Retire SMART Podcast

Ep42. Navigating through Critical Retirement Challenges, with Michael Luna

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.

Ep41. Mentoring young men and coming tax changes that has business leaders concerned

David shares his highlights from the “TeamMates Golf Event,” European voters veering to the “right,” and tax changes on the horizon that has business and tax leaders worried.

Ep40. Medicare red flags and the high copper demand

David talks about the differences between Medicare advantage plans and Medicare supplemental policies and how there’s a global crisis with the supply and demand of copper, due to the high demand of electric vehicles.

Ep39. The Trump Tax, a hidden gold tax, and a healthy mortgage

Should republicans try to extend and pay for the Trump tax cuts? Are there hidden tax traps when selling gold? And what’s the “sweet spot” for the percentage of income spent on a mortgage?

Ep38. Currency in the digital universe with Brad Starken

Bitcoin, Ethereum, crypto mining, and more! David talks with Financial Advisor, Brad Starken, about currency in the digital universe.

Ep37. Signs of the market and "McLuxuries"

David talks about how the market is a leading indicator of what’s happening in the overall economic health of our country, and how to read the “signs.”  Plus, how McDonald’s is no longer fast food, but a luxury.

Ep36. Warnings for "Buy Now, Pay Later" Strategy

Why David is troubled about the “buy now, pay later” loan strategy that’s becoming more popular and how Amazon’s “Just Walk Out” shops’ security technology isn’t what it seems.

Ep25. IS Corporate America to Blame for all the Inflation?

Why is the California public employee retirement system melting down and is corporate America to blame for all the inflation?!  David Brooks has answers to your questions in today's Q&A segment.

Ep34. Holistic Retirement Planning with Colin Kastrick

David talks with Estate Planning Attorney, Colin Kastrick, about Retire SMARTs’ wholistic approach to retirement and how estate planning is something most retirees think is a good idea but have poor follow-through with.

Ep33. Global Trade Alarm Bells & Inflation Takes it's toll on Struggling Americans

The soaring rates of ocean freight containers that’s setting off global trade alarm bells and how American’s struggle to make ends meet as inflation takes its toll.