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المحتوى المقدم من Retire SMART LLC. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Retire SMART LLC أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Our Skin: A Personal Discovery Podcast


1 You Are Your Longest Relationship: Artist DaQuane Cherry on Psoriasis, Art, and Self-Care 32:12
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DaQuane Cherry was once the kid who wore a hoodie to hide skin flare-ups in school. Now he’s an artist and advocate helping others feel seen. He reflects on his psoriasis journey, the power of small joys, and why loving yourself first isn’t a cliché—it’s essential. Plus, a deep dive into the history of La Roche-Posay’s legendary spring. See omnystudio.com/listener for privacy information.…
Retire SMART Podcast
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المحتوى المقدم من Retire SMART LLC. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Retire SMART LLC أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
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150 حلقات
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 3577215
المحتوى المقدم من Retire SMART LLC. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Retire SMART LLC أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
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150 حلقات
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Retire SMART Podcast

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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Retire SMART Podcast

, 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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Retire SMART Podcast

1 Ep 252. Anxious Gen X'ers Concerning Retirement 11:53
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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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Retire SMART Podcast

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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Retire SMART Podcast

1 Ep 250. Tax & Retirement Planning in the Wake of the "Big Beautiful Bill" 11:28
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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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Retire SMART Podcast

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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Retire SMART Podcast

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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Retire SMART Podcast

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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Retire SMART Podcast

1 Ep 246. The Latest Tax Legislations, with Alex Murray 12:36
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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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Retire SMART Podcast

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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Retire SMART Podcast

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 during this period of global transition.…
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1 Ep 243. Looking for an Advisor in Your 30s? 8:11
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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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Retire SMART Podcast

1 Ep 242. Faults in Jimmy Buffett's Estate 11:22
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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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Retire SMART Podcast

David and Chip reflect on the economic impact of the College World Series in Omaha, then break down the recent military escalation between Israel and Iran, including the U.S. intervention with a high-stakes precision airstrike. The conversation explores the surprising market response, potential supply chain impacts, and what these developments could mean for inflation, oil prices, and the economic outlook for American retirees.…
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Retire SMART Podcast

Today, David and Chip discuss the M2 money supply and its potential contraction, and the implications for the economy. Plus, the Supreme Court's decision granting DOGE expanded access to social security data, weighing the concerns about privacy against the goal of government efficiency. Finally, they examine America's "secret weapon" in its economic competition with China: rare earth minerals and the push to re-shore key industries.…
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With retirement around the corner, but $20k left in my mortgage, should I use money from my 401(k) to pay it off so I can be debt free? What is the IRMAA penalty and how can I avoid it? And with only $125,000 in retirement accounts, are we doomed to work until we die, or is there hope of a decent retirement? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

Join us as financial advisor, Brad Starken, discusses the latest in digital assets. We'll cover Coinbase joining the S&P 500, the rise of stable coins for efficient cross-border transactions, and how mainstream investors can gain exposure to cryptocurrencies through ETFs. Plus, learn about our upcoming class on digital assets and blockchain technology.…
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1 Ep 237. Changes with China's Trade Deal 11:44
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On today's podcast, we discuss the growth of Retire Smart and the upcoming third annual teammates golf tournament. We'll also investigate current events, including President Trump's recent statement on a trade deal with China, the latest U.S. job numbers, and the impact of AI on companies like Google. Join us as we break down these topics and more!…
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1 Ep 236. The Great De-scaling of Office Real Estate 11:11
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Today, we explore the seismic shift in office real estate as companies move away from traditional large buildings toward smaller, regional offices and adaptive reuse of spaces. We also look into misconceptions around Warren Buffett’s treasury investments and take a close look at evolving housing market trends in major cities. Stay tuned for insights on what these changes mean for banks, urban development, and investors.…
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Should I sign up for Medicare at 65, even though I have good health insurance through my job? What is a 770 account and how do I get one? And should I retire at 59, even if my advisor tells me I should be able to do so comfortably? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

