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Retire SMART Podcast: Daily Summaries Delivered
by Retire SMART LLC
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago11 min
Ep 500. Don’t Let Taxes Eat Up Your Inheritance
Financial advisor Mike Schudel joins Chip to discuss how families can pass wealth to the next generation while teaching financial responsibility and avoiding unnecessary family conflict. From strategic gifting and fair inheritance planning to Roth conversions and charitable giving, Mike explains how proactive estate and tax planning can help preserve more of your hard-earned money for the people and causes you care about.
- 3 days ago11 min
Ep 499. What Happens to Stocks After Midterm Elections?
David and Chip highlight Retire SMART’s ongoing commitment to local charities, including a recent volunteer event supporting Project Harmony, before examining how the upcoming midterm elections could influence the economy and financial markets. They also explore historical stock market trends following midterm elections and share good news for retirees: Social Security benefits are set to receive a 3.6% cost-of-living adjustment for 2027, with a smaller-than-expected increase in Medicare Part B premiums.
- 1 weeks ago19 min
Ep 498. You Don't Need More Leads
With David taking a break from the radio show this week, we're bringing you one longer podcast episode in place of our usual four shorter episodes. David Brooks sits down with his longtime friend and ServeFirst partner Paul Carpenter to discuss how a simplified, client-focused sales process has helped transform David’s practice. They explain why advisors may not need more leads, but rather a better process for converting the opportunities they already have—and how consistent training, leadership, and discipline can drive long-term growth.
- 2 weeks ago10 min
Ep 497. Your Mortgage Could Save You Money
Higher mortgage rates could mean more homeowners have an opportunity to benefit from itemizing their tax deductions in 2026. David also weighs in on the Paramount-Skydance merger, Hollywood’s growing battle with AI, SpaceX’s impact on the cellular industry, and what Treasury yields could mean for the markets after the midterm elections.
- 2 weeks ago11 min
Ep 496. Alternatives to Writing a $250K Check to the IRS
Being retired military, with nice pensions, drawing on social security, and having our TSP accounts, we think there may be something better for us to do with these un-monitored accounts; what would David suggest we do? I just sold a property with $1 million in capital gains. What are my alternatives to reinvesting in property or paying $250,000 in taxes? And At 53, I’ve always invested in CDs and bonds, but after moving to a managed account, I’m unsure about the ups and downs and fees—should I stay invested or move back to bonds? David Brooks has answers to these questions in today’s Q&A episode.
- 2 weeks ago12 min
Ep 495. Retirement Planning From "Anywhere"
Retire SMART is making it easier for people across Nebraska, Iowa, and beyond to have meaningful conversations about their financial future without having to make the trip to Omaha. Josh Cheatle explains how the firm’s expanded virtual meeting options work, who they’re designed to help, and why a Zoom meeting doesn’t have to mean a less personal planning experience.
- 2 weeks ago11 min
Ep 494. A $1.2 Billion Banking Penalty
Nebraska football comes within a field goal of the defending national champions as David and Chip look ahead to the Huskers’ next challenge against Oregon. Then, they break down the latest inflation numbers, what’s driving prices higher, and why Bank of America is facing a $1.2 billion penalty over money-laundering compliance failures.
- 3 weeks ago11 min
Ep 493. Making $300K and Still Living Paycheck to Paycheck?
David and Chip explore why some states attract more residents and income through lower taxes, and why newly built homes can sometimes offer better deals than existing properties. They also examine why even high-income households are living paycheck to paycheck, highlighting how lifestyle inflation, rising housing costs, and poor financial planning can undermine long-term financial security.
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Frequently Asked Questions
What is Podzilla's Retire SMART Podcast daily summary?
It's a free AI-powered email that summarizes new episodes of Retire SMART Podcast as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Retire SMART Podcast podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Retire SMART Podcast product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Retire SMART LLC.
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How often does Retire SMART Podcast release new episodes?
Retire SMART Podcast publishes daily. Our AI generates a summary within hours of each new episode.
What topics does Retire SMART Podcast cover?
Retire SMART Podcast covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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