Retire SMART Podcast

Ep 71. Google Forced to Split

Why is Google being forced to “split up?” What does it mean that Berkshire’s assets are now more than 25% cash? And do we finally have the right leader for the Nebraska football program? David Brooks has answers to these questions in today’s Q&A episode.

Ep 70. Delinquencies On the Rise

David unpacks a few items one could expect at our upcoming SMART Spend-down Solutions Class, hosted by Colin Kastrick with Kastrick Law, and Michael Luna with Senior Asset Solutions. Plus, David reveals data on how delinquencies are on the rise across the board, especially with commercial mortgages.
 

Ep 69. A Disconnected Labor and Stock Market

From disconnections between the labor market and the stock market, to times when the unemployment rate surpassed its 24-month moving average, David walks us through the analytical data related to these fields.

Ep 68. The downward Spiral of California

David talks on how California keeps taking hits by over-regulating and over-taxing big name companies, that end up packing their bags and moving out of state, and why Prospect Capital’s $8B private credit strategy is raising concern.

Ep 67. Cycling back to 2008?

How can a financial advisor help numerous workers when their massive company shuts down? Should Nebraska mimic Colorado, and enact what supporters call a “Taxpayers Bill of Rights?” Are we entering a similar cycle to 2008?  David Brooks has answers to these questions in today’s Q & A episode.

Ep 66. Retire SMART in the "Financial Fast Lane"

CEO of Martinsen Wealth Management, Lane Martinsen, joins with David in discussion as they compare retirement and tax strategies in their businesses, and how planning has grown more complex over the years.

Ep 65. Responding to Kamala's VP pick, Tim Walz

David Brooks shares his thoughts on Tim Walz being the running mate as Vice President, for candidate Harris, and why we should not be quick to trust the data that government agencies are putting out, particularly on job surveys.

Ep 64. The Big Tech Arms Race for Chips

David talks on the ‘arms race’ over Big Tech Names splurging to get the latest AI chips, and on how major states are in a chokehold due to the loss of high dollar tax payers.

Ep 63. Unpacking "Project 2025"

What is Project 2025 and are you for it or against it? in today's Q&A episode, David Brooks unpacks this hot button topic that’s sweeping all of the news airways and social media outlets.

Ep 62. Asset Managements for 2nd Marriages and Co-habitants, with Colin Kastrick

Estate Planning Attorney, Colin Kastrick, expands on how the flow of assets, through a will, can become complicated in “2nd marriage” scenarios and for clients choosing to cohabitate.