Podcast Episodes

Ep 355. What Happens at a "Taxes & Retirement" Event?

Episode 359

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…

5 months, 2 weeks ago

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Ep 354. Education For Retirement Planning, With Brandon Stuerke

Episode 358

David is joined by Brandon Stuerke, founder of The Retirement Institute, an online education platform built to help retirees and pre-retirees get rea…

5 months, 2 weeks ago

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Ep 353. California's Controversial Wealth Tax

Episode 357

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.…

5 months, 2 weeks ago

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Ep 352. "From the Vault" (To Roth or NOT to Roth, Part 4)

Episode 356

Part 4 of David Brook's Debate with Adam Curran, with Curran Financial.

5 months, 3 weeks ago

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Ep 351. "From the Vault" (To Roth or NOT to Roth, Part 3)

Episode 355

Part 3 of David Brook's Debate with Adam Curran, with Curran Financial.

5 months, 3 weeks ago

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Ep 350. "From the Vault" (To Roth or NOT to Roth, Part 2)

Episode 354

Part 2 of David Brook's Debate with Adam Curran, with Curran Financial.

5 months, 3 weeks ago

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Ep 349. "From the Vault" (To Roth or NOT to Roth, Part 1)

Episode 353

Part 1 of David Brook's Debate with Adam Curran, with Curran Financial.

5 months, 3 weeks ago

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Ep 348. Wealth Taxes, EVs, and Rising Minimum Wages

Episode 352

Today, David breaks down several big money headlines, starting with changes to Social Security that could impact benefits, earnings limits, and when …

6 months ago

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Ep 347. "Annuities, Savings Bonds, and After-Tax-Accounts, Oh My!"

Episode 351

If my mother, who has a couple annuities, passes away, will those annuities be taxable to me? Will I be taxed heavily when I cash in savings bonds I …

6 months ago

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Ep 346. The SMART Planning Process, with Sean Swanson

Episode 350

In this episode, David is joined by senior advisor Sean Swanson to share some exciting Retire Smart news, including the addition of a new advisor to …

6 months ago

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