Podcast Episodes
Back to SearchEp 431. Relying Soley On Inheritance for Retirement?
Episode 439
Is it a good idea that the Omaha city council is considering raising the minimum wage to $15? Is it okay for me to not worry about saving for retirem…
3 weeks ago
Ep 430. Retiring the SMART way, with Sean Swanson
Episode 438
In this episode, David sits down with advisor Sean Swanson to explore the SMART planning process and how a comprehensive retirement strategy goes far…
3 weeks, 1 day ago
Ep 429. CWS Economic Impact
Episode 437
David shares highlights from a memorable trip to Washington, D.C., including a lunch with political strategist Carl Rove and reflections on leadershi…
3 weeks, 2 days ago
Ep 428. Inheritance Bullying
Episode 436
David and Chip look into the growing trend of “inheritance bullying,” where adult children pressure parents for early access to family wealth, and wh…
3 weeks, 6 days ago
Ep 427. Transferring Jobs With a 401(k)
Episode 435
Does David support the Trump administration’s proposal for 401(k) accounts to be able to invest in private equity and cryptocurrency? When taking on …
4 weeks ago
Ep 426. The Financial Benefits of Marriage
Episode 434
Certified Financial Planner Blake Grimm joins David to explore the often-overlooked financial benefits of marriage, from tax savings and Social Secur…
4 weeks, 1 day ago
Ep 425. Argentina Overturns Economists' Predictons
Episode 433
David and Chip discuss the latest developments in the ongoing Iran conflict, the continued migration of wealth and businesses away from high-tax stat…
1 month ago
Ep 424. Cost of AI Outpacing Company Budgets
Episode 432
David and Chip discuss the soaring costs of the AI revolution, why major companies are struggling to justify massive AI spending, and what it could m…
1 month ago
Ep 423. Bullish for AI
Episode 431
What is David’s take on “CDs,” now that they are offering better interest rates? Are “Trump Accounts” for more than just kids? And even with the Pope…
1 month ago
Ep 422. The "Special Monthly Rule"
Episode 430
In this episode, David and Jacob unpack a costly Social Security surprise that blindsided one retiree with a $21,000 repayment notice — and explain w…
1 month ago