1 Ep 234. The Complexities of IRMAA, with Jacob Orand 10:30
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Jacob Orand returns to break down the complexities of Medicare’s IRMAA penalties and how the SSA-44 form can help retirees push back on unexpected costs tied to a life-changing event. From sneaky Medicare Advantage fees to the IRS’s two-year income lookback, the team unpacks what proactive retirees need to know. Bonus: a few laughs about government bureaucracy and Ghostbusters along the way.…
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We kick off today’s episode by celebrating Chip Maxwell’s five-year anniversary at Retire SMART, reflecting on the firm’s growth from humble beginnings to a thriving, 40+ person team. The conversation then shifts to current market dynamics and what they could mean for investors heading into the second half of the year. Tune in for a mix of reflection, strategy, and forward-looking insights.…
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1 Ep 232. Housing Market; Sellers Beware! 11:56
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Today, we dive into the surprising uptick in consumer confidence and what it could mean for short-term spending—and why that optimism might be short-lived. From Manpower Group’s dividend cut to rising delinquency rates and early signs of stress in the housing market, we explore the growing disconnect between consumer sentiment and economic reality.…
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Retire SMART Podcast

Is it possible for David to drive a client’s tax burden down to zero in retirement? Is the best way to keep my assets safe to get out of the markets, once I retire? And does Retire SMART use the benchmark of one’s 401(k) should be 10 times larger than your annual salary? David Brooks has answers to these questions in today’s Q&A episode.…
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1 Ep 230. How Long Will Social Security Be Around? 12:08
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David Brooks and Sean Swanson unpack the top questions they get about Social Security, including whether the program will still be around and the best time to claim your benefits. They also discuss the upcoming “Social Security Blueprint” class, designed to help retirees and pre-retirees make confident, informed decisions about their benefits.…
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Retire SMART Podcast

1 Ep 229. Weighing Trump's Latest Spending Bill 11:47
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David shares an exciting behind-the-scenes look at his recent visit to the Chicago Board Options Exchange, where he rang the closing bell to celebrate the launch of a new ETF. The conversation then shifts to Washington, as David and Chip break down the latest developments in Trump’s spending bill, fiscal responsibility, and the political roadblocks preventing meaningful debt reform.…
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Retire SMART Podcast

David dives into Ray Dalio's stark warning about U.S. treasuries and the mounting global debt crisis, with insights into what Moody’s downgrade means for taxpayers and markets. Plus, a cautionary tale out of New Jersey—how a tiny deli became the centerpiece of a $100 million fraud, and what it teaches us about risk and responsible investing.…
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After a recent purchase with a surprising result on the receipt, has the “tariff fee” become a common practice in the retail market? And if I feel that I’m set with my pension and full-retirement social security, do I really need to hire an advisor if they’re likely going to just tell me to stay the course? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

1 Ep 226. Shaping the Advisory Team, with Josh Cheatle 11:02
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David is joined by Josh Cheatle, Retire SMART’s new Director of Wealth Management, to talk about what it takes to grow a firm the right way—from building culture and leadership to developing a deep bench of skilled advisors. We’ll share how a nationwide search led us to a surprising local connection, and how Josh is helping shape the future of our team and client experience.…
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David and Chip look into Omaha's surprising mayoral election outcome, where John Ewing unseated incumbent Jean Stothert, and what that could mean for the city’s future. They also explore the latest developments in tax legislation, SALT deduction debates, and why some market optimism might be premature according to JP Morgan’s Jamie Dimon.…
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1 Ep 224. The Disconnect Between Bond Yields and Oil Prices 9:01
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David unpacks a growing disconnect between rising bond yields and falling oil prices, signaling potential economic trouble ahead. He also explores key indicators—from auto loan delinquencies to depleted savings—that suggest consumer strain and a slowing economy, despite optimistic headlines. To top it off, the Labor Department admits to overstating job growth by nearly 400,000 positions, raising serious concerns about the reliability of government-reported economic data.…
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1 Ep 223. The New Pope's Impact on the Economy 12:08
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Will schools in states with NIL exemptions, or no state income taxes, have an advantage on landing football recruits over states that don’t? Does the election of a new pope impact financial markets? And should I or should I not own my own life insurance policy? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

