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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

11:42

Ep 280. The Retiree "Gold Standard"

Retire SMART Podcast ·

2025/09/13

Is the 4% rule really the gold standard for retirement planning? David says no, and breaks down why relying on it could leave retirees short. The discussion then moves to fresh tax legislation, smart Roth conversion strategies, and housing market concerns as interest rates climb and affordability slips.

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8:50

Ep 279. The 401(k) Q&A

Retire SMART Podcast ·

2025/09/12

Today, Chip brings 3 questions all related to 401(k) in retirement.

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8:33

Ep 278. Medicare Insights With Blake Grimm

Retire SMART Podcast ·

2025/09/11

David welcomes financial planner Blake Grimm for a timely conversation on Medicare. From open enrollment dates to the hidden costs of Advantage plans and rising Part B premiums, this episode helps retirees understand their options and avoid costly mistakes.

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14:02

Ep 277. Cracks in NVIDIA's Earnings

Retire SMART Podcast ·

2025/09/10

David recaps Nebraska’s season opener at Arrowhead and the unforgettable fan experience that came with it. Then the focus turns to the news—Trump’s clash with the Federal Reserve, questions around NVIDIA’s growth, and a closer look at how a consumption-based fair tax could reshape Nebraska’s future.

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11:48

Ep 276. Wealthy Investors Shift Towards Annuities

Retire SMART Podcast ·

2025/09/06

Zero fear in the markets, seasonal selloffs, and Jackson Hole patterns—David explains what these indicators might mean for investors right now. The conversation then spans hiring slowdowns, tax flight, global policy shifts, and ends with a deep dive into why annuities are gaining traction among wealthy investors as part of proactive tax planning.

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8:27

Ep 275. Pay Off Debt or Pile Up Money Before Retirement?

Retire SMART Podcast ·

2025/09/05

What is an Irrevocable Life Insurance Trust and why should I do it? How much should I depend on an inheritance being a part of my retirement plan? And right before my retirement, should I focus more on paying off debt or piling up more money in my account? David Brooks has answers to these questions in today’s Q&A episode.

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7:57

Ep 274. Welcome Becky Swansburg!

Retire SMART Podcast ·

2025/09/04

From the White House press office to Capitol Hill, Becky Swansburg has seen firsthand how policy decisions shape Americans’ financial futures. Becky joins in the conversation with David and breaks down the newest tax changes, the realities of legislative risk, and how to strategically plan for rising taxes over the next 20 to 40 years.

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12:12

Ep 273. The Evergrande Fallout

Retire SMART Podcast ·

2025/09/03

It’s Husker season kickoff, and the team shares their game-day predictions along with some personal football plans for the year. Then the conversation shifts to the economy, covering government intervention in private companies, the fallout of China’s real estate giant Evergrande, and a surprising twist in the housing market where brand-new homes are now selling for less than existing ones.

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13:41

Ep 272. Building is Cheaper Than Already Existing Homes?

Retire SMART Podcast ·

2025/08/30

In our discussion today, we break down the shifting real estate landscape, from softening home prices in Florida, Texas, and beyond, to a surge in rental supply that’s driving rents down nationwide. We explore why new construction is suddenly cheaper than existing homes, how builders are responding with incentives, and what Warren Buffett’s latest bets on homebuilders might signal. Plus, we wrap with insights on market valuations, portfolio risk, and the surprising global migration of

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08:03

Ep 271. Is Retire SMART in Trouble?

Retire SMART Podcast ·

2025/08/29

With all the reductions in employees and assets at well-known financial firms, is Retire SMART in trouble? Why has the rate of the rise of the S&P 500 been unproportional to the return for the average investor? And what’s David’s take on the Buffett indicator saying the market is currently overvalued? David Brooks has answers to these questions in today’s Q&A episode.

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10:05

Ep 270. Welcome Chris Wootton!

Retire SMART Podcast ·

2025/08/28

Today, we sit down with Chris Wootton of Wootton Financial Group, a boutique wealth management firm just north of Houston. Chris shares his journey in the industry, insights on serving clients in energy-driven markets, and why advanced tax strategy is key to retirement success. From football rivalries to financial planning, it’s a lively conversation packed with expertise and perspective.

