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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

9:17

Ep 335. Lump Sum or Pension?

Retire SMART Podcast ·

2025/12/19

After selling a 7-figure commercial property, I’m expecting a hefty tax bill; how should prepare for that? Should my husband, who is to retire next year, take the lump sum option or the pension? And as a 53-year-old construction business owner, should I get “Key Man” insurance? David Brooks has answers to these questions in today’s Q&A episode.

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11:03

Ep 334. Proactive Crisis Planning, With Colin Kastrick

Retire SMART Podcast ·

2025/12/18

We welcome back elder law and estate planning attorney Colin Kastrick, and focus on how estate planning and long-term care strategies work together to protect families from costly spend-downs. The discussion covers proactive and crisis planning options, Medicaid-compliant tools, and how modern insurance innovations can help preserve assets and pass more on to the next generation.

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11:44

Ep 333. More Fed Rate Cuts and "Changing of the...

Retire SMART Podcast ·

2025/12/17

Today’s conversation reflects on the importance of education, community involvement, and smart planning—highlighting everything from Social Security classes to a holiday giving initiative with the Open Door Mission. The discussion then turns to the Fed’s latest interest rate decision, labor market signals, and what potential leadership changes at the Federal Reserve could mean for inflation, employment, and the broader economy heading into next year.

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11:23

Ep 332. Turning Up the Heat for Venezuela

Retire SMART Podcast ·

2025/12/13

David and Chip break down global headlines shaping markets—from Switzerland’s rejection of a wealth tax to rising tensions in Venezuela. They dig into how policy shifts, regime changes, and Federal Reserve leadership could influence economic trends here at home. The conversation wraps with a look at why some believe AI and robotics may be key to tackling America’s growing debt.

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9:32

Ep 331. Can I Retire Without a 401(k)?

Retire SMART Podcast ·

2025/12/12

As a married 64-year-old, is it a bad idea to take money out of our IRA for a house downpayment? At 66, My wife thinks we need to be planning for a situation where I can’t work anymore, what should I do about my investments? And what are my retirement savings options if I never got a 401(k)? David Brooks has answers to these questions in today’s Q&A episode.

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11:23

Ep 330. The Season of Giving, with Candace Gregory

Retire SMART Podcast ·

2025/12/11

David welcomes back Candice Gregory from Open Door Mission to talk about the growing needs in our community during the holiday season. They discuss the rising demand for meals, shelter, and volunteer support, along with how programs like the Toy & Joy Shop and Christmas Bells are changing lives. It’s a powerful reminder of how far a small act of generosity can go this time of year.

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11:56

Ep 329. Burry's Warning for Tesla

Retire SMART Podcast ·

2025/12/10

David and Chip kick things off with Nebraska sports, leadership shake-ups, and the growing chaos of college football’s coaching carousel. They also dive into the mixed signals from this year’s Black Friday and Cyber Monday sales, plus why online shopping continues to reshape holiday retail. Finally, the discussion turns to Tesla’s sky-high valuation and Michael Burry’s latest warning about the company’s future.

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14:03

Ep 328. Buffett's Surprising Google Investment

Retire SMART Podcast ·

2025/12/06

David breaks down Nvidia’s latest earnings and why alarming growth in receivables may signal deeper risks beneath the AI hype. He also explains Warren Buffett’s surprising investment in Google—and how emerging competition in AI chips could reshape the tech landscape. Finally, the conversation shifts to new IRS migration data showing which states are losing taxpayers fastest, including a warning sign for Nebraska.

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8:03

Ep 327. Should I Sell My Classic Cars?

Retire SMART Podcast ·

2025/12/05

To keep peace between my spouse and I, is it okay to pay off debt with money from my IRA? Should I take money from each of my IRA accounts for RMDs next year, or just one? And with 75% of my assets being rental properties and classic cars, should I sell some of them to give myself more liquid money to work with? David Brooks has answers to these questions in today’s Q&A episode.

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10:57

Ep 326. Year-end Charitable Giving Strategies

Retire SMART Podcast ·

2025/12/04

David sits down with financial advisor Jacob Orand to break down the year-end charitable giving strategies that can still move the needle on your 2024 tax return. They unpack upcoming 2026 legislative changes, smarter ways to give—whether it’s $100 or $100,000—and key opportunities like donor-advised funds, SALT bunching, and qualified charitable distributions. If you want to maximize impact while minimizing taxes, this is a timely conversation you won’t want to miss.

