Podcast Episodes
Back to SearchEp 379. What Does SMART Stand For?
Episode 383
What is the difference between an exchange-traded fund and a mutual fund? With my husbands’ recent passing, me being 46, and having $450,000 saved, a…
2 months ago
Ep 378. What Medicare Does NOT Cover
Episode 382
David is joined by CFP Blake Grimm to break down the latest Medicare updates, including rising Part B premiums and changes to prescription drug costs…
2 months ago
Ep 377. Is AI Helping or Hurting Jobs?
Episode 381
David breaks down the highlights from this year’s State of the Market Address, where people gathered to hear his take on the economy, inflation, and …
2 months ago
Ep 376. The Slow Downfall of Wall Street
Episode 380
Today, David unpacks Riston’s Law on a global scale — from the Dutch origins of Wall Street to modern wealth migration as countries experiment with t…
2 months, 1 week ago
Ep 375. How AI is REALLY Affecting Jobs.
Episode 379
Are tariffs partly to blame with all the rising prices? Where AI would be expected to reduce work, does it actually intensify it? And is President Tr…
2 months, 1 week ago
Ep 374. The Most Impactful Retirement Strategy, With Mark Rowlette
Episode 378
This episode features guest financial advisor Mark Rowlett with South Shore Retirement Services; he and David dive into why proactive tax planning is…
2 months, 1 week ago
Ep 373. A Little Tax Refund Surprise
Episode 377
Today’s show opens with reflections on leadership, generosity, and community impact before diving into today’s financial news. David and Chip unpack …
2 months, 1 week ago
Ep 372. Nebraska Outperforms on Income Growth
Episode 376
This episode covers some surprising economic trends — including why Nebraska is outperforming much of the country when it comes to real income growth…
2 months, 2 weeks ago
Ep 371. Inheriting an Annuity from the Passing of a Loved One
Episode 375
With long-term care being a complicated and expensive process for us, while we’re in our 60s and in good health, is it really worth the trouble going…
2 months, 2 weeks ago
Ep 370. Tips for Business Owners During Tax Season
Episode 374
This episode focuses on what business owners should be thinking about during tax season — from proactive tax planning to maximizing the value of your…
2 months, 2 weeks ago