
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.
| Publishes | Daily | Episodes | 150 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

From subzero temps to red-hot topics, the guys kick things off with Husker basketball before breaking down what’s really driving the markets. They unpack the latest Fed meeting, what the statement signals about rate cuts, and why clarity matters more... more
David connects the dots between global debt concerns, tax policy, and a simple economic truth—money moves to opportunity and away from pressure. From Seattle tax proposals to shifting state trends, he explains how policy decisions can reshape where p... more
What questions should I ask when interviewing a financial advisor? And after dumping all my earnings back into my business for the past 25 years, while also wanting to scale back my involvement in my business, but not yet retire, what is a wise way t... more
David is joined by advisor Jacob Orand to break down key tax moves and charitable giving strategies as a new filing season approaches. They explain new above-the-line deduction rules for cash donations, why documentation matters more than ever, and h... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #230 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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Focusing on various aspects of financial planning and retirement, this podcast highlights essential strategies for navigating taxes, investments, and economic fluctuations. The conversations often unpack the implications of policy changes on personal finances, particularly regarding retirement planning tools like IRAs and 529 plans. Notably, the hosts also delve into regional economic issues, such as state tax reforms and the housing market, which can affect retirement strategies. The insightful discussions feature expert guests sharing their perspectives on cryptocurrencies, regulation, and market trends, making it a valuable resource for listeners looking to enhance their financial literacy and prepare for retirement.
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Retire SMART Podcast launched 2 years ago and published 150 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Retire SMART Podcast include:
1. Brad Starken
2. Sean Swanson
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