Podcast Episodes
Back to SearchEp 335. Lump Sum or Pension?
Episode 339
After selling a 7-figure commercial property, I’m expecting a hefty tax bill; how should prepare for that? Should my husband, who is to retire next y…
6 months, 3 weeks ago
Ep 334. Proactive Crisis Planning, With Colin Kastrick
Episode 338
We welcome back elder law and estate planning attorney Colin Kastrick, and focus on how estate planning and long-term care strategies work together t…
6 months, 3 weeks ago
Ep 333. More Fed Rate Cuts and "Changing of the Guard" for the Fed Reserve
Episode 337
Today’s conversation reflects on the importance of education, community involvement, and smart planning—highlighting everything from Social Security …
6 months, 3 weeks ago
Ep 332. Turning Up the Heat for Venezuela
Episode 336
David and Chip break down global headlines shaping markets—from Switzerland’s rejection of a wealth tax to rising tensions in Venezuela. They dig int…
6 months, 3 weeks ago
Ep 331. Can I Retire Without a 401(k)?
Episode 335
As a married 64-year-old, is it a bad idea to take money out of our IRA for a house downpayment? At 66, My wife thinks we need to be planning for a s…
6 months, 4 weeks ago
Ep 330. The Season of Giving, with Candace Gregory
Episode 334
David welcomes back Candice Gregory from Open Door Mission to talk about the growing needs in our community during the holiday season. They discuss t…
6 months, 4 weeks ago
Ep 329. Burry's Warning for Tesla
Episode 333
David and Chip kick things off with Nebraska sports, leadership shake-ups, and the growing chaos of college football’s coaching carousel. They also d…
7 months ago
Ep 328. Buffett's Surprising Google Investment
Episode 332
David breaks down Nvidia’s latest earnings and why alarming growth in receivables may signal deeper risks beneath the AI hype. He also explains Warre…
7 months ago
Ep 327. Should I Sell My Classic Cars?
Episode 331
To keep peace between my spouse and I, is it okay to pay off debt with money from my IRA? Should I take money from each of my IRA accounts for RMDs n…
7 months ago
Ep 326. Year-end Charitable Giving Strategies
Episode 330
David sits down with financial advisor Jacob Orand to break down the year-end charitable giving strategies that can still move the needle on your 202…
7 months ago