Podcast Episodes
Back to SearchEp 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 …
8 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…
8 months, 2 weeks 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…
8 months, 2 weeks 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…
8 months, 2 weeks 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…
8 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…
8 months, 3 weeks ago
Ep 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…
8 months, 3 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.…
8 months, 3 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…
8 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…
8 months, 4 weeks ago