Podcast Index

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Retire SMART Podcast Retire SMART Podcast Retire SMART LLC The Disrupters with Bill & Candace The Disrupters with Bill & Candace William Lee / Candace Thompson The Lucy Ann Lance Show The Lucy Ann Lance Show Cumulus Media Detroit Deep Leadership Deep Leadership Jon S. Rennie Alt Goes Mainstream Alt Goes Mainstream Michael Sidgmore The Farming Week The Farming Week Agriland Happy Work - Management & bien-être au travail Happy Work - Management & bien-être au travail Gaël Chatelain-Berry 赚钱认知|持续赚钱的心法 赚钱认知|持续赚钱的心法 甄琦学长 Investments Unplugged Investments Unplugged Macan Nia, Kevin Headland Strategy Talks: Content Strategy for Small Teams Strategy Talks: Content Strategy for Small Teams Dorien Morin-van Dam C-Suite Sales & Marketing Perspectives C-Suite Sales & Marketing Perspectives Steven MacDonald Energy News Beat Podcast Energy News Beat Podcast Stuart Turley Real Money Real Business Podcast Real Money Real Business Podcast Empire Flippers Leaders Worth Knowing Podcast Leaders Worth Knowing Podcast Leaders CNBC Business News Update CNBC Business News Update CNBC Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Solveig Gode, Nicole Bastian, Sandra Groeneveld, Nele Dohmen, Anis Mičijević, Ben Mendelson, Aileen Bunte On Our Mark: The Weatherby Podcast On Our Mark: The Weatherby Podcast Weatherby Inc. The Gemini Brief - Investment Deep Dives The Gemini Brief - Investment Deep Dives Lukasz Tomicki and LRT Capital Management LLC Ecorama Ecorama BOURSORAMA Odds on Open Odds on Open Ethan Kho Proactive - Interviews for investors Proactive - Interviews for investors Proactive CFO Podcast CFO Podcast Peter De Roeck The Championized Podcast The Championized Podcast Severen Henderson BBB Sharing BBB Sharing Barry Moore Gratitude Through Hard Times Gratitude Through Hard Times Chris Schembra Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks Vishwas Mudagal Show Vishwas Mudagal Show Vishwas Mudagal The Independent Advisors The Independent Advisors Mark McEvily Through Thick And Skin: The Podcast Through Thick And Skin: The Podcast Erin Jensen, Aesthetic PA-C 🇨🇭🇩🇪 Markt-Trends setzen mit Swissquote 🇨🇭🇩🇪 Markt-Trends setzen mit Swissquote Markus Koch, Wieland Arlt und Feyyaz Alingan bieten Ihnen einen Überblick über alle Anlageklassen Der immocation Podcast | Lerne Immobilien Der immocation Podcast | Lerne Immobilien immocation HOA - It's A True Story Podcast HOA - It's A True Story Podcast The G.B. Group Construction & Painting Faszination Freiheit Faszination Freiheit Thorsten Wittmann Enlightened Misfits Podcast Enlightened Misfits Podcast Lauren Pearlingi The SAF Podcast The SAF Podcast SAF Investor The Travel Creator: Tips For Travel Influencers The Travel Creator: Tips For Travel Influencers Laura Haley Insurance Insider - Behind the Headlines Insurance Insider - Behind the Headlines Sam Casey
Retire SMART Podcast

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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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