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12:20

Ep 269. Chasing the "Invest Like the 1%"

Retire SMART Podcast ·

2025/08/27

In this episode, we kick things off with a look inside the Tax Mastermind seminar, where advisors from across the country gather to sharpen their tax strategies and better serve their clients. From there, we dive into headlines on the risks of chasing “invest like the 1%” real estate promises, looming premium hikes under the Affordable Care Act, and how politics and policy ripple through your financial life.

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11:29

Ep 268. Instability in the AI Sector

Retire SMART Podcast ·

2025/08/23

Today, we explore the caution signs in today's economy, from the volatility in the AI sector to historically low corporate bond spreads and high price-to-sales ratios. We then shift our focus to the Nebraska agricultural landscape, where we discuss the mixed outlook for farmers and ranchers, highlighting how proactive planning is essential to navigate these varying market conditions.

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09:30

Ep 267. Concerns With Our Current Education Grading...

Retire SMART Podcast ·

2025/08/22

Is the current grading system for schools in California a red flag for those trying to get people engaged in financial literacy? Is it worth it to switch from insurance through an employer to a faith -based group where members share expenses? And am I stuck with a major tax hit, regarding a couple million in tax-deferred IRAs, or is there another option? David Brooks has answers to these questions in today’s Q&A episode.

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11:33

Ep 266. Tax Incentives for Business Owners

Retire SMART Podcast ·

2025/08/21

Join us as we talk with Chief Tax Strategist, Evan Marshall, about the latest "Big Beautiful Bill" and what it means for your financial planning. We’ll discuss new tax incentives for business owners and a limited-time opportunity for retirees to potentially reduce their Social Security tax burden. Plus, we'll dive into an upcoming class on proactive tax and exit planning for entrepreneurs.

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12:04

Ep 265. Four Years In-A-Row!

Retire SMART Podcast ·

2025/08/20

From wine tastings to making the Inc. 5000 list for the fourth year in a row, David and the team celebrate growth, share candid lessons from scaling, and look ahead to new opportunities. Then they dig into Trump’s executive orders on “debanking” and expanded 401(k) investment access, explore the risks and rewards of private equity, and examine how data center construction is reshaping the job market—and why trades may be the smartest career path for the next generation.

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15:36

Ep 264. Top Cities in the U.S. for Jobs

Retire SMART Podcast ·

2025/08/16

We're diving into the stock market's recent concentration and asking what it could mean for your investments, especially as some of the biggest tech companies are looking a little top-heavy. We'll also get a little local and celebrate Omaha's latest national ranking as a top city for jobs, plus we'll break down the true costs of retirement—from healthcare to how you can grow your net worth over time.

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07:21

Ep 263. Standard Roth vs Designated Roth

Retire SMART Podcast ·

2025/08/15

Is it possible to go beyond standard 401(k) contribution limits at a certain age? With the kids all grown up and self-sufficient, what should we expect to drive our spending in retirement? And what is the difference between a Roth account and a designated Roth account? David Brooks has answers to these questions in today’s Q&A episode.

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10:18

Ep 262. Legislative Changes to the T.O.D.D.

Retire SMART Podcast ·

2025/08/14

Today, we are joined by attorney Colin Kastrick to discuss the recent legislative changes to Nebraska's transfer-on-death deeds that affect real estate. We'll also explore how a new bill allows for major tax savings by utilizing non-grantor trusts to pass on assets like farmland, potentially helping you avoid probate and take advantage of new tax deductions.

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11:53

Ep 261. America's Reindustrialization

Retire SMART Podcast ·

2025/08/13

After a much-needed excursion across the pond, David Brooks returns to a surprising U.S. jobs report that sparked political drama, market jitters, and questions about the accuracy of government labor data. David breaks down the numbers, the impact of shifting labor force trends, and the political fallout at the Bureau of Labor Statistics. Plus, a closer look at the quiet but powerful reindustrialization of America, as steel production and key manufacturing jobs make their way back home.

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275 results

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