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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

00:50

Taking a Brief Break

Retire SMART Podcast ·

2025/08/06

Announcement for Retire SMART Podcast taking the week off.

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12:32

Ep 260. In-n-Out Moving to Tennessee

Retire SMART Podcast ·

2025/08/02

We kick things off with a barrage of standout headlines: LinkedIn’s list of up-and-coming U.S. cities, a political shake-up in New York led by Zohran Mamdani, and In-N-Out heiress Lynsi Snyder’s high-profile move from California to Tennessee. David and Chip explore what these cultural shifts reveal about deeper economic and political undercurrents.

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08:36

Ep 259. Should I Pay Off Debt Before Retiring?

Retire SMART Podcast ·

2025/08/01

For military members, is the blended retirement system automatically managed, or should they seek financial advice? With retirement around the corner, is it better to pay off debt, or pile up more money in my 401(k)? And should I invest my saved up $50,000 in cash, or with all the news of a market correction coming, should we wait for the right moment? David Brooks has answers to these questions in today’s Q&A episode.

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12:14

Ep 258. Becoming a TeamMate, with DeMoine Adams

Retire SMART Podcast ·

2025/07/31

In this special episode, David sits down with DeMoine Adams, CEO of the TeamMates Mentoring Program, to talk about the power of mentorship and its long-lasting impact on students and communities. From personal stories to leadership insights, DeMoine shares how TeamMates is building hope, purpose, and vision for the next generation.

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11:26

Ep 257. Nvidia's Rise to Dominance in the S&P

Retire SMART Podcast ·

2025/07/30

David and Chip unpack growing concerns over the Federal Reserve’s expanding role, questioning its dual mandate, ballooning balance sheet, and politically influenced interest rate decisions. They also spotlight NVIDIA’s historic dominance in the S&P 500 and discuss Trump’s wavering stance on trade policy—and what all this means for investors and business leaders alike.

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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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