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All Episodes

Retire SMART Podcast — 156 episodes

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Title
1

Ep 412. Palantir CEO's Bold Claims

2

Ep 411. Kevin Warsh's Changes to Federal Reserve Policy

3

Ep 410. The "Plow-Horse" Economy, with Ernie Goss

4

Ep 409. The Weight of Global Debt

5

Ep 408. The Fraudulent Comptroller of Dixon, IL

6

Ep 407. "Blue Wave" Midterm Effects for the Markets

7

Ep 406. Overlooked Risks for Real Estate Investors

8

Ep 405. Market Reactions Amidst Iran Conflict

9

Ep 404. Hidden Risks of HOA Policies

10

Ep 403. What is a DOLLAR?

11

Ep 402. From Intern to Advisor

12

Ep 401. Millions in Minutes

13

Ep 400. Taxing the Rich VS Educating the Poor

14

Ep 399. The "Weight" of Precious Metals

15

Ep 398. Unpacking Social Security Myths, With Brad Starken

16

Ep 397. Ceasefires and Market Surges

17

Ep 396. The 50 State 'Tug-of-War'

18

Ep 395. Outlook of a post-Trump America

19

Ep 394. The 'Machine' Behind Retire SMART

20

Ep 393. Sports, War, and Financial Firm Outsourcing

21

Ep 392. Midwestern Work Ethic

22

Ep 391. Should I Buy a Used Car Now?

23

Ep 390. Financial "Court-Side" Concepts

24

Ep 389. Rising War Tensions and Our Economy

25

Ep 388. More InterState Migration!

26

Ep 387. Retire SMART's Proactive-ness During Unrest and War

27

Ep 386. Buying and Selling a Business the Right Way

28

Ep 385. The Strait of Hormuz Ripple Effect

29

Ep 384. The Great Population Migration

30

Ep 383. Tucker's Take on the Gold Industry?

31

Ep 382. Taking Advantage of Today's High Estate Tax Exemptions

32

Ep 381. Middle East Tensions Rise & Economics

33

Ep 380. The Fallout of Omaha Steaks' Big Decision

34

Ep 379. What Does SMART Stand For?

35

Ep 378. What Medicare Does NOT Cover

36

Ep 377. Is AI Helping or Hurting Jobs?

37

Ep 376. The Slow Downfall of Wall Street

38

Ep 375. How AI is REALLY Affecting Jobs.

39

Ep 374. The Most Impactful Retirement Strategy, With Mark Rowlette

40

Ep 373. A Little Tax Refund Surprise

41

Ep 372. Nebraska Outperforms on Income Growth

42

Ep 371. Inheriting an Annuity from the Passing of a Loved One

43

Ep 370. Tips for Business Owners During Tax Season

44

Ep 369. The Biggest Loss From Winning the Big Game

45

Ep 368. The 32K Crock Pot

46

Ep 367. Can I Meet David Brooks?

47

Ep 366. The Business of Sports

48

Ep 365. Warsh for Fed Chair

49

Ep 364. Insider Trading and Earmark Spending in Congress

50

Ep 363. What Sets Retire SMART Apart From the Others

51

Ep 362. Possible Social Security Reforms, With Brad Starken

52

Ep 361. The FED Chose Politics

53

Ep 360. State Tax Changes Forces Massive Migrations

54

Ep 359. Questions to Ask a Financial Advisor

55

Ep 358. Strategies for the Tax Filing Season

56

Ep 357. Why Greenland?

57

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

58

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

59

Ep 354. Education For Retirement Planning, With Brandon Stuerke

60

Ep 353. California's Controversial Wealth Tax

61

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

62

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

63

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

64

Ep 349. "From the Vault" (To Roth or NOT to Roth, Part 1)

65

Ep 348. Wealth Taxes, EVs, and Rising Minimum Wages

66

Ep 347. "Annuities, Savings Bonds, and After-Tax-Accounts, Oh My!"

67

Ep 346. The SMART Planning Process, with Sean Swanson

68

Ep 345. The Top Athletic Programs

69

Ep 344. Economy Predictions for 2026

70

Ep 343. Looking Ahead for Retire SMART in 2026

71

Ep 342. How Retire SMART Thrived in 2025

72

Ep 341. A 10,000 Foot View of 2025

73

Ep 340. Berkshire Era Coming To an End?

74

Ep 339. What Are Stock Options?

75

Ep 338. Price Swings for Bitcoin, with Brad Starken

76

Ep 337. Chile & Japan's Major Political Shifts

77

Ep 336. Trump Accounts for Children

78

Ep 335. Lump Sum or Pension?