1 Ep 222. Patriotic Productions with Bill Williams 11:05
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We’re joined by Bill Williams from Patriotic Productions — the team behind the powerful Honor Flights and the national Remembering Our Fallen memorial. From flying thousands of veterans to D.C. to honoring 5,500 service members lost since 9/11, Bill shares how he and his wife are keeping the legacy of our heroes alive. This is a conversation about remembrance, gratitude, and impact.…
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1 Ep 221. Are Tariffs Finally Paying Off? 12:23
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From the newly announced U.S.-UK trade deal to shifting dynamics in the U.S.-China relationship, we explore the market’s reaction to recent announcements, including Trump’s proposed executive order targeting pharmaceutical pricing. Is the administration’s tariff strategy finally paying off? And what could lower drug prices mean for American consumers? Here is David’s take.…
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1 Ep 220. The Return of Home Builder Incentives 8:51
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David and Chip investigate the shifting landscape of the U.S. housing market, highlighting growing concerns from home builders and a surge in excess inventory—especially in Florida. The conversation also touches on economic cycles, historical comparisons to 2007, and the return of home builder incentives. From real estate trends to labor economics, this episode is a data-driven look at current market realities.…
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What is David’s take on the “Oracle of Omaha” officially announcing his retirement at the end of 2025? And with Congress back in session, what are the prospects for the Trump tax cuts of 2017 being extended or made permanent? David Brooks has answers to these questions in today’s Q&A episode.
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1 Ep 218. Potential Inheritance Tax Changes 12:05
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Nebraska’s inheritance tax may finally be changing—estate planning attorney Colin Kastrick, with Kastrick Law, joins us to break down the latest proposal, what it means for beneficiaries, and why getting your documents right matters more than ever, especially in blended families."
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1 Ep 217. April's Surprising Job Numbers 11:35
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On today’s episode, David shares exciting news: Retire SMART is now an official sponsor of Nebraska Cornhusker Athletics. We also look at April's surprising job numbers, discuss concerning jobless claims data, and revisit Warren Buffett’s historic stance on trade deficits in light of current tariff debates. Plus, China's economic struggles and what it all means for investors.…
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Retire SMART Podcast

1 Ep 216. China's Freights Hit the Brakes 11:51
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David breaks down some alarming global economic shifts—from Germany’s deepest recession since reunification to a dramatic slowdown in global trade. He dives into why Europe is becoming nearly “un-investable,” how political leanings are impacting economic growth, and what it means when container ships from China and American freight volumes hit the brakes. Plus, hear how Apple’s pivot to India signals a broader shift in global manufacturing—and what it all means for your financial future.…
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Does Medicare cover Long-term care? If I’m not working during my retirement, do I still have income taxes? And how long has David been a financial advisor? David Brooks has answers to these questions in today’s Q&A episode.
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1 Ep 214. Federal Worker Retirement Strategies, with Tim Herrick 9:13
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David brings back financial advisor Tim Herrick to help break down the recent wave of federal layoffs—potentially impacting over 100,000 government employees—and what it means for those navigating pensions and retirement planning. They discuss the pros and cons of the Thrift Savings Plan (TSP), highlight common pitfalls with TSP distributions, and explore smarter strategies like IRA rollovers and Roth conversions to help federal employees gain more control and flexibility in retirement.…
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Tariffs are back in the headlines—but are they really just bad news? We break down the economic pros and cons, from rising consumer costs to a surprising boost in federal revenue. We’ll also dig into the political messaging, the timing, and what all this means for investors, retirees, and smart planners alike. It’s a conversation that cuts through the noise.…
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1 Ep 212. Job Cuts and Real Estate Prices 11:11
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David breaks down the growing disconnect between Jerome Powell’s optimistic economic outlook and the mounting signs of a slowdown, including a surge in announced job cuts and softening real estate prices. He discusses the ripple effects of declining cash buyers, rising housing vacancies, and what it all could mean for interest rates, inflation, and the housing market in the months ahead.…
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Is 72 the mandatory age for 401(k) withdrawal rules, or has it changed? What proactive moves is David making with his clients right now, while my current advisor reminds me to simply stay the course? David Brooks has answers to these questions in today’s Q&A episode.
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1 Ep 210. Smart Spend-Down Strategies with Derrick Flores 9:18
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David welcomes back Derek Flores from Senior Asset Solutions to discuss smart spend-down strategies for retirees and families facing long-term care costs. They discuss protecting assets from nursing home expenses, Medicaid planning, and an upcoming educational class covering Medicaid-compliant annuities, the five-year look-back rule, and more. Whether you're pre-planning or in crisis mode, stay tuned for valuable insights for preserving your legacy.…
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1 Ep 209. Light at the End of the "Trade War" Tunnel? 12:29
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From Trump’s assurances on Fed Chair Jerome Powell to hints at de-escalation in the China trade war, there’s no shortage of market-moving news. David unpacks what these developments could mean for investors, why recent market volatility isn’t signaling an all-clear just yet, and how strategic manufacturing and global trade negotiations might shape the future of the U.S. economy.…
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Retire SMART Podcast

