Retire SMART Podcast

Ep22. Tax and Estate planning with Mike Shudel

Financial Advisor, Mike Shudel, walks through the importance of financial
literacy in all things tax and estate planning, and how to start the preplanning
phase.

Ep21. Derby time and failing economic strategies

David talks about team highlights from the Kentucky Derby, the continued “let downs” from the feds’ economic strategies, and the public vs private sector jobs disparity.

Ep20. "Skiplagging, office real estate selling for cheap, and Hong Kong's interest rate doubled!

David talks about why airlines hate “skiplagging,” more office real estate buildings selling at a fraction of their cost, and the “red flag” of interest rates in Hong Kong doubling in less than a week.

Ep19. Tax cliffs and price drops in the auto industry

From “tax cliffs” to price drops in the auto industry, David Brooks has answers to your questions in today's Q&A segment.

Ep18. Tax planning with Abigail McNaney

Financial Advisor and accountant, Abigail McNaney, discusses the importance of tax planning and what the Tax SMART process is all about.

Ep17. Midwest tornadoes and the Yen

David talks about how in the midst of the local tornado disasters, faith in humanity is restored, and what’s going on with the Yen, and its impact on the globe.

Ep16. Trade schools vs college education

David talks about college vs trade school, and why the Biden administration is suing a convenience store chain.

Ep15. Should you really consult a financial advisor?

From the IRS waiving RMD requirements to consulting professional financial advisors, David Brooks has answers to your questions in today's Q&A segment.

Ep14. "Stump David Brooks!" with Jacob Orand

Financial Advisor, Jacob Orand, leads the charge in our second round of “Stump David Brooks,” on subjects related to charitable giving.

Ep13. Insurance crisis in California and famous restaurant and grocery store closings

David talks about the insurance company crisis in California, a big hit to an iconic restaurant chain, and the abrupt closings of beloved-high end grocery stores in Chicago.