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PODCAST

Retire SMART Podcast

Retire SMART LLC

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

business investing

All Episodes

8:06

Ep 355. What Happens at a "Taxes & Retirement" Event?

Retire SMART Podcast ·

2026/01/23

We own a lot that’s never been built on, still owe $120,000 for it, and can’t seem to sell it; what are we to do? What is a 770 account and if I want one, where can I get it? And what can I expect if I come to one of your “Taxes in Retirement” events? David Brooks has answers to these questions in today’s Q&A episode.

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10:40

Ep 354. Education For Retirement Planning, With...

Retire SMART Podcast ·

2026/01/22

David is joined by Brandon Stuerke, founder of The Retirement Institute, an online education platform built to help retirees and pre-retirees get real answers to real financial questions. They discuss why retirement planning needs specialists—not generalists—and how technology is helping close the growing advice gap as millions retire and advisors exit the industry. The conversation also dives into advisor training, Roth conversions, business succession planning, and why education is the future of

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14:19

Ep 353. California's Controversial Wealth Tax

Retire SMART Podcast ·

2026/01/21

We open the show with a heartfelt tribute to Sandy Dodge, a true Omaha community leader whose legacy of service and giving back continues to inspire. From there, David breaks down key economic headlines, including cooling inflation, Fed drama, and what the latest data could mean for interest rates. Then we wrap with a deep dive into taxes, wealth tax proposals, and why policy decisions often come with serious unintended consequences.

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20:03

Ep 352. "From the Vault" (To Roth or NOT to Roth,...

Retire SMART Podcast ·

2026/01/17

Part 4 of David Brook's Debate with Adam Curran, with Curran Financial.

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15:47

Ep 351. "From the Vault" (To Roth or NOT to Roth,...

Retire SMART Podcast ·

2026/01/16

Part 3 of David Brook's Debate with Adam Curran, with Curran Financial.

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17:08

Ep 350. "From the Vault" (To Roth or NOT to Roth,...

Retire SMART Podcast ·

2026/01/15

Part 2 of David Brook's Debate with Adam Curran, with Curran Financial.

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21:32

Ep 349. "From the Vault" (To Roth or NOT to Roth,...

Retire SMART Podcast ·

2026/01/14

Part 1 of David Brook's Debate with Adam Curran, with Curran Financial.

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11:04

Ep 348. Wealth Taxes, EVs, and Rising Minimum Wages

Retire SMART Podcast ·

2026/01/10

Today, David breaks down several big money headlines, starting with changes to Social Security that could impact benefits, earnings limits, and when it pays to file. The discussion then shifts to Economics 101, covering wealth taxes, electric vehicles, and what rising minimum wages really mean for businesses and consumers.

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10:22

Ep 347. "Annuities, Savings Bonds, and...

Retire SMART Podcast ·

2026/01/09

If my mother, who has a couple annuities, passes away, will those annuities be taxable to me? Will I be taxed heavily when I cash in savings bonds I inherited from my parents? And at 50 years old and with 22 years left on my mortgage, should I pay off the house with the after-tax-account money from my divorce? David Brooks has answers to these questions in today’s Q&A episode.

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12:18

Ep 346. The SMART Planning Process, with Sean Swanson

Retire SMART Podcast ·

2026/01/08

In this episode, David is joined by senior advisor Sean Swanson to share some exciting Retire Smart news, including the addition of a new advisor to the team. The conversation then walks through the SMART planning process and how having a clear, written plan can bring confidence through every stage of retirement.

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12:43

Ep 345. The Top Athletic Programs

Retire SMART Podcast ·

2026/01/07

We open today with a powerful reminder of impact—how a simple shoebox gift can change lives in ways no one expects. From there, David breaks down the business of sports, major shifts in college athletics, and what booming program valuations tell us about money, markets, and momentum heading into the new year.

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12:13

Ep 344. Economy Predictions for 2026

Retire SMART Podcast ·

2026/01/03

In the final preview segment as we head into the new year, David takes a hard look at the economic forces shaping retirement planning. From inflation, housing, and interest rates to AI, wages, and the massive wealth transfer underway, the discussion focuses on what really matters for households as conditions continue to shift.

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8:43

Ep 343. Looking Ahead for Retire SMART in 2026

Retire SMART Podcast ·

2026/01/02

Today David shifts the focus to what’s ahead for Retire Smart in 2026. From continued hiring and expanded internships to deeper community involvement and a full year partnering with Husker Athletics, the discussion highlights how the firm plans to keep growing while staying rooted in education and service.

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10:16

Ep 342. How Retire SMART Thrived in 2025

Retire SMART Podcast ·

2026/01/01

In this year-end review, David looks back on a milestone year for Retire Smart, marked by rapid growth, new team members, and nearly 1,000 households served. The conversation highlights the opening of the Lincoln office, expanded community partnerships, and deeper involvement with Husker Athletics. It’s a snapshot of how education, service, and planning drove the firm’s momentum in 2025.

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13:51

Ep 341. A 10,000 Foot View of 2025

Retire SMART Podcast ·

2025/12/31

Looking back into 2025, we’re breaking down the year that was. From Trump’s return to office and market volatility to AI’s rapid growth, interest rates, and the widening gap between asset owners and everyone else, we unpack the biggest forces that shaped the economy.

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13:03

Ep 340. Berkshire Era Coming To an End?

Retire SMART Podcast ·

2025/12/27

Big changes are coming at Berkshire Hathaway as Warren Buffett’s long-standing leadership era winds down. We also dig into farm subsidies, small-town affordability, and why more Americans are becoming 401(k) millionaires. And finally, we ask the big year-end question: will the market deliver a Santa rally?

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9:05

Ep 339. What Are Stock Options?

Retire SMART Podcast ·

2025/12/26

What strategies should I look for from financial advisors who focus on retirees, rather than everyone else? Is there a good rule of thumb for how much of my IRA should be invested in safe investments at age 60? And what are stock options and how do I get compensated for them? David Brooks has answers to these questions in today’s Q&A episode.

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9:40

Ep 338. Price Swings for Bitcoin, with Brad Starken

Retire SMART Podcast ·

2025/12/25

We welcome back financial advisor, Brad Starken, who is here to talk about what’s been happening in the world of digital assets, including Bitcoin’s recent price swings and why volatility is part of the crypto space. They also discuss the growing role of stablecoins, how they could lower transaction costs, and what widespread adoption might mean for businesses, accounting, and everyday transactions in the years ahead.

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12:31

Ep 337. Chile & Japan's Major Political Shifts

Retire SMART Podcast ·

2025/12/24

Today, David and Chip look at major political and economic changes happening around the world -- from leadership changes in Chile and Japan to what pro-growth policies could mean for the global debt problem. They also discuss the Fed’s latest interest rate decision, ongoing money printing, and why some former Fed officials are raising concerns about how the central bank is being run.

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12:56

Ep 336. Trump Accounts for Children

Retire SMART Podcast ·

2025/12/20

In this episode, we explore major shifts impacting affluent families — from the rise of modern family offices to the growing need for fully coordinated, “under-one-roof” wealth planning. The discussion also dives into new Trump Accounts for children, the power of long-term compounding, and real-world tax pressures showing up today in places like Boston real estate and Midwest farmland valuations.

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310 results

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