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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

8:52

Ep 295. The Reality of a Balanced Budget Amendment...

Retire SMART Podcast ·

2025/10/10

How will the politics of the far left or the far right affect future market moves? What could congress do to help the economy and begin paying down the national debt? And is there any chance of a balanced budget amendment becoming a reality? David Brooks has answers to these questions in today’s Q&A episode.

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10:27

Ep 294. Medicare Enrollment is Near! - with Blake Grimm

Retire SMART Podcast ·

2025/10/09

David welcomes Financial Advisor, Blake Grimm, back to unpack the ins and outs of Medicare open enrollment. From choosing between Advantage and Original Medicare to understanding drug plans, premiums, and out-of-pocket risks, this episode helps listeners prepare for smart, informed decisions this enrollment season.

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11:14

Ep 293. "Sorry, We're Closed" - the U.S. Government

Retire SMART Podcast ·

2025/10/08

This episode opens with Retire SMART’s ongoing support for Project Harmony, a crisis center serving kids in need. From there, David and Chip break down the latest government shutdown drama, why it’s more political theater than crisis, and what it could mean for jobs, markets, gold, and long-term economic forecasts.

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9:49

Ep 292. Bullish Build-A-Bear!

Retire SMART Podcast ·

2025/10/04

David and Chip kick things off with a look at the best U.S. cities for stretching retirement savings, showing why affordability and income planning matter more than just the size of your nest egg. From there, they dive into surprising stock stories like Build-A-Bear’s surge, new IRS rules on retirement contributions, and NVIDIA’s financial maneuvers in the AI space.

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9:29

Ep 291. Will Social Security Funds Run Out?

Retire SMART Podcast ·

2025/10/03

Are there other tax-free accounts in addition to Roth IRAs? What are the chances of Roth accounts being taxed in the future? And will social security benefits be reduced in 2032 as funds run out? David Brooks has answers to these questions in today’s Q&A episode.

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11:31

Ep 290. The Crypto Crescendo with Brad Starken

Retire SMART Podcast ·

2025/10/02

David is joined by financial advisor Brad Starken to unpack how stablecoins, ETFs, and crypto adoption are reshaping the financial landscape. They explore how these innovations could impact treasuries, cross-border payments, and even 401(k) allocations, while highlighting both the opportunities and risks for investors.

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12:36

Ep 289. The Case for Gold

Retire SMART Podcast ·

2025/10/01

This episode highlights upcoming Teammates events to recruit mentors for the nearly 1,100 kids waiting in Omaha and Lincoln. From there, David and Chip break down Trump’s proposed H1B visa fees, new tariff debates, interest rate cuts, and the case for gold as the dollar weakens.

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11:13

Ep 288. College; Is it Worth it?

Retire SMART Podcast ·

2025/09/27

David takes on the question of whether college is still worth the cost, pointing to skyrocketing tuition, lackluster job outcomes, and the burden of federal loan guarantees. He also highlights alternative paths like trade schools, the military, and self-education, before turning to housing and construction data as a warning sign for the broader economy.

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11:45

Ep 287. Is Social Security Safe?

Retire SMART Podcast ·

2025/09/26

Could President Trump’s tariffs improve the woeful budget outlook for our economy? What are the chances that lower tax rates will remain truly permanent? And is Social Security safe? David Brooks has answers to these questions in today’s Q&A episode.

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10:23

Ep 286. Medicare Strains, with Jacob Orand

Retire SMART Podcast ·

2025/09/25

This episode dives into the growing financial strain on Medicare and what it means for retirees. David and Financial Advisor, Jacob Orand, explain how IRMAA surcharges, rising premiums, and legislative risks are creating hidden taxes—and share strategies to help protect income and avoid unnecessary penalties in retirement.

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11:11

Ep 285. Charlie Kirk, Rate Cuts, and Tik Tok

Retire SMART Podcast ·

2025/09/24

David and the team open with reflections on the tragic assassination of Charlie Kirk and what it says about America’s growing polarization. From there, the focus shifts to Becky Swansburg’s insights at their annual Speaker Series, the Federal Reserve’s looming rate cuts, U.S.–China tensions over TikTok, and pension unrest in Europe.

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9:59

Ep 284. Government Waste and Fraud Abroad

Retire SMART Podcast ·

2025/09/20

Today’s episode highlights the power of mentorship through the Teammates program and its call for more volunteers, before diving into troubling stories of government waste and fraud across several states. David and Chip also unpack what rising long-term bond yields reveal about global confidence in government debt, and the potential reckoning ahead for financial markets.

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11:53

Ep 283. Company Healthcare Plan vs. Medicare

Retire SMART Podcast ·

2025/09/19

As a 65-year-old who plans to work till 70, and has health insurance through my job, should I switch stick with my current plan or make the switch to Medicare? What is a good strategy to able to support our kids when they need help while also ensuring we don’t over-drain our nest egg? And what’s David’s take on the recent NBC poll on priorities for Gen Z? David Brooks has answers to these questions in today’s Q&A episode.

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11:07

Ep 282. High-Net-Worth Challenges with Mike Shudel

Retire SMART Podcast ·

2025/09/18

David welcomes back financial advisor, Mike Schudel, to discuss the unique challenges high-net-worth families and business owners face in planning for succession, taxes, and wealth transfer. They unpack why no single advisor can cover all the complexities, the importance of building a coordinated team, and how research-backed models like Wharton’s help manage risk for retirees and entrepreneurs alike.

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11:19

Ep 281. Job Openings vs. the Unemployed

Retire SMART Podcast ·

2025/09/17

The Huskers’ explosive 68–0 home opener sparks a conversation about leadership, standards, and finishing strong on the field. David and Chip reflect on the excitement of seeing their brand in the stadium, personal family moments, and the lessons in Matt Rhule’s halftime speech. Then, they shift gears to the economy, unpacking weak job growth, shifting labor dynamics, and what it means for college grads, trades, and the future of work.

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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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310 results

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