David unpacks a surprisingly important distinction in the financial world: the difference between brokers and advisors. He explores how compensation structures impact client relationships, and why a push for clearer titles could help consumers make more informed financial decisions.
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1 Ep 207. Buying the Dream Home With Your IRA? 8:57
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How do you convince a financial DIY’er to get expert financial help? Should I take money out of my IRA, even without penalties, to help buy my dream retirement home in the country? And should I stop contributing to my company’s 401(k) because they’re not matching it anymore, and put my money elsewhere? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

1 Ep 206. IRS Staffing Changes, Post Tax Season 12:31
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"Tax Day is finally behind us, and CPA Evan Marshall joins David in the discussion to talk about what smart tax planning looks like after tax season. We cover IRS staffing changes, the upcoming expiration of the Trump-era tax cuts, and what entrepreneurs and retirees should be doing now to stay ahead.…
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Retire SMART Podcast

David and Chip break down the market’s wild swing following tariff reversals, uncover why a massive rally might be a red flag, and explain how retirees can pivot from panic to preparedness. Plus—what J.P. Morgan and consumer sentiment surveys are signaling about what’s next.
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Retire SMART Podcast

Social Security checks are getting a boost this April, thanks to new changes tied to the Fairness Act—some retirees are even receiving unexpected lump sums. Plus, we investigate what “wider market breadth” really means, and why it could be signaling shifts ahead. And in a surprise energy update, federal agencies are greenlighting more coal mining in a bid for U.S. energy independence.…
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Retire SMART Podcast

1 Ep 203. The "Melissa's Mattress Money" Method 6:37
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Should I use the $200,000, that’s in an after-tax account, I’m getting from my divorce to pay off my house, which has 22 years left on the mortgage? And with the markets being so unpredictable, should I be like Mrs. Brooks with my investments and go the route of the “Melissa’s mattress money” method? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

1 Ep 202. IRMAA Penalties, with Alex Murray 11:10
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Certified Financial Planner Alex Murray returns to unpack key Medicare penalties like IRMAA and share insights from the first IRMAA planning class. The team also debunks some viral — and dangerous — financial advice circulating online, while stressing the importance of holistic planning, trusted counsel, and smart tax-efficient strategies for major financial decisions.…
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Retire SMART Podcast

What do Philadelphia sports teams and market downturns have in common? David and Chip explore an uncanny pattern in market history, unpack the role of investor sentiment in bear markets, and share why active management matters—especially when emotions run high.
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1 Ep 200. More States Scrapping Income Tax 12:02
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Today we investigate the evolving landscape of state taxation and its impact on housing markets and economic migration. From Florida’s bold consideration of eliminating property taxes to Mississippi becoming the 10th state to scrap income tax, we examine how these shifts could spark real estate booms, reshape state economies, and influence where Americans choose to live and work.…
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Retire SMART Podcast

