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

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.”

Wednesday Jun 26, 2024

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.

Saturday Jun 22, 2024

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.

Friday Jun 21, 2024

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? 

Thursday Jun 20, 2024

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.

Wednesday Jun 19, 2024

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.

Saturday Jun 15, 2024

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.

Friday Jun 14, 2024

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?

Thursday Jun 13, 2024

Bitcoin, Ethereum, crypto mining, and more! David talks with Financial Advisor, Brad Starken, about currency in the digital universe.

Wednesday Jun 12, 2024

David talks about how the market is a leading indicator of what’s happening in the overall economic health of our country, and how to read the “signs.”  Plus, how McDonald’s is no longer fast food, but a luxury.

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