Retire SMART Podcast

Ep 90. Navigating Through Open Enrollment

Open enrollment for medical benefits is just around the corner, and today, back in the guest seat, Financial Advisor Dustin Galvin, joins David on the discussion of all things Medicare, sharing tips and strategies on how to recognize and navigate potential red flags in your Medicare plans.

Ep 89. A Fate Worse Than a Recession

David breaks down a headline put out from the CEO of JPMorgan, warning the US of an economic fate worse than a recession, and why bond rates are expected to go up.

Ep 88. Read the Fine Print!

David unpacks on the crafty fine print involved in a lawsuit where a man tried to sue Disney over his wife’s death, and why the “Cup & Handle” is David’s favorite and the most predictable pattern in the SP market charts.

Ep 87. Being watched while you work...at home

Has Price Waterhouse gone too far with monitoring their employees’ locations to enforce its “return-to-office policy?” With significant fraud in the social security system, is the elimination of the wet ink signature requirement a good idea?  And what is going on with Volkswagen potentially closing their plants in Germany?  David Brooks has answers to these questions in today’s Q & A episode.

Ep 86. Welcome, Evan Marshall!

Making his debut, CPA and director of Tax Services at Retire SMART, Evan Marshall, joins David Brooks in the studio.  Evan leads the Tax SMART division, specializing in saving hundreds of thousands in taxes for entrepreneurs, high income earners, exit planners, and more.

Ep 85. Takeaways from the Trump & Harris Debate

David shares a few takeaways from the Trump & Harris debate, more on the rapid unwinding of the labor market, how the federal reserve is “toning-down” banking regulations, and the hard truths coming to light over the EV transition.

Ep 84. "Unretiring" On the Rise

David shares his take on the growing trend of “Unretiring,” on how many retirees don’t have a choice but to return to the workplace, plus the reason why household allocations are near record highs.

Ep 83. Transitioning Between Financial Advisors

Will the divergence between credit card debt and private savings keep expanding infantilely? Why is there such a disparity between GDI and GDP?  And how do you handle a difficult transition between financial advisors?  David Brooks has answers to these questions in today’s Q & A episode.
 

Ep 82. The State of Our Economy From a Senior Economist

David speaks with a special guest, Senior Economist, Strider Elass, from First Trust Portfolios.  Retire SMART utilizes resources from First Trust, such as research and analytical data that’s been proven to be one of the most reliable sources in the nation. In the conversation, Strider gives a 10,000-foot view of the state of our economy.

Ep 81. California & Dollar General Feeling the Heat!

David unpacks why Allstate plans to raise home insurance premiums in California, and how Dollar General is also feeling major pains from plummeting shares and having to raise prices for already financially constrained customers.