79

Ep 334. Proactive Crisis Planning, With Colin Kastrick

80

Ep 333. More Fed Rate Cuts and "Changing of the Guard" for the Fed Reserve

81

Ep 332. Turning Up the Heat for Venezuela

82

Ep 331. Can I Retire Without a 401(k)?

83

Ep 330. The Season of Giving, with Candace Gregory

84

Ep 329. Burry's Warning for Tesla

85

Ep 328. Buffett's Surprising Google Investment

86

Ep 327. Should I Sell My Classic Cars?

87

Ep 326. Year-end Charitable Giving Strategies

88

Ep 325. Russia-Ukraine Peace Discussions

89

Ep 324. The First US Digital Asset Bank

90

Ep 323. The 'Brooks' Policies for a Better America

91

Ep 322. Long-Term-Care Awareness, with Josh Cheatle

92

Ep 321. Higher Retirement Savings Limits!

93

Ep 320. Cash is Cringe?!

94

Ep 319. The Ideal Health Insurance Model

95

Ep 318. Blindsided by IRMAA, with Alex Murray

96

Ep 317. In the Wake of the Shutdown of the Shutdown

97

Ep 316. Diane Keaton's $5M Dog Trust

98

Ep 315. Solving National Debt with Crypto?

99

Ep 314. Federal Employee Retirement, with Charles Dzama

100

Ep 313. New York Vs. Texas

101

Ep 312. No Property Taxes for Florida!?

102

Ep 311. Demand for AI vs. Diminished Workforce

103

Ep 310. IRS Backlogs in the Wake of Govt. Shutdown

104

Ep 309. Fiserv Takes a Nose Dive

105

Ep 308. Nebraska, A Happy State!

106

Ep 307. Government Tax-Free Bonds During Retirement

107

Ep 306. Proactive Strategies for Exiting Your Business, with Mike Shudel

108

Ep 305. Japan Makes History

109

Ep 304. Advisor Talk With Kurt Fillmore (part 4)

110

Ep 303. Advisor Talk With Kurt Fillmore (part 3)

111

Ep 302. Advisor Talk With Kurt Fillmore (part 2)

112

Ep 301. Advisor Talk With Kurt Fillmore (part 1)

113

Ep 300. Nebraska's BIG Flaw...

114

Ep 299. Roth IRA Risks?

115

Ep 298. Street Smarts, with Trevor Thrasher

116

Ep 297. Delayed Job Reports in Shadow of Gov't Shutdown

117

Ep 296. Rise of the Texas Stock Exchange

118

Ep 295. The Reality of a Balanced Budget Amendment for the U.S.

119

Ep 294. Medicare Enrollment is Near! - with Blake Grimm

120

Ep 293. "Sorry, We're Closed" - the U.S. Government

121

Ep 292. Bullish Build-A-Bear!

122

Ep 291. Will Social Security Funds Run Out?

123

Ep 290. The Crypto Crescendo with Brad Starken

124

Ep 289. The Case for Gold

125

Ep 288. College; Is it Worth it?

126

Ep 287. Is Social Security Safe?

127

Ep 286. Medicare Strains, with Jacob Orand

128

Ep 285. Charlie Kirk, Rate Cuts, and Tik Tok

129

Ep 284. Government Waste and Fraud Abroad

130

Ep 283. Company Healthcare Plan vs. Medicare

131

Ep 282. High-Net-Worth Challenges with Mike Shudel

132

Ep 281. Job Openings vs. the Unemployed

133

Ep 280. The Retiree "Gold Standard"

134

Ep 279. The 401(k) Q&A

135

Ep 278. Medicare Insights With Blake Grimm

136

Ep 277. Cracks in NVIDIA's Earnings

137

Ep 276. Wealthy Investors Shift Towards Annuities

138

Ep 275. Pay Off Debt or Pile Up Money Before Retirement?

139

Ep 274. Welcome Becky Swansburg!

140

Ep 273. The Evergrande Fallout

141

Ep 272. Building is Cheaper Than Already Existing Homes?

142

Ep 271. Is Retire SMART in Trouble?

143

Ep 270. Welcome Chris Wootton!

144

Ep 269. Chasing the "Invest Like the 1%"

145

Ep 268. Instability in the AI Sector

146

Ep 267. Concerns With Our Current Education Grading System

147

Ep 266. Tax Incentives for Business Owners

148

Ep 265. Four Years In-A-Row!

149

Ep 264. Top Cities in the U.S. for Jobs

150

Ep 263. Standard Roth vs Designated Roth

151

Ep 262. Legislative Changes to the T.O.D.D.

152

Ep 261. America's Reindustrialization

153

Taking a Brief Break

154

Ep 260. In-n-Out Moving to Tennessee

155

Ep 259. Should I Pay Off Debt Before Retiring?

156

Ep 258. Becoming a TeamMate, with DeMoine Adams