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

In today's segment, financial advisor, Dustin Galvan, talks with David on how the rate of inflation affects Medicare spending, and how to plan for it.

Thursday May 23, 2024

In today's segment David talks about how the fed’s statement of adding over 300,000 jobs isn’t quite what it seems, and how additional rate hikes could be needed if inflation stays high.

Ep4. Regional banks, BEWARE!

Thursday May 23, 2024

Thursday May 23, 2024

In today's segment David talks about the false data issued from Global consulting firm, McKinsey’s, and the ripple effect from the collapse of "Megabanks" on regional banks.

Thursday May 23, 2024

From the importance of who’s running for Vice President to the pros and cons of a ROTH conversion, David Brooks has answers to your questions in today's Q&A segment.

Thursday May 23, 2024

Attorney and estate planner, Colin Kastrick, with Kastrick Law, joins David in the discussion on TRUSTS, inheritance taxes, and living wills.

Thursday May 23, 2024

David talks about the economic catastrophe following the Baltimore Bridge collapse, and job cuts in the wake of California's raising of the minimum wage bar.

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