Retire SMART Podcast

Ep18. Tax planning with Abigail McNaney

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

Ep17. Midwest tornadoes and the Yen

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.

Ep16. Trade schools vs college education

David talks about college vs trade school, and why the Biden administration is suing a convenience store chain.

Ep15. Should you really consult a financial advisor?

From the IRS waiving RMD requirements to consulting professional financial advisors, David Brooks has answers to your questions in today's Q&A segment.

Ep14. "Stump David Brooks!" with Jacob Orand

Financial Advisor, Jacob Orand, leads the charge in our second round of “Stump David Brooks,” on subjects related to charitable giving.

Ep13. Insurance crisis in California and famous restaurant and grocery store closings

David talks about the insurance company crisis in California, a big hit to an iconic restaurant chain, and the abrupt closings of beloved-high end grocery stores in Chicago.

Ep12. Scooters Coffee and the student debt cancellation "fairy tail"

David talks about the rapid growth of a local coffee retail establishment, and why there’s no such thing as Student Debt cancellation.

Ep11. Old magazine ad foretells the state of our current economy

From a 30 year old magazine ad that foretold the state of our present economy, to why Tesla laid off 10% of its workforce, David Brooks has answers to your questions in today's Q&A segment.

Ep10. SMART Protection with Michael Luna

President of SMART Protection and Senior Asset Solutions, Michael Luna, talks with David on the state of the insurance market and how he helps to protect the “nest egg” of clients.

Ep9. Taxes and A.I.

In today's segment David talks about how tax planning is an on-going process, even after the passing of tax season, and how tax officials use A.I. to go wealthy payers.