Oct 5, 20261h 48mS2
Most trusts are great at protecting money and cutting taxes. They do almost nothing to get the person inheriting it ready. You've probably seen how this plays out. Heirs sit in meetings with advisors and can't follow...
business
Smart Money Conversations
Hosted by Brett Croft · business · EN
About this Podcast:
Smart Money Conversations: an advice-only podcast hosted by Brett Croft, CFP®, CFA®, CTFA®, and entrepreneur Chris Tabish CCO (Chief Comedic Officer) delivers expert financial strategies for families, covering taxes, investments, estate planning, and passive income. Tune in for clear, actionable insights to build and preserve wealth, inspired by a life of adventure and laughter.This Podcast is for educational purposes only.
Pitch Analysis
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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
80/100
Required Score
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What is Smart Money Conversations about?
Smart Money Conversations: an advice-only podcast hosted by Brett Croft, CFP®, CFA®, CTFA®, and entrepreneur Chris Tabish CCO (Chief Comedic Officer) delivers expert financial strategies for families, covering taxes, investments, estate planning, and passive income. Tune in for clear, actionable insights to build and preserve wealth, inspired by a life of adventure and laughter.
Who hosts Smart Money Conversations?
Smart Money Conversations is hosted by Brett Croft. The show has published 39 episodes to date.
What has Smart Money Conversations covered recently?
Recent episodes include "Episode #39 Most Trusts Are Built To Protect The Money, Not The Person Who Inherits It with Kristin Keffeler" (5 October 2026, 108 minutes), "#38 Inside Tiger 21: What $20 Million Buys You (Hint: It's Not Investment Advice) With Michael Warszawski" (17 September 2026, 86 minutes), and "#37 The Kitchen Sink Portfolio: a little bit of everything, but no strategy" (3 September 2026, 61 minutes).
How often does Smart Money Conversations publish?
Smart Money Conversations publishes roughly every two weeks, with episodes averaging 84 minutes across 39 episodes.
How hard is it to get booked on Smart Money Conversations?
Booking probability for Smart Money Conversations is 32%, and the host is rated Selective on guests. Smart Money Conversations requires a Pod Score of 80 or higher. Smart Money Conversations's contact route on record: verified email.
Who should pitch Smart Money Conversations?
The strongest fits for Smart Money Conversations are Investing & Wealth Management. Smart Money Conversations has a business audience.
About the host
Brett Croft hosts Smart Money Conversations, a business podcast with 39 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Sep 17, 20261h 26mS2
Michael Warszawski built Citibank's family office in 1999, ran private banks in London and Zurich, and now chairs Tiger 21 New York while advising multi-generational families through CWM Partners. In this episode, he...
- Sep 3, 20261h 1mS2
What happens when an investment portfolio includes a little bit of everything, but lacks a clear strategy? Brett and Chris examine the “kitchen sink portfolio” , including overlapping mutual funds and ETFs, tiny...
- Aug 10, 20261h 37mS2
Suma Nair has spent more than two decades helping families navigate the most important and most avoided conversations around wealth: what happens to it, who controls it, and who's left to carry it out. As a former...
- Aug 3, 20261h 15mS2
Getting a non-renewal letter out of nowhere? You're not alone. Brett and Chris sit down with Madeline Matosian, Director of Personal Lines at Indaco Risk Advisors, to unpack why home and auto insurance have gotten so...
View More
- Jul 13, 20261h 24mS2
Most people don't think about estate planning until something goes wrong. As a professional trustee, Marguerite Lorenz has spent 20 years handling everything from complex situations involving special needs trusts...
Episode #12
#33. The Real Estate Tax Playbook
Jun 29, 20261h 38mS2Real estate gets a lot of credit for being tax efficient, but most investors don't fully understand the mechanics behind it. Matt Hamilton is a CPA and founder of Surefire Tax and Accounting, a boutique firm built...
- Jun 15, 20261h 23mS2
Dr. Meghaan Lurtz is one of the world's leading experts on the psychology of financial planning — and in this episode, she joins Brett Croft and Chris Tabish for a conversation that goes well beyond the numbers. Meg is...
- Jun 4, 20261h 36mS2
Mark Roth has been investing in real estate limited partnerships for over 20 years — across 10 different operators, through boom markets and rate shocks, through deals that 3x'd and one that came back at 50 cents on the...
- May 21, 20261h 15mS2
Most small business owners don't call a lawyer until something's already gone wrong. By then, it's expensive. Matthew Fornaro has spent 23 years in the trenches of business law in South Florida — one of the most...
- May 14, 20261h 25mS2
What does a hospice doctor know about money, purpose, and living a life without regret? As it turns out — everything. Dr. Jordan Grumet spent decades at the bedside of dying patients, and what he heard changed the way...
- Apr 15, 20261h 30mS2
In this episode of Smart Money Conversations , Brett Croft and Chris Tabish chat with Allan Roth to explore why simplicity—not complexity—is the real edge for high-net-worth investors. Allan shares insights and stories...
Episode #6
#27. The 4% Rule Nobody Talks About: How a Tiny Slice of Stocks Built All of America's Wealth
Apr 15, 202653 minS2What if most stocks are actually losers — and the entire gain of the U.S. stock market over the past 100 years comes down to just 4% of all listed companies? That's exactly what Professor Hendrik Bessembinder's landmark...
- Apr 7, 20261h 36mS2
Episode 26 In this episode, Samuel M. DiPietro, JD, CPA, LLM, MST joins us to discuss all things estate planning — from foundational strategies to advanced tax-efficient planning for high-net-worth families. We dive...
- Mar 26, 202656 minS2
Season 2, Episode 4: What Does It Really Mean to Be a Fiduciary? In this episode, Brett Croft and Chris break down what it truly means to be a fiduciary and how to tell if your advisor actually is one. They discuss...
- Mar 17, 20261h 35mS2
Back by popular demand, I’m thrilled to have repeat guest Adam Cohen join me for a deep dive into private indirect real estate —how to properly evaluate deals and decide if they belong in your portfolio. We cover the...
- Mar 3, 20261h 33mS2
In Episode 23 , we welcome Tim Borchers, accomplished estate planning attorney and co-author of the bestselling book Saving the Family Cottage: Creative Ways to Preserve Your Cottage, Cabin, Camp, or Vacation Home for...
- Feb 6, 202654 minS2
In the Season 2 premiere of Smart Money Conversations , host Brett Croft sits down with Sara Grillo, CFA—financial advisor marketing consultant and founder of the Transparent Advisor Movement—to discuss her...
- Jan 26, 20261h 14mS1
To close out Season One of SMC , Brett and Chris sit down with a true legend in retirement planning — Bill Bengen, the creator of the original 4% rule and author of the new book A Richer Retirement . Bill’s research...
- Jan 15, 20261h 59mS1
In Episode 20, we welcome back Alexander M. Popovich, JD, LLM, Principal and Founder of Planning Advisory Services, LLC, and a seasoned expert in tax, trusts, and estate planning for high-net-worth families. Building on...
Recent guests
Recent guests on Smart Money Conversations. Study who booked and why before you pitch.
K
Kristin Keffeler
thought leader in family wealth advising, author of The Myth of the Silver Spoon, JFG Family Office
M
Marguerite Lorenz
Managing Partner, Estate Planning Group Network
M
Matt Hamilton
Educator and Community and Social Lead at Diffit for Teachers, Maximum Potential Chiropractic
M
Mark Roth
founder and Managing Director, Spinnaker Venture Partners
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