Podcast Episodes
Back to SearchEp 299. Roth IRA Risks?
Episode 303
Can a “near-retiree” move to Roths without tying up the money for 5 years? Are there any risks to a Roth IRA, and if so, what are they? And will we s…
6 months, 2 weeks ago
Ep 298. Street Smarts, with Trevor Thrasher
Episode 302
In this episode, David sits down with former Green Beret and safety consultant Trevor Thrasher to talk about street smarts and situational awareness.…
6 months, 2 weeks ago
Ep 297. Delayed Job Reports in Shadow of Gov't Shutdown
Episode 301
In this episode, David unpacks the latest updates on the government shutdown and jobs report delays. The team discusses what the current labor number…
6 months, 3 weeks ago
Ep 296. Rise of the Texas Stock Exchange
Episode 300
From the rise of the Texas Stock Exchange to shifting pharmaceutical supply chains, David and Chip discuss how policy and politics are reshaping mark…
6 months, 3 weeks ago
Ep 295. The Reality of a Balanced Budget Amendment for the U.S.
Episode 299
How will the politics of the far left or the far right affect future market moves? What could congress do to help the economy and begin paying down t…
6 months, 3 weeks ago
Ep 294. Medicare Enrollment is Near! - with Blake Grimm
Episode 298
David welcomes Financial Advisor, Blake Grimm, back to unpack the ins and outs of Medicare open enrollment. From choosing between Advantage and Origi…
6 months, 3 weeks ago
Ep 293. "Sorry, We're Closed" - the U.S. Government
Episode 297
This episode opens with Retire SMART’s ongoing support for Project Harmony, a crisis center serving kids in need. From there, David and Chip break do…
6 months, 4 weeks ago
Ep 292. Bullish Build-A-Bear!
Episode 296
David and Chip kick things off with a look at the best U.S. cities for stretching retirement savings, showing why affordability and income planning m…
7 months ago
Ep 291. Will Social Security Funds Run Out?
Episode 295
Are there other tax-free accounts in addition to Roth IRAs? What are the chances of Roth accounts being taxed in the future? And will social security…
7 months ago
Ep 290. The Crypto Crescendo with Brad Starken
Episode 294
David is joined by financial advisor Brad Starken to unpack how stablecoins, ETFs, and crypto adoption are reshaping the financial landscape. They ex…
7 months ago