Retire SMART Podcast
This podcast provides guidance on developing a retirement income strategy and offers insurance and investment products to help achieve retirement goals. The team at Retire SMART assists listeners in creating and maintaining a retirement plan throughout their retirement years.
Episodes
Ep 465. Nebraska GIVES more than it Receives
David examines Nebraska's position as the nation's highest net contributor to the federal government before discussing how tax and fiscal policies can influence where people and businesses choose to live and operate. The conversation then turns to education, including changing grading standards and policies at the University of Michigan, before closing with a warning about the growing popularity o
Ep 464. Relocating Housing in the Retirement Years
What will I owe taxes on and what can I deduct from selling my house for $230,000? At 67, is it better for me to move into an adult living facility or buy another house? And what are my retirement savings options as a contract graphic designer without a 401(k)? David Brooks has answers to these questions in today’s Q&A episode.
Ep 463. Proactive Tax Planning for Entrepreneurs
CPA and tax strategist Evan Marshall joins David to explain why August is one of the most important times of year for entrepreneurs to evaluate their tax strategy while there is still time to make meaningful changes before year-end. They discuss the difference between simply filing taxes and proactively planning them, including business entity structure, avoiding unnecessary purchases just for ded
Ep 462. INC 5000 (5x)
Retire SMART celebrates making the Inc. 5000 list for the fifth consecutive year, a rare achievement that reflects the firm's continued growth and the hard work of its team and clients. David then breaks down the latest developments surrounding Iran, inflation, jobs, and interest rates before turning to surging corporate earnings revisions and what they could mean for the stock market and the broa
Ep 461. Property Taxes, Wealth Taxes & the Cost of Bad Policy
Nebraska ranks among America's safest states—but also among the highest in property taxes. David examines the growing debate over property taxes, California's proposed wealth tax, why similar policies have failed around the world, and shares practical strategies for passing wealth to the next generation while preserving financial freedom.
Ep 460. Getting a SMART Second Analysis
Though we have our plan with another financial firm, is it okay for us to get a second analysis from Retire SMART? Do I need to make any changes to a trust my husband and I drew up about 10 years ago, now that my husband has passed on? And as a physician with my own practice and employees, should I stick with the SEP plan I’m currently contributing to or switch to a defined benefit plan? David Bro
Ep 459. Retirement Isn't Just About Saving—It's About Living Well
David welcomes financial advisor Tre Ingram for his first appearance on the podcast, sharing his journey from the West Coast back to the Midwest, new fatherhood, and why holistic financial planning is more important than ever. Together, they discuss proactive tax strategies, the hidden financial challenges retirees often overlook, and why true wealth is about creating lasting memories—not just acc
Ep 458. When Leverage Goes Wrong: Lessons from Wall Street
Football season is almost here, but the bigger action may be unfolding in the financial markets. David breaks down the latest developments surrounding Iran, manufacturing growth, tariffs, and why rising leverage—from Wall Street hedge funds to everyday investors—could create significant market volatility if conditions change.
