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Retire SMART Podcast Retire SMART Podcast Retire SMART LLC 跨国串门儿计划 跨国串门儿计划 yikai Inclusive Groove Inclusive Groove Elsie Croker Find Love With Emily Find Love With Emily Emily Bucknell Є ПИТАННЯ Є ПИТАННЯ Trybushna & Holoborodko Headline News from The Associated Press Headline News from The Associated Press The Associated Press הרב מאיר אליהו הרב מאיר אליהו הרב מאיר אליהו La Mesa de Trabajo La Mesa de Trabajo Monólogos sin Propina Évangile du jour Évangile du jour Catholique VirtualDJ Radio ClubZone - Channel 1 - Recorded Live Sets Podcast VirtualDJ Radio ClubZone - Channel 1 - Recorded Live Sets Podcast VirtualDJ Radio ClubZone Churchome with Judah Smith Churchome with Judah Smith Churchome Met Al Metal - מת על מטאל Met Al Metal - מת על מטאל האחים פלג - Peleg Bros The Ramsey Show Highlights The Ramsey Show Highlights Ramsey Network Christo Nihil Praeponere Christo Nihil Praeponere Padre Paulo Ricardo Refinery Life Radio Refinery Life Radio Gary Hoban Rugby League Guru Podcast Rugby League Guru Podcast Nathan Durkin WhatCulture Wrestling WhatCulture Wrestling WhatCulture.com Real, Brave & Unstoppable Real, Brave & Unstoppable Kortney Rivard Ekot nyhetssändning Ekot nyhetssändning Sveriges Radio Ask Doctor Dawn Ask Doctor Dawn Dr. Dawn Motyka - JivaMedia.com Todd's Podcast Todd's Podcast Todd Mr Cairo عراب الجن Mr Cairo عراب الجن حسام مصباح ( مستر كايرو ) Fright Life: A Paranormal Podcast Fright Life: A Paranormal Podcast Fright Life The Hauraki Big Show The Hauraki Big Show Radio Hauraki The Run Home with Joel & Fletch The Run Home with Joel & Fletch SEN SheffieldLive! Latest Podcasts SheffieldLive! Latest Podcasts Sheffield Live! Flippin' Bats with Ben Verlander Flippin' Bats with Ben Verlander FOX Sports The Common Sense Practical Prepper The Common Sense Practical Prepper Keith Vincent Sounds Of Brass Sounds Of Brass Sounds Of Brass Galactic Horrors Galactic Horrors Galactic Horrors Sundays at University Church Sundays at University Church University Church Nacogdoches ひろゆき切り抜きポッドキャスト【公認】「ビジネス版」 ひろゆき切り抜きポッドキャスト【公認】「ビジネス版」 切り抜きスタジオ Um Espião no Kremlin Um Espião no Kremlin Observador What We Wrote What We Wrote Esme Stevenson and Emma Gerts 高須幹弥(高須クリニック)切り抜きポッドキャスト 高須幹弥(高須クリニック)切り抜きポッドキャスト 切り抜きスタジオ The Shift The Shift Trisha Carter SEO BackLink SEO BackLink SEO Backlink
Retire SMART Podcast

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Retire SMART Podcast

Retire SMART LLC

Ep 438. Political Insider Trading

July 04, 2026 8:00am 12 min

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, explo...

Ep 437. What is an ILIT?

July 03, 2026 8:00am 9 min

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 ...

Ep 436. How the Strait of Hormuz Hits Your Portfolio

July 02, 2026 8:00am 11 min

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 Fe...

Ep 435. RIP Alan Greenspan

July 01, 2026 8:00am 12 min

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 Green...

Ep 434. Advisor Talk with Mark Rowlette (pt 2)

June 25, 2026 8:00am 11 min

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 the...

Ep 433. Advisor Talk with Mark Rowlette (pt 1)

June 24, 2026 8:00am 14 min

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 ...

Ep 432. Space X IPOs

June 20, 2026 8:00am 11 min

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-t...

Ep 431. Relying Soley On Inheritance for Retirement?

June 19, 2026 8:00am 10 min

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 s...

Ep 430. Retiring the SMART way, with Sean Swanson

June 18, 2026 8:00am 13 min

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...

Ep 429. CWS Economic Impact

June 17, 2026 8:00am 9 min

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 ...

Ep 428. Inheritance Bullying

June 13, 2026 8:00am 11 min

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 co...

Ep 427. Transferring Jobs With a 401(k)

June 12, 2026 8:00am 11 min

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 ...

Ep 426. The Financial Benefits of Marriage

June 11, 2026 8:00am 11 min

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 opportuni...

Ep 425. Argentina Overturns Economists' Predictons

June 10, 2026 8:00am 11 min

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 econ...

Ep 424. Cost of AI Outpacing Company Budgets

June 06, 2026 8:00am 11 min

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 ...

Ep 423. Bullish for AI

June 05, 2026 8:00am 8 min

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 D...

Ep 422. The "Special Monthly Rule"

June 04, 2026 8:00am 12 min

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 headac...

Ep 421. The Wall of Honor

June 03, 2026 8:00am 11 min

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 weeke...

Ep 420. Iowa's Property Tax Reform

May 30, 2026 8:00am 11 min

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....

Ep 419. Bond vs Bond Fund

May 29, 2026 8:00am 10 min

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?  ...

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