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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

11:55

Ep 404. Hidden Risks of HOA Policies

Retire SMART Podcast ·

2026/04/25

This episode dives into the shifting financial landscape, from wealth migration trends pulling assets toward lower-tax states like Florida to the hidden risks of HOA policies that can catch homeowners off guard. The conversation wraps with a grounded look at Social Security, explaining why fears of it “going broke” may be overblown and what realistic changes could be on the horizon.

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11:39

Ep 403. What is a DOLLAR?

Retire SMART Podcast ·

2026/04/24

How can I ensure I’m paying out enough taxes for railroad retirement? What might a “blue wave” midterm do to the market? And what is a dollar? David Brooks has answers to these questions in today’s Q&A episode.

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9:55

Ep 402. From Intern to Advisor

Retire SMART Podcast ·

2026/04/23

Today, we sit down with CFP® Alex Murray to unpack what happens after tax season—and why now is actually the most important time for proactive tax planning. We discuss how strategic forecasting, legislation changes, and real-time adjustments can dramatically impact what you pay. Plus, Alex shares his journey from intern to advisor and what young professionals should know about building a career in financial planning.

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12:09

Ep 401. Millions in Minutes

Retire SMART Podcast ·

2026/04/22

This week, we kick things off with a behind-the-scenes look at an unforgettable trip to Sir Richard Branson’s private island—and the powerful business lessons that came with it. Then, we break down key economic headlines, from inflation and global tensions to what’s next for interest rates and the Fed. Plus, a look at how massive companies like Amazon generate millions in seconds—and what that kind of scale really means.

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12:35

Ep 400. Taxing the Rich VS Educating the Poor

Retire SMART Podcast ·

2026/04/18

This episode explores the real-world impact of tax policy, from Norway’s wealth tax driving capital outflows to similar trends across U.S. states, highlighting how taxation influences where people and businesses choose to operate. David and Chip also discuss the importance of proper financial guidance, using a high-profile athlete’s lawsuit as a cautionary tale, and underscores how strategic planning—especially for business owners—can unlock major tax advantages and long-term wealth protection

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8:24

Ep 399. The "Weight" of Precious Metals

Retire SMART Podcast ·

2026/04/17

How important is it to have gold or silver in a portfolio? What advantages are there to storing precious metals at home versus paying storage fees? And how is a successful investment portfolio managed in a system based on a managed economy and funny money? David Brooks has answers to these questions in today’s Q&A episode.

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12:24

Ep 398. Unpacking Social Security Myths, With Brad...

Retire SMART Podcast ·

2026/04/16

Fresh off a trip to Las Vegas, Financial Advisor Brad Starken joins the show to share his Pop-A-Shot tournament run before diving into what really matters—smart financial planning. The conversation shifts into Social Security myths, including potential benefit changes and how to optimize claiming strategies, along with an introduction to digital assets like crypto and their role in a diversified portfolio. Brad and David also highlight how proactive planning and risk management can help clients stay

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11:47

Ep 397. Ceasefires and Market Surges

Retire SMART Podcast ·

2026/04/15

Markets surged on news of a potential Iran ceasefire, highlighting how global trade routes like the Strait of Hormuz impact far more than just oil. The episode breaks down recent volatility, historical midterm market trends, and what investors can learn from Warren Buffett’s long-term approach. Plus, strong jobs data—especially among younger workers and small businesses—signals encouraging momentum for the broader economy.

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10:17

Ep 396. The 50 State 'Tug-of-War'

Retire SMART Podcast ·

2026/04/04

From corporate relocations to shifting population trends, this episode dives into the economic tug-of-war happening across all 50 states. The conversation unpacks how taxes, regulation, and cost of living are influencing where people choose to live—and where businesses choose to grow. If you’ve ever wondered why some states are booming while others struggle, this is the episode for you.

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8:53

Ep 395. Outlook of a post-Trump America

Retire SMART Podcast ·

2026/04/03

What’s with all the rumors of changes at the federal level to the rules governing Roth conversions and associated taxes? Do the recent Blue Owl struggles have an impact on investment strategies? And what’s to happen with tariffs and other economic policies after the Trump administration is gone? David Brooks has answers to these questions in today’s Q&A episode.

