Retire SMART Podcast

Ep 60. States Winning and Losing On Taxable Income

David talks on the four winning and four losing states in taxable income, and how the U.S. needs to pay close attention to the Chinese banking crisis, to not follow suit.

Ep 59. Is Social Security Secure?

Is the Fed in favor of rate cuts or not? Do we pay off our home in one payment or leave the mortgage alone? Is the future of social security secured? David Brooks has answers to your questions in today's Q&A episode.

Ep 58. (Not so) Free Medicare, with Dustin Galvan

Financial advisor, Dustin Galvan, touches on the ABCs of Medicare and how to be cautious with the so called “free” Medicare Advantage plans.

Ep 57. A Pivotal Moment for an Election Year

David reflects on the recent assassination attempt on former president Trump and how policies laid out by the government have affected the financial wellness of our country over the last four years.

Ep56. Max Headroom Biden!

David talks on how AI is a serious option being considered to help in the Biden campaign, and how the AI boom is to blame for the new high record of office vacancies in San Francisco.
 

Ep55. The Day of the Digital Dollar

Is the day of the digital dollar upon us? Is David’s math on point? Did the bearish analyst from JP Morgan quit or get fired? David Brooks has answers to your questions in today's Q&A episode.

Ep54. "Stump David Brooks!" (Part 3) with Jacob Orand

Financial advisor, Jacob Orand brings back our third installment of “Stump David Brooks” on subjects related to charitable giving.

Ep53. A Big Move for the Supreme Court

David talks on one of the biggest and most significant rulings out of the supreme court, and what the S&P 22-Day Moving Average is all about.

Ep52. Buffett Removes Gates Foundation From His Will

David talks on Warren Buffett’s confirmation on how he has cut the Gates Foundation from his will and what seems to be a breach of fiduciary duty from a Morgan Stanley lawsuit over low interest rates on client cash.

Ep51. Is It Time to Sell Yet?

Is Walgreens in trouble? Is now a good time for selling my property? Should I invest in the tech sector? David Brooks has answers to your questions in today's Q&A episode.