Retire SMART Podcast
By Retire SMART LLC
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Retire SMART LLC
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 1
Reviews: 0
Episodes: 150
Description
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.
| Episode | Date |
|---|---|
|
Ep 376. The Slow Downfall of Wall Street
|
Feb 28, 2026 |
|
Ep 375. How AI is REALLY Affecting Jobs.
|
Feb 27, 2026 |
|
Ep 374. The Most Impactful Retirement Strategy, With Mark Rowlette
|
Feb 26, 2026 |
|
Ep 373. A Little Tax Refund Surprise
|
Feb 25, 2026 |
|
Ep 372. Nebraska Outperforms on Income Growth
|
Feb 21, 2026 |
|
Ep 371. Inheriting an Annuity from the Passing of a Loved One
|
Feb 20, 2026 |
|
Ep 370. Tips for Business Owners During Tax Season
|
Feb 19, 2026 |
|
Ep 369. The Biggest Loss From Winning the Big Game
|
Feb 18, 2026 |
|
Ep 368. The 32K Crock Pot
|
Feb 14, 2026 |
|
Ep 367. Can I Meet David Brooks?
|
Feb 13, 2026 |
|
Ep 366. The Business of Sports
|
Feb 12, 2026 |
|
Ep 365. Warsh for Fed Chair
|
Feb 11, 2026 |
|
Ep 364. Insider Trading and Earmark Spending in Congress
|
Feb 07, 2026 |
|
Ep 363. What Sets Retire SMART Apart From the Others
|
Feb 06, 2026 |
|
Ep 362. Possible Social Security Reforms, With Brad Starken
|
Feb 05, 2026 |
|
Ep 361. The FED Chose Politics
|
Feb 04, 2026 |
|
Ep 360. State Tax Changes Forces Massive Migrations
|
Jan 31, 2026 |
|
Ep 359. Questions to Ask a Financial Advisor
|
Jan 30, 2026 |
|
Ep 358. Strategies for the Tax Filing Season
|
Jan 29, 2026 |
|
Ep 357. Why Greenland?
|
Jan 28, 2026 |
|
Ep 356. "Time In" the Market vs. "Timing" of the Market
|
Jan 24, 2026 |
|
Ep 355. What Happens at a "Taxes & Retirement" Event?
|
Jan 23, 2026 |
|
Ep 354. Education For Retirement Planning, With Brandon Stuerke
|
Jan 22, 2026 |
|
Ep 353. California's Controversial Wealth Tax
|
Jan 21, 2026 |
|
Ep 352. "From the Vault" (To Roth or NOT to Roth, Part 4)
|
Jan 17, 2026 |
|
Ep 351. "From the Vault" (To Roth or NOT to Roth, Part 3)
|
Jan 16, 2026 |
|
Ep 350. "From the Vault" (To Roth or NOT to Roth, Part 2)
|
Jan 15, 2026 |
|
Ep 349. "From the Vault" (To Roth or NOT to Roth, Part 1)
|
Jan 14, 2026 |
|
Ep 348. Wealth Taxes, EVs, and Rising Minimum Wages
|
Jan 10, 2026 |
|
Ep 347. "Annuities, Savings Bonds, and After-Tax-Accounts, Oh My!"
|
Jan 09, 2026 |
|
Ep 346. The SMART Planning Process, with Sean Swanson
|
Jan 08, 2026 |
|
Ep 345. The Top Athletic Programs
|
Jan 07, 2026 |
|
Ep 344. Economy Predictions for 2026
|
Jan 03, 2026 |
|
Ep 343. Looking Ahead for Retire SMART in 2026
|
Jan 02, 2026 |
|
Ep 342. How Retire SMART Thrived in 2025
|
Jan 01, 2026 |
|
Ep 341. A 10,000 Foot View of 2025
|
Dec 31, 2025 |
|
Ep 340. Berkshire Era Coming To an End?
|
Dec 27, 2025 |
|
Ep 339. What Are Stock Options?
|
Dec 26, 2025 |
|
Ep 338. Price Swings for Bitcoin, with Brad Starken
|
Dec 25, 2025 |
|
Ep 337. Chile & Japan's Major Political Shifts
|
Dec 24, 2025 |
|
Ep 336. Trump Accounts for Children
|
Dec 20, 2025 |
|
Ep 335. Lump Sum or Pension?
|
Dec 19, 2025 |
|
Ep 334. Proactive Crisis Planning, With Colin Kastrick
|
Dec 18, 2025 |
|
Ep 333. More Fed Rate Cuts and "Changing of the Guard" for the Fed Reserve
|
Dec 17, 2025 |
|
Ep 332. Turning Up the Heat for Venezuela
|
Dec 13, 2025 |
|
Ep 331. Can I Retire Without a 401(k)?
