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Business
Hosted by Unknown Host · Business · EN · 0 episodes
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.
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Contact path
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Booking probability
34%
Guest openness
Selective
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Signup to Generate a PitchRetire SMART Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.
Unknown Host hosts Retire SMART Podcast, a business show with 0 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #497
This episode takes a look at several local financial stories, including Omaha Public Schools’ budget error, state and county spending concerns, and the ballooning price tag of a Sarpy County water park. David and Chip close with a look at a surprising restaurant surcharge.
Episode #496
In addition to preparing for market volatility and economic shockwaves, what are some other examples on how Jesse Iwuji’s philosophy applies to retirement? And what percentage of David’s clients are invested in annuities, and are they recommended? David Brooks has answers to these questions in today’s Q&A episode.
Episode #495
David sits down with financial advisor Mike Schudel to discuss what can be learned from the way Dolly Parton’s estate was reportedly structured, and why thoughtful planning can help prevent family conflict after someone passes away. They also explore why estate plans should be reviewed regularly, how trusts can fit into a broader strategy, and the importance of communicating your wishes before they become someone else’s legal battle.
Episode #494
Today, David looks back at Retire SMART’s September Speaker Series event and the inspiring story of NASCAR driver and Navy officer Jesse Iwuji, whose message centered on perseverance and staying “strong enough long enough.” The conversation then turns to the economy, covering rising fuel prices, interest rates, inflation, and the growing role of data centers and AI in driving productivity, jobs, and economic growth.
Episode #493
This is Part 4 of our Advisor Talk special where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca share real-world experiences, challenges, and practical lessons for advisors looking to grow their practices while continuing to better serve their clients.
Recent guests on Retire SMART Podcast. Study who booked and why before you pitch.
author, contributor to PBS NewsHour and opinion columnist, The New York Times
leadership expert, author of "Electric Life", Patriotic Productions
engineering manager and advocate for neurodiversity in tech, Palantir Technologies
Shepard Family Distinguished Visiting Fellow in Economics, Hoover Institution
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