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 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.
Ep 389. Rising War Tensions and Our Economy
We start with a little plug-in for “Tax Madness”—a series of high octane videos, breaking down a bracket of 64 everyday taxes to determine which one Americans hate the most. Then we shift to the global stage, unpacking rising tensions in the Middle East, oil market volatility, and what it could mean for the economy here at home. Plus, we dive into inflation data, warning signs in credit markets, a
Ep 388. More InterState Migration!
In this episode, we tackle a major local headline as Omaha considers a new downtown stadium project—and what it could mean for taxpayers, businesses, and the future of the city. From there, we shift to national trends, breaking down interstate migration, tax policy shifts, and why high earners and major companies are relocating across the country. Plus, we explore new wealth-building opportunities
Ep 387. Retire SMART's Proactive-ness During Unrest and War
During this time of geopolitical unrest and war, what is Retire SMART doing to prepare their clients’ portfolios? If China and Japan are selling American debt, how will that affect our investments? And how far will Nebraska go in the NCAA tournament? David Brooks has answers to these questions in today’s Q&A episode.
Ep 386. Buying and Selling a Business the Right Way
Today, we sit down with estate planning attorney Colin Kastrick to break down the critical decisions business owners can’t afford to get wrong—from entity selection to buying and selling a business the right way. We also dive into powerful tax strategies around charitable giving, including how donor-advised funds can maximize impact while minimizing tax liability. If you want to keep more of what
Ep 385. The Strait of Hormuz Ripple Effect
David and Chip break down rising geopolitical tensions and what they really mean for global oil markets, from tanker traffic in the Strait of Hormuz to the surprising signals coming out of futures pricing. Then, they zoom out to the big picture—exploring how AI, shifting labor trends, and demographics could reshape productivity and the future of work. Plus, a look at tax policy headlines and a cau
Ep 384. The Great Population Migration
In today’s episode, we explore several headlines highlighting how economic forces shape everyday decisions—from the decline of local newspapers to shifting consumer demand in the auto industry. We also examine broader economic trends, including population migration driven by taxes and the unintended consequences of raising minimum wages. Throughout the discussion, we connect current events back to
Ep 383. Tucker's Take on the Gold Industry?
What does David think of Tucker Carlson’s latest accusation concerning the gold industry? Is it a good idea for a financial firm to also offer banking services? And with all the uproar about the Omaha streetcar project, is economic development looking to still be its main justification? David Brooks has answers to these questions in today’s Q&A episode.
Ep 382. Taking Advantage of Today's High Estate Tax Exemptions
Today, David is joined by financial advisor Mike Schudel to discuss why the current tax environment may be one of the most powerful opportunities for estate planning in decades. They discuss how today’s historically high estate tax exemptions could change in the future—and why waiting to plan could cost families significantly. The conversation also covers practical strategies to help protect wealt
Ep 381. Middle East Tensions Rise & Economics
This episode dives into the economic ripple effects of the latest Middle East tensions, including how oil flows, China’s energy dependence, and global strategy are shaping the bigger picture. David also breaks down why markets historically push forward even during wartime and what current tax cuts could mean for American households. Plus, a reality check on AI—cutting through the hype to explain w
Ep 380. The Fallout of Omaha Steaks' Big Decision
Today’s discussion covers several timely local and national business stories. David breaks down Omaha Steaks’ controversial decision to stop supplying local restaurants and its PR fallout, covers a regulatory overreach involving a barber-themed lounge, and celebrates Nebraska cities ranking high for work-life balance. The episode wraps with a sobering reminder from BlackRock CEO Larry Fink about r
Ep 379. What Does SMART Stand For?
What is the difference between an exchange-traded fund and a mutual fund? With my husbands’ recent passing, me being 46, and having $450,000 saved, along with having to take withdrawals, I feel lost and don’t know where to start. How can I navigate this? And what does the acronym SMART stand for, in Retire SMART? David Brooks has answers to these questions in today’s Q&A episode.
Ep 378. What Medicare Does NOT Cover
David is joined by CFP Blake Grimm to break down the latest Medicare updates, including rising Part B premiums and changes to prescription drug costs. They walk through what Medicare actually covers — and what it doesn’t — from dental and vision to long-term care and ambulance rides. If you’re nearing retirement or already on Medicare, this is a must-listen to avoid costly surprises.
Ep 377. Is AI Helping or Hurting Jobs?
