Podcast Episodes

Ep 359. Questions to Ask a Financial Advisor

Episode 363

What questions should I ask when interviewing a financial advisor? And after dumping all my earnings back into my business for the past 25 years, whi…

3 months ago

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Ep 358. Strategies for the Tax Filing Season

Episode 362

David is joined by advisor Jacob Orand to break down key tax moves and charitable giving strategies as a new filing season approaches. They explain n…

3 months, 1 week ago

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Ep 357. Why Greenland?

Episode 361

This episode opens with a major Retire Smart milestone, celebrating the firm’s first awards gala and growth to more than 1,000 households served. Fro…

3 months, 1 week ago

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Ep 356. "Time In" the Market vs. "Timing" of the Market

Episode 360

This episode tackles big-picture issues shaping the economy, starting with healthcare costs, government spending, and why well-intentioned policies o…

3 months, 1 week ago

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Ep 355. What Happens at a "Taxes & Retirement" Event?

Episode 359

We own a lot that’s never been built on, still owe $120,000 for it, and can’t seem to sell it; what are we to do? What is a 770 account and if I want…

3 months, 1 week ago

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Ep 354. Education For Retirement Planning, With Brandon Stuerke

Episode 358

David is joined by Brandon Stuerke, founder of The Retirement Institute, an online education platform built to help retirees and pre-retirees get rea…

3 months, 2 weeks ago

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Ep 353. California's Controversial Wealth Tax

Episode 357

We open the show with a heartfelt tribute to Sandy Dodge, a true Omaha community leader whose legacy of service and giving back continues to inspire.…

3 months, 2 weeks ago

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Ep 352. "From the Vault" (To Roth or NOT to Roth, Part 4)

Episode 356

Part 4 of David Brook's Debate with Adam Curran, with Curran Financial.

3 months, 2 weeks ago

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Ep 351. "From the Vault" (To Roth or NOT to Roth, Part 3)

Episode 355

Part 3 of David Brook's Debate with Adam Curran, with Curran Financial.

3 months, 2 weeks ago

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Ep 350. "From the Vault" (To Roth or NOT to Roth, Part 2)

Episode 354

Part 2 of David Brook's Debate with Adam Curran, with Curran Financial.

3 months, 3 weeks ago

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