Retire SMART Podcast

What does David think about some economists saying the U.S. can grow its way out of deficits and debt; that the right policies can generate such robust growth in GDP that the resulting tax revenue will exceed spending?  And what is the difference between a bond and a bond fund? David Brooks has answers to these questions in today’s Q&A episode.

Today, David welcomes CPA and Chief Tax Strategist Evan Marshall back to the studio to discuss why proactive tax planning is a year-round process, especially for entrepreneurs and high-income earners. The conversation includes strategies like Roth conversions, income shifting, and maximizing deductions under the “One Big Beautiful Bill,” while also exploring how tax incentives, state policies, and business-friendly legislation can shape long-term financial success for business owners and retirees alike.

David and Chip unpack the growing tensions surrounding Iran, the global economic ripple effects of disrupted oil and fertilizer supply chains, and why prolonged uncertainty could fuel inflation and market volatility. They also dive into the Federal Reserve’s shifting outlook on interest rates, the rise of “bond vigilantes,” and the outsized influence companies like NVIDIA now have on the broader market and everyday investors nearing retirement.

David and Chip break down the latest economic indicators, including stronger-than-expected payroll numbers, rising inflation concerns, and the growing likelihood of future Fed rate hikes. They also discuss overvalued markets, AI’s outsized impact on the S&P 500, state-level “exit tax” proposals targeting wealthy residents and businesses, and why understanding risk and long-term economic policy matters more than ever for investors and retirees.

What did Professor Ernie Goss have to say at Retire SMART’s recent event? How optimistic are we with President Trump is taking action to bring down beef prices? Will it work? And since housing prices are down 6% from last year, does that mean property tax will also go down? David Brooks has answers to these questions in today’s Q&A episode.

David is joined by longtime community leader Bill Williams to discuss an unforgettable Memorial Day celebration coming to Omaha and Lincoln featuring the world’s largest American flag, a patriotic drone show, and special performances honoring veterans and the nation’s 250th birthday. Bill also shares the heart behind Patriotic Productions, the impact of their veteran-focused mission, and why preserving patriotism and remembrance for future generations matters now more than ever.

David recaps a much-needed vacation with his wife aboard one of the world’s largest cruise ships before diving into Retire SMART’s recent Private Wealth Partners summit for high-net-worth clients. The conversation then shifts into Nebraska primary election surprises, minimum wage debates, and how ongoing tensions with Iran and China could impact markets, politics, and the economy heading into the midterms.

This the final part of a special conversation David Brooks had with Gregory Wilnau, a web designer and digital marketer For The Finance Niche. Gregory talks with David about building Retire Smart around proactive tax planning, client education, and a values-driven team culture. David shares how his journey from restaurant entrepreneur to financial advisor shaped his mission to help retirees and business owners avoid costly tax mistakes, plan with confidence, and make smarter long-term decisions.

This is part 3 of a special conversation David Brooks had with Gregory Wilnau, a web designer and digital marketer For The Finance Niche. Gregory talks with David about building Retire Smart around proactive tax planning, client education, and a values-driven team culture. David shares how his journey from restaurant entrepreneur to financial advisor shaped his mission to help retirees and business owners avoid costly tax mistakes, plan with confidence, and make smarter long-term decisions.

This is part 2 of a special conversation David Brooks had with Gregory Wilnau, a web designer and digital marketer For The Finance Niche. Gregory talks with David about building Retire Smart around proactive tax planning, client education, and a values-driven team culture. David shares how his journey from restaurant entrepreneur to financial advisor shaped his mission to help retirees and business owners avoid costly tax mistakes, plan with confidence, and make smarter long-term decisions.