Retire SMART Podcast

Ep 302. Advisor Talk With Kurt Fillmore (part 2)

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 301. Advisor Talk With Kurt Fillmore (part 1)

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 300. Nebraska's BIG Flaw...

In this episode, David and Chip break down Nebraska’s rising property taxes and the growing frustration among homeowners. They discuss new tax proposals targeting billionaires, why they could backfire on the broader economy, and close with Warren Buffett’s newest major purchase and what it signals for investors.

Ep 299. Roth IRA Risks?

Can a “near-retiree” move to Roths without tying up the money for 5 years? Are there any risks to a Roth IRA, and if so, what are they? And will we see any lasting positive results from DOGE cuts? David Brooks has answers to these questions in today’s Q&A episode.

Ep 298. Street Smarts, with Trevor Thrasher

In this episode, David sits down with former Green Beret and safety consultant Trevor Thrasher to talk about street smarts and situational awareness. They cover how to recognize potential threats, make smart decisions under pressure, and build confidence to protect yourself and your loved ones.

Ep 297. Delayed Job Reports in Shadow of Gov't Shutdown

In this episode, David unpacks the latest updates on the government shutdown and jobs report delays. The team discusses what the current labor numbers reveal about a cooling economy and why it could matter for investors and retirees alike.

Ep 296. Rise of the Texas Stock Exchange

From the rise of the Texas Stock Exchange to shifting pharmaceutical supply chains, David and Chip discuss how policy and politics are reshaping markets. They also share warning signs to look for in financial advisors and why, despite AI’s potential in investing, human judgment and trust still matter most.

Ep 295. The Reality of a Balanced Budget Amendment for the U.S.

How will the politics of the far left or the far right affect future market moves? What could congress do to help the economy and begin paying down the national debt? And is there any chance of a balanced budget amendment becoming a reality? David Brooks has answers to these questions in today’s Q&A episode.

Ep 294. Medicare Enrollment is Near! - with Blake Grimm

David welcomes Financial Advisor, Blake Grimm, back to unpack the ins and outs of Medicare open enrollment. From choosing between Advantage and Original Medicare to understanding drug plans, premiums, and out-of-pocket risks, this episode helps listeners prepare for smart, informed decisions this enrollment season.

Ep 293. "Sorry, We're Closed" - the U.S. Government

This episode opens with Retire SMART’s ongoing support for Project Harmony, a crisis center serving kids in need. From there, David and Chip break down the latest government shutdown drama, why it’s more political theater than crisis, and what it could mean for jobs, markets, gold, and long-term economic forecasts.