Retire SMART Podcast

Ep 68. The downward Spiral of California

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.

Ep 67. Cycling back to 2008?

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.

Ep 66. Retire SMART in the "Financial Fast Lane"

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.

Ep 65. Responding to Kamala's VP pick, Tim Walz

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.

Ep 64. The Big Tech Arms Race for Chips

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.

Ep 63. Unpacking "Project 2025"

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.

Ep 62. Asset Managements for 2nd Marriages and Co-habitants, with Colin Kastrick

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.

Ep 61. Kamala Harris and Sticky Inflation

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.
 

Blessing Your Family Legacy, With Craig Kirsner

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.

Roth Conversions, Spending More Money, and the State of the IRS, with Adam Bruno

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.