Ep 457. Insider Trading, Tax Increases & a Smarter Way to Diversify
David and Chip dive into several financial and economic controversies, from growing efforts to ban lawmakers from trading individual stocks to a White House staffer accused of profiting from inside information. They also discuss why financial literacy can help prevent financial crime, question potential conflicts of interest surrounding AARP and Medicare Advantage, examine Omaha Public Schools’ pr
Ep 456. Causes of Gray Divorce
Is “Gray Divorce” caused by retirement itself or does retirement simply expose what’s been quietly building for years? What’s the deal with the low per-acre value of farmland in Nebraska? And with the 59.5 age mark to withdraw from a 401(k) without penalty, aren’t there some exceptions that allow early withdrawals without penalty? David Brooks has answers to these questions in today’s Q&A epis
Ep 455. The 2033 Social Security Problem — And How to Prepare
With Social Security’s projected funding shortfall moving closer, David and Brad Starken break down what a potential 18% reduction in future benefits could mean for retirees and those approaching retirement. They discuss one possible strategy for creating a guaranteed income backstop, while emphasizing that Social Security decisions are highly individualized and should account for taxes, survivor
Ep 454. Margin Debt, Rising Yields & the AI Boom
David breaks down the latest economic and market developments, from falling unemployment claims and the Federal Reserve’s upcoming rate decision to concerns over inflation, energy prices, and the massive capital spending fueling the AI boom. He also examines the growing risks of margin debt and rising global bond yields, warning that excessive leverage and higher borrowing costs could trigger a sh
Ep 453. Advisor Talk: Protecting Your Retirement Beyond Investments (Part 3)
Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, founder of CD Financial out of Southern California. In the final installment of this special three-part conversation, they explore often-overlooked retirement topics including long-term care planning, risk management, and why retirees need more flexibilit
Ep 452. Advisor Talk: What Every Federal Employee Should Know (Part 2)
Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, founder of CD Financial out of Southern California. As this special three-part conversation continues, they dive deeper into the unique retirement planning challenges facing federal employees, from maximizing pension and survivor benefits to reducing futu
Ep 451. Advisor Talk: The Tax Mistakes Most Retirees Never See (Part 1)
Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, founder of CD Financial out of Southern California. In this first installment of a special three-part conversation, they discuss how proactive tax planning can become one of the greatest value-adds a financial advisor provides. They cover charitable givin
Ep 450. Buffett Cuts off Donation to Gates Foundation
Should investors jump into one of the year's biggest IPOs? David Brooks explains why patience may be the better strategy with SpaceX, discusses Warren Buffett's changing philanthropic plans, and explores why government housing policies continue to fuel affordability challenges. Plus, the conversation wraps up with a broader discussion about capitalism, economic incentives, and why financial litera
Ep 449. Safeguarding the Retirement Nest Egg While Helping Our Children
As a 65-year-old who will probably retire in 5 years, what is the rule about Medicare I should know? With 3 children all in their 30s who need help from time to time, how can we help them while also protecting our retirement nest egg? And I inherited an annuity from my mom who passed away earlier this year, but the agent she bought it from is no longer in business; what should I do with this accou
Ep 448. Five Most Common Pitfalls in Retirement Planning
What are the biggest retirement planning mistakes financial advisors see over and over again? David Brooks is joined by Financial Advisor Alex Murray to break down the five most common pitfalls—from tax planning and withdrawal strategies to healthcare costs, portfolio management, and the often-overlooked challenge of finding purpose in retirement.
Ep 447. Lindstrom's Independent Bid for Governor
David Brooks discusses Nebraska's governor's race following Brett Lindstrom's independent bid, examines the latest developments in Iran and their impact on oil prices, and breaks down encouraging inflation data that could shape the Federal Reserve's next moves. Learn what these headlines could mean for markets, interest rates, and the economy moving forward.
Ep 446. The Cost of Divorce in the Retirement Years
David Brooks discusses the growing trend of "gray divorce" and the significant financial challenges divorce can create during retirement. He also shares his thoughts on proposed retirement system changes, why Omaha and Lincoln continue to rank among America's least-stressed cities, and the importance of building a retirement plan that prepares you for both life's opportunities and unexpected chang
Ep 445. A "No Brainer" Retirement Move for Wealthy Athletes
Why don’t we see more athletes who make 7-figure financial deals putting at least 1 million dollars in a retirement account to set them up for success in the future? Being four years away from retirement, is it wiser to focus on paying off debt or piling up money in my account? And is there a good rule of thumb for how much of my IRA should be invested in safe investments at age 60? David Brooks h
Ep 444. Trump Accounts; Take Advantage Now!
