Podcast Episodes
Back to SearchEp 345. The Top Athletic Programs
Episode 349
We open today with a powerful reminder of impact—how a simple shoebox gift can change lives in ways no one expects. From there, David breaks down the…
6 months ago
Ep 344. Economy Predictions for 2026
Episode 348
In the final preview segment as we head into the new year, David takes a hard look at the economic forces shaping retirement planning. From inflation…
6 months, 1 week ago
Ep 343. Looking Ahead for Retire SMART in 2026
Episode 347
Today David shifts the focus to what’s ahead for Retire Smart in 2026. From continued hiring and expanded internships to deeper community involvement…
6 months, 1 week ago
Ep 342. How Retire SMART Thrived in 2025
Episode 346
In this year-end review, David looks back on a milestone year for Retire Smart, marked by rapid growth, new team members, and nearly 1,000 households…
6 months, 1 week ago
Ep 341. A 10,000 Foot View of 2025
Episode 345
Looking back into 2025, we’re breaking down the year that was. From Trump’s return to office and market volatility to AI’s rapid growth, interest rat…
6 months, 1 week ago
Ep 340. Berkshire Era Coming To an End?
Episode 344
Big changes are coming at Berkshire Hathaway as Warren Buffett’s long-standing leadership era winds down. We also dig into farm subsidies, small-town…
6 months, 1 week ago
Ep 339. What Are Stock Options?
Episode 343
What strategies should I look for from financial advisors who focus on retirees, rather than everyone else? Is there a good rule of thumb for how muc…
6 months, 2 weeks ago
Ep 338. Price Swings for Bitcoin, with Brad Starken
Episode 342
We welcome back financial advisor, Brad Starken, who is here to talk about what’s been happening in the world of digital assets, including Bitcoin’s …
6 months, 2 weeks ago
Ep 337. Chile & Japan's Major Political Shifts
Episode 341
Today, David and Chip look at major political and economic changes happening around the world -- from leadership changes in Chile and Japan to what p…
6 months, 2 weeks ago
Ep 336. Trump Accounts for Children
Episode 340
In this episode, we explore major shifts impacting affluent families — from the rise of modern family offices to the growing need for fully coordinat…
6 months, 2 weeks ago