|
Dec 12, 2025 |
|
Ep 330. The Season of Giving, with Candace Gregory
|
Dec 11, 2025 |
|
Ep 329. Burry's Warning for Tesla
|
Dec 10, 2025 |
|
Ep 328. Buffett's Surprising Google Investment
|
Dec 06, 2025 |
|
Ep 327. Should I Sell My Classic Cars?
|
Dec 05, 2025 |
|
Ep 326. Year-end Charitable Giving Strategies
|
Dec 04, 2025 |
|
Ep 325. Russia-Ukraine Peace Discussions
|
Dec 03, 2025 |
|
Ep 324. The First US Digital Asset Bank
|
Nov 29, 2025 |
|
Ep 323. The 'Brooks' Policies for a Better America
|
Nov 28, 2025 |
|
Ep 322. Long-Term-Care Awareness, with Josh Cheatle
|
Nov 27, 2025 |
|
Ep 321. Higher Retirement Savings Limits!
|
Nov 26, 2025 |
|
Ep 320. Cash is Cringe?!
|
Nov 22, 2025 |
|
Ep 319. The Ideal Health Insurance Model
|
Nov 21, 2025 |
|
Ep 318. Blindsided by IRMAA, with Alex Murray
|
Nov 20, 2025 |
|
Ep 317. In the Wake of the Shutdown of the Shutdown
|
Nov 19, 2025 |
|
Ep 316. Diane Keaton's $5M Dog Trust
|
Nov 15, 2025 |
|
Ep 315. Solving National Debt with Crypto?
|
Nov 14, 2025 |
|
Ep 314. Federal Employee Retirement, with Charles Dzama
|
Nov 13, 2025 |
|
Ep 313. New York Vs. Texas
|
Nov 12, 2025 |
|
Ep 312. No Property Taxes for Florida!?
|
Nov 08, 2025 |
|
Ep 311. Demand for AI vs. Diminished Workforce
|
Nov 07, 2025 |
|
Ep 310. IRS Backlogs in the Wake of Govt. Shutdown
|
Nov 06, 2025 |
|
Ep 309. Fiserv Takes a Nose Dive
|
Nov 05, 2025 |
|
Ep 308. Nebraska, A Happy State!
|
Nov 01, 2025 |
|
Ep 307. Government Tax-Free Bonds During Retirement
|
Oct 31, 2025 |
|
Ep 306. Proactive Strategies for Exiting Your Business, with Mike Shudel
|
Oct 30, 2025 |
|
Ep 305. Japan Makes History
|
Oct 29, 2025 |
|
Ep 304. Advisor Talk With Kurt Fillmore (part 4)
|
Oct 25, 2025 |
|
Ep 303. Advisor Talk With Kurt Fillmore (part 3)
|
Oct 24, 2025 |
|
Ep 302. Advisor Talk With Kurt Fillmore (part 2)
|
Oct 23, 2025 |
|
Ep 301. Advisor Talk With Kurt Fillmore (part 1)
|
Oct 22, 2025 |
|
Ep 300. Nebraska's BIG Flaw...
|
Oct 18, 2025 |
|
Ep 299. Roth IRA Risks?
|
Oct 17, 2025 |
|
Ep 298. Street Smarts, with Trevor Thrasher
|
Oct 16, 2025 |
|
Ep 297. Delayed Job Reports in Shadow of Gov't Shutdown
|
Oct 15, 2025 |
|
Ep 296. Rise of the Texas Stock Exchange
|
Oct 11, 2025 |
|
Ep 295. The Reality of a Balanced Budget Amendment for the U.S.
|
Oct 10, 2025 |
|
Ep 294. Medicare Enrollment is Near! - with Blake Grimm
|
Oct 09, 2025 |
|
Ep 293. "Sorry, We're Closed" - the U.S. Government
|
Oct 08, 2025 |
|
Ep 292. Bullish Build-A-Bear!
|
Oct 04, 2025 |
|
Ep 291. Will Social Security Funds Run Out?
|
Oct 03, 2025 |
|
Ep 290. The Crypto Crescendo with Brad Starken
|
Oct 02, 2025 |
|
Ep 289. The Case for Gold
|
Oct 01, 2025 |
|
Ep 288. College; Is it Worth it?
|
Sep 27, 2025 |
|
Ep 287. Is Social Security Safe?
|
Sep 26, 2025 |
|
Ep 286. Medicare Strains, with Jacob Orand
|
Sep 25, 2025 |
|
Ep 285. Charlie Kirk, Rate Cuts, and Tik Tok
|
Sep 24, 2025 |
|
Ep 284. Government Waste and Fraud Abroad
|
Sep 20, 2025 |
|
Ep 283. Company Healthcare Plan vs. Medicare
|
Sep 19, 2025 |
|
Ep 282. High-Net-Worth Challenges with Mike Shudel
|
Sep 18, 2025 |
|
Ep 281. Job Openings vs. the Unemployed
|
Sep 17, 2025 |
|
Ep 280. The Retiree "Gold Standard"
|
Sep 13, 2025 |
|
Ep 279. The 401(k) Q&A
|
Sep 12, 2025 |
|
Ep 278. Medicare Insights With Blake Grimm
|
Sep 11, 2025 |
|
Ep 277. Cracks in NVIDIA's Earnings
|
Sep 10, 2025 |
|
Ep 276. Wealthy Investors Shift Towards Annuities
|
Sep 06, 2025 |
|
Ep 275. Pay Off Debt or Pile Up Money Before Retirement?