Today, David Brooks and Director of Wealth Management Josh Cheatle discuss the new "Trump Accounts" (Section 530A accounts), explaining how families can take advantage of government seed money and long-term investing to build wealth for the next generation. They also break down the latest Social Security funding projections, what they could mean for future retirees, and why having a personalized r
Ep 443. Major Changes for Electronic Payments
David Brooks discusses the latest economic headlines, from global tensions in the Middle East and their impact on inflation and oil prices to the latest jobs report and what it could mean for the U.S. economy. Plus, he explains why investors should pay close attention to diversification as major changes reshape the electronic payments industry and long-held company stocks face increasing disruptio
Ep 442. Minimum Wage Increases on the Horizon
David examines the growing concentration of semiconductor stocks within the S&P 500 and what it could mean for investors if market leadership begins to shift. He also shares his perspective on minimum wage policy, Nebraska's fiscal health, rising holiday costs, and why homebuyers and real estate investors should be cautious as housing markets begin to normalize after the post-pandemic boom.
Ep 441. Is Real Estate Investing a Good Idea During Retirement?
Is it true that the government could potentially raid retirement or savings accounts for additional tax revenue? And if so, how do we protect ourselves? Once I start taking RMDs, am I required to withdraw the same amount on the same date every year? And is real estate as an investment really a good plan for supplemental income during retirement? David Brooks has answers to these questions in today
Ep 440. Protecting Your Family's Wealth
David is joined by estate planning attorney Colin Kastrick for a practical conversation about protecting family wealth and avoiding costly disputes over businesses, farms, real estate, and other legacy assets. They explain why proactive estate planning, clear communication, and the right legal structures can help preserve both your assets and your family's relationships for generations to come.
Ep 439. Happy 250th 'Merica!
In this special Independence Day edition, David reflects on the freedoms that make the American dream possible before shifting to the latest economic headlines. He breaks down how geopolitical events, energy prices, global currency markets, and the rapid rise of AI are shaping inflation, investment risk, and what investors should be watching in the months ahead.
Ep 438. Political Insider Trading
Today, David Brooks reveals what the dramatic rise and fall of the SpaceX IPO can teach investors about market hype and long-term investing. He also discusses why there's no universal "magic number" for retirement, explores concerns over congressional stock trading, and explains how thoughtful estate planning can help families preserve both wealth and relationships for generations.
Ep 437. What is an ILIT?
Am I able to schedule the first initial appointment with Retire SMART without first answering so many questions beforehand? What is an “ILIT,” why should I do it, and who benefits from it? And even though David dislikes dishing out more taxes than necessary, why is he in favor of the ROTH IRA, where taxes are due upfront? David Brooks has answers to these questions in today’s Q&A episode.
Ep 436. How the Strait of Hormuz Hits Your Portfolio
Geopolitical tensions, inflation, interest rates, and the markets continue to dominate investor conversations. This week, David Brooks is joined by Mike Shudel to discuss how global events—from the Strait of Hormuz to Federal Reserve policy—could impact your portfolio, tax planning strategies, and retirement outlook, while highlighting why proactive financial planning matters more than ever.
Ep 435. RIP Alan Greenspan
David and Chip off this week's episode by reflecting on recent community events, a unique behind-the-scenes look inside a high-security precious metals vault, and the passing of former Federal Reserve Chairman Alan Greenspan. They also examine what record-high stock valuations, slowing corporate stock buybacks, and continued geopolitical uncertainty could mean for investors and why staying discipl
Ep 434. Advisor Talk with Mark Rowlette (pt 2)
We continue our conversation with financial advisor Mark Rowlette, exploring how ongoing education, proven business systems, and holistic financial planning can create lasting value for both advisors and the families they serve. With David attending industry conferences and meetings this week, we're bringing you this special two-part episode in place of our usual four-episode schedule.
Ep 433. Advisor Talk with Mark Rowlette (pt 1)
David welcomes fellow financial advisor Mark Rowlette to discuss what it really takes to build a successful business—from creating scalable systems and developing leadership to transitioning from salesperson to business owner. They also explore the value of mentorship, building a company that can thrive without its founder, and why long-term success is about serving more people, not simply making
Ep 432. Space X IPOs
David and Chip examine how taxes can significantly impact professional athletes, investors, and businesses, from NFL players facing steep state tax bills to the ongoing migration of wealth and corporations toward lower-tax states. They also discuss the highly anticipated SpaceX IPO, exploring the risks of investing in overhyped public offerings, the role of free markets in determining value, and w
Ep 431. Relying Soley On Inheritance for Retirement?
