Retire SMART Podcast

Ep 165. Trump's Radical Demands

Retire SMART is expanding westward, soon to open a new office location in the Lincoln area! In other news, we’re unpacking some major financial headlines, including Trump’s bold call to end income tax and his push for lower interest rates. Stay tuned as we break it all down and discuss the potential ripple effects.

Ep 164. To Ban or Not to Ban?

To ban, or not to ban? That is the question for the world renown app, Tik Tok. In other news, consumer credit takes a nosedive, and Donald Trump launches $Trump Meme Coin and skyrockets! Here is David’s take on these stories.

Ep 163. Estate Planning vs. Retirement Planning

Estate planning and retirement planning; are these two different, separate projects? How can one properly plan a retirement with health care being a major expense and having so many unknown variables? And is going into the rest estate business, using rentals as supplemental income a good idea? David Brooks has answers to these questions in today’s Q&A episode.

Ep 162. Welcome Joshua Cheatle!

We welcome for the first time, Joshua Cheatle! He recently joined the Retire SMART team as the Director of Advisory Services. David and Josh talk on how this new role helps clients benefit from having a coach for our advisors, upgrading their knowledge and skills.

Ep 161. The Golden Age of America

From the massive freeze-over of the south, the inauguration of our 47th president, to a lengthy list of executive orders dealt just moments after being sworn in as POTUS,  David talks about these recent major events and what impacts they may have on our economic future.

Ep 160. End of the Line for Smaller Banks

David unpacks multiple points of data and analytics across the economic spectrum, from commercial mortgage defaults, rates that threaten banks, and the disparity between market prices and earnings, to fixed index annuities that are outperforming the bond market for the past decade.

Ep 159. Using My 401(k) To Be Debt-Free?

In the world of retirement planning, what does “Rebalancing” mean? When a loved one passes down a sizeable portfolio of stocks, should I be preparing for anything now, such as unforeseen tax implications when he passes? And should I use money from my 401(k) to pay off my mortgage so I can retire debt-free? David Brooks has answers to these questions in today’s Q&A episode.

Ep 158. Welcome Miles Morrissey!

We welcome for the first time our resident authority on all things Medicare, financial advisor Miles Morrissey. Miles talks with David on subjects of IRMMA and why people are having a harder time deciding on what Medicare plan to go with due to the increased number of options to choose from.

Ep 157. How Uncle Sam's Been Managing Your Money

David Brooks discusses the upcoming State of the Market event, featuring insights on market trends and projections, with a special appearance by financial expert Jeff Bush. David also gives insight into a few articles in relation to pivotal government economic movements and policies that have already taken place and have yet to happen.

Ep 156. Meta Pulls Back on Fact-Checking

David unpacks a few headlines from the news, such as Meta switching gears in eliminating fact-checking in order to buddy up to Trump, and the US Treasury announcing that it was “hacked” by China. Lastly, David reveals a list of popular businesses that are at risk due to issuing out debt.