|
Sep 05, 2025 |
|
Ep 274. Welcome Becky Swansburg!
|
Sep 04, 2025 |
|
Ep 273. The Evergrande Fallout
|
Sep 03, 2025 |
|
Ep 272. Building is Cheaper Than Already Existing Homes?
|
Aug 30, 2025 |
|
Ep 271. Is Retire SMART in Trouble?
|
Aug 29, 2025 |
|
Ep 270. Welcome Chris Wootton!
|
Aug 28, 2025 |
|
Ep 269. Chasing the "Invest Like the 1%"
|
Aug 27, 2025 |
|
Ep 268. Instability in the AI Sector
|
Aug 23, 2025 |
|
Ep 267. Concerns With Our Current Education Grading System
|
Aug 22, 2025 |
|
Ep 266. Tax Incentives for Business Owners
|
Aug 21, 2025 |
|
Ep 265. Four Years In-A-Row!
|
Aug 20, 2025 |
|
Ep 264. Top Cities in the U.S. for Jobs
|
Aug 16, 2025 |
|
Ep 263. Standard Roth vs Designated Roth
|
Aug 15, 2025 |
|
Ep 262. Legislative Changes to the T.O.D.D.
|
Aug 14, 2025 |
|
Ep 261. America's Reindustrialization
|
Aug 13, 2025 |
|
Taking a Brief Break
|
Aug 06, 2025 |
|
Ep 260. In-n-Out Moving to Tennessee
|
Aug 02, 2025 |
|
Ep 259. Should I Pay Off Debt Before Retiring?
|
Aug 01, 2025 |
|
Ep 258. Becoming a TeamMate, with DeMoine Adams
|
Jul 31, 2025 |
|
Ep 257. Nvidia's Rise to Dominance in the S&P
|
Jul 30, 2025 |
|
Ep 256. $3 per Square-foot!
|
Jul 26, 2025 |
|
Ep 255. Why You Should Get an HSA
|
Jul 25, 2025 |
|
Ep 254. Welcome Darrin Worthington!
|
Jul 24, 2025 |
|
Ep 253. The Tax Policy "Torpedo"
|
Jul 23, 2025 |
|
Ep 252. Anxious Gen X'ers Concerning Retirement
|
Jul 19, 2025 |
|
Ep 251. England's Finances Spiraling
|
Jul 18, 2025 |
|
Ep 250. Tax & Retirement Planning in the Wake of the "Big Beautiful Bill"
|
Jul 17, 2025 |
|
Ep 249. Bacon For President?
|
Jul 16, 2025 |
|
Ep 248. China's Industry Plummets
|
Jul 12, 2025 |
|
Ep 247. Retiring at 62 vs 70
|
Jul 11, 2025 |
|
Ep 246. The Latest Tax Legislations, with Alex Murray
|
Jul 10, 2025 |
|
Ep 245. Don Bacon's Announcement
|
Jul 09, 2025 |
|
Ep 244. Best Run U.S. Cities
|
Jul 05, 2025 |
|
Ep 243. Looking for an Advisor in Your 30s?
|
Jul 04, 2025 |
|
Ep 242. Faults in Jimmy Buffett's Estate
|
Jul 03, 2025 |
|
Ep 241. Escalation in the Middle East
|
Jul 02, 2025 |
|
Ep 240. America's Secret Weapon
|
Jun 21, 2025 |
|
Ep 239. Doomed to Work Till Death?
|
Jun 20, 2025 |
|
Ep 238. Coinbase Joins the S&P 500
|
Jun 19, 2025 |
|
Ep 237. Changes with China's Trade Deal
|
Jun 18, 2025 |
|
Ep 236. The Great De-scaling of Office Real Estate
|
Jun 14, 2025 |
|
Ep 235. Retiring at 59?
|
Jun 13, 2025 |
|
Ep 234. The Complexities of IRMAA, with Jacob Orand
|
Jun 12, 2025 |
|
Ep 233. Five Years at Retire SMART!
|
Jun 11, 2025 |
|
Ep 232. Housing Market; Sellers Beware!
|
Jun 07, 2025 |
|
Ep 231. Zero Tax Burdens in Retirement?!
|
Jun 06, 2025 |
|
Ep 230. How Long Will Social Security Be Around?
|
Jun 05, 2025 |
|
Ep 229. Weighing Trump's Latest Spending Bill
|
Jun 04, 2025 |
|
Ep 228. The Global Debt Crisis
|
May 31, 2025 |