Is it a good idea that the Omaha city council is considering raising the minimum wage to $15? Is it okay for me to not worry about saving for retirement and simply rely on the inheritance I’ll receive from my mom after she passes? And since I have to start taking my RMDs this year, should I take some money from each of my 3 IRA accounts or just one? David Brooks has answers to these questions in t
Ep 430. Retiring the SMART way, with Sean Swanson
In this episode, David sits down with advisor Sean Swanson to explore the SMART planning process and how a comprehensive retirement strategy goes far beyond investments alone. They discuss income planning, tax mitigation, healthcare costs, legacy planning, and the collaborative team approach that helps families navigate retirement with greater confidence and clarity.
Ep 429. CWS Economic Impact
David shares highlights from a memorable trip to Washington, D.C., including a lunch with political strategist Carl Rove and reflections on leadership, history, and meaningful connections. The conversation also explores local charitable efforts, the economic impact of the College World Series on Omaha, and why recent market volatility may have more to do with investor behavior and major IPO activi
Ep 428. Inheritance Bullying
David and Chip look into the growing trend of “inheritance bullying,” where adult children pressure parents for early access to family wealth, and why clear estate planning conversations can help prevent future family conflicts. They also unpack the challenges many retirees face after leaving the workforce, including loss of purpose, social connections, and daily structure, while sharing practical
Ep 427. Transferring Jobs With a 401(k)
Does David support the Trump administration’s proposal for 401(k) accounts to be able to invest in private equity and cryptocurrency? When taking on a new job, am I able to roll over my existing 401(k) or will it have a negative impact? And are there any reasonable health insurance options for someone not part of a big employer plan? David Brooks has answers to these questions in today’s Q&A e
Ep 426. The Financial Benefits of Marriage
Certified Financial Planner Blake Grimm joins David to explore the often-overlooked financial benefits of marriage, from tax savings and Social Security strategies to insurance discounts and retirement planning opportunities. Whether you're considering a first marriage or remarriage later in life, they discuss how understanding the financial implications can help couples make more informed decisio
Ep 425. Argentina Overturns Economists' Predictons
David and Chip discuss the latest developments in the ongoing Iran conflict, the continued migration of wealth and businesses away from high-tax states, and what those trends could mean for investors and the broader economy. They also examine Argentina’s surprising economic turnaround under President Javier Milei, highlighting how government spending cuts, regulatory reform, and free-market polici
Ep 424. Cost of AI Outpacing Company Budgets
David and Chip discuss the soaring costs of the AI revolution, why major companies are struggling to justify massive AI spending, and what it could mean for investors. They also explore why Omaha and Lincoln continue to rank among the best places to raise a family, while examining economic migration trends, business-friendly policies, and the ongoing debate surrounding ESG investing.
Ep 423. Bullish for AI
What is David’s take on “CDs,” now that they are offering better interest rates? Are “Trump Accounts” for more than just kids? And even with the Pope weighting concerns about AI infringing on human work and dignity, is David still bullish on AI? David Brooks has answers to these questions in today’s Q&A episode.
Ep 422. The "Special Monthly Rule"
In this episode, David and Jacob unpack a costly Social Security surprise that blindsided one retiree with a $21,000 repayment notice — and explain why claiming benefits too early can create serious tax and income headaches. They break down the little-known earnings limits, the “special monthly rule,” and why police, firefighters, railroad workers, and other early retirees need a proactive strateg
Ep 421. The Wall of Honor
Today, David reflects on a Memorial Day weekend filled with patriotism, honoring veterans, first responders, and community leaders through events like America’s Wall of Honor and Patriotic Production's Memorial day weekend. The conversation then shifts to the markets, where David breaks down growing concerns around Iran, overheated stock valuations, and rising margin debt — explaining why investor
Ep 420. Iowa's Property Tax Reform
In this episode we look at the risks and opportunities surrounding major IPOs like SpaceX, explaining why investors should be cautious of the post-launch volatility that often follows highly anticipated public offerings. The conversation shifts to Iowa’s sweeping property tax reform, the evolving “4% retirement rule,” and how new investment vehicles like proposed Trump Accounts could reshape long-
Ep 419. Bond vs Bond Fund
What does David think about some economists saying the U.S. can grow its way out of deficits and debt; that the right policies can generate such robust growth in GDP that the resulting tax revenue will exceed spending? And what is the difference between a bond and a bond fund? David Brooks has answers to these questions in today’s Q&A episode.
