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Digital Asset Workshop

Join us for a hands-on workshop to learn all about how digital currency affects the economy! Bitcoin has undeniably generated interest and curiosity among investors and the general public. However, skepticism often accompanies this interest. Only 5% of boomers feel confident discussing cryptocurrency, highlighting the need for education. Financial Advisor Brad Starken seeks to clarify […]

SMART Social Security Blueprint

Learn how to navigate the complexities of social security with our SMART Social Security Blueprint event! Don’t miss our SMART Social Security Blueprint workshop with Financial Advisor Sean Swanson! This engaging session will provide you with essential insights into maximizing your Social Security benefits and planning for a more secure financial future. Here’s what you’ll […]

SMART Social Security Blueprint

Learn how to navigate the complexities of social security with our SMART Social Security Blueprint event! Don’t miss our SMART Social Security Blueprint workshop with Financial Advisor Sean Swanson! This engaging session will provide you with essential insights into maximizing your Social Security benefits and planning for a more secure financial future. Here’s what you’ll […]

Estate & Tax Planning in Retirement

Learn how to protect your estate and discover the best ways to provide security for your loved ones. Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick will lead this workshop, covering essential estate & tax planning strategies, including: Strategies for Couples: Learn how couples can qualify for exemptions from federal estate taxes. The […]

Navigating IRMAA & Medicare

Learn How to Avoid Medicare Surcharges & Keep More of Your Money Are you prepared for the hidden costs of Medicare? Many retirees are shocked to learn that their income can trigger higher Medicare premiums—known as IRMAA (Income-Related Monthly Adjustment Amounts)—costing them thousands of dollars in unexpected fees. Join IRMAA Certified Planners Jacob Orand and […]

Estate & Tax Planning in Retirement

Learn how to protect your estate and discover the best ways to provide security for your loved ones. Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick will lead this workshop, covering essential estate & tax planning strategies, including: Strategies for Couples: Learn how couples can qualify for exemptions from federal estate taxes. The […]

The Psychology of Retirement Movie

Join us for a fun movie night exploring the psychology behind retirement and its impact on our lives! “The Psychology of Retirement” explores individuals’ emotional and psychological challenges as they approach and transition into retirement. The film highlights America’s #1 retirement fear—outliving their money—and stresses the importance of having a solid, written retirement plan. It […]

The Psychology of Retirement Movie

Join us for a fun movie night exploring the psychology behind retirement and its impact on our lives! “The Psychology of Retirement” explores individuals’ emotional and psychological challenges as they approach and transition into retirement. The film highlights America’s #1 retirement fear—outliving their money—and stresses the importance of having a solid, written retirement plan. It […]

Nursing Home Planning Workshop

Join us for an informative presentation on nursing home care with Insurance Professional Michael Luna and Elder Law Attorney Colin Kastrick. Join Us for Our Nursing Home Planning Workshop! Planning for nursing home care can be complex, but the right knowledge can help you protect your assets and secure the best care for yourself or […]

Digital Asset Workshop

Join us for a hands-on workshop to learn all about how digital currency affects the economy! Bitcoin has undeniably generated interest and curiosity among investors and the general public. However, skepticism often accompanies this interest. Only 5% of boomers feel confident discussing cryptocurrency, highlighting the need for education. Financial Advisor Brad Starken seeks to clarify […]

Contact Information

  • Phone: (402) 369-7777
  • Email: connect@retiresmartllc.com
  • Omaha: 13815 FNB Parkway Suite 400 Omaha, NE 68154

    Lincoln: 7321 Plaza Ct Suite 102 Lincoln, NE 68516
  • Monday – Thursday 8:30AM - 5:30PM Friday 8:30AM - 3PM
    (Closed Saturday and Sunday)

Disclosures

Our Affiliations

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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.

Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Retire SMART is not affiliated with the US government or any governmental agency. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Retire SMART is stated or implied. Appearances on the media outlets included herein are paid placements.

Companies on the 2023 Inc. 5000 list are ranked according to percentage revenue growth from 2019 to 2022. The full 2023 Inc. 5000 list was published in August 2023. SMART Wealth paid Inc. Magazine a non-refundable processing fee to be considered for inclusion on the Inc. 5000 list.

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