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 Mar 19, 2025

Markets are making headlines as volatility shakes investors. With the Dow tumbling nearly 900 points and recession fears on the rise, what’s really happening beneath the surface? Join us as we break down the noise, analyze key economic indicators, and explore strategies to navigate uncertainty.

Saturday Mar 15, 2025

David unpacks the current stock market trends, focusing on the overvaluation of large-cap stocks and the potential correction on the horizon. Plus, the impact of these shifts on investments, from tech stocks like NVIDIA to the broader market dynamics. In other news, what’s happening with Domino’s Pizza that’s peaked David’s interest?

Friday Mar 14, 2025

Should excess dollars rescued by DOGE be given to taxpayers or used to reduce the national debt? What is the 1–3-year outlook for cryptocurrencies, gold, silver, and other rare metals? And will no tax on social security be enacted in 2025? David Brooks has answers to these questions in today’s Q&A episode.

Ep 182. Welcome Tim Herrick

Thursday Mar 13, 2025

Thursday Mar 13, 2025

Welcome to the studio our new guest, financial advisor Tim Herrick! Tim is a U.S. Air Force veteran with experience in government agencies and defense contracting and now leads a class offering guidance to federal employees who may not be aware of all their benefits or how to manage them. He stresses the need for personalized advice to optimize retirement planning, reduce stress, and improve the financial future of federal employees.

Wednesday Mar 12, 2025

It’s a day of celebration for Retire SMART as we look back on the recent grand opening of our Lincoln office and the exciting turnout from team members, community leaders, and special guests. We also discuss key economic updates, including job reports, housing market trends, and the latest political developments. Plus, we break down the implications of America's increasing influence in the Panama Canal and what it means for global trade. 

Saturday Mar 08, 2025

Today, we look into the latest investor fraud schemes spreading across social media; David breaks down the classic pump-and-dump scam and why investors need to stay vigilant. Plus, we shift gears to the state of the market, covering the latest consumer confidence drop, job cuts, and what’s keeping David Brooks up at night!

Friday Mar 07, 2025

How will tariffs affect me and when would I start to feel that change in my wallet? Should I consider turning on my social security early to avoid future changes? And how will DOGE affect my social security and Medicare? David Brooks has answers to these questions in today’s Q&A episode.

Thursday Mar 06, 2025

In today’s guest episode we're diving into the evolving world of digital assets with Brad Starken, our go-to resident authority on cryptocurrency. We'll explore the latest trends, security risks, and the increasing role of blockchain technology in finance. Plus, we'll discuss a major cyber breach that rocked the crypto world and what it means for investors.

Wednesday Mar 05, 2025

In this episode, we catch up with David after an intense six-day speaking tour, discuss the exciting grand opening of our new Lincoln office, and dive into key financial topics, including tax cuts, government revenue, and economic growth. Stay tuned for valuable insights on navigating your financial future!"

Ep 176. A Risky Gold Market

Saturday Feb 22, 2025

Saturday Feb 22, 2025

Walmart and Costco are trading at unusually high valuations raising concerns about a potential market correction. Analyst Kyle Bass, known for predicting past financial crises, warns of risks in the gold market, where physical supply may not match demand. And Trump believes making more pennies doesn’t make any ‘cents.’ Here is David’s take on these stories.

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