Retire SMART Podcast

Ep47. A "Reasonable Load of Debt" for the US?

Should we consider Trump’s proposal to replace income tax with tariffs? Is our country’s debt load reasonable? And will Bidenomics ever work? David Brooks has answers to your questions in today's Q&A episode.

Ep46. Safeguarding high-end assets, with Mike Shudel

David talks with financial advisor, Mike Shudel, on the valuation of real estate assets, particularly for farmers, and how to develop a SMART protection plan to safeguard your family legacy.

Ep45. Another Year of Broken Promises From the Fed

Multiple reports by ZeroHedge that bring to light reoccurring issues that were promised to be taken care of, such as Biden’s High Speed internet, and how “The Fed is playing with fire by not cutting rates.”

To Roth or Not to Roth, with Adam Curran

We are bringing out one of David’s popular video conversations from the Retire Smart media vault to the podcast platform.  Wealth advisor, Adam Curran, of Curran Financial Partners, hosts a debate with David on Roth conversions.

Ep44. Omaha rises to the top, and other wins for Nebraska!

Amid all the negative news stories, finally David Brooks jumps on the positive news train! In today's episode David responds to an article by Forbes on how Omaha made it to the #1 slot of top 10 cities to live in, and gives praise to Nebraska on how it has remained a fiscally responsible champion, as a state.

Ep43. The TRUTH about jobs in the U.S. and Open A.I. "Apple" pie

Some news outlets say we’re gaining jobs while others say we’re losing them; what is the true job situation? And what are we to expect with Apple now taking a piece of the “Open A.I.” pie? 

Ep42. Navigating through Critical Retirement Challenges, with Michael Luna

Auto insurance, home-owners insurance, Medicaid, and assisted living; all these can be a nightmare to manage…but worry not!  David talks with the president of SMART Protection and Senior Asset Solutions, Michael Luna, on developing strategies to navigate through these critical challenges.

Ep41. Mentoring young men and coming tax changes that has business leaders concerned

David shares his highlights from the “TeamMates Golf Event,” European voters veering to the “right,” and tax changes on the horizon that has business and tax leaders worried.

Ep40. Medicare red flags and the high copper demand

David talks about the differences between Medicare advantage plans and Medicare supplemental policies and how there’s a global crisis with the supply and demand of copper, due to the high demand of electric vehicles.

Ep39. The Trump Tax, a hidden gold tax, and a healthy mortgage

Should republicans try to extend and pay for the Trump tax cuts? Are there hidden tax traps when selling gold? And what’s the “sweet spot” for the percentage of income spent on a mortgage?