Retire SMART Podcast

Ep 312. No Property Taxes for Florida!?

David and Chip explore two headlines that highlight America’s economic divide — California’s proposed wealth tax and Florida’s push to eliminate property taxes. Their discussion unpacks the idea of a “K-shaped economy,” where opportunity rises for some and falls for others, and ends with a look at how innovation and optimism continue to shape our future.

Ep 311. Demand for AI vs. Diminished Workforce

With the disconnect between record market returns and the weak job market, what is happening in this economy? Do we see a bust in AI due to no workforce to build data centers? And is there anything in the Big Beautiful Bill to allow Roth conversions without penalty?  David Brooks has answers to these questions in today’s Q&A episode.

Ep 310. IRS Backlogs in the Wake of Govt. Shutdown

In this episode, David and CPA Evan Marshall break down how the government shutdown is creating IRS backlogs while filing and payment deadlines remain unchanged. Evan also highlights key 2026 tax law changes affecting charitable giving and outlines timely year-end strategies for entrepreneurs focused on tax efficiency and exit planning.

Ep 309. Fiserv Takes a Nose Dive

Today, David and Chip tackle a full slate of economic headlines — the prolonged government shutdown, Fiserv’s massive stock drop, and a surprising boost for PayPal tied to OpenAI. They also break down the latest housing data and Social Security updates, connecting the dots on how each story could impact investors and retirees alike.

Ep 308. Nebraska, A Happy State!

Today, David and Chip start with some good news, as Nebraska ranks among the happiest states in America despite high property taxes. From there, they discuss the latest on the U.S. budget deficit, tariffs, and the growing divide in the “K-shaped” economy before wrapping up with a look at rising education costs—and a funny story about smart beds gone wrong.

Ep 307. Government Tax-Free Bonds During Retirement

Where did the term “Quintile” come from? Are government tax-free bonds a good tool for income in retirement? And given the 2-year look-back for IRMAA limits, how much could we comfortably “overshoot” the 2025 limits without being affected in 2027?  David Brooks has answers to these questions in today’s Q&A episode.

Ep 306. Proactive Strategies for Exiting Your Business, with Mike Shudel

David welcomes back Mike Shudel, a Certified Exit Planning Advisor, to discuss proactive strategies for business owners looking to grow, protect, and eventually exit their companies. Together, they break down key topics like tax structure, key-person planning, and succession strategies that can turn a lifetime of work into lasting value.

Ep 305. Japan Makes History

David shares insights from his recent trip to Beverly Hills, where he attended the CAS ALTS Summit focused on alternative investments for accredited investors. He explains why private markets are becoming more accessible and what investors should know about liquidity before turning to global headlines, including Japan’s historic appointment of its first female prime minister.

Ep 304. Advisor Talk With Kurt Fillmore (part 4)

We are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. President and founder of Wealth Trac Financial, Kurt Fillmore, covers multiple topics with David, from the psychological changes retirement brings to giving purpose to the “why” when it comes to planning for retirement. This conversation has been broken down into 4 parts for podcast presentation; make sure to listen to the other 3 segments for the entire conversation.

Ep 303. Advisor Talk With Kurt Fillmore (part 3)

We are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. President and founder of Wealth Trac Financial, Kurt Fillmore, covers multiple topics with David, from the psychological changes retirement brings to giving purpose to the “why” when it comes to planning for retirement. This conversation has been broken down into 4 parts for podcast presentation; make sure to listen to the other 3 segments for the entire conversation.