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Retire SMART Podcast Retire SMART Podcast Retire SMART LLC AgriTalk AM & PM AgriTalk AM & PM AgriTalk AM & PM Squawk on the Street Squawk on the Street CNBC Financial Issues Financial Issues BizTalkPodcasts How To Run Profitable Retreats How To Run Profitable Retreats Leni Cavazos The Charity Shop Chat The Charity Shop Chat The Charity Retail Consultancy Meet the Franchise Meet the Franchise 1851 Franchise Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Richard C. Wilson, CEO of Family Office Club FFL USA FFL USA FFL USA مجرة مجرة هارفارد بزنس ريفيو Keep The Change Keep The Change nextAdvisory Voices for Voices® Voices for Voices® Founder of Voices for Voices®, Justin Alan Hayes Imperium Podcast w/ Charlie Morgan Imperium Podcast w/ Charlie Morgan Charlie Morgan Gewoon Doen: Ondernemersradio voor en door ondernemers met FastForwardAmy Gewoon Doen: Ondernemersradio voor en door ondernemers met FastForwardAmy Amy Vandeputte A Nourishing Place Podcast A Nourishing Place Podcast Kelly Newton Making Cents Making Cents Frances Cook Farm Broadcaster, Lorrie Boyer Farm Broadcaster, Lorrie Boyer Lorrie Family Business Breakthroughs Family Business Breakthroughs Meridian Associates, Inc. Objetivo : Libertad financiera Objetivo : Libertad financiera Objetivo: Libertad financiera Her Boss Brain Her Boss Brain Pallavi Jain The Booth Juice The Booth Juice Maker Port Douglas Rock Solid Conversations Rock Solid Conversations Eric Zwigart 経営者の志 経営者の志 株式会社こえラボ Becker Private Equity & Business Podcast Becker Private Equity & Business Podcast Scott Becker Argus Media Argus Media Argus Media Zacks Market Edge Zacks Market Edge Zacks Investment Research Proactive - Interviews for investors Proactive - Interviews for investors Proactive Halftime Report Halftime Report CNBC AIDEA Podkast AIDEA Podkast Klemen Selakovic The Electrical Show The Electrical Show Fix Radio O Assunto é Dinheiro - Luiz Gustavo Medina O Assunto é Dinheiro - Luiz Gustavo Medina CBN Vermont Viewpoint Vermont Viewpoint Vermont Viewpoint SCC Savor SCC Savor Sanibel Community Church وين ماتكون وين ماتكون عبدالرحمن الخميس The EO Visionary Voices Podcast The EO Visionary Voices Podcast Brent W. Peterson EmpowerHer: The Multi-Income Woman Podcast EmpowerHer: The Multi-Income Woman Podcast Priya Verma The AllinCrypto Podcast The AllinCrypto Podcast AllinCrypto
Retire SMART Podcast

Business

Retire SMART Podcast

Retire SMART LLC

Ep 434. Advisor Talk with Mark Rowlette (pt 2)

June 25, 2026 8:00am 11 min

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...

Ep 433. Advisor Talk with Mark Rowlette (pt 1)

June 24, 2026 8:00am 14 min

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 ...

Ep 432. Space X IPOs

June 20, 2026 8:00am 11 min

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...

Ep 431. Relying Soley On Inheritance for Retirement?

June 19, 2026 8:00am 10 min

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...

Ep 430. Retiring the SMART way, with Sean Swanson

June 18, 2026 8:00am 13 min

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...

Ep 429. CWS Economic Impact

June 17, 2026 8:00am 9 min

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 ...

Ep 428. Inheritance Bullying

June 13, 2026 8:00am 11 min

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...

Ep 427. Transferring Jobs With a 401(k)

June 12, 2026 8:00am 11 min

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 ...

Ep 426. The Financial Benefits of Marriage

June 11, 2026 8:00am 11 min

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...

Ep 425. Argentina Overturns Economists' Predictons

June 10, 2026 8:00am 11 min

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...

Ep 424. Cost of AI Outpacing Company Budgets

June 06, 2026 8:00am 11 min

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 ...

Ep 423. Bullish for AI

June 05, 2026 8:00am 8 min

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...

Ep 422. The "Special Monthly Rule"

June 04, 2026 8:00am 12 min

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...

Ep 421. The Wall of Honor

June 03, 2026 8:00am 11 min

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...

Ep 420. Iowa's Property Tax Reform

May 30, 2026 8:00am 11 min

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....

Ep 419. Bond vs Bond Fund

May 29, 2026 8:00am 10 min

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?  ...

Ep 418. Year-Round Tax Planning

May 28, 2026 8:00am 12 min

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...

Ep 417. Bond Vigilantes

May 27, 2026 8:00am 12 min

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...

Ep 416. Rising Inflation and Fed Rate Hikes

May 23, 2026 8:00am 16 min

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...

Ep 415. "Beefing" with Housing Prices

May 22, 2026 8:00am 5 min

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...

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