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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

12:58

Ep 256. $3 per Square-foot!

Retire SMART Podcast ·

2025/07/26

In this episode, David and Chip dig into what’s driving retirees to second-guess their 401(k)s—and why a pair of Denver office buildings just sold for the price of a pack of gum. From soaring interest rates to sneaky long-term care costs, they expose the risks hiding in plain sight and share how to build a retirement plan that won’t flinch when the market does.

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09:00

Ep 255. Why You Should Get an HSA

Retire SMART Podcast ·

2025/07/25

What’s the benefit of getting an HSA? How often show clients be meeting with their financial advisors? And with my ineligibility to withdraw from my 401(k), should I try for a hardship distribution to cover my unexpected medical expenses? David Brooks has answers to these questions in today’s Q&A episode.

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09:55

Ep 254. Welcome Darrin Worthington!

Retire SMART Podcast ·

2025/07/24

Please welcome, for the first time on our show, financial advisor Darren Worthington! David and Darren unpack the latest retirement planning pitfalls and tax policy shifts, starting with a dramatic IRS ruling that could upend Roth conversions. They explain why this matters for high-net-worth savers and how Congress may—or may not—intervene. Plus, hear why investing without a plan is like running with scissors, and how a smarter strategy can protect your retirement future.

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12:47

Ep 253. The Tax Policy "Torpedo"

Retire SMART Podcast ·

2025/07/23

, David and Chip share some heartwarming moments from a the recent “Night at Memorial” event, highlighting the character and generosity of several Husker players. Then, the conversation shifts to a new tax policy “torpedo” that could hit high-income earners hard, especially in blue states—along with smart strategies to avoid the hit. Plus, a look at CNBC’s top states for quality of life and business, and the latest debate around inflation, interest rates, and tariffs.

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11:53

Ep 252. Anxious Gen X'ers Concerning Retirement

Retire SMART Podcast ·

2025/07/19

We discuss the latest tax provisions aimed at seniors, including a new $6,000 deduction that could mean little to no taxes on Social Security for many retirees. We also unpack the crypto tax changes buried in the “Big Beautiful Bill,” highlighting a key shift in how wash sale rules apply. Plus, a deep look at market patterns, the risks of an overvalued U.S. stock market, and why Gen X’s lack of retirement confidence may be justified—but not irreversible with smart planning.

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07:43

Ep 251. England's Finances Spiraling

Retire SMART Podcast ·

2025/07/18

What is going on with England’s banking and financial system? Will I get the same experience at the Lincoln Retire SMART office as I would at the Omaha office? And what ended up happening with the SALT tax in the Big Beautiful Bill? David Brooks has answers to these questions in today’s Q&A episode.

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11:28

Ep 250. Tax & Retirement Planning in the Wake of the...

Retire SMART Podcast ·

2025/07/17

David welcomes back Josh Cheatle, Director of Wealth Management, to discuss the impact of the newly passed “Big Beautiful Bill” on tax and retirement planning. They explore new provisions affecting seniors, Roth conversions, charitable giving strategies, and state and local tax deductions—plus what these changes mean for retirees and business owners alike. With real-world examples and upcoming educational events, this conversation emphasizes the value of proactive, flexible financial planning.

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14:02

Ep 249. Bacon For President?

Retire SMART Podcast ·

2025/07/16

We look back on a one-of-a-kind client appreciation event at Memorial Stadium, reflecting the firm’s deepening partnership with Nebraska Athletics. David and Chip also spotlight the Journey of Hope charity and dive into major updates on the economy — from job numbers and government hiring trends to tax implications of the newly passed “big beautiful bill.” Plus, a candid look at political shifts, market indicators, and what it all means for your financial future.

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11:20

Ep 248. China's Industry Plummets

Retire SMART Podcast ·

2025/07/12

This episode kicks off with a sharp look at China's economic struggles and what plunging industrial profits could signal for global trade negotiations. David and Chip also unpack a surprising new directive considering cryptocurrency in mortgage lending, examine an overheated stock market through the lens of price-to-earnings ratios, and explore the global migration of millionaires toward more favorable economies.

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10:49

Ep 247. Retiring at 62 vs 70

Retire SMART Podcast ·

2025/07/11

Due to inflation, would taking my social security out at 62 be much different than taking it out at 70? If I’ve already properly managed my assets, to reduce risk, do I really need a financial advisor then? And is there a way to get up-front financial assistance over the phone without having to disclose all my financial information? David Brooks has answers to these questions in today’s Q&A episode.