1 Ep 199. How to Best Help Your Grandchild Through College 9:55
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With so many changing factors in the political and economic spectrum, how much is enough to live off for a 20–30-year retirement? What is the tax impact for my spouse, or myself, if one of us passes and the other inherits the IRA of the spouse? And what is the best way to help send my grandchild through college? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

1 Ep 198. The Energy Cost of Crypto, with Brad Starken 9:23
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We welcome back our resident authority on digital currency, Brad Starken, to decipher some major shifts in the world of crypto. From executive orders and strategic reserves to quantum computing and energy demands, Brad brings clarity to a rapidly evolving space—and shares what it all could mean for the future of crypto and regulation.…
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Retire SMART Podcast

On today's episode, we break down the economic and political landscape as the Trump administration’s tariffs—dubbed “Liberation Day”—go into effect. We explore the market implications, the administration's strategy to reshape U.S. revenue and labor, and what investors should watch amid Newsmax’s wild IPO surge and a possibly overvalued S&P 500. David Brooks unpacks trade policy, market cycles, and why it all matters.…
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Retire SMART Podcast

1 Ep 196. The Downside of Lower Oil Prices 12:20
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We investigate the latest headlines shaking up government accountability and energy policy. From the Social Security Administration’s massive cleanup of outdated records to the economic impact of oil prices, we break down what it all means for taxpayers and businesses alike.
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Retire SMART Podcast

1 Ep 195. How Much Savings can DOGE find for the US? 7:54
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If the war in Ukraine is settled, what sectors of the market will be affected and how? What is the estimated amount per taxpayer to pay down the debt and balance the budget? And how much savings can DOGE find from ending fraud in Social Security and Medicare? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

1 Ep 194. The "Un"-fairness Act, with Sean Swanson 11:39
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We're joined by Sean Swanson to discuss all things Social Security, including the upcoming Social Security Blueprint class. With recent changes like the Fairness Act and its impact on lump sum payments, we'll break down key strategies to optimize benefits, avoid tax pitfalls, and ensure financial security in retirement.…
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Retire SMART Podcast

1 Ep 193. Rough Seas for the USS Stock Market 10:43
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As the markets navigate uncertain waters, a recent Advisor Hub article warns that the ‘USS Stock Market’ may be heading into rough seas. With shifts in economic policy and concerns over a potential recession, experts debate the impact of new leadership and market corrections. Will these economic tides bring stability or further turbulence?…
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Retire SMART Podcast

1 Ep 192. Why Should Homeowners Have to "Rent" From the Government? 12:19
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Are you tired of feeling like you're renting your own home from the government? In this episode, we investigate the growing movement to eliminate property taxes and shift towards consumption-based taxation. With states exploring new ways to fund public services, is this the fair solution we've been waiting for, or just another tax shift? Join us as we break down the debate and explore what it could mean for your wallet.…
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Retire SMART Podcast

1 Ep 191. A $5,000 Stimulus From Elon Musk? 8:36
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How does David know the truth about the numbers and data that comes out of the White House? Would an Elon Musk $5,000 tax refund be a wise decision? And at what age should one not convert pre-tax accounts? David Brooks has answers to these questions in today’s Q&A episode.
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Retire SMART Podcast

1 Ep 190. Wills and Trusts with Mike Shudel 10:22
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Back in the studio today is one of our lead financial advisors, Mike Shudel. He’s here to discuss wills versus trusts—who needs what and why getting a proper estate plan in place is crucial. We’ll also highlight our upcoming Tax & Estate Planning class, where you can learn how to protect your assets and ensure a smooth transition for your loved ones. Stay tuned for valuable insights on securing your financial future!…
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Retire SMART Podcast

1 Ep 189. The Rise of Mortgage Rejection Rates 11:20
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Rising mortgage rejection rates, foreclosure spikes, and growing consumer debt—are we heading for another financial crisis? Today, we unpack the latest data on mortgage rejections, credit struggles, and what it all means for homeowners and the economy. Here is David’s take on the warning signs and what to watch for next.…
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Retire SMART Podcast

