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 May 23, 2024

Financial Advisor, Sean Swanson, brings important updates to recent changes to benefits put out by the Social Security Administration and how you can be better prepared.

Thursday May 23, 2024

David talks about the central banker’s worst nightmare related to stagflation and the “biggest miss on record” involving Bidenomics.

Thursday May 23, 2024

Wendy’s, McDonald’s, and Rite Aid, Oh My!  David talks about how these businesses have taken major hits due to the rise of inflation, minimum wages, and theft.

Thursday May 23, 2024

How the US should be taking notes from other country’s strategies to restore the economy to a retired NFL plater being investigated by the department of justice for owing millions of dollars; David Brooks has answers to your questions in today's Q&A segment.

Thursday May 23, 2024

Financial Advisor, Mike Shudel, walks through the importance of financial
literacy in all things tax and estate planning, and how to start the preplanning
phase.

Thursday May 23, 2024

David talks about team highlights from the Kentucky Derby, the continued “let downs” from the feds’ economic strategies, and the public vs private sector jobs disparity.

Thursday May 23, 2024

David talks about why airlines hate “skiplagging,” more office real estate buildings selling at a fraction of their cost, and the “red flag” of interest rates in Hong Kong doubling in less than a week.

Thursday May 23, 2024

From “tax cliffs” to price drops in the auto industry, David Brooks has answers to your questions in today's Q&A segment.

Thursday May 23, 2024

Financial Advisor and accountant, Abigail McNaney, discusses the importance of tax planning and what the Tax SMART process is all about.

Thursday May 23, 2024

David talks about how in the midst of the local tornado disasters, faith in humanity is restored, and what’s going on with the Yen, and its impact on the globe.

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