Retire SMART Podcast

Ep 61. Kamala Harris and Sticky Inflation

David Brooks gives insight on the following major topics: Kamala Harris looks to be the likely presidential nominee for the Democratic party and Sticky inflation is turning up the heat for average buyers in the grocery and food industries.
 

Blessing Your Family Legacy, With Craig Kirsner

President and founder of Kirsner Wealth Management, Craig Kirsner, discusses with David on strategies on how you don’t have to wait for your passing to bless your family legacy.
 
DISCLOSURE:
Craig Kirsner and Kirsner Wealth Management are not clients of, nor affiliated with Retire SMART and were not compensated for his appearance or endorsement. However, Craig Kirsner does benefit from this podcast also being released on the Kirsner Wealth Management video and podcast platforms.

Roth Conversions, Spending More Money, and the State of the IRS, with Adam Bruno

We are bringing out one of David’s virtual advisor talks from the Retire Smart media vault to the podcast platform.  Founder and President of Evolution Retirement Services, Adam Bruno, hosts a conversation with David Brooks on retirement and tax planning.

Ep 60. States Winning and Losing On Taxable Income

David talks on the four winning and four losing states in taxable income, and how the U.S. needs to pay close attention to the Chinese banking crisis, to not follow suit.

Ep 59. Is Social Security Secure?

Is the Fed in favor of rate cuts or not? Do we pay off our home in one payment or leave the mortgage alone? Is the future of social security secured? David Brooks has answers to your questions in today's Q&A episode.

Ep 58. (Not so) Free Medicare, with Dustin Galvan

Financial advisor, Dustin Galvan, touches on the ABCs of Medicare and how to be cautious with the so called “free” Medicare Advantage plans.

Ep 57. A Pivotal Moment for an Election Year

David reflects on the recent assassination attempt on former president Trump and how policies laid out by the government have affected the financial wellness of our country over the last four years.

Ep56. Max Headroom Biden!

David talks on how AI is a serious option being considered to help in the Biden campaign, and how the AI boom is to blame for the new high record of office vacancies in San Francisco.
 

Ep55. The Day of the Digital Dollar

Is the day of the digital dollar upon us? Is David’s math on point? Did the bearish analyst from JP Morgan quit or get fired? David Brooks has answers to your questions in today's Q&A episode.

Ep54. "Stump David Brooks!" (Part 3) with Jacob Orand

Financial advisor, Jacob Orand brings back our third installment of “Stump David Brooks” on subjects related to charitable giving.