Episodes

Saturday Aug 17, 2024
Saturday Aug 17, 2024
David talks on how California keeps taking hits by over-regulating and over-taxing big name companies, that end up packing their bags and moving out of state, and why Prospect Capital’s $8B private credit strategy is raising concern.

Friday Aug 16, 2024
Friday Aug 16, 2024
How can a financial advisor help numerous workers when their massive company shuts down? Should Nebraska mimic Colorado, and enact what supporters call a “Taxpayers Bill of Rights?” Are we entering a similar cycle to 2008? David Brooks has answers to these questions in today’s Q & A episode.

Thursday Aug 15, 2024
Thursday Aug 15, 2024
CEO of Martinsen Wealth Management, Lane Martinsen, joins with David in discussion as they compare retirement and tax strategies in their businesses, and how planning has grown more complex over the years.

Wednesday Aug 14, 2024
Wednesday Aug 14, 2024
David Brooks shares his thoughts on Tim Walz being the running mate as Vice President, for candidate Harris, and why we should not be quick to trust the data that government agencies are putting out, particularly on job surveys.

Saturday Aug 10, 2024
Saturday Aug 10, 2024
David talks on the ‘arms race’ over Big Tech Names splurging to get the latest AI chips, and on how major states are in a chokehold due to the loss of high dollar tax payers.

Friday Aug 09, 2024
Friday Aug 09, 2024
What is Project 2025 and are you for it or against it? in today's Q&A episode, David Brooks unpacks this hot button topic that’s sweeping all of the news airways and social media outlets.

Thursday Aug 08, 2024
Thursday Aug 08, 2024
Estate Planning Attorney, Colin Kastrick, expands on how the flow of assets, through a will, can become complicated in “2nd marriage” scenarios and for clients choosing to cohabitate.

Wednesday Aug 07, 2024
Wednesday Aug 07, 2024
David Brooks gives insight on the following major topics: Kamala Harris looks to be the likely presidential nominee for the Democratic party and Sticky inflation is turning up the heat for average buyers in the grocery and food industries.

Friday Aug 02, 2024
Friday Aug 02, 2024
President and founder of Kirsner Wealth Management, Craig Kirsner, discusses with David on strategies on how you don’t have to wait for your passing to bless your family legacy.
DISCLOSURE:
Craig Kirsner and Kirsner Wealth Management are not clients of, nor affiliated with Retire SMART and were not compensated for his appearance or endorsement. However, Craig Kirsner does benefit from this podcast also being released on the Kirsner Wealth Management video and podcast platforms.

Wednesday Jul 31, 2024
Wednesday Jul 31, 2024
We are bringing out one of David’s virtual advisor talks from the Retire Smart media vault to the podcast platform. Founder and President of Evolution Retirement Services, Adam Bruno, hosts a conversation with David Brooks on retirement and tax planning.

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