Podcast Episodes
Back to SearchEp 399. The "Weight" of Precious Metals
Episode 403
How important is it to have gold or silver in a portfolio? What advantages are there to storing precious metals at home versus paying storage fees? A…
2 weeks, 5 days ago
Ep 398. Unpacking Social Security Myths, With Brad Starken
Episode 402
Fresh off a trip to Las Vegas, Financial Advisor Brad Starken joins the show to share his Pop-A-Shot tournament run before diving into what really ma…
2 weeks, 6 days ago
Ep 397. Ceasefires and Market Surges
Episode 401
Markets surged on news of a potential Iran ceasefire, highlighting how global trade routes like the Strait of Hormuz impact far more than just oil. T…
3 weeks ago
Ep 396. The 50 State 'Tug-of-War'
Episode 400
From corporate relocations to shifting population trends, this episode dives into the economic tug-of-war happening across all 50 states. The convers…
1 month ago
Ep 395. Outlook of a post-Trump America
Episode 399
What’s with all the rumors of changes at the federal level to the rules governing Roth conversions and associated taxes? Do the recent Blue Owl strug…
1 month ago
Ep 394. The 'Machine' Behind Retire SMART
Episode 398
What does it take to deliver consistent, high-level financial advice? In this episode, David and Director of Wealth Management, Josh Cheatle, break d…
1 month ago
Ep 393. Sports, War, and Financial Firm Outsourcing
Episode 397
Kicking off with basketball tournament hype and Midwest momentum, the conversation quickly turns to bigger stakes—geopolitics, market swings, and inv…
1 month ago
Ep 392. Midwestern Work Ethic
Episode 396
We kick things off with a nod to Midwest grit—after Nebraska ranks among the top states for work ethic—and dive into why that reputation is attractin…
1 month, 1 week ago
Ep 391. Should I Buy a Used Car Now?
Episode 395
Will the Federal Reserve be dissolved or absorbed into the treasury department? How concerned should we be about projections that social security and…
1 month, 1 week ago
Ep 390. Financial "Court-Side" Concepts
Episode 394
Today, we welcome back Financial Advisor, Sean Swanson. From “travel” and “brackets” to “slam dunks” and “second-half adjustments,” we translate cour…
1 month, 1 week ago