Podcast Episodes
Back to SearchEp 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…
3 months, 1 week 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…
3 months, 1 week 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…
3 months, 1 week 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…
3 months, 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…
3 months, 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…
3 months, 2 weeks ago
Ep 389. Rising War Tensions and Our Economy
Episode 393
We start with a little plug-in for “Tax Madness”—a series of high octane videos, breaking down a bracket of 64 everyday taxes to determine which one …
3 months, 2 weeks ago
Ep 388. More InterState Migration!
Episode 392
In this episode, we tackle a major local headline as Omaha considers a new downtown stadium project—and what it could mean for taxpayers, businesses,…
3 months, 2 weeks ago
Ep 387. Retire SMART's Proactive-ness During Unrest and War
Episode 391
During this time of geopolitical unrest and war, what is Retire SMART doing to prepare their clients’ portfolios? If China and Japan are selling Amer…
3 months, 2 weeks ago
Ep 386. Buying and Selling a Business the Right Way
Episode 390
Today, we sit down with estate planning attorney Colin Kastrick to break down the critical decisions business owners can’t afford to get wrong—from e…
3 months, 3 weeks ago