Podcast Episodes
Back to SearchEp 269. Chasing the "Invest Like the 1%"
Episode 273
In this episode, we kick things off with a look inside the Tax Mastermind seminar, where advisors from across the country gather to sharpen their tax…
8 months, 1 week ago
Ep 268. Instability in the AI Sector
Episode 272
Today, we explore the caution signs in today's economy, from the volatility in the AI sector to historically low corporate bond spreads and high pric…
8 months, 1 week ago
Ep 267. Concerns With Our Current Education Grading System
Episode 271
Is the current grading system for schools in California a red flag for those trying to get people engaged in financial literacy? Is it worth it to sw…
8 months, 2 weeks ago
Ep 266. Tax Incentives for Business Owners
Episode 270
Join us as we talk with Chief Tax Strategist, Evan Marshall, about the latest "Big Beautiful Bill" and what it means for your financial planning. We’…
8 months, 2 weeks ago
Ep 265. Four Years In-A-Row!
Episode 269
From wine tastings to making the Inc. 5000 list for the fourth year in a row, David and the team celebrate growth, share candid lessons from scaling,…
8 months, 2 weeks ago
Ep 264. Top Cities in the U.S. for Jobs
Episode 268
We're diving into the stock market's recent concentration and asking what it could mean for your investments, especially as some of the biggest tech …
8 months, 2 weeks ago
Ep 263. Standard Roth vs Designated Roth
Episode 267
Is it possible to go beyond standard 401(k) contribution limits at a certain age? With the kids all grown up and self-sufficient, what should we expe…
8 months, 3 weeks ago
Ep 262. Legislative Changes to the T.O.D.D.
Episode 266
Today, we are joined by attorney Colin Kastrick to discuss the recent legislative changes to Nebraska's transfer-on-death deeds that affect real esta…
8 months, 3 weeks ago
Ep 261. America's Reindustrialization
Episode 265
After a much-needed excursion across the pond, David Brooks returns to a surprising U.S. jobs report that sparked political drama, market jitters, an…
8 months, 3 weeks ago
Taking a Brief Break
Episode 264
Announcement for Retire SMART Podcast taking the week off.
9 months ago