All Episodes
Retire SMART Podcast — 156 episodes
Ep 412. Palantir CEO's Bold Claims
Ep 411. Kevin Warsh's Changes to Federal Reserve Policy
Ep 410. The "Plow-Horse" Economy, with Ernie Goss
Ep 409. The Weight of Global Debt
Ep 408. The Fraudulent Comptroller of Dixon, IL
Ep 407. "Blue Wave" Midterm Effects for the Markets
Ep 406. Overlooked Risks for Real Estate Investors
Ep 405. Market Reactions Amidst Iran Conflict
Ep 404. Hidden Risks of HOA Policies
Ep 403. What is a DOLLAR?
Ep 402. From Intern to Advisor
Ep 401. Millions in Minutes
Ep 400. Taxing the Rich VS Educating the Poor
Ep 399. The "Weight" of Precious Metals
Ep 398. Unpacking Social Security Myths, With Brad Starken
Ep 397. Ceasefires and Market Surges
Ep 396. The 50 State 'Tug-of-War'
Ep 395. Outlook of a post-Trump America
Ep 394. The 'Machine' Behind Retire SMART
Ep 393. Sports, War, and Financial Firm Outsourcing
Ep 392. Midwestern Work Ethic
Ep 391. Should I Buy a Used Car Now?
Ep 390. Financial "Court-Side" Concepts
Ep 389. Rising War Tensions and Our Economy
Ep 388. More InterState Migration!
Ep 387. Retire SMART's Proactive-ness During Unrest and War
Ep 386. Buying and Selling a Business the Right Way
Ep 385. The Strait of Hormuz Ripple Effect
Ep 384. The Great Population Migration
Ep 383. Tucker's Take on the Gold Industry?
Ep 382. Taking Advantage of Today's High Estate Tax Exemptions
Ep 381. Middle East Tensions Rise & Economics
Ep 380. The Fallout of Omaha Steaks' Big Decision
Ep 379. What Does SMART Stand For?
Ep 378. What Medicare Does NOT Cover
Ep 377. Is AI Helping or Hurting Jobs?
Ep 376. The Slow Downfall of Wall Street
Ep 375. How AI is REALLY Affecting Jobs.
Ep 374. The Most Impactful Retirement Strategy, With Mark Rowlette
Ep 373. A Little Tax Refund Surprise
Ep 372. Nebraska Outperforms on Income Growth
Ep 371. Inheriting an Annuity from the Passing of a Loved One
Ep 370. Tips for Business Owners During Tax Season
Ep 369. The Biggest Loss From Winning the Big Game
Ep 368. The 32K Crock Pot
Ep 367. Can I Meet David Brooks?
Ep 366. The Business of Sports
Ep 365. Warsh for Fed Chair
Ep 364. Insider Trading and Earmark Spending in Congress
Ep 363. What Sets Retire SMART Apart From the Others
Ep 362. Possible Social Security Reforms, With Brad Starken
Ep 361. The FED Chose Politics
Ep 360. State Tax Changes Forces Massive Migrations
Ep 359. Questions to Ask a Financial Advisor
Ep 358. Strategies for the Tax Filing Season
Ep 357. Why Greenland?
Ep 356. "Time In" the Market vs. "Timing" of the Market
Ep 355. What Happens at a "Taxes & Retirement" Event?
Ep 354. Education For Retirement Planning, With Brandon Stuerke
Ep 353. California's Controversial Wealth Tax
Ep 352. "From the Vault" (To Roth or NOT to Roth, Part 4)
Ep 351. "From the Vault" (To Roth or NOT to Roth, Part 3)
Ep 350. "From the Vault" (To Roth or NOT to Roth, Part 2)
Ep 349. "From the Vault" (To Roth or NOT to Roth, Part 1)
Ep 348. Wealth Taxes, EVs, and Rising Minimum Wages
Ep 347. "Annuities, Savings Bonds, and After-Tax-Accounts, Oh My!"
Ep 346. The SMART Planning Process, with Sean Swanson
Ep 345. The Top Athletic Programs
Ep 344. Economy Predictions for 2026
Ep 343. Looking Ahead for Retire SMART in 2026
Ep 342. How Retire SMART Thrived in 2025
Ep 341. A 10,000 Foot View of 2025
Ep 340. Berkshire Era Coming To an End?
Ep 339. What Are Stock Options?
Ep 338. Price Swings for Bitcoin, with Brad Starken
Ep 337. Chile & Japan's Major Political Shifts
Ep 336. Trump Accounts for Children
Ep 335. Lump Sum or Pension?
