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PodcastsRank #13938
Artwork for Smart Money Conversations

Smart Money Conversations

Brett Croft, CFP®, CFA®, CTFA®
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InvestingPodcastsBusinessENunited-statesDaily or near-daily
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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 UHNW clients, 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.
Top 27.9% by pitch volume (Rank #13938 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
Daily or near-daily
Episodes
22
Founded
N/A
Category
Investing
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: N/A
Canonical: https://podpitch.com/podcasts/smart-money-conversations
Cadence: Active weekly
Reply rate: 20–35%

Latest Episodes

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Season 2 Episode 1 - Why Transparent Financial Advice Matters with Sara Grillo

Fri Feb 06 2026

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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 unconventional career path, her advocacy for advice-only and flat-fee financial planning, and how transparency and ethical alignment are reshaping the advisory industry. The conversation blends personal history, industry critique, and practical guidance for both advisors and clients navigating today’s evolving financial landscape. Find Sara here: www.saragrillo.com Ask us a question: info@brettcroft.com Website: www.croftfinancialplanning.com

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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 unconventional career path, her advocacy for advice-only and flat-fee financial planning, and how transparency and ethical alignment are reshaping the advisory industry. The conversation blends personal history, industry critique, and practical guidance for both advisors and clients navigating today’s evolving financial landscape. Find Sara here: www.saragrillo.com Ask us a question: info@brettcroft.com Website: www.croftfinancialplanning.com

Key Metrics

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Pitches sent
24
From PodPitch users
Rank
#13938
Top 27.9% by pitch volume (Rank #13938 of 50,000)
Average rating
N/A
Ratings count may be unavailable
Reviews
1
Written reviews (when available)
Publish cadence
Daily or near-daily
Active weekly
Episode count
22
Data updated
Feb 10, 2026
Social followers
15.5K

Public Snapshot

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InvestingPodcastsBusiness
Country
United States
Language
English
Language (ISO)
Release cadence
Daily or near-daily
Latest episode date
Fri Feb 06 2026

Audience & Outreach (Public)

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Audience range
Private
Hidden on public pages
Reply rate band
20–35%
Public band
Response time band
1–2 weeks
Public band
Replies received
1–5
Public band

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
15.5K
Contact available
Yes
Masked on public pages
Sponsors detected
Private
Hidden on public pages
Guest format
Private
Hidden on public pages

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Contact preview
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Sponsor signals
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Sponsor mentionsLikely
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How To Pitch Smart Money Conversations

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Reviews

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Rating unavailable
RatingsN/A
Written reviews1

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Frequently Asked Questions About Smart Money Conversations

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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 UHNW clients, 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.

How often does Smart Money Conversations publish new episodes?

Daily or near-daily

How many listeners does Smart Money Conversations get?

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