyond for your beneficiaries. This creates certainty in an otherwise uncertain tax environment.Beyond tax planning, guaranteeing retirement income has proven crucial for retiree happiness. Research consistently shows people with guaranteed income sources spend more confidently and worry less about market volatility. As Slott observed with his own mother who lived well into her 90s with annuity income, "People with guaranteed income are just happier people."Don't let outdated strategies derail your retirement dreams. Contact a qualified retirement income professional who understands today's dramatically different tax landscape and can help defuse your potential retirement tax time bomb.Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 3/21/25 | ![]() Interviewing 4 of America's TOP Retirement Experts! | The world's foremost retirement planning experts reveal game-changing strategies that could transform your financial future in this extraordinary episode recorded at the American College of Financial Services' inaugural Horizons Conference. After attending financial conferences for over 17 years, I've never experienced anything like this gathering of retirement planning luminaries. In this first installment of a special two-part series, I sit down with four distinguished guests whose research shapes how Americans approach retirement security.Dr. Wade Pfau introduces the Retirement Income Style Awareness (RISA) assessment, a groundbreaking tool that matches retirement strategies to psychological preferences. He walks us through the four fundamental approaches to retirement income planning, explaining why one size doesn't fit all. Many retirees struggle with plans misaligned to their comfort levels – something the RESA helps identify and correct.Dr. Michael Finke reveals startling research on what he calls the "license to spend." His studies prove retirees with guaranteed lifetime income sources spend far more freely than those relying solely on investment portfolios. "People don't like staring at a pile of money," he explains, highlighting how psychological factors often trump mathematical ones in retirement satisfaction.Dr. David Blanchett discusses how medical advances like GLP-1 medications may dramatically increase not just average lifespans but the variability of lifespans. This creates profound planning challenges since traditional portfolio-based strategies struggle with extreme longevity scenarios. His empirical evidence shows people spend approximately 80% of lifetime income but only 50% of what they could from portfolio assets.Jamie Hopkins addresses the psychological shift from saving to spending with his "Rewirement" concept. "We spend decades building our nest egg, then the day we retire, we have to start taking it apart," he notes, explaining why this transition proves so difficult. He also emphasizes planning for purpose and community after losing workplace connections.Take control of your retirement future today by calling 866-780-SAFE for your complimentary RESA assessment and personalized retirement income strategy consultation.Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 1/24/25 | ![]() Essential Guide to Retirement Success with Tom Hegna | This episode emphasizes the importance of strategic planning for retirement, highlighting the need for sustainable income streams and the role of patience in wealth accumulation. Key strategies discussed include understanding financial products like annuities, ensuring adequate planning for market fluctuations, and preparing for future healthcare costs.• Importance of having a plan for retirement income• The Rule of 72 and its implications for wealth building• The utility of annuities in guaranteeing steady income• Strategies for minimizing risk during market downturns• Discussing the necessity for professional financial advice• Planning for long-term care and associated costsSend us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 12/21/24 | ![]() Demystifying IRMAA: Strategies to Protect Your Retirement Income with Paul Morrison | Unlock the secrets to protecting your retirement income as we tackle the complex world of Income-Related Monthly Adjustment Amounts (IRMAA) with Medicare expert Paul Morrison. Ever wondered how your taxable income might be silently eroding your Social Security benefits? Our discussion shines a spotlight on the little-known IRMAA and its potential to reduce your net retirement income, urging both retirees and financial advisors to be more aware of these hidden costs.Together with Paul Morrison, we examine the intricacies of IRMAA surcharges and their relentless impact on Medicare premiums. Discover how stagnant income thresholds have pushed many retirees into higher surcharge brackets, even without changes to their real income. Our conversation covers practical strategies like Roth conversions and cash value life insurance to help you navigate these financial hurdles. Listen for insights from leading tax planning advisor David Brooks and IRA specialist Ed Slott, who share their expertise on managing retirement costs effectively.As we approach 2025, the landscape of Medicare and Social Security is rapidly evolving, with potential for Medicare costs to outpace Social Security benefits for those in higher IRMAA brackets. Through our engaging exploration of annuity contract disclosures and retirement planning, we emphasize the importance of strategic financial decisions in safeguarding your future. Don't miss our detailed analysis and actionable advice designed to empower you with the knowledge to make informed choices about your retirement assets.Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 8/16/24 | ![]() Navigating Post-2024 Election Taxes: featuring Heather Schreiber & Ed Slott | Secure your retirement and navigate the complex world of taxes with confidence. Join me, Brad Pistole, and our special guests as we unpack the profound impact of expiring tax cuts, looming national debt, and the pivotal 2024 election on your financial future. Discover actionable insights on how tax policies influence every aspect of your life—from income and spending to property and estate planning—and learn why keeping an eye on political changes is crucial for safeguarding your retirement dreams.In this episode, we delve into the significance of the decumulation phase of retirement and how strategic withdrawals can help you manage market volatility, advisor fees, and taxes. Heather Schreiber, a leading Social Security expert, will reveal the intricacies of the Income-Related Monthly Adjustment Amount (IRMA) and its effect on your Medicare premiums starting at age 65. Understand how your adjusted gross income at age 63 plays a critical role in determining these premiums and the steps you can take to mitigate unexpected costs.We’ll also explore essential tax planning strategies like Roth conversions and overfunded life insurance policies to help you preserve more of your hard-earned money. Renowned IRA expert Ed Slott joins us to share valuable advice on shielding your retirement savings from taxes, especially in light of potential future tax hikes. By the end of this episode, you’ll be well-equipped with the knowledge you need to protect your financial future and achieve the retirement you've always envisioned. Don’t miss this opportunity to stay informed and proactively plan for the retirement you deserve.Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 6/16/24 | ![]() Protecting Your Retirement: Maximizing Social Security Benefits with Heather Schreiber | What if you could protect your retirement savings from market turmoil and maximize your Social Security benefits? In this pivotal episode of Safe Money Radio, we confront the resurgence of fear in financial markets and its impact on your 401ks and 403bs. I’ll share key investment rules to safeguard your capital and explain why the timing and method of filing for Social Security benefits are crucial to your retirement strategy. Our in-depth discussion reveals how misguided decisions can lead to hefty taxes and penalties and how expert guidance can help you avoid these pitfalls.Next, we delve into the complexities of maximizing Social Security benefits, from understanding income-related monthly adjustment amounts (IRMAA) to navigating Medicare premiums and tax implications. My personal journey with Social Security, along with real-life examples, underscores the necessity of a comprehensive retirement income plan. We'll also be joined by national Social Security expert Heather Schreiber, who offers invaluable insights into strategic planning for both individuals and couples, including the critical role of the higher earner’s benefit in ensuring financial stability for the surviving spouse.Finally, before you trigger your Social Security benefits, it’s essential to consider unexpected financial changes such as inheritances or large distributions from tax-deferred accounts. We’ll explore holistic retirement planning strategies, including Roth conversions and annuities, to ensure sustainable income. Whether you’re thinking about retiring early or planning for a longer life, this episode provides essential advice to secure a stable and prosperous future. Tune in to safeguard your retirement and make informed decisions that will benefit you and your loved ones for years to come.Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 3/21/24 | ![]() Why YOU SHOULD Re-Finance Your Annuity in 2024 | Brad talks about how higher interest rates bring forth the opportunity to potentially "refinance" your current annuity, and how better annuity rates can affect your future growth potential. Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 2/29/24 | ![]() TOM HEGNA - Nest Egg Mastery | Unlock the secrets to weathering financial storms and securing a robust retirement with Tom Hegna, the acclaimed economist and retirement planning maestro. As markets fluctuate and the future seems uncertain, we dissect the strategies that can protect and grow your nest egg, even when the Dow Jones takes a hit. With Tom's unparalleled insight, gleaned from his experience in both the military and financial sectors, we navigate through the complexities of investment choices, ensuring you're armed with the knowledge to make informed decisions. The global economic landscape is as tumultuous as ever, with soaring national debt and geopolitical tensions adding to the mix of challenges facing your financial future. But fear not, as we tackle these issues head-on, providing a beacon of hope with wealth-building principles that can set you and the next generation on a path to prosperity. I share my personal journey to financial success, the essence of which is captured in my latest book, "Who Wants to Be a Millionaire," offering a blueprint to achieving your own financial milestones.Lastly, we zero in on turning your retirement savings into a fortress, impenetrable by market volatility or tax burdens. Learn about the power of annuities, life insurance, and Roth IRA conversions to create a guaranteed and tax-free income stream. This episode isn't just about safeguarding your finances; it's about choosing the difficult yet rewarding journey toward a secure and enjoyable retirement, with expert advice on finding the financial advisor who truly gets it. With your financial well-being at the forefront, we ensure you're equipped to make the hard choices that lead to an easy life down the road.Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 2/23/24 | ![]() The Second Half of the Game | Brad talks about the importance of how you finish saving and preparing for retirement. Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 2/16/24 | ![]() Peyton Manning | Brad talks about speaking at the same conference as Peyton Manning, and shares some amazing stories that the ex pro Quarterback had to share. Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 1/12/24 | ![]() Create YOUR OWN Pension in 2024 | Brad talks about the difference between defined benefit and defined contribution plans, "Peak 65", Pensions, 401(k)'s and other investment options available to those nearing retirement in 2024. If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 11/4/23 | ![]() The (UNWANTED) Joint Owner of Your Retirement Accounts | Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
| 8/24/23 | ![]() FREE EVENT: Ed Slott Coming to Springfield | Brad announces that Ed Slott will be coming to Springfield, MO for a special event on Tuesday, September 12th. This will be held at the White River Event Center at Bass Pro Shops. Go to www.guaranteedsafemoney.com or call 866-780-7233 to register. Topics covered will include: Getting off of the government planROTH IRA's ROTH ConversionsSecure Act 2.0 Tax Law UpdatesKeeping MORE of Your Retirement Savings Send us a textTo learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com | — | ||||||
Showing 25 of 122
Pitch Fit is a Pro feature
See how bookable this show is for guests, which brands already advertise, the per-episode ad value, and the best-fit guest and sponsor profile. The numbers are blurred on the free plan.
How readily this show books outside guests like you.
How proven this show is for host-read sponsorships.
For Guests
ProFor Advertisers
ProUpgrade to Pro to unlock guest cadence, sponsor categories, fit scores, and per-episode ad value for this show.
