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 mind


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/