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 Sep 04, 2024

David unpacks the following: a CNBC headline on how a recession is coming to the US, but that ‘a few rate cuts’ won’t prevent it.  Plus, at the Democratic National Convention, the Secretary of Commerce seemed oblivious to the BLS data on the nearly million “fake” jobs created by the Biden administration.

Saturday Aug 31, 2024

David talks on how the expectation for income amount for the next twelve months is lower, putting the consumer between a rock and a hard place.  And, how the outlook of weaker sales for major home improvement retailers, such as Lowes and Home Depot, will greatly impact the economy.
 

Friday Aug 30, 2024

Should I put my money, from my 401k, into an IRA when I retire? What does the term “False Breakdown” mean in financial language? And with cancellations rising, is this a bad time to sell your home? David Brooks has answers to these questions in today’s Q & A episode.

Ep 74. SMART Las Vegas!

Thursday Aug 29, 2024

Thursday Aug 29, 2024

The Retire SMART family is branching out!  Joining in our studio today, is financial advisor, Brian McConnell, who will be leading the Retire SMART team in Las Vegas, Nevada.  Brian unpacks his journey with David on what lead him to become an advocate for the SMART process.

Wednesday Aug 28, 2024

David gives details on a documentary feature film he helped produce, “The Psychology of Retirement,” on how it’s a wakeup call for retirees.  But even though these are rough waters, David manages to bring a little humor with his take on the weekly market analysis.

Ep 72. Goodbye Macy's

Saturday Aug 24, 2024

Saturday Aug 24, 2024

David gives insight on Intel’s massive job cuts that came after it received $8.5 billion in taxpayer money, and how Macy’s store closures will forever change the outlook of shopping malls.

Friday Aug 23, 2024

Why is Google being forced to “split up?” What does it mean that Berkshire’s assets are now more than 25% cash? And do we finally have the right leader for the Nebraska football program? David Brooks has answers to these questions in today’s Q&A episode.

Thursday Aug 22, 2024

David unpacks a few items one could expect at our upcoming SMART Spend-down Solutions Class, hosted by Colin Kastrick with Kastrick Law, and Michael Luna with Senior Asset Solutions. Plus, David reveals data on how delinquencies are on the rise across the board, especially with commercial mortgages.
 

Wednesday Aug 21, 2024

From disconnections between the labor market and the stock market, to times when the unemployment rate surpassed its 24-month moving average, David walks us through the analytical data related to these fields.

Saturday Aug 17, 2024

David talks on how California keeps taking hits by over-regulating and over-taxing big name companies, that end up packing their bags and moving out of state, and why Prospect Capital’s $8B private credit strategy is raising concern.

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