1 Ep 188. Is There Enough Gold to Go Around? 11:43
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Gold imports have surged in an unprecedented spike, raising serious questions about the state of the gold market. Is there enough physical gold to back up investment funds, or is something else at play? Plus, we uncover shocking details about federal employee credit card spending and the push for greater government transparency. Stay tuned for David’s unpacking of these financial mysteries!…
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Retire SMART Podcast

1 Ep 187. Another Way of Reducing National Debt? 9:37
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What are “cost basis points,” and how do they work? Can increased national economic growth be a method of reducing national debt? And is a portfolio of dividend-paying investments, in order to stay ahead of inflation, a good investment strategy? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

1 Ep 186. Avoiding Unnecessary Long-term Care Costs 10:49
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Back in the studio, Michael Luna joins us to discuss Smart Spend Down Solutions and how his company, Senior Asset Solutions, helps families protect their assets from unnecessary long-term care costs. Learn how Medicaid planning strategies can safeguard financial legacies while ensuring quality care. Plus, details on an upcoming class to educate families on these vital strategies.…
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Retire SMART Podcast

Markets are making headlines as volatility shakes investors. With the Dow tumbling nearly 900 points and recession fears on the rise, what’s really happening beneath the surface? Join us as we break down the noise, analyze key economic indicators, and explore strategies to navigate uncertainty.
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Retire SMART Podcast

1 Ep 184. History in the Making for Domino's Pizza 11:04
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David unpacks the current stock market trends, focusing on the overvaluation of large-cap stocks and the potential correction on the horizon. Plus, the impact of these shifts on investments, from tech stocks like NVIDIA to the broader market dynamics. In other news, what’s happening with Domino’s Pizza that’s peaked David’s interest?…
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Retire SMART Podcast

1 Ep 183. No Tax on Social Security in 2025? 9:38
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Should excess dollars rescued by DOGE be given to taxpayers or used to reduce the national debt? What is the 1–3-year outlook for cryptocurrencies, gold, silver, and other rare metals? And will no tax on social security be enacted in 2025? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

Welcome to the studio our new guest, financial advisor Tim Herrick! Tim is a U.S. Air Force veteran with experience in government agencies and defense contracting and now leads a class offering guidance to federal employees who may not be aware of all their benefits or how to manage them. He stresses the need for personalized advice to optimize retirement planning, reduce stress, and improve the financial future of federal employees.…
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Retire SMART Podcast

1 Ep 181. Panama Canal Ports Back Under American Control 14:18
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It’s a day of celebration for Retire SMART as we look back on the recent grand opening of our Lincoln office and the exciting turnout from team members, community leaders, and special guests. We also discuss key economic updates, including job reports, housing market trends, and the latest political developments. Plus, we break down the implications of America's increasing influence in the Panama Canal and what it means for global trade.…
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Retire SMART Podcast

Today, we look into the latest investor fraud schemes spreading across social media; David breaks down the classic pump-and-dump scam and why investors need to stay vigilant. Plus, we shift gears to the state of the market, covering the latest consumer confidence drop, job cuts, and what’s keeping David Brooks up at night!…
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Retire SMART Podcast

How will tariffs affect me and when would I start to feel that change in my wallet? Should I consider turning on my social security early to avoid future changes? And how will DOGE affect my social security and Medicare? David Brooks has answers to these questions in today’s Q&A episode.
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Retire SMART Podcast

1 Ep 178. A Major Cyber-breach in Crypto World 10:29
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In today’s guest episode we're diving into the evolving world of digital assets with Brad Starken, our go-to resident authority on cryptocurrency. We'll explore the latest trends, security risks, and the increasing role of blockchain technology in finance. Plus, we'll discuss a major cyber breach that rocked the crypto world and what it means for investors.…
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Retire SMART Podcast