Ep 334. Proactive Crisis Planning, With Colin Kastrick
Ep 333. More Fed Rate Cuts and "Changing of the Guard" for the Fed Reserve
Ep 332. Turning Up the Heat for Venezuela
Ep 331. Can I Retire Without a 401(k)?
Ep 330. The Season of Giving, with Candace Gregory
Ep 329. Burry's Warning for Tesla
Ep 328. Buffett's Surprising Google Investment
Ep 327. Should I Sell My Classic Cars?
Ep 326. Year-end Charitable Giving Strategies
Ep 325. Russia-Ukraine Peace Discussions
Ep 324. The First US Digital Asset Bank
Ep 323. The 'Brooks' Policies for a Better America
Ep 322. Long-Term-Care Awareness, with Josh Cheatle
Ep 321. Higher Retirement Savings Limits!
Ep 320. Cash is Cringe?!
Ep 319. The Ideal Health Insurance Model
Ep 318. Blindsided by IRMAA, with Alex Murray
Ep 317. In the Wake of the Shutdown of the Shutdown
Ep 316. Diane Keaton's $5M Dog Trust
Ep 315. Solving National Debt with Crypto?
Ep 314. Federal Employee Retirement, with Charles Dzama
Ep 313. New York Vs. Texas
Ep 312. No Property Taxes for Florida!?
Ep 311. Demand for AI vs. Diminished Workforce
Ep 310. IRS Backlogs in the Wake of Govt. Shutdown
Ep 309. Fiserv Takes a Nose Dive
Ep 308. Nebraska, A Happy State!
Ep 307. Government Tax-Free Bonds During Retirement
Ep 306. Proactive Strategies for Exiting Your Business, with Mike Shudel
Ep 305. Japan Makes History
Ep 304. Advisor Talk With Kurt Fillmore (part 4)
Ep 303. Advisor Talk With Kurt Fillmore (part 3)
Ep 302. Advisor Talk With Kurt Fillmore (part 2)
Ep 301. Advisor Talk With Kurt Fillmore (part 1)
Ep 300. Nebraska's BIG Flaw...
Ep 299. Roth IRA Risks?
Ep 298. Street Smarts, with Trevor Thrasher
Ep 297. Delayed Job Reports in Shadow of Gov't Shutdown
Ep 296. Rise of the Texas Stock Exchange
Ep 295. The Reality of a Balanced Budget Amendment for the U.S.
Ep 294. Medicare Enrollment is Near! - with Blake Grimm
Ep 293. "Sorry, We're Closed" - the U.S. Government
Ep 292. Bullish Build-A-Bear!
Ep 291. Will Social Security Funds Run Out?
Ep 290. The Crypto Crescendo with Brad Starken
Ep 289. The Case for Gold
Ep 288. College; Is it Worth it?
Ep 287. Is Social Security Safe?
Ep 286. Medicare Strains, with Jacob Orand
Ep 285. Charlie Kirk, Rate Cuts, and Tik Tok
Ep 284. Government Waste and Fraud Abroad
Ep 283. Company Healthcare Plan vs. Medicare
Ep 282. High-Net-Worth Challenges with Mike Shudel
Ep 281. Job Openings vs. the Unemployed
Ep 280. The Retiree "Gold Standard"
Ep 279. The 401(k) Q&A
Ep 278. Medicare Insights With Blake Grimm
Ep 277. Cracks in NVIDIA's Earnings
Ep 276. Wealthy Investors Shift Towards Annuities
Ep 275. Pay Off Debt or Pile Up Money Before Retirement?
Ep 274. Welcome Becky Swansburg!
Ep 273. The Evergrande Fallout
Ep 272. Building is Cheaper Than Already Existing Homes?
Ep 271. Is Retire SMART in Trouble?
Ep 270. Welcome Chris Wootton!
Ep 269. Chasing the "Invest Like the 1%"
Ep 268. Instability in the AI Sector
Ep 267. Concerns With Our Current Education Grading System
Ep 266. Tax Incentives for Business Owners
Ep 265. Four Years In-A-Row!
Ep 264. Top Cities in the U.S. for Jobs
Ep 263. Standard Roth vs Designated Roth
Ep 262. Legislative Changes to the T.O.D.D.
Ep 261. America's Reindustrialization
Taking a Brief Break
Ep 260. In-n-Out Moving to Tennessee
Ep 259. Should I Pay Off Debt Before Retiring?
Ep 258. Becoming a TeamMate, with DeMoine Adams