Podcast Episodes
Back to SearchEp 309. Fiserv Takes a Nose Dive
Episode 313
Today, David and Chip tackle a full slate of economic headlines — the prolonged government shutdown, Fiserv’s massive stock drop, and a surprising bo…
6 months ago
Ep 308. Nebraska, A Happy State!
Episode 312
Today, David and Chip start with some good news, as Nebraska ranks among the happiest states in America despite high property taxes. From there, they…
6 months ago
Ep 307. Government Tax-Free Bonds During Retirement
Episode 311
Where did the term “Quintile” come from? Are government tax-free bonds a good tool for income in retirement? And given the 2-year look-back for IRMAA…
6 months ago
Ep 306. Proactive Strategies for Exiting Your Business, with Mike Shudel
Episode 310
David welcomes back Mike Shudel, a Certified Exit Planning Advisor, to discuss proactive strategies for business owners looking to grow, protect, and…
6 months ago
Ep 305. Japan Makes History
Episode 309
David shares insights from his recent trip to Beverly Hills, where he attended the CAS ALTS Summit focused on alternative investments for accredited …
6 months, 1 week ago
Ep 304. Advisor Talk With Kurt Fillmore (part 4)
Episode 308
We are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. President and founder of Wealth Trac Financial, Ku…
6 months, 1 week ago
Ep 303. Advisor Talk With Kurt Fillmore (part 3)
Episode 307
We are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. President and founder of Wealth Trac Financial, Ku…
6 months, 1 week ago
Ep 302. Advisor Talk With Kurt Fillmore (part 2)
Episode 306
We are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. President and founder of Wealth Trac Financial, Ku…
6 months, 1 week ago
Ep 301. Advisor Talk With Kurt Fillmore (part 1)
Episode 305
We are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. President and founder of Wealth Trac Financial, Ku…
6 months, 2 weeks ago
Ep 300. Nebraska's BIG Flaw...
Episode 304
In this episode, David and Chip break down Nebraska’s rising property taxes and the growing frustration among homeowners. They discuss new tax propos…
6 months, 2 weeks ago