Retire SMART Podcast

Retire SMART LLC

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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#510
Wednesday · 19 min
Ep 498. You Don't Need More Leads
With 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 his longtime friend and ServeFirst partner Paul Carpenter to discuss how a simplified, client-focused sales process has helped transform David’s practice. They explain why advisors may not need more leads, but rather a better process for converting the opportunities they already have—and how consistent training, leadership, and discipline can drive long-term growth.
#509
Saturday · 10 min
Ep 497. Your Mortgage Could Save You Money
Higher 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 merger, Hollywood’s growing battle with AI, SpaceX’s impact on the cellular industry, and what Treasury yields could mean for the markets after the midterm elections.
#508
October 23 · 11 min
Ep 496. Alternatives to Writing a $250K Check to the IRS
Being 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 accounts; what would David suggest we do? I just sold a property with $1 million in capital gains. What are my alternatives to reinvesting in property or paying $250,000 in taxes? And At 53, I’ve always invested in CDs and bonds, but after moving to a managed account, I’m unsure about the ups and downs and fees—should I stay invested or move back to bonds? David Brooks has answers to these questions in today’s Q&A episode.
#507
October 22 · 12 min
Ep 495. Retirement Planning From "Anywhere"
Retire 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 Omaha. Josh Cheatle explains how the firm’s expanded virtual meeting options work, who they’re designed to help, and why a Zoom meeting doesn’t have to mean a less personal planning experience.
#506
October 21 · 11 min
Ep 494. A $1.2 Billion Banking Penalty
Nebraska 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 the latest inflation numbers, what’s driving prices higher, and why Bank of America is facing a $1.2 billion penalty over money-laundering compliance failures.
#505
October 17 · 11 min
Ep 493. Making $300K and Still Living Paycheck to Paycheck?
David 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. They also examine why even high-income households are living paycheck to paycheck, highlighting how lifestyle inflation, rising housing costs, and poor financial planning can undermine long-term financial security.
#504
October 16 · 10 min
Ep 492. America.gov
What 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 October? David Brooks has answers to these questions in today’s Q&A episode.
#503
October 15 · 11 min
Ep 491. Will Medicare Eat Up Your Social Security Raise?
Brad 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 challenges facing retirees. The conversation also shifts to Bitcoin’s volatility and the ongoing debate over cryptocurrency regulation, including the proposed Clarity Act.
#502
October 14 · 11 min
Ep 490. AI Is Creating Jobs? The Surprising Shift in the Economy
Nebraska 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 manufacturing data, and what they could mean for the markets. The discussion also explores how AI is reshaping the workforce, driving demand for higher-paying jobs, and fueling the growth of data centers across the country.
#501
October 10 · 13 min
Ep 489. $15 Billion and 1,700 Jobs/ Iowa’s Manufacturing Boom
A 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 choose to invest. David and Chip also examine the tax challenges facing high-income earners and professional athletes, Warren Buffett’s retirement from Berkshire Hathaway, Argentina’s dramatic drop in inflation, and the legacy of CNBC’s Rick Santelli.
#500
October 9 · 8 min
Ep 488. What Would You Advise Your Younger Self?
What 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 David’s latest take on AI and data centers? David Brooks has answers to these questions in today’s Q&A episode.
#499
October 8 · 12 min
Ep 487. The Medicare Surcharge You Need to Plan for Two Years Ahead
Medicare 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 explain the two-year lookback rule, upcoming Medicare changes, and strategies retirees can use to potentially reduce or appeal these costly surcharges.
#498
October 7 · 10 min
Ep 486. The 10-Year Treasury/ The Number Driving the Market
Nebraska 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 announcement. David also explains why the 10-year Treasury yield is such an important indicator for investors and what falling inflation, oil prices, and interest rates could mean for a potential year-end market rally.
#497
October 3 · 10 min
Ep 485. Who’s Paying for This $110 Million Water Park?
This 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 Sarpy County water park. David and Chip close with a look at a surprising restaurant surcharge.
#496
October 2 · 10 min
Ep 484. Prepping for Economic Shockwaves
In 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 David’s clients are invested in annuities, and are they recommended? David Brooks has answers to these questions in today’s Q&A episode.
#495
October 1 · 11 min
Ep 483. What We Can Learn from Dolly Parton’s Estate Plan
David 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 help prevent family conflict after someone passes away. They also explore why estate plans should be reviewed regularly, how trusts can fit into a broader strategy, and the importance of communicating your wishes before they become someone else’s legal battle.
#494
September 30 · 11 min
Ep 482. Strong Enough, Long Enough
Today, 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 perseverance and staying “strong enough long enough.” The conversation then turns to the economy, covering rising fuel prices, interest rates, inflation, and the growing role of data centers and AI in driving productivity, jobs, and economic growth.
#493
September 26 · 9 min
Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 4
This 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 her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca share real-world experiences, challenges, and practical lessons for advisors looking to grow their practices while continuing to better serve their clients.
#492
September 25 · 9 min
Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 3
This 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 her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca share real-world experiences, challenges, and practical lessons for advisors looking to grow their practices while continuing to better serve their clients.
#491
September 24 · 10 min
Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 2
This 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, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca share real-world experiences, challenges, and practical lessons for advisors looking to grow their practices while continuing to better serve their clients.

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