Retire SMART Podcast

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.

Ep 155. Is a Tax-Free Retirement Possible?

Where should I look for information that I can trust regarding Medicare? Will getting remarried during my retirement blow up my retirement plan? And is it possible to have a completely tax-free retirement? David Brooks has answers to these questions in today’s Q&A episode.
 

Ep 154. Estate Tax and Business Law Update, with Colin Kastrick

Attorney Colin Kastrick, with Kastrick law, breaks down the latest updates in state taxes, business law, and compliance requirements. He dives into the shifting regulations around business reporting activities like MCTA and FinCET, discussing their implications and recent deadline extensions. Tune in for expert insights and practical advice to keep your business ahead of legal changes.

Ep 153. More East Coast Port Strikes?

Overregulation and inflation keep climbing upwards, particularly for California, where in some areas eggs have reached the price of $9 per dozen! The housing supply in the US has jumped to a 4-year-high, but more homes than usual sit unsold, and lastly, we’re back yet again with another round of East Coast Port Strikes. David explains the potential outcomes of these events.

Ep 152. The Addictions of Trading

David unveils what the top 75 college sports programs are worth, a new perk that Disney is offering to get more traffic into their parks, and a new addiction on the rise, of how the stock market and trading has become the new “crack cocaine”.

Ep 151. Should You Work After Retirement?

Do I need to find another job if my government job forces me to retire at 57 with a pension? What do I do when one financial advisor says I should retire at 60 but the another says I should work longer? David Brooks has answers to these questions in today’s Q&A episode.

Ep 150. Financial Resolutions for 2025

Financial advisor, and recently accolated Certified Financial Planner, Alex Murray joins as guest in today’s show. Alex and David break down a list of the top financial resolutions for 2025.

Ep 149. Equal Weight S&P

We open the year with some wins and some losses; David celebrates the recent bowl victory for the Corn Huskers, while taking time to reflect on the memory of the late former president, Jimmy Carter. In the world of economics, David breaks down the latest updates with Corporate Insider Buying and the S&P 500.

Ep 148. Can a Lifetime Homemaker Get Social Security?

If social security collapses, but we still have 1 million left in our accounts, are we in good shape for retirement? If my mom, being a homemaker, never generated social security income, will she not receive social security after dad passes? David Brooks has answers to these questions in today’s Q&A episode.

Ep 147. Home Inventory Skyrockets

David reveals multiple points of data, ranging from price-to-book valuations, understanding the red-flag that is rapidly increasing inventory of new homes, and what the U.S. can take away from the current bond yield in China.