David breaks down the highlights from this year’s State of the Market Address, where people gathered to hear his take on the economy, inflation, and what’s really driving policy decisions. He dives into the Fed’s credibility, the Supreme Court’s tariff ruling, and whether AI is actually moving the needle on economic growth. If you want a no-nonsense perspective on markets and headlines, this one d
Ep 376. The Slow Downfall of Wall Street
Today, David unpacks Riston’s Law on a global scale — from the Dutch origins of Wall Street to modern wealth migration as countries experiment with taxing unrealized gains. The conversation explores how capital moves where it’s treated best, what that means for investors and retirees, and why proactive tax strategy matters more than ever. Plus, a powerful reminder that retirement isn’t just about
Ep 375. How AI is REALLY Affecting Jobs.
Are tariffs partly to blame with all the rising prices? Where AI would be expected to reduce work, does it actually intensify it? And is President Trump doing too little, too slowly to address the housing situation? David Brooks has answers to these questions in today’s Q&A episode.
Ep 374. The Most Impactful Retirement Strategy, With Mark Rowlette
This episode features guest financial advisor Mark Rowlett with South Shore Retirement Services; he and David dive into why proactive tax planning is one of the most overlooked — yet most impactful — parts of retirement and wealth strategy. The conversation covers how taxes can erode retirement income, why location and policy matter, and how smart planning can help families keep more of what they’
Ep 373. A Little Tax Refund Surprise
Today’s show opens with reflections on leadership, generosity, and community impact before diving into today’s financial news. David and Chip unpack positive inflation data, tax refund surprises, and federal workforce changes, along with a case study on how policy decisions affect businesses and workers. It’s a mix of perspective and practical economics you won’t want to miss.
Ep 372. Nebraska Outperforms on Income Growth
This episode covers some surprising economic trends — including why Nebraska is outperforming much of the country when it comes to real income growth — and what that means for workers and business owners. We also dig into concerns about government spending, business incentives, and the challenges small businesses face navigating bureaucracy. Plus, an important conversation about retirement that go
Ep 371. Inheriting an Annuity from the Passing of a Loved One
With long-term care being a complicated and expensive process for us, while we’re in our 60s and in good health, is it really worth the trouble going through? What am I supposed to do with an annuity I inherited after my mother’s passing? And what are David’s thoughts on me rolling over my 401(k) while I’m still working? David Brooks has answers to these questions in today’s Q&A episode.
Ep 370. Tips for Business Owners During Tax Season
This episode focuses on what business owners should be thinking about during tax season — from proactive tax planning to maximizing the value of your company. We break down strategies like the Qualified Business Income deduction, accelerated depreciation, and how proper planning could potentially save millions in taxes when exiting a business. If you’re an entrepreneur, this conversation is packed
Ep 369. The Biggest Loss From Winning the Big Game
This episode covers everything from hosting client events to breaking down the latest economic headlines. We dive into strong jobs data, what it could mean for interest rates, and even the surprising tax hit an NFL Big-Game–winning quarterback could face. It’s a fast-paced conversation on money, markets, and the real-world impact of policy decisions.
Ep 368. The 32K Crock Pot
This episode dives into rising U.S. manufacturing data and the debate over tariffs, taxes, and economic growth. The guys also share a wild $32,000 antique crock story before turning to bigger issues — falling test scores, housing market nerves, and why looser mortgage rules could revive old financial risks. It’s a fast-moving look at how policy and market trends connect to your money.
Ep 367. Can I Meet David Brooks?
What do the terms “flat-fee, fee-only, and fee-based” mean? What are short-term reserves and what are the risks of messing with a 401(k) in relation to a recent reddit post encouraging people to protest the current presidential administration. And when I call to schedule an appointment with Retire SMART, why can’t I meet with David? David Brooks has answers to these questions in today’s Q&A ep
Ep 366. The Business of Sports
What starts as Big Game chatter turns into a fascinating look at the business of sports. Financial Advisor, Alex Murray and David Brooks break down ticket prices, sports betting, and how host cities can see hundreds of millions in economic impact from major events — then bring it closer to home with Omaha, Lincoln, and the power of Husker athletics. It’s football, finance, and why stadiums and spo
Ep 365. Warsh for Fed Chair
David and Chip kick things off with some big-game banter but quickly pivot to a major economic shake-up: the nomination of Kevin Warsh as the next Fed Chair. They break down why markets reacted so hard, what a tighter Federal Reserve could mean for inflation, interest rates, and gold, and why investors—especially near retirement—can’t afford a “set it and forget it” strategy. Big policy shift, rea
Ep 364. Insider Trading and Earmark Spending in Congress
From companies relocating to low-tax states to questions about lawmakers trading stocks, this episode tackles where money flows — and why. The conversation breaks down how tax policy influences economic growth, why government incentives matter, and the growing debate over insider trading and earmark spending in Congress. It’s a big-picture discussion on power, policy, and the impact on everyday in
Ep 363. What Sets Retire SMART Apart From the Others
What are the pros and cons of rolling out a 457 to buy a rental property? What should I do when I’m 57 and ready to be done with my job, but unsure if I have enough money to walk into retirement? And how is Retire SMART a different than other brokers? David Brooks has answers to these questions in today’s Q&A episode.
