Podcast Episodes
Back to SearchEp 461. Property Taxes, Wealth Taxes & the Cost of Bad Policy
Episode 469
Nebraska ranks among America's safest states—but also among the highest in property taxes. David examines the growing debate over property taxes, Cal…
1 month ago
Ep 460. Getting a SMART Second Analysis
Episode 468
Though we have our plan with another financial firm, is it okay for us to get a second analysis from Retire SMART? Do I need to make any changes to a…
1 month ago
Ep 459. Retirement Isn't Just About Saving—It's About Living Well
Episode 467
David welcomes financial advisor Tre Ingram for his first appearance on the podcast, sharing his journey from the West Coast back to the Midwest, new…
1 month ago
Ep 458. When Leverage Goes Wrong: Lessons from Wall Street
Episode 466
Football season is almost here, but the bigger action may be unfolding in the financial markets. David breaks down the latest developments surroundin…
1 month, 1 week ago
Ep 457. Insider Trading, Tax Increases & a Smarter Way to Diversify
Episode 465
David and Chip dive into several financial and economic controversies, from growing efforts to ban lawmakers from trading individual stocks to a Whit…
1 month, 1 week ago
Ep 456. Causes of Gray Divorce
Episode 464
Is “Gray Divorce” caused by retirement itself or does retirement simply expose what’s been quietly building for years? What’s the deal with the low p…
1 month, 1 week ago
Ep 455. The 2033 Social Security Problem — And How to Prepare
Episode 463
With Social Security’s projected funding shortfall moving closer, David and Brad Starken break down what a potential 18% reduction in future benefits…
1 month, 1 week ago
Ep 454. Margin Debt, Rising Yields & the AI Boom
Episode 462
David breaks down the latest economic and market developments, from falling unemployment claims and the Federal Reserve’s upcoming rate decision to c…
1 month, 2 weeks ago
Ep 453. Advisor Talk: Protecting Your Retirement Beyond Investments (Part 3)
Episode 461
Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, foun…
1 month, 2 weeks ago
Ep 452. Advisor Talk: What Every Federal Employee Should Know (Part 2)
Episode 460
Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, foun…
1 month, 2 weeks ago