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

Ep50. FIN Tech with Alex Murray

Thursday Jul 11, 2024

Thursday Jul 11, 2024

Do you use apps for managing your finances and investments? Financial advisor, Alex Murray, shares wisdom and warnings on “FIN TECH” (Financial Tech) in today’s conversation with David Brooks.

Wednesday Jul 10, 2024

David shares his thoughts on the recent Biden-Trump debate, and how the policies of the future elect can directly affect the financial wellness of your portfolio.

Saturday Jul 06, 2024

David discusses how nearly half of American EV owners are likely to shift back to gas-powered cars, why McDonalds is having to pull back on their AI-based ordering systems, and how your taxes will likely be going up.

Friday Jul 05, 2024

Should we consider Trump’s proposal to replace income tax with tariffs? Is our country’s debt load reasonable? And will Bidenomics ever work? David Brooks has answers to your questions in today's Q&A episode.

Thursday Jul 04, 2024

David talks with financial advisor, Mike Shudel, on the valuation of real estate assets, particularly for farmers, and how to develop a SMART protection plan to safeguard your family legacy.

Wednesday Jul 03, 2024

Multiple reports by ZeroHedge that bring to light reoccurring issues that were promised to be taken care of, such as Biden’s High Speed internet, and how “The Fed is playing with fire by not cutting rates.”

Wednesday Jun 26, 2024

We are bringing out one of David’s popular video conversations from the Retire Smart media vault to the podcast platform.  Wealth advisor, Adam Curran, of Curran Financial Partners, hosts a debate with David on Roth conversions.

Saturday Jun 22, 2024

Amid all the negative news stories, finally David Brooks jumps on the positive news train! In today's episode David responds to an article by Forbes on how Omaha made it to the #1 slot of top 10 cities to live in, and gives praise to Nebraska on how it has remained a fiscally responsible champion, as a state.

Friday Jun 21, 2024

Some news outlets say we’re gaining jobs while others say we’re losing them; what is the true job situation? And what are we to expect with Apple now taking a piece of the “Open A.I.” pie? 

Thursday Jun 20, 2024

Auto insurance, home-owners insurance, Medicaid, and assisted living; all these can be a nightmare to manage…but worry not!  David talks with the president of SMART Protection and Senior Asset Solutions, Michael Luna, on developing strategies to navigate through these critical challenges.

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