About this podcast
We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
The team at Retire SMART is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it
throughout your retirement.
Episodes
The newest 20 of 150 episodes
- Ep 498. You Don't Need More Leads · 20 min · Episode 510With David taking a break from the radio show this week, we're bringing you one longer podcast episode in place of our usual four shorter episodes. David Brooks sits down with…
- Ep 497. Your Mortgage Could Save You Money · 11 min · Episode 509Higher mortgage rates could mean more homeowners have an opportunity to benefit from itemizing their tax deductions in 2026. David also weighs in on the Paramount-Skydance…
- Ep 496. Alternatives to Writing a $250K Check to the IRS · 11 min · Episode 508Being retired military, with nice pensions, drawing on social security, and having our TSP accounts, we think there may be something better for us to do with these un-monitored…
- Ep 495. Retirement Planning From "Anywhere" · 12 min · Episode 507Retire SMART is making it easier for people across Nebraska, Iowa, and beyond to have meaningful conversations about their financial future without having to make the trip to…
- Ep 494. A $1.2 Billion Banking Penalty · 11 min · Episode 506Nebraska football comes within a field goal of the defending national champions as David and Chip look ahead to the Huskers’ next challenge against Oregon. Then, they break down…
- Ep 493. Making $300K and Still Living Paycheck to Paycheck? · 12 min · Episode 505David and Chip explore why some states attract more residents and income through lower taxes, and why newly built homes can sometimes offer better deals than existing properties…
- Ep 492. America.gov · 10 min · Episode 504What is the big deal with America.gov and what are David’s thoughts on it? What is David’s next big dream? And what is David’s outlook on the stock market for the month of…
- Ep 491. Will Medicare Eat Up Your Social Security Raise? · 11 min · Episode 503Brad Starken joins Chip to break down the expected 2027 Social Security updates, including projected cost-of-living adjustments, rising Medicare premiums, and the long-term…
- Ep 490. AI Is Creating Jobs? The Surprising Shift in the Economy · 12 min · Episode 502Nebraska football is heading into the heart of Big Ten play, but the conversation soon turns to the economy, with David breaking down conflicting jobs reports, encouraging…
- Ep 489. $15 Billion and 1,700 Jobs/ Iowa’s Manufacturing Boom · 14 min · Episode 501A major new steel plant is bringing billions of dollars of investment and thousands of jobs to Iowa, sparking a broader conversation about taxes, regulation, and where businesses…
- Ep 488. What Would You Advise Your Younger Self? · 9 min · Episode 500What are David’s thoughts on the November elections undercutting the current economic policies? What would you advise your younger self knowing what you know now? And what is…
- Ep 487. The Medicare Surcharge You Need to Plan for Two Years Ahead · 12 min · Episode 499Medicare planning can involve more than choosing a healthcare plan, especially when your income can trigger an additional surcharge known as IRMAA. Jacob Orand joins the show to…
- Ep 486. The 10-Year Treasury/ The Number Driving the Market · 10 min · Episode 498Nebraska football is off to a strong start, but the conversation quickly shifts to the economy and markets, including new U.S.-Canada tariffs and NVIDIA’s massive stock buyback…
- Ep 485. Who’s Paying for This $110 Million Water Park? · 11 min · Episode 497This episode takes a look at several local financial stories, including Omaha Public Schools’ budget error, state and county spending concerns, and the ballooning price tag of a…
- Ep 484. Prepping for Economic Shockwaves · 10 min · Episode 496In addition to preparing for market volatility and economic shockwaves, what are some other examples on how Jesse Iwuji’s philosophy applies to retirement? And what percentage of…
- Ep 483. What We Can Learn from Dolly Parton’s Estate Plan · 12 min · Episode 495David sits down with financial advisor Mike Schudel to discuss what can be learned from the way Dolly Parton’s estate was reportedly structured, and why thoughtful planning can…
- Ep 482. Strong Enough, Long Enough · 12 min · Episode 494Today, David looks back at Retire SMART’s September Speaker Series event and the inspiring story of NASCAR driver and Navy officer Jesse Iwuji, whose message centered on…
- Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 4 · 9 min · Episode 493This is Part 4 of our Advisor Talk special where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry…
- Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 3 · 9 min · Episode 492This is part 3 of our advisor talk special where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry…
- Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 2 · 11 min · Episode 491This is part 2 of our advisor talk special where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry…