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12:36

Ep 246. The Latest Tax Legislations, with Alex Murray

Retire SMART Podcast ·

2025/07/10

David welcomes financial advisor, Alex Murray, to break down the latest proposed tax legislation and what it means for retirees. They discuss hidden "success taxes" like IRMMA penalties, major changes to itemized deductions and charitable contributions, and the potential impact of new tax brackets and retroactive rules. With over 80 amendments still in flux, this is a must-listen for anyone aiming to stay ahead with smart, tax-focused retirement planning.

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11:09

Ep 245. Don Bacon's Announcement

Retire SMART Podcast ·

2025/07/09

David and Chip reflect on patriotism, small business, and community-building events at Retire SMART. They discuss Congressman Don Bacon’s retirement announcement and its implications for Nebraska’s political landscape, and then shift to market performance, breaking down the gap between strong technical indicators and concerning fundamentals.

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12:43

Ep 244. Best Run U.S. Cities

Retire SMART Podcast ·

2025/07/05

In this episode, we look into a WalletHub study ranking Lincoln and Omaha among the best-run cities in the U.S., citing factors like affordability, healthcare, and economic stability—while also cautioning about fiscal challenges ahead. Then they explore the surging retail investor activity, the dangers of leveraged ETFs, and the need for smarter risk allocation. Finally, they tackle political tensions around interest rates, the Fed, and U.S.-China economic imbalances, warning investors to stay sharp

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08:11

Ep 243. Looking for an Advisor in Your 30s?

Retire SMART Podcast ·

2025/07/04

In times of geopolitical turbulence, should investors consider gold, treasuries, and other government bonds? For someone in their 30s, what attributes and red flags should I look for in an advisor? And what exactly constitutes as an “estate?” David Brooks has answers to these questions in today’s Q&A episode.

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11:22

Ep 242. Faults in Jimmy Buffett's Estate

Retire SMART Podcast ·

2025/07/03

Financial advisor Mike Schudel returns to the studio to unveil the estate planning missteps surrounding Jimmy Buffett’s $275 million fortune—even with a plan in place. From celebrity-level complexities to real-world takeaways, Mike shares how lack of communication, trustee choices, and asset liquidity can all lead to costly legal battles. He also previews the upcoming estate and tax planning class designed to help families avoid similar pitfalls, no matter the size of their estate.

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12:04

Ep 241. Escalation in the Middle East

Retire SMART Podcast ·

2025/07/02

David and Chip reflect on the economic impact of the College World Series in Omaha, then break down the recent military escalation between Israel and Iran, including the U.S. intervention with a high-stakes precision airstrike. The conversation explores the surprising market response, potential supply chain impacts, and what these developments could mean for inflation, oil prices, and the economic outlook for American retirees.

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11:48

Ep 240. America's Secret Weapon

Retire SMART Podcast ·

2025/06/21

Today, David and Chip discuss the M2 money supply and its potential contraction, and the implications for the economy. Plus, the Supreme Court's decision granting DOGE expanded access to social security data, weighing the concerns about privacy against the goal of government efficiency. Finally, they examine America's "secret weapon" in its economic competition with China: rare earth minerals and the push to re-shore key industries.

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10:01

Ep 239. Doomed to Work Till Death?

Retire SMART Podcast ·

2025/06/20

With retirement around the corner, but $20k left in my mortgage, should I use money from my 401(k) to pay it off so I can be debt free? What is the IRMAA penalty and how can I avoid it? And with only $125,000 in retirement accounts, are we doomed to work until we die, or is there hope of a decent retirement? David Brooks has answers to these questions in today’s Q&A episode.

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10:56

Ep 238. Coinbase Joins the S&P 500

Retire SMART Podcast ·

2025/06/19

Join us as financial advisor, Brad Starken, discusses the latest in digital assets. We'll cover Coinbase joining the S&P 500, the rise of stable coins for efficient cross-border transactions, and how mainstream investors can gain exposure to cryptocurrencies through ETFs. Plus, learn about our upcoming class on digital assets and blockchain technology.

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11:44

Ep 237. Changes with China's Trade Deal

Retire SMART Podcast ·

2025/06/18

On today's podcast, we discuss the growth of Retire Smart and the upcoming third annual teammates golf tournament. We'll also investigate current events, including President Trump's recent statement on a trade deal with China, the latest U.S. job numbers, and the impact of AI on companies like Google. Join us as we break down these topics and more!

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310 results

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