Ep 418. Year-Round Tax Planning
Today, David welcomes CPA and Chief Tax Strategist Evan Marshall back to the studio to discuss why proactive tax planning is a year-round process, especially for entrepreneurs and high-income earners. The conversation includes strategies like Roth conversions, income shifting, and maximizing deductions under the “One Big Beautiful Bill,” while also exploring how tax incentives, state policies, and
Ep 417. Bond Vigilantes
David and Chip unpack the growing tensions surrounding Iran, the global economic ripple effects of disrupted oil and fertilizer supply chains, and why prolonged uncertainty could fuel inflation and market volatility. They also dive into the Federal Reserve’s shifting outlook on interest rates, the rise of “bond vigilantes,” and the outsized influence companies like NVIDIA now have on the broader m
Ep 416. Rising Inflation and Fed Rate Hikes
David and Chip break down the latest economic indicators, including stronger-than-expected payroll numbers, rising inflation concerns, and the growing likelihood of future Fed rate hikes. They also discuss overvalued markets, AI’s outsized impact on the S&P 500, state-level “exit tax” proposals targeting wealthy residents and businesses, and why understanding risk and long-term economic policy
Ep 415. "Beefing" with Housing Prices
What did Professor Ernie Goss have to say at Retire SMART’s recent event? How optimistic are we with President Trump is taking action to bring down beef prices? Will it work? And since housing prices are down 6% from last year, does that mean property tax will also go down? David Brooks has answers to these questions in today’s Q&A episode.
Ep 414. The Largest US Flag is Coming to Omaha!
David is joined by longtime community leader Bill Williams to discuss an unforgettable Memorial Day celebration coming to Omaha and Lincoln featuring the world’s largest American flag, a patriotic drone show, and special performances honoring veterans and the nation’s 250th birthday. Bill also shares the heart behind Patriotic Productions, the impact of their veteran-focused mission, and why prese
Ep 413. The Great Minimum Wage Debate
David recaps a much-needed vacation with his wife aboard one of the world’s largest cruise ships before diving into Retire SMART’s recent Private Wealth Partners summit for high-net-worth clients. The conversation then shifts into Nebraska primary election surprises, minimum wage debates, and how ongoing tensions with Iran and China could impact markets, politics, and the economy heading into the
The Entrepreneur's Journey - pt.4
This the final part of a special conversation David Brooks had with Gregory Wilnau, a web designer and digital marketer For The Finance Niche. Gregory talks with David about building Retire Smart around proactive tax planning, client education, and a values-driven team culture. David shares how his journey from restaurant entrepreneur to financial advisor shaped his mission to help retirees and bu
The Entrepreneur's Journey - pt.3
This is part 3 of a special conversation David Brooks had with Gregory Wilnau, a web designer and digital marketer For The Finance Niche. Gregory talks with David about building Retire Smart around proactive tax planning, client education, and a values-driven team culture. David shares how his journey from restaurant entrepreneur to financial advisor shaped his mission to help retirees and busines
The Entrepreneur's Journey - pt.2
This is part 2 of a special conversation David Brooks had with Gregory Wilnau, a web designer and digital marketer For The Finance Niche. Gregory talks with David about building Retire Smart around proactive tax planning, client education, and a values-driven team culture. David shares how his journey from restaurant entrepreneur to financial advisor shaped his mission to help retirees and busines
The Entrepreneur's Journey - pt.1
This is part 1 of a special conversation David Brooks had with Gregory Wilnau [Will-nuh], a web designer and digital marketer For The Finance Niche. Gregory talks with David about building Retire Smart around proactive tax planning, client education, and a values-driven team culture. David shares how his journey from restaurant entrepreneur to financial advisor shaped his mission to help retirees
Ep 412. Palantir CEO's Bold Claims
Today is all about Palantir CEO Alex Karp and his bold perspective on technology, national defense, and society’s responsibilities. The discussion explores his belief that Silicon Valley owes a duty to support the country, alongside broader themes like the ethical use of AI, the dangers of “app dependency,” and the need to reconnect with real-world experiences. It also touches on his more philosop
Ep 411. Kevin Warsh's Changes to Federal Reserve Policy
How will Kevin Warsh change Federal Reserve policy, practice, and methodology? What can be done about the coverage cost that has skyrocketed with Mutual of Omaha? And does the government have a fiduciary to lead it in the right direction? David Brooks has answers to these questions in today’s Q&A episode.
