Retire SMART Podcast

Ep 97. Debates, Port Strikes, Missles, and Southwest Airlines

David unpacks and shares his response on major events in world, such as the recent Vice Presidential debate, the escalation of the missile attacks in and around Israel, the American coastal port strikes, and drastic changes for Southwest Airlines.

Ep 96. A $769,900,000,000 Mistake?!

David reveals some of the harsh realities concerning “real unemployment” statistics, credit card interest rates and defaults being their highest ever, and the investment implications of a $780B mistake.

Ep 95. The Takeover of the California Robotic Workforce!

What is to happen in with the multitude of workers in California out of job due to robots taking their positions at fast-food restaurants? And should we agree with Fed Reserve Chairman Powell’s defense of the recent aggressive rate cut?  David Brooks has answers to these questions in today’s Q & A episode.

Ep 94. A Few Blips For Celebrity Wills

Back in the guest seat, financial advisor, Mike Shudel, shares his wisdom on all things estate planning. Mike brings to light famous mistakes found in celebrity wills that went downhill, while also providing tips on how to be proactive in protecting your estate.

Ep 93. The Great Fall of the September Consumer Confidence

David unpacks the drastic analysis provided by the August Budget Deficit, and how the September consumer confidence fell to its lowest in the last three years.

Ep 92. One Third of the U.S. Barely Treading Water

David brings light on multiple situations, such as that over a third of the population of the U.S. are struggling to pay the bills, in the last four years consumer spending in restaurants has plummeted, and how in just the last three years, monthly expenses have gone up over one-thousand dollars!

Ep 91. A $25K Tax Reduction for Seniors?

Is a $25,000 tax deduction for seniors a good idea? Is there a big difference between 25 basis points and 50 basis points? And from a business owners’ perspective, are profiteers really gouging consumers for extravagant profits? David Brooks has answers to these questions in today’s Q & A episode.

Ep 90. Navigating Through Open Enrollment

Open enrollment for medical benefits is just around the corner, and today, back in the guest seat, Financial Advisor Dustin Galvin, joins David on the discussion of all things Medicare, sharing tips and strategies on how to recognize and navigate potential red flags in your Medicare plans.

Ep 89. A Fate Worse Than a Recession

David breaks down a headline put out from the CEO of JPMorgan, warning the US of an economic fate worse than a recession, and why bond rates are expected to go up.

Ep 88. Read the Fine Print!

David unpacks on the crafty fine print involved in a lawsuit where a man tried to sue Disney over his wife’s death, and why the “Cup & Handle” is David’s favorite and the most predictable pattern in the SP market charts.