# Ep 394. The 'Machine' Behind Retire SMART Page: https://stenobird.com/podcast/retire-smart-podcast-6956219/ep-394-the-machine-behind-retire-smart Text version: https://stenobird.com/podcast/retire-smart-podcast-6956219/ep-394-the-machine-behind-retire-smart.md Podcast: [Retire SMART Podcast](https://stenobird.com/podcast/retire-smart-podcast-6956219) Published: 2026-04-02T13:00:00+00:00 Episode link: https://connect92.podbean.com/e/ep-394-the-machine-behind-retire-smart/ Audio file: https://mcdn.podbean.com/mf/web/ijbs9ksj5d2qgwww/Ep_394_The_Machine_Behind_Retire_SMARTaia7t.mp3 Processing state: processed JSON: https://stenobird.com/v1/public/podcasts/retire-smart-podcast-6956219/episodes/ep-394-the-machine-behind-retire-smart Duration seconds: 692 ## Resource What does it take to deliver consistent, high-level financial advice? In this episode, David and Director of Wealth Management, Josh Cheatle, break down their unique training system, collaborative planning process, and why no single advisor works alone. The result: faster learning, smarter strategies, and a better experience for every client. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/retire-smart-podcast-6956219/episodes/ep-394-the-machine-behind-retire-smart/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/retire-smart-podcast-6956219/ep-394-the-machine-behind-retire-smart.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.