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

Thursday May 23, 2024

From the importance of who’s running for Vice President to the pros and cons of a ROTH conversion, David Brooks has answers to your questions in today's Q&A segment.

Thursday May 23, 2024

Attorney and estate planner, Colin Kastrick, with Kastrick Law, joins David in the discussion on TRUSTS, inheritance taxes, and living wills.

Thursday May 23, 2024

David talks about the economic catastrophe following the Baltimore Bridge collapse, and job cuts in the wake of California's raising of the minimum wage bar.

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