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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

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.

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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.

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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.

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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.

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12:20

Ep 196. The Downside of Lower Oil Prices

Retire SMART Podcast ·

2025/04/05

We investigate the latest headlines shaking up government accountability and energy policy. From the Social Security Administration’s massive cleanup of outdated records to the economic impact of oil prices, we break down what it all means for taxpayers and businesses alike.

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07:54

Ep 195. How Much Savings can DOGE find for the US?

Retire SMART Podcast ·

2025/04/04

If the war in Ukraine is settled, what sectors of the market will be affected and how? What is the estimated amount per taxpayer to pay down the debt and balance the budget? And how much savings can DOGE find from ending fraud in Social Security and Medicare? David Brooks has answers to these questions in today’s Q&A episode.

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11:39

Ep 194. The "Un"-fairness Act, with Sean Swanson

Retire SMART Podcast ·

2025/04/03

We're joined by Sean Swanson to discuss all things Social Security, including the upcoming Social Security Blueprint class. With recent changes like the Fairness Act and its impact on lump sum payments, we'll break down key strategies to optimize benefits, avoid tax pitfalls, and ensure financial security in retirement.

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10:43

Ep 193. Rough Seas for the USS Stock Market

Retire SMART Podcast ·

2025/04/02

As the markets navigate uncertain waters, a recent Advisor Hub article warns that the ‘USS Stock Market’ may be heading into rough seas. With shifts in economic policy and concerns over a potential recession, experts debate the impact of new leadership and market corrections. Will these economic tides bring stability or further turbulence?

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12:19

Ep 192. Why Should Homeowners Have to "Rent" From the...

Retire SMART Podcast ·

2025/03/29

Are you tired of feeling like you're renting your own home from the government? In this episode, we investigate the growing movement to eliminate property taxes and shift towards consumption-based taxation. With states exploring new ways to fund public services, is this the fair solution we've been waiting for, or just another tax shift? Join us as we break down the debate and explore what it could mean for your wallet.

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08:36

Ep 191. A $5,000 Stimulus From Elon Musk?

Retire SMART Podcast ·

2025/03/28

How does David know the truth about the numbers and data that comes out of the White House? Would an Elon Musk $5,000 tax refund be a wise decision? And at what age should one not convert pre-tax accounts? David Brooks has answers to these questions in today’s Q&A episode.

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10:22

Ep 190. Wills and Trusts with Mike Shudel

Retire SMART Podcast ·

2025/03/27

Back in the studio today is one of our lead financial advisors, Mike Shudel. He’s here to discuss wills versus trusts—who needs what and why getting a proper estate plan in place is crucial. We’ll also highlight our upcoming Tax & Estate Planning class, where you can learn how to protect your assets and ensure a smooth transition for your loved ones. Stay tuned for valuable insights on securing your financial future!

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11:20

Ep 189. The Rise of Mortgage Rejection Rates

Retire SMART Podcast ·

2025/03/26

Rising mortgage rejection rates, foreclosure spikes, and growing consumer debt—are we heading for another financial crisis? Today, we unpack the latest data on mortgage rejections, credit struggles, and what it all means for homeowners and the economy. Here is David’s take on the warning signs and what to watch for next.

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11:43

Ep 188. Is There Enough Gold to Go Around?

Retire SMART Podcast ·

2025/03/22

Gold imports have surged in an unprecedented spike, raising serious questions about the state of the gold market. Is there enough physical gold to back up investment funds, or is something else at play? Plus, we uncover shocking details about federal employee credit card spending and the push for greater government transparency. Stay tuned for David’s unpacking of these financial mysteries!

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09:37

Ep 187. Another Way of Reducing National Debt?

Retire SMART Podcast ·

2025/03/21

What are “cost basis points,” and how do they work? Can increased national economic growth be a method of reducing national debt? And is a portfolio of dividend-paying investments, in order to stay ahead of inflation, a good investment strategy? David Brooks has answers to these questions in today’s Q&A episode.

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10:49

Ep 186. Avoiding Unnecessary Long-term Care Costs

Retire SMART Podcast ·

2025/03/20

Back in the studio, Michael Luna joins us to discuss Smart Spend Down Solutions and how his company, Senior Asset Solutions, helps families protect their assets from unnecessary long-term care costs. Learn how Medicaid planning strategies can safeguard financial legacies while ensuring quality care. Plus, details on an upcoming class to educate families on these vital strategies.

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09:04

Ep 185. Recession Fears on the Rise

Retire SMART Podcast ·

2025/03/19

Markets are making headlines as volatility shakes investors. With the Dow tumbling nearly 900 points and recession fears on the rise, what’s really happening beneath the surface? Join us as we break down the noise, analyze key economic indicators, and explore strategies to navigate uncertainty.

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11:04

Ep 184. History in the Making for Domino's Pizza

Retire SMART Podcast ·

2025/03/15

David unpacks the current stock market trends, focusing on the overvaluation of large-cap stocks and the potential correction on the horizon. Plus, the impact of these shifts on investments, from tech stocks like NVIDIA to the broader market dynamics. In other news, what’s happening with Domino’s Pizza that’s peaked David’s interest?

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09:38

Ep 183. No Tax on Social Security in 2025?

Retire SMART Podcast ·

2025/03/14

Should excess dollars rescued by DOGE be given to taxpayers or used to reduce the national debt? What is the 1–3-year outlook for cryptocurrencies, gold, silver, and other rare metals? And will no tax on social security be enacted in 2025? David Brooks has answers to these questions in today’s Q&A episode.

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10:13

Ep 182. Welcome Tim Herrick

Retire SMART Podcast ·

2025/03/13

Welcome to the studio our new guest, financial advisor Tim Herrick! Tim is a U.S. Air Force veteran with experience in government agencies and defense contracting and now leads a class offering guidance to federal employees who may not be aware of all their benefits or how to manage them. He stresses the need for personalized advice to optimize retirement planning, reduce stress, and improve the financial future of federal employees.

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14:18

Ep 181. Panama Canal Ports Back Under American Control

Retire SMART Podcast ·

2025/03/12

It’s a day of celebration for Retire SMART as we look back on the recent grand opening of our Lincoln office and the exciting turnout from team members, community leaders, and special guests. We also discuss key economic updates, including job reports, housing market trends, and the latest political developments. Plus, we break down the implications of America's increasing influence in the Panama Canal and what it means for global trade.

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314 results

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