Podcast Episodes
Back to SearchEp 471. The Retirement Ages You Can’t Afford to Miss
Episode 479
From catch-up contributions at 50 to Medicare penalties at 63 and required distributions at 73 or 75, there are several “red letter” ages that can ha…
2 weeks, 2 days ago
Ep 470. Diversification & the Surprising Power of the S&P 500
Episode 478
What if chasing America’s biggest and best-performing company actually left you with far less money than simply owning the broader market? We look at…
2 weeks, 3 days ago
Ep 469. The Dark Side of Gold Investing
Episode 477
This episode takes a look at several financial stories raising important questions about regulation, risk, and the rapidly changing economy. We discu…
3 weeks ago
Ep 468. Overnight Trading
Episode 476
What are we to make of the Nasdaq’s addition of an overnight trading session from 9pm to 4am? As a 66-year-old who has no desire to retire soon, and …
3 weeks, 1 day ago
Ep 467. Tax Strategies That Can Change a Family’s Financial Future
Episode 475
We are joined by Rebecca Kincaid of Kincaid Wealth Management to talk about the growth of her practice, her new community-focused office, and the imp…
3 weeks, 2 days ago
Ep 466. Is the Stock Market Due for a Midterm Correction?
Episode 474
With Nebraska football just around the corner, we kick things off by talking about the Huskers' historic sellout streak before diving into some major…
3 weeks, 3 days ago
Ep 465. Nebraska GIVES more than it Receives
Episode 473
David examines Nebraska's position as the nation's highest net contributor to the federal government before discussing how tax and fiscal policies ca…
4 weeks ago
Ep 464. Relocating Housing in the Retirement Years
Episode 472
What will I owe taxes on and what can I deduct from selling my house for $230,000? At 67, is it better for me to move into an adult living facility o…
4 weeks, 1 day ago
Ep 463. Proactive Tax Planning for Entrepreneurs
Episode 471
CPA and tax strategist Evan Marshall joins David to explain why August is one of the most important times of year for entrepreneurs to evaluate their…
4 weeks, 2 days ago
Ep 462. INC 5000 (5x)
Episode 470
Retire SMART celebrates making the Inc. 5000 list for the fifth consecutive year, a rare achievement that reflects the firm's continued growth and th…
1 month ago