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.

Listen on:

  • Apple Podcasts
  • YouTube
  • Podbean App
  • Spotify
  • Amazon Music
  • iHeartRadio
  • PlayerFM

Episodes

Saturday May 24, 2025

David unpacks a growing disconnect between rising bond yields and falling oil prices, signaling potential economic trouble ahead. He also explores key indicators—from auto loan delinquencies to depleted savings—that suggest consumer strain and a slowing economy, despite optimistic headlines. To top it off, the Labor Department admits to overstating job growth by nearly 400,000 positions, raising serious concerns about the reliability of government-reported economic data.

Friday May 23, 2025

Will schools in states with NIL exemptions, or no state income taxes, have an advantage on landing football recruits over states that don’t? Does the election of a new pope impact financial markets? And should I or should I not own my own life insurance policy? David Brooks has answers to these questions in today’s Q&A episode.

Thursday May 22, 2025

We’re joined by Bill Williams from Patriotic Productions — the team behind the powerful Honor Flights and the national Remembering Our Fallen memorial. From flying thousands of veterans to D.C. to honoring 5,500 service members lost since 9/11, Bill shares how he and his wife are keeping the legacy of our heroes alive. This is a conversation about remembrance, gratitude, and impact.

Wednesday May 21, 2025

From the newly announced U.S.-UK trade deal to shifting dynamics in the U.S.-China relationship, we explore the market’s reaction to recent announcements, including Trump’s proposed executive order targeting pharmaceutical pricing. Is the administration’s tariff strategy finally paying off? And what could lower drug prices mean for American consumers? Here is David’s take.

Saturday May 17, 2025

David and Chip investigate the shifting landscape of the U.S. housing market, highlighting growing concerns from home builders and a surge in excess inventory—especially in Florida. The conversation also touches on economic cycles, historical comparisons to 2007, and the return of home builder incentives. From real estate trends to labor economics, this episode is a data-driven look at current market realities.

Friday May 16, 2025

What is David’s take on the “Oracle of Omaha” officially announcing his retirement at the end of 2025? And with Congress back in session, what are the prospects for the Trump tax cuts of 2017 being extended or made permanent? David Brooks has answers to these questions in today’s Q&A episode.

Thursday May 15, 2025

Nebraska’s inheritance tax may finally be changing—estate planning attorney Colin Kastrick, with Kastrick Law, joins us to break down the latest proposal, what it means for beneficiaries, and why getting your documents right matters more than ever, especially in blended families."

Wednesday May 14, 2025

On today’s episode, David shares exciting news: Retire SMART is now an official sponsor of Nebraska Cornhusker Athletics. We also look at April's surprising job numbers, discuss concerning jobless claims data, and revisit Warren Buffett’s historic stance on trade deficits in light of current tariff debates. Plus, China's economic struggles and what it all means for investors.

Saturday May 10, 2025

David breaks down some alarming global economic shifts—from Germany’s deepest recession since reunification to a dramatic slowdown in global trade. He dives into why Europe is becoming nearly “un-investable,” how political leanings are impacting economic growth, and what it means when container ships from China and American freight volumes hit the brakes. Plus, hear how Apple’s pivot to India signals a broader shift in global manufacturing—and what it all means for your financial future.

Friday May 09, 2025

Does Medicare cover Long-term care? If I’m not working during my retirement, do I still have income taxes? And how long has David been a financial advisor? David Brooks has answers to these questions in today’s Q&A episode.

Copyright 2024 All rights reserved.

Podcast Powered By Podbean

Version: 20241125