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Retire SMART Podcast

Retire SMART LLC
Social Security
Property Taxes
Housing Market
Florida
Medicare
Consumption-Based Taxes
Fairness Act
Social Security Administration
Oil Prices
Retirement Planning
Inflation
Cryptocurrency Regulation
Elon Musk
Roth IRA
Debt
Fraud
Omaha, Nebraska
Trump Administration
Investments
Market Valuation

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.

PublishesDailyEpisodes150Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Retire SMART Podcast

Latest Episodes

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

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Recent Guests

Brad Starken
Resident authority on digital currency and crypto assets
Episode: Ep 198. The Energy Cost of Crypto, with Brad Starken
Sean Swanson
Financial advisor specializing in Social Security optimization
Episode: Ep 194. The "Un"-fairness Act, with Sean Swanson

Host

David Brooks
Host and financial expert providing insights into retirement strategies and financial planning.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Ep 194. The "Un"-fairness Act, with Sean Swanson
Q: How does the Fairness Act affect lump-sum payments?
The Fairness Act affects a small number of individuals, resulting in larger benefits for certain groups such as teachers and police officers, leading to potential tax implications that need to be considered.
Ep 194. The "Un"-fairness Act, with Sean Swanson
Q: What are some of the implications of taking Social Security early versus waiting?
Taking Social Security early can lead to reduced benefits, and often it is advisable to wait to maximize the monthly benefits, especially for larger earners due to survivorship benefits.
Ep 199. How to Best Help Your Grandchild Through College
Q: What's the best way to help send my grandchild through college?
Using a 529 plan is advantageous as it provides tax benefits for college savings and tuition payments.
Ep 199. How to Best Help Your Grandchild Through College
Q: What is the tax impact for my spouse or myself if one of us dies and the other inherits the IRA of the spouse?
When one spouse dies, the surviving spouse inherits the IRA and must start taking required minimum distributions, which can push them into a higher tax bracket.
Ep 195. How Much Savings can DOGE find for the US?
Q: How much savings can doge find from ending fraud in Social Security and Medicare?
They found approximately $31 billion in savings related to fraud in these programs.

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Frequently Asked Questions About Retire SMART Podcast

What is Retire SMART Podcast about and what kind of topics does it cover?

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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How many listeners does Retire SMART Podcast get?

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Which podcasts are similar to Retire SMART Podcast?

These podcasts share a similar audience with Retire SMART Podcast:

1. Thoughts on the Market

How many episodes of Retire SMART Podcast are there?

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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What guests have appeared on Retire SMART Podcast?

Recent guests on Retire SMART Podcast include:

1. Brad Starken
2. Sean Swanson

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