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

13:02

Ep 165. Trump's Radical Demands

Retire SMART Podcast ·

2025/02/05

Retire SMART is expanding westward, soon to open a new office location in the Lincoln area! In other news, we’re unpacking some major financial headlines, including Trump’s bold call to end income tax and his push for lower interest rates. Stay tuned as we break it all down and discuss the potential ripple effects.

en

10:35

Ep 164. To Ban or Not to Ban?

Retire SMART Podcast ·

2025/02/01

To ban, or not to ban? That is the question for the world renown app, Tik Tok. In other news, consumer credit takes a nosedive, and Donald Trump launches $Trump Meme Coin and skyrockets! Here is David’s take on these stories.

en

09:50

Ep 163. Estate Planning vs. Retirement Planning

Retire SMART Podcast ·

2025/01/31

Estate planning and retirement planning; are these two different, separate projects? How can one properly plan a retirement with health care being a major expense and having so many unknown variables? And is going into the rest estate business, using rentals as supplemental income a good idea? David Brooks has answers to these questions in today’s Q&A episode.

en

11:14

Ep 162. Welcome Joshua Cheatle!

Retire SMART Podcast ·

2025/01/30

We welcome for the first time, Joshua Cheatle! He recently joined the Retire SMART team as the Director of Advisory Services. David and Josh talk on how this new role helps clients benefit from having a coach for our advisors, upgrading their knowledge and skills.

en

12:13

Ep 161. The Golden Age of America

Retire SMART Podcast ·

2025/01/29

From the massive freeze-over of the south, the inauguration of our 47th president, to a lengthy list of executive orders dealt just moments after being sworn in as POTUS, David talks about these recent major events and what impacts they may have on our economic future.

en

12:56

Ep 160. End of the Line for Smaller Banks

Retire SMART Podcast ·

2025/01/25

David unpacks multiple points of data and analytics across the economic spectrum, from commercial mortgage defaults, rates that threaten banks, and the disparity between market prices and earnings, to fixed index annuities that are outperforming the bond market for the past decade.

en

09:48

Ep 159. Using My 401(k) To Be Debt-Free?

Retire SMART Podcast ·

2025/01/24

In the world of retirement planning, what does “Rebalancing” mean? When a loved one passes down a sizeable portfolio of stocks, should I be preparing for anything now, such as unforeseen tax implications when he passes? And should I use money from my 401(k) to pay off my mortgage so I can retire debt-free? David Brooks has answers to these questions in today’s Q&A episode.

en

08:26

Ep 158. Welcome Miles Morrissey!

Retire SMART Podcast ·

2025/01/23

We welcome for the first time our resident authority on all things Medicare, financial advisor Miles Morrissey. Miles talks with David on subjects of IRMMA and why people are having a harder time deciding on what Medicare plan to go with due to the increased number of options to choose from.

en

12:25

Ep 157. How Uncle Sam's Been Managing Your Money

Retire SMART Podcast ·

2025/01/22

David Brooks discusses the upcoming State of the Market event, featuring insights on market trends and projections, with a special appearance by financial expert Jeff Bush. David also gives insight into a few articles in relation to pivotal government economic movements and policies that have already taken place and have yet to happen.

en

12:31

Ep 156. Meta Pulls Back on Fact-Checking

Retire SMART Podcast ·

2025/01/18

David unpacks a few headlines from the news, such as Meta switching gears in eliminating fact-checking in order to buddy up to Trump, and the US Treasury announcing that it was “hacked” by China. Lastly, David reveals a list of popular businesses that are at risk due to issuing out debt.

en

08:32

Ep 155. Is a Tax-Free Retirement Possible?

Retire SMART Podcast ·

2025/01/17

Where should I look for information that I can trust regarding Medicare? Will getting remarried during my retirement blow up my retirement plan? And is it possible to have a completely tax-free retirement? David Brooks has answers to these questions in today’s Q&A episode.

en

11:42

Ep 154. Estate Tax and Business Law Update, with...

Retire SMART Podcast ·

2025/01/16

Attorney Colin Kastrick, with Kastrick law, breaks down the latest updates in state taxes, business law, and compliance requirements. He dives into the shifting regulations around business reporting activities like MCTA and FinCET, discussing their implications and recent deadline extensions. Tune in for expert insights and practical advice to keep your business ahead of legal changes.

en

11:20

Ep 153. More East Coast Port Strikes?

Retire SMART Podcast ·

2025/01/15

Overregulation and inflation keep climbing upwards, particularly for California, where in some areas eggs have reached the price of $9 per dozen! The housing supply in the US has jumped to a 4-year-high, but more homes than usual sit unsold, and lastly, we’re back yet again with another round of East Coast Port Strikes. David explains the potential outcomes of these events.

en

11:52

Ep 152. The Addictions of Trading

Retire SMART Podcast ·

2025/01/11

David unveils what the top 75 college sports programs are worth, a new perk that Disney is offering to get more traffic into their parks, and a new addiction on the rise, of how the stock market and trading has become the new “crack cocaine”.

en

09:26

Ep 151. Should You Work After Retirement?

Retire SMART Podcast ·

2025/01/10

Do I need to find another job if my government job forces me to retire at 57 with a pension? What do I do when one financial advisor says I should retire at 60 but the another says I should work longer? David Brooks has answers to these questions in today’s Q&A episode.

en

11:32

Ep 150. Financial Resolutions for 2025

Retire SMART Podcast ·

2025/01/09

Financial advisor, and recently accolated Certified Financial Planner, Alex Murray joins as guest in today’s show. Alex and David break down a list of the top financial resolutions for 2025.

en

11:41

Ep 149. Equal Weight S&P

Retire SMART Podcast ·

2025/01/08

We open the year with some wins and some losses; David celebrates the recent bowl victory for the Corn Huskers, while taking time to reflect on the memory of the late former president, Jimmy Carter. In the world of economics, David breaks down the latest updates with Corporate Insider Buying and the S&P 500.

en

09:18

Ep 148. Can a Lifetime Homemaker Get Social Security?

Retire SMART Podcast ·

2025/01/04

If social security collapses, but we still have 1 million left in our accounts, are we in good shape for retirement? If my mom, being a homemaker, never generated social security income, will she not receive social security after dad passes? David Brooks has answers to these questions in today’s Q&A episode.

en

11:47

Ep 147. Home Inventory Skyrockets

Retire SMART Podcast ·

2025/01/03

David reveals multiple points of data, ranging from price-to-book valuations, understanding the red-flag that is rapidly increasing inventory of new homes, and what the U.S. can take away from the current bond yield in China.

en

12:28

Ep 146. Here Comes the Pain (Business Edition)

Retire SMART Podcast ·

2025/01/02

The outlook for certain major iconic brands is rather gloomy; Big Lots is starting “going out of business sales” at its remaining locations. Also, according to David Brooks, even though optimism is on the rise with new leadership taking the helm of the U.S, there is some pain to be had in the manufacturing and services sectors, particularly with cutting hours and layoffs.

en

319 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 -...