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

Ep 107. Is Google Too Big?

Friday Oct 25, 2024

Friday Oct 25, 2024

Should the Department of Justice break up the alleged monopoly, that is Google? Are we seeing today a repeat of the S&P Index, as it was in 2007? And now that we’re halfway through the season, is David Brooks sticking with his prediction for the Huskers? David Brooks has answers to these questions in today’s Q & A episode.

Ep 106. Big B.O.I. Uncle Sam

Thursday Oct 24, 2024

Thursday Oct 24, 2024

Are you an entrepreneur or own a small business? Today, David invites Attorney Colin Kastrick, with Kastrick Law, to talk about a potentially missed regulation from Uncle Sam called a “B.O.I. Report,” as well as other tips to help you get into the proactive planning mindset for your estate.

Wednesday Oct 23, 2024

It’s a perfect storm for the FED! Inflation came in hotter than expected, as did jobless claims, and stagflation is here. David Brooks continues down this rabbit hole by revealing how the Bond market is the true barometer for inflation levels.

Saturday Oct 19, 2024

David unpacks how even with the recent Fed rate cuts, mortgage rates are continuing to go up, and why the Federal Reserve is incredibly low on its reserves.

Friday Oct 18, 2024

Can someone retire with $400,000 in a 401(k) if they’re single and over 60? Should we be concerned with the current number of American households in which at least 25% of the income comes from the government? And what is going on with the multitude of over 1,400 CEOs announcing their departures? David Brooks has answers to these questions in today’s Q & A episode.

Thursday Oct 17, 2024

Are you on team David, or team David? Is it possible to be a fan and follower of both Davids? Today, financial advisor, Alex Murray, joins David Brooks in the studio to talk through Dave Ramsey’s 7 baby steps to financial peace. 

Wednesday Oct 16, 2024

David “looks under the hood” of another jobs report, claiming that U.S. job creation roared higher in September as payrolls surged by 254,000.  And why the increase of Government jobs, as opposed to non-government jobs, does more harm to the American economy than good.

Saturday Oct 12, 2024

David forecasts the future of the market by looking to a past “soft landing” prediction by Janet Yellen; also, David highlights an article on luxury stocks slipping, revealing that even wealthy Chinese consumers are holding back in fear of an overall economic downturn.

Friday Oct 11, 2024

Should we be concerned with the sudden high demand from Singapore for NVIDIA products?  For states that are fiscally responsible, is it bad news that Trump seems to be reversing his position on the salt deduction? And what impact with the new Prime Minister of Japan have on the NIKKEI index and perhaps our markets? David Brooks has answers to these questions in today’s Q & A episode.

Thursday Oct 10, 2024

With the elections just around the corner, many are concerned with what’s to happen to their social security benefits in the years to come. Financial advisor, Sean Swanson, who leads the SMART Social Security Blueprint class, sheds light on the potential predicament.

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