Retire SMART Podcast

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.

Episodes

July 13, 2024 11 mins

David talks on Warren Buffett’s confirmation on how he has cut the Gates Foundation from his will and what seems to be a breach of fiduciary duty from a Morgan Stanley lawsuit over low interest rates on client cash.

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Is Walgreens in trouble? Is now a good time for selling my property? Should I invest in the tech sector? David Brooks has answers to your questions in today's Q&A episode.

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July 11, 2024 10 mins

Do you use apps for managing your finances and investments? Financial advisor, Alex Murray, shares wisdom and warnings on “FIN TECH” (Financial Tech) in today’s conversation with David Brooks.

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David shares his thoughts on the recent Biden-Trump debate, and how the policies of the future elect can directly affect the financial wellness of your portfolio.

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David discusses how nearly half of American EV owners are likely to shift back to gas-powered cars, why McDonalds is having to pull back on their AI-based ordering systems, and how your taxes will likely be going up.

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Should we consider Trump’s proposal to replace income tax with tariffs? Is our country’s debt load reasonable? And will Bidenomics ever work? David Brooks has answers to your questions in today's Q&A episode.

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David talks with financial advisor, Mike Shudel, on the valuation of real estate assets, particularly for farmers, and how to develop a SMART protection plan to safeguard your family legacy.

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Multiple reports by ZeroHedge that bring to light reoccurring issues that were promised to be taken care of, such as Biden’s High Speed internet, and how “The Fed is playing with fire by not cutting rates.”

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We are bringing out one of David’s popular video conversations from the Retire Smart media vault to the podcast platform.  Wealth advisor, Adam Curran, of Curran Financial Partners, hosts a debate with David on Roth conversions.

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Amid all the negative news stories, finally David Brooks jumps on the positive news train! In today's episode David responds to an article by Forbes on how Omaha made it to the #1 slot of top 10 cities to live in, and gives praise to Nebraska on how it has remained a fiscally responsible champion, as a state.

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Some news outlets say we’re gaining jobs while others say we’re losing them; what is the true job situation? And what are we to expect with Apple now taking a piece of the “Open A.I.” pie? 

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Auto insurance, home-owners insurance, Medicaid, and assisted living; all these can be a nightmare to manage…but worry not!  David talks with the president of SMART Protection and Senior Asset Solutions, Michael Luna, on developing strategies to navigate through these critical challenges.

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David shares his highlights from the “TeamMates Golf Event,” European voters veering to the “right,” and tax changes on the horizon that has business and tax leaders worried.

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David talks about the differences between Medicare advantage plans and Medicare supplemental policies and how there’s a global crisis with the supply and demand of copper, due to the high demand of electric vehicles.

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Should republicans try to extend and pay for the Trump tax cuts? Are there hidden tax traps when selling gold? And what’s the “sweet spot” for the percentage of income spent on a mortgage?

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Bitcoin, Ethereum, crypto mining, and more! David talks with Financial Advisor, Brad Starken, about currency in the digital universe.

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David talks about how the market is a leading indicator of what’s happening in the overall economic health of our country, and how to read the “signs.”  Plus, how McDonald’s is no longer fast food, but a luxury.

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Why David is troubled about the “buy now, pay later” loan strategy that’s becoming more popular and how Amazon’s “Just Walk Out” shops’ security technology isn’t what it seems.

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Why is the California public employee retirement system melting down and is corporate America to blame for all the inflation?!  David Brooks has answers to your questions in today's Q&A segment.

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David talks with Estate Planning Attorney, Colin Kastrick, about Retire SMARTs’ wholistic approach to retirement and how estate planning is something most retirees think is a good idea but have poor follow-through with.

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