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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

11:04

Ep 348. Wealth Taxes, EVs, and Rising Minimum Wages

Retire SMART Podcast ·

2026/01/10

Today, David breaks down several big money headlines, starting with changes to Social Security that could impact benefits, earnings limits, and when it pays to file. The discussion then shifts to Economics 101, covering wealth taxes, electric vehicles, and what rising minimum wages really mean for businesses and consumers.

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10:22

Ep 347. "Annuities, Savings Bonds, and...

Retire SMART Podcast ·

2026/01/09

If my mother, who has a couple annuities, passes away, will those annuities be taxable to me? Will I be taxed heavily when I cash in savings bonds I inherited from my parents? And at 50 years old and with 22 years left on my mortgage, should I pay off the house with the after-tax-account money from my divorce? David Brooks has answers to these questions in today’s Q&A episode.

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12:18

Ep 346. The SMART Planning Process, with Sean Swanson

Retire SMART Podcast ·

2026/01/08

In this episode, David is joined by senior advisor Sean Swanson to share some exciting Retire Smart news, including the addition of a new advisor to the team. The conversation then walks through the SMART planning process and how having a clear, written plan can bring confidence through every stage of retirement.

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12:43

Ep 345. The Top Athletic Programs

Retire SMART Podcast ·

2026/01/07

We open today with a powerful reminder of impact—how a simple shoebox gift can change lives in ways no one expects. From there, David breaks down the business of sports, major shifts in college athletics, and what booming program valuations tell us about money, markets, and momentum heading into the new year.

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12:13

Ep 344. Economy Predictions for 2026

Retire SMART Podcast ·

2026/01/03

In the final preview segment as we head into the new year, David takes a hard look at the economic forces shaping retirement planning. From inflation, housing, and interest rates to AI, wages, and the massive wealth transfer underway, the discussion focuses on what really matters for households as conditions continue to shift.

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8:43

Ep 343. Looking Ahead for Retire SMART in 2026

Retire SMART Podcast ·

2026/01/02

Today David shifts the focus to what’s ahead for Retire Smart in 2026. From continued hiring and expanded internships to deeper community involvement and a full year partnering with Husker Athletics, the discussion highlights how the firm plans to keep growing while staying rooted in education and service.

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10:16

Ep 342. How Retire SMART Thrived in 2025

Retire SMART Podcast ·

2026/01/01

In this year-end review, David looks back on a milestone year for Retire Smart, marked by rapid growth, new team members, and nearly 1,000 households served. The conversation highlights the opening of the Lincoln office, expanded community partnerships, and deeper involvement with Husker Athletics. It’s a snapshot of how education, service, and planning drove the firm’s momentum in 2025.

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13:51

Ep 341. A 10,000 Foot View of 2025

Retire SMART Podcast ·

2025/12/31

Looking back into 2025, we’re breaking down the year that was. From Trump’s return to office and market volatility to AI’s rapid growth, interest rates, and the widening gap between asset owners and everyone else, we unpack the biggest forces that shaped the economy.

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13:03

Ep 340. Berkshire Era Coming To an End?

Retire SMART Podcast ·

2025/12/27

Big changes are coming at Berkshire Hathaway as Warren Buffett’s long-standing leadership era winds down. We also dig into farm subsidies, small-town affordability, and why more Americans are becoming 401(k) millionaires. And finally, we ask the big year-end question: will the market deliver a Santa rally?

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9:05

Ep 339. What Are Stock Options?

Retire SMART Podcast ·

2025/12/26

What strategies should I look for from financial advisors who focus on retirees, rather than everyone else? Is there a good rule of thumb for how much of my IRA should be invested in safe investments at age 60? And what are stock options and how do I get compensated for them? David Brooks has answers to these questions in today’s Q&A episode.

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9:40

Ep 338. Price Swings for Bitcoin, with Brad Starken

Retire SMART Podcast ·

2025/12/25

We welcome back financial advisor, Brad Starken, who is here to talk about what’s been happening in the world of digital assets, including Bitcoin’s recent price swings and why volatility is part of the crypto space. They also discuss the growing role of stablecoins, how they could lower transaction costs, and what widespread adoption might mean for businesses, accounting, and everyday transactions in the years ahead.

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12:31

Ep 337. Chile & Japan's Major Political Shifts

Retire SMART Podcast ·

2025/12/24

Today, David and Chip look at major political and economic changes happening around the world -- from leadership changes in Chile and Japan to what pro-growth policies could mean for the global debt problem. They also discuss the Fed’s latest interest rate decision, ongoing money printing, and why some former Fed officials are raising concerns about how the central bank is being run.

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12:56

Ep 336. Trump Accounts for Children

Retire SMART Podcast ·

2025/12/20

In this episode, we explore major shifts impacting affluent families — from the rise of modern family offices to the growing need for fully coordinated, “under-one-roof” wealth planning. The discussion also dives into new Trump Accounts for children, the power of long-term compounding, and real-world tax pressures showing up today in places like Boston real estate and Midwest farmland valuations.

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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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303 results

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