
Ep 462. INC 5000 (5x)
Retire SMART celebrates making the Inc. 5000 list for the fifth consecutive year, a rare achievement that reflects the firm's continued growth and the hard work of its team and clients. David then breaks down the latest

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Hosted by Unknown Host · 🇺🇸 US · EN
Established thought leaders with verified media credentials.
We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy. The team at Retire SMART is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.
Unknown Host hosts Retire SMART Podcast.

Retire SMART celebrates making the Inc. 5000 list for the fifth consecutive year, a rare achievement that reflects the firm's continued growth and the hard work of its team and clients. David then breaks down the latest

Nebraska ranks among America's safest states—but also among the highest in property taxes. David examines the growing debate over property taxes, California's proposed wealth tax, why similar policies have failed around

Though we have our plan with another financial firm, is it okay for us to get a second analysis from Retire SMART? Do I need to make any changes to a trust my husband and I drew up about 10 years ago, now that my husband

David welcomes financial advisor Tre Ingram for his first appearance on the podcast, sharing his journey from the West Coast back to the Midwest, new fatherhood, and why holistic financial planning is more important than

Football season is almost here, but the bigger action may be unfolding in the financial markets. David breaks down the latest developments surrounding Iran, manufacturing growth, tariffs, and why rising leverage—from Wal

David and Chip dive into several financial and economic controversies, from growing efforts to ban lawmakers from trading individual stocks to a White House staffer accused of profiting from inside information. They also

Is “Gray Divorce” caused by retirement itself or does retirement simply expose what’s been quietly building for years? What’s the deal with the low per-acre value of farmland in Nebraska? And with the 59.5 age mark to wi

With Social Security’s projected funding shortfall moving closer, David and Brad Starken break down what a potential 18% reduction in future benefits could mean for retirees and those approaching retirement. They discuss

David breaks down the latest economic and market developments, from falling unemployment claims and the Federal Reserve’s upcoming rate decision to concerns over inflation, energy prices, and the massive capital spending

Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, founder of CD Financial out of Southern California. In the final installmen

Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, founder of CD Financial out of Southern California. As this special three-p

Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, founder of CD Financial out of Southern California. In this first installme

Should investors jump into one of the year's biggest IPOs? David Brooks explains why patience may be the better strategy with SpaceX, discusses Warren Buffett's changing philanthropic plans, and explores why government h

As a 65-year-old who will probably retire in 5 years, what is the rule about Medicare I should know? With 3 children all in their 30s who need help from time to time, how can we help them while also protecting our retire

What are the biggest retirement planning mistakes financial advisors see over and over again? David Brooks is joined by Financial Advisor Alex Murray to break down the five most common pitfalls—from tax planning and with

David Brooks discusses Nebraska's governor's race following Brett Lindstrom's independent bid, examines the latest developments in Iran and their impact on oil prices, and breaks down encouraging inflation data that coul

David Brooks discusses the growing trend of "gray divorce" and the significant financial challenges divorce can create during retirement. He also shares his thoughts on proposed retirement system changes, why Omaha and L

Today, David Brooks and Director of Wealth Management Josh Cheatle discuss the new "Trump Accounts" (Section 530A accounts), explaining how families can take advantage of government seed money and long-term investing to

David Brooks discusses the latest economic headlines, from global tensions in the Middle East and their impact on inflation and oil prices to the latest jobs report and what it could mean for the U.S. economy. Plus, he e

David examines the growing concentration of semiconductor stocks within the S&P 500 and what it could mean for investors if market leadership begins to shift. He also shares his perspective on minimum wage policy, Nebras
Dr. David Brooks
author, contributor to PBS NewsHour and opinion columnist · The New York Times
4 appearances on this show
Bill Williams
leadership expert, author of "Electric Life" · Patriotic Productions
1 appearance on this show
Alex Karp
engineering manager and advocate for neurodiversity in tech · Palantir Technologies
1 appearance on this show
Kevin Warsh
Shepard Family Distinguished Visiting Fellow in Economics · Hoover Institution
1 appearance on this show
Josh Cheatle
Wealth Management
1 appearance on this show
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