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11:04

Ep 325. Russia-Ukraine Peace Discussions

Retire SMART Podcast ·

2025/12/03

David and Chip kick the holiday season off with a roundup of community impact, from Operation Christmas Child to supporting the Open Door Mission. They also break down fresh economic headlines, including developments in the Russia-Ukraine peace discussions, shifting Fed rate-cut expectations, and what new jobs and market data mean for investors.

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11:46

Ep 324. The First US Digital Asset Bank

Retire SMART Podcast ·

2025/11/29

In this episode, David and Chip break down a wave of Nebraska headlines—from the nation’s first digital asset bank launching in Norfolk to rising outside money pouring into the state’s competitive second congressional district. They also tackle a major budgeting error that left Omaha Public Schools with a $30 million overpayment and discuss the broader issue of accountability in local government. The show wraps with a lighter look at a Korean bank rewarding customers for staying active.

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10:01

Ep 323. The 'Brooks' Policies for a Better America

Retire SMART Podcast ·

2025/11/28

What did President Trump mean when he said he’d rather pay American’s and let us secure our own health insurance? What policies would David advocate for to make life in America more affordable? And with only a few years until retirement, should I focus on paying off debt or stockpiling more money in my account? David Brooks has answers to these questions in today’s Q&A episode.

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11:26

Ep 322. Long-Term-Care Awareness, with Josh Cheatle

Retire SMART Podcast ·

2025/11/27

Today, David Brooks and Josh Cheatle shine a light on Long-Term Care Awareness Month with personal stories and a candid look at the rising cost of caregiving. They explain how modern LTC solutions have evolved beyond traditional policies, offering more flexibility, home-care options, and guaranteed-issue alternatives. It’s a reminder that medical and longevity planning must be part of every comprehensive retirement plan.

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12:15

Ep 321. Higher Retirement Savings Limits!

Retire SMART Podcast ·

2025/11/26

In this episode, David and Chip look at a 20% jump in foreclosures and why some boomtowns are now feeling real estate pressure. They cover higher retirement savings limits for 2026, Michael Burry’s retreat from the spotlight, and renewed questions around AI-driven valuations. It’s a level-headed walk through the stories shaping financial decisions right now.

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10:47

Ep 320. Cash is Cringe?!

Retire SMART Podcast ·

2025/11/22

In this episode, David and Chip break down new data showing Gen Z’s move away from cash and what a fully digital future could mean for security, financial habits, and everyday resilience. They also touch on Warren Buffett’s accelerated charitable giving and end with encouraging news about more Americans than ever saving for retirement. It’s a wide-ranging look at money trends shaping the next generation.

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10:32

Ep 319. The Ideal Health Insurance Model

Retire SMART Podcast ·

2025/11/21

Can I open a 401(k) on my own or can it only be done through an employer? What should I do with an old 403(b) account from my previous job? And what is what is the ideal model for a successful health insurance system? David Brooks has answers to these questions in today’s Q&A episode.

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9:19

Ep 318. Blindsided by IRMAA, with Alex Murray

Retire SMART Podcast ·

2025/11/20

Today, David welcomes back Alex Murray, CFP, for a deep dive into IRMAA—how it works, why it catches so many people off guard, and what proactive planning can do to soften the impact. They cover the latest estimates, key income cliffs, and real examples from clients navigating these penalties. If Medicare is on your horizon, this is an episode you won’t want to miss.

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14:09

Ep 317. In the Wake of the Shutdown of the Shutdown

Retire SMART Podcast ·

2025/11/19

David and Chip unpack the market’s response to the shutdown’s resolution and the concerning job trends that agencies haven’t been able to report. They dive into workforce shifts, the real story behind layoffs, and how taxes and policy decisions are influencing where businesses choose to call home. It’s a wide-ranging look at economic pressures from Wall Street to Main Street.

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10:59

Ep 316. Diane Keaton's $5M Dog Trust

Retire SMART Podcast ·

2025/11/15

David and Chip dive into global headlines around the massive $80 trillion wealth transfer and what it could mean for future inheritance and estate taxes. They also spotlight a few surprising stories—from the former Fiserv chief’s $300 million move to government service to Diane Keaton’s alleged $5 million pet trust—before closing with a bullish look at market momentum heading into next spring.

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310 results

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