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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 ago10 min
Ep 485. Who’s Paying for This $110 Million Water Park?
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.
- 3 days ago10 min
Ep 484. Prepping for Economic Shockwaves
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.
- 4 days ago11 min
Ep 483. What We Can Learn from Dolly Parton’s Estate Plan
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.
- 5 days ago11 min
Ep 482. Strong Enough, Long Enough
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.
- 1 weeks ago9 min
Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 4
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.
- 1 weeks ago9 min
Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 3
This is part 3 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.
- 1 weeks ago10 min
Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 2
This is part 2 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.
- 1 weeks ago15 min
Building a Practice That Delivers: An Advisor Talk with Rebecca Kincaid Pt. 1
This is Part 1 of 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.
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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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Free forever for up to 3 podcasts. No credit card required.
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