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Artwork for Retire SMART Podcast

Retire SMART Podcast

Retire SMART LLC
Retirement Planning
Social Security
Tax Planning
Federal Reserve
Medicare
Inflation
Retirement
Housing Market
Omaha
Tax Policy
S&P 500
Nebraska
Estate Planning
Interest Rates
NVIDIA
Taxes
China
Tariffs
Roth Conversions
Charitable Giving

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.

PublishesDailyEpisodes150Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Retire SMART Podcast

Latest Episodes

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 local charitable efforts, the ... more

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 conflicts. They also unpack the ... more

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 negative impact? And are there... more

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 opportunities. Whether you're consideri... more

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Recent Guests

Chip Maxwell
Co-host/guest on Retire SMART Podcast
Episode: Ep 427. Transferring Jobs With a 401(k)
Javier Colon
Singer, The Voice season 1 winner
Hartford area / The Voice winner
Episode: Ep 425. Argentina Overturns Economists' Predictons
Jacob Orent
Financial advisor, resident authority on Social Security and charitable giving
Unknown (appears as guest on episode)
Episode: Ep 422. The "Special Monthly Rule"
Ronan Tynan
Former Irish Tenor, guest performer
Episode: Ep 414. The Largest US Flag is Coming to Omaha!
Gregory Wilnau
Web designer and digital marketer for the Finance Niche
Finance Niche (guest)
Episode: The Entrepreneur's Journey - pt.2
Ernie Goss
Economist, Creighton University professor
Creighton University
Episode: Ep 410. The "Plow-Horse" Economy, with Ernie Goss
Alex Murray
Certified financial planner, guest who discusses post-tax-season planning and career path
Retire SMART Financial Services
Episode: Ep 402. From Intern to Advisor
Evan Marshall
Certified Public Accountant
Episode: Ep 393. Sports, War, and Financial Firm Outsourcing
David Brooks
Guest expert answering audience questions
Retire SMART Podcast
Episode: Ep 391. Should I Buy a Used Car Now?

Hosts

Chip Maxwell
Host of Retire SMART Podcast and co-host with wide involvement in fiduciary retirement planning and editorial introductions.
David Brooks
Co-host; primary presenter of retirement planning analysis and market commentary.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#26
United States/Business/Investing
Apple Podcasts
#102
United States/Business
Apple Podcasts
#193
Norway/Top Podcasts
Apple Podcasts
#6
Norway/Business/Investing
Apple Podcasts
#23
Norway/Business
Apple Podcasts
#34
India/Business/Investing
Apple Podcasts
#145
India/Business

Talking Points

Recent interactions between the hosts and their guests.

Ep 427. Transferring Jobs With a 401(k)
Q: What options exist for health coverage if you're 62 and not part of a large employer plan?
Short-term medical plans are a practical option, especially for bridging to Medicare, and religious sharing programs like Liberty Share and Metashare can offer lower-cost alternatives, though they come with limitations and aren't traditional insurance. It's crucial to assess costs, deductibles, and coverage before choosing.
Ep 427. Transferring Jobs With a 401(k)
Q: What are the main considerations when rolling over a 401(k) to a new employer or to an IRA?
You can leave it where it is, roll to the new employer's 401(k), or roll into an IRA or Roth IRA. Each option has different fees, investment choices, and tax implications. It's important to evaluate expenses, options, time horizons, and whether the new plan matches your financial goals, ideally with professional guidance to avoid costly mistakes.
Ep 427. Transferring Jobs With a 401(k)
Q: Do you support the Trump administration's proposal to allow 401(k) investments in private equity and cryptocurrency?
I support considering these options, but only with strong guardrails: qualifications to understand the risks, liquidity constraints, and the reality that private equity isn't as transparent or liquid as public markets. The decision should be part of a broader, well-planned retirement strategy and not a reckless speculative dart throw.
Ep 419. Bond vs Bond Fund
Q: First question, David, is about bonds. We've had a lot of conversation about bonds on this show. What is the difference between a bond and a bond fund?
A bond is an individual debt instrument issued by governments or corporations, with specific duration and risk, while a bond fund is a collection of many such bonds managed together to spread risk and provide liquidity; bond funds can target broad or specific segments like munis, treasuries, or corporates.
Ep 418. Year-Round Tax Planning
Q: What role do state incentives and the One Big Beautiful Bill Act play in planning?
State incentives can significantly affect effective tax rates; planning focuses on using provisions like temporary deductions during their window while monitoring legislative changes that could expire, so clients maximize benefits before expiration.

Audience Metrics

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Frequently Asked Questions About Retire SMART Podcast

What is Retire SMART Podcast about and what kind of topics does it cover?

The show centers on practical retirement planning, tax strategy, and market commentary delivered through two steady hosts who often blend fiduciary guidance with real-world anecdotes. Episodes frequently unpack topics like Social Security timing, tax-efficient investing, cost concerns in AI adoption, and regional policy shifts that affect retirees and near-retirees. A recurring strength is tying macroeconomic signals to actionable planning steps, while incorporating local events and patriotic/civic themes to illustrate broader implications for retirement planning and asset management. Notable for its accessible, educator-friendly approach, the program frequently features guests and collaborators who bring concrete expertise in tax planning,... more

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Which podcasts are similar to Retire SMART Podcast?

These podcasts share a similar audience with Retire SMART Podcast:

1. Motley Fool Hidden Gems Investing
2. All-In with Chamath, Jason, Sacks & Friedberg
3. Investing Insights
4. How I Invest with David Weisburd
5. The Clark Howard Podcast

How many episodes of Retire SMART Podcast are there?

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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What guests have appeared on Retire SMART Podcast?

Recent guests on Retire SMART Podcast include:

1. Chip Maxwell
2. Javier Colon
3. Jacob Orent
4. Ronan Tynan
5. Gregory Wilnau
6. Ernie Goss
7. Alex Murray
8. Evan Marshall

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.

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