Ep 362. Possible Social Security Reforms, With Brad Starken
Social Security takes center stage, with advisor Brad Starken, as the conversation tackles new projections, funding concerns, and the real story behind potential benefit changes. Brad and David explain how demographics, taxes, and possible reforms could shape the program’s future, plus why when and how you claim matters more than most people realize. It’s a practical look at turning a complex syst
Ep 361. The FED Chose Politics
From subzero temps to red-hot topics, the guys kick things off with Husker basketball before breaking down what’s really driving the markets. They unpack the latest Fed meeting, what the statement signals about rate cuts, and why clarity matters more than the decision itself. Plus, a big-picture look at housing trends and how shifting supply could reshape prices in the years ahead.
Ep 360. State Tax Changes Forces Massive Migrations
David connects the dots between global debt concerns, tax policy, and a simple economic truth—money moves to opportunity and away from pressure. From Seattle tax proposals to shifting state trends, he explains how policy decisions can reshape where people live, work, and invest. The episode wraps with a look at the housing market, including easing mortgage lock-in, downsizing challenges, and why r
Ep 359. Questions to Ask a Financial Advisor
What questions should I ask when interviewing a financial advisor? And after dumping all my earnings back into my business for the past 25 years, while also wanting to scale back my involvement in my business, but not yet retire, what is a wise way to approach this situation? David Brooks has answers to these questions in today’s Q&A episode.
Ep 358. Strategies for the Tax Filing Season
David is joined by advisor Jacob Orand to break down key tax moves and charitable giving strategies as a new filing season approaches. They explain new above-the-line deduction rules for cash donations, why documentation matters more than ever, and how retirees could benefit from stacking deductions. The conversation also covers common tax filing mistakes, Roth conversions, crypto reporting, and w
Ep 357. Why Greenland?
This episode opens with a major Retire Smart milestone, celebrating the firm’s first awards gala and growth to more than 1,000 households served. From there, David breaks down President Trump’s latest global economic comments, tariffs, and why Greenland has suddenly become a key geopolitical and market conversation. The discussion connects world events to what they could mean for trade, markets, a
Ep 356. "Time In" the Market vs. "Timing" of the Market
This episode tackles big-picture issues shaping the economy, starting with healthcare costs, government spending, and why well-intentioned policies often drive prices higher. David also unpacks market history, including what strong rebounds can signal for the year ahead and why staying invested matters more than timing the market. The conversation closes with insights on trade data, gold, and why
Ep 355. What Happens at a "Taxes & Retirement" Event?
We own a lot that’s never been built on, still owe $120,000 for it, and can’t seem to sell it; what are we to do? What is a 770 account and if I want one, where can I get it? And what can I expect if I come to one of your “Taxes in Retirement” events? David Brooks has answers to these questions in today’s Q&A episode.
Ep 354. Education For Retirement Planning, With Brandon Stuerke
David is joined by Brandon Stuerke, founder of The Retirement Institute, an online education platform built to help retirees and pre-retirees get real answers to real financial questions. They discuss why retirement planning needs specialists—not generalists—and how technology is helping close the growing advice gap as millions retire and advisors exit the industry. The conversation also dives int
Ep 353. California's Controversial Wealth Tax
We open the show with a heartfelt tribute to Sandy Dodge, a true Omaha community leader whose legacy of service and giving back continues to inspire. From there, David breaks down key economic headlines, including cooling inflation, Fed drama, and what the latest data could mean for interest rates. Then we wrap with a deep dive into taxes, wealth tax proposals, and why policy decisions often come
Ep 352. "From the Vault" (To Roth or NOT to Roth, Part 4)
Part 4 of David Brook's Debate with Adam Curran, with Curran Financial.
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