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11:32

Ep 394. The 'Machine' Behind Retire SMART

Retire SMART Podcast ·

2026/04/02

What does it take to deliver consistent, high-level financial advice? In this episode, David and Director of Wealth Management, Josh Cheatle, break down their unique training system, collaborative planning process, and why no single advisor works alone. The result: faster learning, smarter strategies, and a better experience for every client.

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13:18

Ep 393. Sports, War, and Financial Firm Outsourcing

Retire SMART Podcast ·

2026/04/01

Kicking off with basketball tournament hype and Midwest momentum, the conversation quickly turns to bigger stakes—geopolitics, market swings, and investor behavior. As headlines around Iran and market corrections intensify, we break down what’s noise versus what actually matters for your portfolio. A must-listen for keeping perspective in unpredictable times.

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11:50

Ep 392. Midwestern Work Ethic

Retire SMART Podcast ·

2026/03/28

We kick things off with a nod to Midwest grit—after Nebraska ranks among the top states for work ethic—and dive into why that reputation is attracting major investment, including massive new data center projects from companies like Google. But with growth comes big questions: energy demand, infrastructure, and whether taxpayers truly benefit.

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10:53

Ep 391. Should I Buy a Used Car Now?

Retire SMART Podcast ·

2026/03/27

Will the Federal Reserve be dissolved or absorbed into the treasury department? How concerned should we be about projections that social security and Medicare have less than a decade of solvency remaining? And is now a good time to buy a new car? David Brooks has answers to these questions in today’s Q&A episode.

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11:07

Ep 390. Financial "Court-Side" Concepts

Retire SMART Podcast ·

2026/03/26

Today, we welcome back Financial Advisor, Sean Swanson. From “travel” and “brackets” to “slam dunks” and “second-half adjustments,” we translate court-side concepts into real-world strategies for retirement, tax planning, and avoiding costly mistakes. It’s a fun, insightful conversation that shows how the right game plan—on or off the court—can make all the difference.

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11:14

Ep 389. Rising War Tensions and Our Economy

Retire SMART Podcast ·

2026/03/25

We start with a little plug-in for “Tax Madness”—a series of high octane videos, breaking down a bracket of 64 everyday taxes to determine which one Americans hate the most. Then we shift to the global stage, unpacking rising tensions in the Middle East, oil market volatility, and what it could mean for the economy here at home. Plus, we dive into inflation data, warning signs in credit markets, and whether comparisons to 2008 hold any real weight.

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11:55

Ep 388. More InterState Migration!

Retire SMART Podcast ·

2026/03/21

In this episode, we tackle a major local headline as Omaha considers a new downtown stadium project—and what it could mean for taxpayers, businesses, and the future of the city. From there, we shift to national trends, breaking down interstate migration, tax policy shifts, and why high earners and major companies are relocating across the country. Plus, we explore new wealth-building opportunities for the next generation, including emerging account strategies that could dramatically impact long-term

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8:53

Ep 387. Retire SMART's Proactive-ness During Unrest...

Retire SMART Podcast ·

2026/03/20

During this time of geopolitical unrest and war, what is Retire SMART doing to prepare their clients’ portfolios? If China and Japan are selling American debt, how will that affect our investments? And how far will Nebraska go in the NCAA tournament? David Brooks has answers to these questions in today’s Q&A episode.

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12:23

Ep 386. Buying and Selling a Business the Right Way

Retire SMART Podcast ·

2026/03/19

Today, we sit down with estate planning attorney Colin Kastrick to break down the critical decisions business owners can’t afford to get wrong—from entity selection to buying and selling a business the right way. We also dive into powerful tax strategies around charitable giving, including how donor-advised funds can maximize impact while minimizing tax liability. If you want to keep more of what you earn and build smarter long-term wealth, this is a conversation you don’t want to miss.

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11:19

Ep 385. The Strait of Hormuz Ripple Effect

Retire SMART Podcast ·

2026/03/18

David and Chip break down rising geopolitical tensions and what they really mean for global oil markets, from tanker traffic in the Strait of Hormuz to the surprising signals coming out of futures pricing. Then, they zoom out to the big picture—exploring how AI, shifting labor trends, and demographics could reshape productivity and the future of work. Plus, a look at tax policy headlines and a cautionary tale on wealth, as even a $100 million career doesn’t guarantee financial security.

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359 results

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