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.
We continue our conversation with financial advisor Mark Rowlette, exploring how ongoing education, proven business systems, and holistic financial planning can create lasting value for both advisors and the families the
David welcomes fellow financial advisor Mark Rowlette to discuss what it really takes to build a successful business—from creating scalable systems and developing leadership to transitioning from salesperson to business
David and Chip examine how taxes can significantly impact professional athletes, investors, and businesses, from NFL players facing steep state tax bills to the ongoing migration of wealth and corporations toward lower-t
Is it a good idea that the Omaha city council is considering raising the minimum wage to $15? Is it okay for me to not worry about saving for retirement and simply rely on the inheritance I’ll receive from my mom after s
In this episode, David sits down with advisor Sean Swanson to explore the SMART planning process and how a comprehensive retirement strategy goes far beyond investments alone. They discuss income planning, tax mitigation
David shares highlights from a memorable trip to Washington, D.C., including a lunch with political strategist Carl Rove and reflections on leadership, history, and meaningful connections. The conversation also explores
David and Chip look into the growing trend of “inheritance bullying,” where adult children pressure parents for early access to family wealth, and why clear estate planning conversations can help prevent future family co
Does David support the Trump administration’s proposal for 401(k) accounts to be able to invest in private equity and cryptocurrency? When taking on a new job, am I able to roll over my existing 401(k) or will it have a
Certified Financial Planner Blake Grimm joins David to explore the often-overlooked financial benefits of marriage, from tax savings and Social Security strategies to insurance discounts and retirement planning opportuni
David and Chip discuss the latest developments in the ongoing Iran conflict, the continued migration of wealth and businesses away from high-tax states, and what those trends could mean for investors and the broader econ
David and Chip discuss the soaring costs of the AI revolution, why major companies are struggling to justify massive AI spending, and what it could mean for investors. They also explore why Omaha and Lincoln continue to
What is David’s take on “CDs,” now that they are offering better interest rates? Are “Trump Accounts” for more than just kids? And even with the Pope weighting concerns about AI infringing on human work and dignity, is D
In this episode, David and Jacob unpack a costly Social Security surprise that blindsided one retiree with a $21,000 repayment notice — and explain why claiming benefits too early can create serious tax and income headac
Today, David reflects on a Memorial Day weekend filled with patriotism, honoring veterans, first responders, and community leaders through events like America’s Wall of Honor and Patriotic Production's Memorial day weeke
In this episode we look at the risks and opportunities surrounding major IPOs like SpaceX, explaining why investors should be cautious of the post-launch volatility that often follows highly anticipated public offerings.
What does David think about some economists saying the U.S. can grow its way out of deficits and debt; that the right policies can generate such robust growth in GDP that the resulting tax revenue will exceed spending? A
Today, David welcomes CPA and Chief Tax Strategist Evan Marshall back to the studio to discuss why proactive tax planning is a year-round process, especially for entrepreneurs and high-income earners. The conversation in
David and Chip unpack the growing tensions surrounding Iran, the global economic ripple effects of disrupted oil and fertilizer supply chains, and why prolonged uncertainty could fuel inflation and market volatility. The
David and Chip break down the latest economic indicators, including stronger-than-expected payroll numbers, rising inflation concerns, and the growing likelihood of future Fed rate hikes. They also discuss overvalued mar
What did Professor Ernie Goss have to say at Retire SMART’s recent event? How optimistic are we with President Trump is taking action to bring down beef prices? Will it work? And since housing prices are down 6% from las
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
Dr. 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
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Retire SMART Podcast is hosted by Unknown Host. The show is categorised under Business (investing) and has published 0 episodes.
Retire SMART Podcast regularly covers Business, Investing. It sits in the Business category, with a investing focus.
Retire SMART Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Retire SMART Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Retire SMART Podcast average 11 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Retire SMART Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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