x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Retire SMART Podcast

Retire SMART LLC

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.

business investing

All Episodes

11:51

Ep 216. China's Freights Hit the Brakes

Retire SMART Podcast ·

2025/05/10

David breaks down some alarming global economic shifts—from Germany’s deepest recession since reunification to a dramatic slowdown in global trade. He dives into why Europe is becoming nearly “un-investable,” how political leanings are impacting economic growth, and what it means when container ships from China and American freight volumes hit the brakes. Plus, hear how Apple’s pivot to India signals a broader shift in global manufacturing—and what it all means for your financial future.

en

11:17

Ep 215. David's Business History

Retire SMART Podcast ·

2025/05/09

Does Medicare cover Long-term care? If I’m not working during my retirement, do I still have income taxes? And how long has David been a financial advisor? David Brooks has answers to these questions in today’s Q&A episode.

en

09:13

Ep 214. Federal Worker Retirement Strategies, with...

Retire SMART Podcast ·

2025/05/08

David brings back financial advisor Tim Herrick to help break down the recent wave of federal layoffs—potentially impacting over 100,000 government employees—and what it means for those navigating pensions and retirement planning. They discuss the pros and cons of the Thrift Savings Plan (TSP), highlight common pitfalls with TSP distributions, and explore smarter strategies like IRA rollovers and Roth conversions to help federal employees gain more control and flexibility in retirement.

en

11:00

Ep 213. Tariffs; Good or Bad?

Retire SMART Podcast ·

2025/05/07

Tariffs are back in the headlines—but are they really just bad news? We break down the economic pros and cons, from rising consumer costs to a surprising boost in federal revenue. We’ll also dig into the political messaging, the timing, and what all this means for investors, retirees, and smart planners alike. It’s a conversation that cuts through the noise.

en

11:11

Ep 212. Job Cuts and Real Estate Prices

Retire SMART Podcast ·

2025/05/03

David breaks down the growing disconnect between Jerome Powell’s optimistic economic outlook and the mounting signs of a slowdown, including a surge in announced job cuts and softening real estate prices. He discusses the ripple effects of declining cash buyers, rising housing vacancies, and what it all could mean for interest rates, inflation, and the housing market in the months ahead.

en

09:35

Ep 211. Withdrawal Rules for the 401(k)

Retire SMART Podcast ·

2025/05/02

Is 72 the mandatory age for 401(k) withdrawal rules, or has it changed? What proactive moves is David making with his clients right now, while my current advisor reminds me to simply stay the course? David Brooks has answers to these questions in today’s Q&A episode.

en

09:18

Ep 210. Smart Spend-Down Strategies with Derrick Flores

Retire SMART Podcast ·

2025/05/01

David welcomes back Derek Flores from Senior Asset Solutions to discuss smart spend-down strategies for retirees and families facing long-term care costs. They discuss protecting assets from nursing home expenses, Medicaid planning, and an upcoming educational class covering Medicaid-compliant annuities, the five-year look-back rule, and more. Whether you're pre-planning or in crisis mode, stay tuned for valuable insights for preserving your legacy.

en

12:29

Ep 209. Light at the End of the "Trade War" Tunnel?

Retire SMART Podcast ·

2025/04/30

From Trump’s assurances on Fed Chair Jerome Powell to hints at de-escalation in the China trade war, there’s no shortage of market-moving news. David unpacks what these developments could mean for investors, why recent market volatility isn’t signaling an all-clear just yet, and how strategic manufacturing and global trade negotiations might shape the future of the U.S. economy.

en

11:08

Ep 208. Brokers vs Advisors

Retire SMART Podcast ·

2025/04/26

David unpacks a surprisingly important distinction in the financial world: the difference between brokers and advisors. He explores how compensation structures impact client relationships, and why a push for clearer titles could help consumers make more informed financial decisions.

en

08:57

Ep 207. Buying the Dream Home With Your IRA?