1 Ep 177. Retire SMART is Lincoln Bound! 14:52
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In this episode, we catch up with David after an intense six-day speaking tour, discuss the exciting grand opening of our new Lincoln office, and dive into key financial topics, including tax cuts, government revenue, and economic growth. Stay tuned for valuable insights on navigating your financial future!"…
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Retire SMART Podcast

Walmart and Costco are trading at unusually high valuations raising concerns about a potential market correction. Analyst Kyle Bass, known for predicting past financial crises, warns of risks in the gold market, where physical supply may not match demand. And Trump believes making more pennies doesn’t make any ‘cents.’ Here is David’s take on these stories.…
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Retire SMART Podcast

1 Ep 175. Can I Have a 401(k) and a Roth 401(k) at the same time? 10:31
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If I plan to retire in 10 years and have about $700,000 saved in 401(k)s, am I on track for a good retirement? With the recent passing of my spouse, do I need to make changes to our trust from 10 years ago? And can I contribute to both a 401(k) and a Roth at the same time through my employer? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

In today’s guest episode we’re joined by business and financial commentator, Jeff Bush, from The Washington Update, who will be our keynote speaker at the upcoming State of the Market event. We’ll dive into key insights on the economy, policy changes, and what they mean for you.
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Retire SMART Podcast

1 Ep 173. What the Philly's and the Economy Have in Common 11:25
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We’re diving into an unexpected economic trend—what happens when Philadelphia sports teams win titles—and the broader implications of Trump’s tariffs. We’ll explore how these tariffs could impact Nebraska, particularly its agricultural sector, and what that means for the state’s economy.
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Retire SMART Podcast

In today’s episode, we break down Trump's proposed U.S. sovereign wealth fund and its potential to reshape national debt management. Plus, we explore shifting cryptocurrency regulations under the SEC, economic warning signs as job openings decline, and why market experts are urging caution amidst all-time high valuations.…
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Retire SMART Podcast

1 Ep 171. Are You Blessing Your Kids "Too Much" During Retirement? 10:13
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If I have the option to switch to Medicare, even though I’m still working and health care through my job, should I switch? If I can bless my children now, while in retirement, how much is “too much” or “not enough” when it comes to helping financially. And should I get involved if my company is offering stock options? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

1 Ep 170. Stump David Brooks! (Valentine's Edition) 10:33
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In today’s guest episode, Financial advisor, Jacob Orand, brings back our fourth installment of “Stump David Brooks,” on subjects related to charitable giving, Valentines Day edition!
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Retire SMART Podcast

David talks on the latest buzz around tax policy changes affecting workplace benefits. Plus, we explore advanced tax planning strategies from the Retire SMART Tax Mastermind seminar, the impact of AI on tech markets around DeepSeek and Nvidia, and why experts are warning about a potential market correction. Stay tuned for insightful analysis and bold takes on the latest financial and political headlines!…
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Retire SMART Podcast

We are diving into the latest political and economic shifts, from Trump’s proposal to buy out federal workers to his bold stance on taxes and interest rates. Plus, we’ll explore the growing influence of AI and China’s role in the tech race, with Deep Seek. Stay tuned as we break down what these developments could mean for the economy and the future of the workforce.…
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Retire SMART Podcast

1 Ep 167. Spending vs. Saving in Retirement 9:29
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How do I strike the right balance between spending and saving during retirement? How often should I be meeting with my financial advisor? And should I sell off my rental properties and classic cars assets to give myself more liquid money to work with? David Brooks has answers to these questions in today’s Q&A episode.…
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Retire SMART Podcast

In today’s guest episode, we’re joined by our resident authority on Social Security, Sean Swanson, to break down the latest shake-ups in retirement policy. With Biden’s recent signing of the Social Security Fairness Act, we’re exploring what this means for your benefits, the financial system, and whether ‘fairness’ is really the right word.…
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Retire SMART Podcast

Retire SMART is expanding westward, soon to open a new office location in the Lincoln area! In other news, we’re unpacking some major financial headlines, including Trump’s bold call to end income tax and his push for lower interest rates. Stay tuned as we break it all down and discuss the potential ripple effects.…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.