
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.
| Publishes | Daily | Episodes | 150 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Today David explores FNBO’s continued expansion through a major Colorado bank acquisition and explains why scale matters in an increasingly competitive banking industry. The conversation then dives into sophisticated wealth-building strategies like p... more
What questions should I ask when interviewing a financial advisor? As a widowed 46-year-old, and feeling like I must start all over, how am I to navigate the life insurance company contesting the death benefit, forcing me to live off a rapidly dwindl... more
With Medicare open enrollment approaching, David sits down with financial advisor Blake Grimm to break down the key changes coming for 2027 and the important decisions retirees face when choosing between Medicare, employer coverage, Medicare Advantag... more
In this episode, David breaks down the Nebraska football season opener, what impressed him, and where the Huskers still need to improve. The conversation then turns to Medicare, rising oil prices and their impact on markets, surprisingly strong corpo... more
Omaha lands among the best U.S. cities for career opportunities, pay, and quality of life—but what makes it such a strong place to work? David also breaks down why LeBron James borrowed nearly $300 million and how wealthy investors can use lending an... more
Is there a point at which a business is “right sized” and should cease trying to stop growing? Can Retire SMART provide a smooth path to retirement solution for those left in the wake of the mass-layoff at PayPal? And is David buying or selling Big R... more
What does it take to completely reinvent your life and pursue a dream later than most people ever would? Our special guest, Jesse Iwuji, shares his incredible journey from the Naval Academy and U.S. Navy to becoming a NASCAR driver—and the mindset, f... more
The new Federal Reserve chairman is already making waves, with markets increasingly expecting another interest rate hike this September. David also weighs in on the massive data center boom and how communities can structure these deals to benefit loc... more
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This program focuses on practical retirement and tax planning, combining market context with actionable strategies for individuals, families, and small business owners. Across episodes, the hosts dissect tax planning, retirement income, long-term care funding, Social Security, and asset protection, weaving in real-world scenarios, regulatory changes, and product structures (like trusts, Roth conversions, and defined benefit options). They frequently explore federal employee benefits, fiduciary considerations, and holistic planning, often featuring guests who bring hands-on experience in tax strategy, retirement policy, and advisor services. A standout pattern is a bias toward proactive, year-round planning and client-centric approaches, wit... more
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These podcasts share a similar audience with Retire SMART Podcast:
1. Money Guy Show
2. The Great Retirement Debate with Ed Slott & Jeffrey Levine
3. Retirement Answer Man
4. The Stacking Benjamins Show
5. Retirement Starts Today
Retire SMART Podcast launched 2 years ago and published 150 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Retire SMART Podcast include:
1. Jesse Iwuji
2. Jesse Awuji
3. Rebecca Kincaid
4. Tre Ingram
5. Charles Dzama
6. Chip Maxwell
7. Mike Shudel
8. Mark Rowlette
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.