Retire SMART Podcast ·

2025/04/25

How do you convince a financial DIY’er to get expert financial help? Should I take money out of my IRA, even without penalties, to help buy my dream retirement home in the country? And should I stop contributing to my company’s 401(k) because they’re not matching it anymore, and put my money elsewhere? David Brooks has answers to these questions in today’s Q&A episode.

en

12:31

Ep 206. IRS Staffing Changes, Post Tax Season

Retire SMART Podcast ·

2025/04/24

"Tax Day is finally behind us, and CPA Evan Marshall joins David in the discussion to talk about what smart tax planning looks like after tax season. We cover IRS staffing changes, the upcoming expiration of the Trump-era tax cuts, and what entrepreneurs and retirees should be doing now to stay ahead.

en

09:09

Ep 205. The Tariff "UNO" Reverse Card

Retire SMART Podcast ·

2025/04/23

David and Chip break down the market’s wild swing following tariff reversals, uncover why a massive rally might be a red flag, and explain how retirees can pivot from panic to preparedness. Plus—what J.P. Morgan and consumer sentiment surveys are signaling about what’s next.

en

09:21

Ep 204. "Mine Baby Mine!"

Retire SMART Podcast ·

2025/04/19

Social Security checks are getting a boost this April, thanks to new changes tied to the Fairness Act—some retirees are even receiving unexpected lump sums. Plus, we investigate what “wider market breadth” really means, and why it could be signaling shifts ahead. And in a surprise energy update, federal agencies are greenlighting more coal mining in a bid for U.S. energy independence.

en

06:37

Ep 203. The "Melissa's Mattress Money" Method

Retire SMART Podcast ·

2025/04/18

Should I use the $200,000, that’s in an after-tax account, I’m getting from my divorce to pay off my house, which has 22 years left on the mortgage? And with the markets being so unpredictable, should I be like Mrs. Brooks with my investments and go the route of the “Melissa’s mattress money” method? David Brooks has answers to these questions in today’s Q&A episode.

en

11:10

Ep 202. IRMAA Penalties, with Alex Murray

Retire SMART Podcast ·

2025/04/17

Certified Financial Planner Alex Murray returns to unpack key Medicare penalties like IRMAA and share insights from the first IRMAA planning class. The team also debunks some viral — and dangerous — financial advice circulating online, while stressing the importance of holistic planning, trusted counsel, and smart tax-efficient strategies for major financial decisions.

en

13:52

Ep 201. The 2025 Bearish Market

Retire SMART Podcast ·

2025/04/16

What do Philadelphia sports teams and market downturns have in common? David and Chip explore an uncanny pattern in market history, unpack the role of investor sentiment in bear markets, and share why active management matters—especially when emotions run high.

en

12:02

Ep 200. More States Scrapping Income Tax

Retire SMART Podcast ·

2025/04/12

Today we investigate the evolving landscape of state taxation and its impact on housing markets and economic migration. From Florida’s bold consideration of eliminating property taxes to Mississippi becoming the 10th state to scrap income tax, we examine how these shifts could spark real estate booms, reshape state economies, and influence where Americans choose to live and work.

en

09:55

Ep 199. How to Best Help Your Grandchild Through College

Retire SMART Podcast ·

2025/04/11

With so many changing factors in the political and economic spectrum, how much is enough to live off for a 20–30-year retirement? What is the tax impact for my spouse, or myself, if one of us passes and the other inherits the IRA of the spouse? And what is the best way to help send my grandchild through college? David Brooks has answers to these questions in today’s Q&A episode.

en

09:23

Ep 198. The Energy Cost of Crypto, with Brad Starken

Retire SMART Podcast ·

2025/04/10

We welcome back our resident authority on digital currency, Brad Starken, to decipher some major shifts in the world of crypto. From executive orders and strategic reserves to quantum computing and energy demands, Brad brings clarity to a rapidly evolving space—and shares what it all could mean for the future of crypto and regulation.

en

08:59

Ep 197. Trump's "Liberation Day"

Retire SMART Podcast ·

2025/04/09

On today's episode, we break down the economic and political landscape as the Trump administration’s tariffs—dubbed “Liberation Day”—go into effect. We explore the market implications, the administration's strategy to reshape U.S. revenue and labor, and what investors should watch amid Newsmax’s wild IPO surge and a possibly overvalued S&P 500. David Brooks unpacks trade policy, market cycles, and why it all matters.

en

310 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...