Retire SMART Podcast

13:34

Ep 489. $15 Billion and 1,700 Jobs/ Iowa’s...

Retire SMART Podcast ·

2026/10/10

A major new steel plant is bringing billions of dollars of investment and thousands of jobs to Iowa, sparking a broader conversation about taxes, regulation, and where businesses choose to invest. David and Chip also examine the tax challenges facing high-income earners and professional athletes, Warren Buffett’s retirement from Berkshire Hathaway, Argentina’s dramatic drop in inflation, and the legacy of CNBC’s Rick Santelli.

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8:48

Ep 488. What Would You Advise Your Younger Self?

Retire SMART Podcast ·

2026/10/09

What are David’s thoughts on the November elections undercutting the current economic policies? What would you advise your younger self knowing what you know now? And what is David’s latest take on AI and data centers? David Brooks has answers to these questions in today’s Q&A episode.

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12:26

Ep 487. The Medicare Surcharge You Need to Plan for...

Retire SMART Podcast ·

2026/10/08

Medicare planning can involve more than choosing a healthcare plan, especially when your income can trigger an additional surcharge known as IRMAA. Jacob Orand joins the show to explain the two-year lookback rule, upcoming Medicare changes, and strategies retirees can use to potentially reduce or appeal these costly surcharges.

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10:16

Ep 486. The 10-Year Treasury/ The Number Driving the...

Retire SMART Podcast ·

2026/10/07

Nebraska football is off to a strong start, but the conversation quickly shifts to the economy and markets, including new U.S.-Canada tariffs and NVIDIA’s massive stock buyback announcement. David also explains why the 10-year Treasury yield is such an important indicator for investors and what falling inflation, oil prices, and interest rates could mean for a potential year-end market rally.

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10:56

Ep 485. Who’s Paying for This $110 Million Water Park?

Retire SMART Podcast ·

2026/10/03

This episode takes a look at several local financial stories, including Omaha Public Schools’ budget error, state and county spending concerns, and the ballooning price tag of a Sarpy County water park. David and Chip close with a look at a surprising restaurant surcharge.

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10:17

Ep 484. Prepping for Economic Shockwaves

Retire SMART Podcast ·

2026/10/02

In addition to preparing for market volatility and economic shockwaves, what are some other examples on how Jesse Iwuji’s philosophy applies to retirement? And what percentage of David’s clients are invested in annuities, and are they recommended? David Brooks has answers to these questions in today’s Q&A episode.

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11:46

Ep 483. What We Can Learn from Dolly Parton’s Estate...

Retire SMART Podcast ·

2026/10/01

David sits down with financial advisor Mike Schudel to discuss what can be learned from the way Dolly Parton’s estate was reportedly structured, and why thoughtful planning can help prevent family conflict after someone passes away. They also explore why estate plans should be reviewed regularly, how trusts can fit into a broader strategy, and the importance of communicating your wishes before they become someone else’s legal battle.

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11:59

Ep 482. Strong Enough, Long Enough

Retire SMART Podcast ·

2026/09/30

Today, David looks back at Retire SMART’s September Speaker Series event and the inspiring story of NASCAR driver and Navy officer Jesse Iwuji, whose message centered on perseverance and staying “strong enough long enough.” The conversation then turns to the economy, covering rising fuel prices, interest rates, inflation, and the growing role of data centers and AI in driving productivity, jobs, and economic growth.

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9:11

Building a Practice That Delivers: An Advisor Talk...

Retire SMART Podcast ·

2026/09/26

This is Part 4 of our Advisor Talk special where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca

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9:14

Building a Practice That Delivers: An Advisor Talk...

Retire SMART Podcast ·

2026/09/25

This is part 3 of our advisor talk special where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca

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10:47

Building a Practice That Delivers: An Advisor Talk...

Retire SMART Podcast ·

2026/09/24

This is part 2 of our advisor talk special where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca

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15:18

Building a Practice That Delivers: An Advisor Talk...

Retire SMART Podcast ·

2026/09/23

This is Part 1 of where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca share real-world experiences,

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12:33

Ep 481. A Roth IRA on Steroids?

Retire SMART Podcast ·

2026/09/19

Today David explores FNBO’s continued expansion through a major Colorado bank acquisition and explains why scale matters in an increasingly competitive banking industry. The conversation then dives into sophisticated wealth-building strategies like private placement life insurance before tackling Social Security’s long-term funding challenges and potential solutions, including changes to taxes, eligibility ages, and retirement income planning.

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11:17

Ep 480. The Widow’s Dilemma

Retire SMART Podcast ·

2026/09/18

What questions should I ask when interviewing a financial advisor? As a widowed 46-year-old, and feeling like I must start all over, how am I to navigate the life insurance company contesting the death benefit, forcing me to live off a rapidly dwindling savings? And why is it that when a surviving spouse moves from filing jointly to filing single, they are typically pushed into a higher tax bracket? David Brooks has answers to these questions in today’s Q&A episode.

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9:52

Ep 479. The Medicare Mistakes That Could Cost You...

Retire SMART Podcast ·

2026/09/17

With Medicare open enrollment approaching, David sits down with financial advisor Blake Grimm to break down the key changes coming for 2027 and the important decisions retirees face when choosing between Medicare, employer coverage, Medicare Advantage, and supplemental plans. They also discuss how healthcare costs, taxes, HSAs, and even moving to another state can affect your overall retirement strategy.

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11:23

Ep 478. The AI Jobs Apocalypse Is Postponed

Retire SMART Podcast ·

2026/09/16

In this episode, David breaks down the Nebraska football season opener, what impressed him, and where the Huskers still need to improve. The conversation then turns to Medicare, rising oil prices and their impact on markets, surprisingly strong corporate earnings, the continued creation of jobs through AI and the trades, and the ongoing U.S.–Canada tariff dispute.

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11:32

Ep 477. Why Is LeBron Borrowing $300 Million?

Retire SMART Podcast ·

2026/09/12

Omaha lands among the best U.S. cities for career opportunities, pay, and quality of life—but what makes it such a strong place to work? David also breaks down why LeBron James borrowed nearly $300 million and how wealthy investors can use lending and tax strategies to grow their wealth.

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10:57

Ep 476. Why do Businesses Need to Grow?

Retire SMART Podcast ·

2026/09/11

Is there a point at which a business is “right sized” and should cease trying to stop growing? Can Retire SMART provide a smooth path to retirement solution for those left in the wake of the mass-layoff at PayPal? And is David buying or selling Big Red Football under Mat Rhule in year 4? David Brooks has answers to these questions in today’s Q&A episode.

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13:20

Ep 475. From the Navy to NASCAR

Retire SMART Podcast ·

2026/09/10

What does it take to completely reinvent your life and pursue a dream later than most people ever would? Our special guest, Jesse Iwuji, shares his incredible journey from the Naval Academy and U.S. Navy to becoming a NASCAR driver—and the mindset, faith, and perseverance that helped him get there.

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10:40

Ep 474. Is the Fed About to Raise Rates?

Retire SMART Podcast ·

2026/09/09

The new Federal Reserve chairman is already making waves, with markets increasingly expecting another interest rate hike this September. David also weighs in on the massive data center boom and how communities can structure these deals to benefit local residents for the long term.

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