Retire SMART Podcast

Ep 136. The IRS Wants to Prepare Your Tax Return?!

David brings to light the issue of how the IRS wants to prep your tax return. He also pays homage to a dear friend and legend, Art Cashin, New York Stock Exchange fixture for decades, who just recently passed away.

Ep 135. Consumer Spending for the 2024 Holiday Season

What is the predictable outlook on consumer spending this Holiday season? What financial strategies does Retire SMART offer that other advisory firms may not? And how can I go about rolling my work 401(k) into an IRA? David Brooks has answers to these questions in today’s Q&A episode.

Ep 134. Tax Outlook Under Trump

Back in the guest seat, Chief Tax Planning Officer, Evan Marshall, joins David in the studio to talk potential outcomes for what taxes may look like under the coming Trump presidency.  Plus, Evan shares on how he saved a local business owner over $200,000 in taxes!

Ep 133. Other Countries "Tariffied"

Donald J. Trump is stirring up changes and has yet to even step into office! Talks of more tariffs with the “BRICS” nations, who are trying to supplant the dollar as a world reserve currency.  Also, why more Americans are moving south, and not because of the weather.  David gives insight to these headlines.

Ep 132. The Mighty Bitcoin

At first, it seemed that Bitcoin was going to be hot for a season and gone the next, but the cryptocurrency has yet to show signs of burnout.  In fact, with the recent surges, the IRS is watching even closer and may be expecting tax revenues in the future. Here is David Brook’s take on the latest crypto-news.

Ep 131. How to Pick the Right Advisor

Did the recent Microsoft outage have any impact on the financial markets? Do I need to make any “year-end-planning” changes with 2025 just around the corner? And what questions should I ask when interviewing potential advisors? David Brooks has answers to these questions in today’s Q&A episode.

Ep 130. Social Security Insights with Sean Swanson

Did you know that taxes on social security is the largest tax paid by the majority of Americans? Today we invite financial advisor, Sean Swanson, back into the guest seat to talk with David on social security hot topics.

Ep 129. Markets in Favor of Trump's Cabinet

We can’t talk about politics without talking about the economy, and it appears that the markets are in favor of Donald Trump’s cabinet picks, but not everything is sunshine and rainbows across the board; several layoffs for grass-roots workers in the tech sector look to be on the horizon. Here is David’s take.

Ep 128. Wal-Mart is the New Target!

Insider selling looks to be at an all-time-high, stimulus is failing in China, Target shoppers are feeling the pinch and migrating to Wal-Mart, and a cautionary tale for financial advisors!

Ep 127. Heads up 2025 IRA Beneficiaries

Will the RMD rules tighten for IRA beneficiaries in 2025? Is choosing a financial advisor who is also a family member a wise decision? And what are we to take away from the Buffett indicator hitting an all-time-high? David Brooks has answers to these questions in today’s Q & A episode.