Retire SMART Podcast
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.
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Episodes
Thursday Jul 18, 2024
Thursday Jul 18, 2024
Financial advisor, Jacob Orand brings back our third installment of “Stump David Brooks” on subjects related to charitable giving.
Wednesday Jul 17, 2024
Wednesday Jul 17, 2024
David talks on one of the biggest and most significant rulings out of the supreme court, and what the S&P 22-Day Moving Average is all about.
Saturday Jul 13, 2024
Saturday Jul 13, 2024
David talks on Warren Buffett’s confirmation on how he has cut the Gates Foundation from his will and what seems to be a breach of fiduciary duty from a Morgan Stanley lawsuit over low interest rates on client cash.
Friday Jul 12, 2024
Friday Jul 12, 2024
Is Walgreens in trouble? Is now a good time for selling my property? Should I invest in the tech sector? David Brooks has answers to your questions in today's Q&A episode.
Thursday Jul 11, 2024
Thursday Jul 11, 2024
Do you use apps for managing your finances and investments? Financial advisor, Alex Murray, shares wisdom and warnings on “FIN TECH” (Financial Tech) in today’s conversation with David Brooks.
Wednesday Jul 10, 2024
Wednesday Jul 10, 2024
David shares his thoughts on the recent Biden-Trump debate, and how the policies of the future elect can directly affect the financial wellness of your portfolio.
Saturday Jul 06, 2024
Saturday Jul 06, 2024
David discusses how nearly half of American EV owners are likely to shift back to gas-powered cars, why McDonalds is having to pull back on their AI-based ordering systems, and how your taxes will likely be going up.
Friday Jul 05, 2024
Friday Jul 05, 2024
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.
Thursday Jul 04, 2024
Thursday Jul 04, 2024
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.
Wednesday Jul 03, 2024
Wednesday Jul 03, 2024
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.”