Ep 410. The "Plow-Horse" Economy, with Ernie Goss
This episode features economist Ernie Goss breaking down a “plow horse” economy—steady GDP growth driven by investment and productivity, but with sluggish job creation and an aging workforce reshaping labor dynamics. The conversation dives into Federal Reserve policy, rising government debt, and the growing disconnect between economic output and employment trends. It also explores tax policy debat
Ep 409. The Weight of Global Debt
A second attempted assassination made headlines, but with no injuries, markets largely shrugged it off. Meanwhile, global tensions around oil and trade continue to simmer, with record U.S. oil exports and shifts in OPEC dynamics influencing price volatility and inflation concerns. On the financial front, rising global debt is raising alarms about a potential bond market crisis, as higher interest
Ep 408. The Fraudulent Comptroller of Dixon, IL
Cracks may be forming in the housing market as price cuts rise and transactions slow, forcing sellers to rethink expectations in a higher-rate environment. The conversation breaks down what this means for buyers, first-time homeowners, and long-term investors navigating affordability challenges and shifting demand. It also takes a sharp turn into government accountability, unpacking a massive frau
Ep 407. "Blue Wave" Midterm Effects for the Markets
What might a “blue wave” midterm do to the market? If retired, is it worth it to take money out of a 401(k) and put it in a Roth IRA? And can AI reduce or eliminate the traditional need for a growing population to grow GDP? David Brooks has answers to these questions in today’s Q&A episode.
Ep 406. Overlooked Risks for Real Estate Investors
Today, David sits down with estate planning attorney Colin Kastrick to unpack the legal and financial risks real estate investors often overlook—from liability exposure on rental properties to the hidden dangers of transferring mortgaged properties into an LLC. They also dive into the importance of building the right professional team and why having updated powers of attorney can make all the diff
Ep 405. Market Reactions Amidst Iran Conflict
This episode dives into the market’s surprisingly calm reaction to global tensions, including Iran, and what it signals about where the economy may be headed. David breaks down the growing disconnect between soaring asset prices and struggling consumers in today’s “K-shaped” economy, while also unpacking tariffs, Fed leadership drama, and rising national debt. The big question: are markets seeing
Ep 404. Hidden Risks of HOA Policies
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.
Ep 403. What is a DOLLAR?
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.
Ep 402. From Intern to Advisor
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
Ep 401. Millions in Minutes
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 kin
Ep 400. Taxing the Rich VS Educating the Poor
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 plann
Ep 399. The "Weight" of Precious Metals
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.
Ep 398. Unpacking Social Security Myths, With Brad Starken
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 p
Ep 397. Ceasefires and Market Surges
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 momentu
Ep 396. The 50 State 'Tug-of-War'
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.
Ep 395. Outlook of a post-Trump America
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.
Ep 394. The 'Machine' Behind Retire SMART
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.
Ep 393. Sports, War, and Financial Firm Outsourcing
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.
Ep 392. Midwestern Work Ethic
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.
Ep 391. Should I Buy a Used Car Now?
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.
Ep 390. Financial "Court-Side" Concepts
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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