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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

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.

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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.

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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.

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09:57

Ep 145. Let's Thrive in 2025!

Retire SMART Podcast ·

2025/01/01

Happy New Year from Retire SMART! Today, David gives a brief overview of the economic highlights and takeaways of 2024, while also giving an optimistic outlook for 2025.

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10:14

Ep 144. "Fart"coin?

Retire SMART Podcast ·

2024/12/28

An Old Omaha commercial building is being revamped into residential quarters in downtown Omaha. Plus, a digital currency that may just be "full of air."

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09:19

Ep 143. Taxation On My Roth Contributions?

Retire SMART Podcast ·

2024/12/27

Is it advantageous to still use a ROTH IRA, even though my contributions are taxed? Also an ex-employee from Open AI becomes a whistleblower and is found dead shortly after; was this a suicide or is there a conspiracy brewing? David Brooks has answers to these questions in today's Q&A episode.

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10:07

Ep 142. Gen Z is Back in the Mall!

Retire SMART Podcast ·

2024/12/26

Bitcoin proxy micro strategy to join the Nasdaq 100, death and retirement tax changes could add $723B in revenue over 10 years, and Gen Z’ers returning to the mall.

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11:09

Ep 141. The Reason for the Season, with Bart Wilkins

Retire SMART Podcast ·

2024/12/25

Merry Christmas from Retire SMART! Join in on the discussion between David Brooks and Bart Wilkins, lead pastor of Flatland Church, of what the true meaning and origin of Christmas is.

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10:46

Ep 140. Wisdom from Uncle Warren

Retire SMART Podcast ·

2024/12/21

David breaks down each generations perspective on what it means to be financially successful, and responds to Warren Buffett’s suggestion for all parents, as stated in a 2024 Thanksgiving letter titled “My Dad did the same with me.”

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11:18

Ep 139. Is a Million Bucks in our 70s Enough to Live...

Retire SMART Podcast ·

2024/12/20

What happens to the substantial cash value of my life insurance policy if I choose to convert to a new one with a smaller death benefit? With the recent wild cards, like taxes and inflation, is a million dollars enough to keep us afloat in our 70s? And is it advantageous for big box retailers to shrink the size of their stores and offer more amenities? David Brooks has answers to these questions in today’s Q&A episode.

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11:00

Ep 138. The Mighty Bitcoin, with Brad Starken

Retire SMART Podcast ·

2024/12/19

We’re back with financial advisor, Brad Starken, our go-to resident authority on digital assets and cryptocurrency, discussing the latest trends, key insights, and what’s happening with the hot button item in crypto world; Bitcoin.

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11:00

Ep 137. Optimism On the Rise

Retire SMART Podcast ·

2024/12/18

Retire SMART continues to make strides in 2024 by making the top 52 RIAs to work for list this year! In other news, things are beginning to “melt up” as Americans spend at least $73 Billion more in December than any other month, and according to the Federal Reserve, household optimism has practically doubled.

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10:37

Ep 136. The IRS Wants to Prepare Your Tax Return?!

Retire SMART Podcast ·

2024/12/14

David brings to light the issue of how the IRS wants to prep your tax return. He also pays homage to a dear friend and legend, Art Cashin, New York Stock Exchange fixture for decades, who just recently passed away.

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10:57

Ep 135. Consumer Spending for the 2024 Holiday Season

Retire SMART Podcast ·

2024/12/13

What is the predictable outlook on consumer spending this Holiday season? What financial strategies does Retire SMART offer that other advisory firms may not? And how can I go about rolling my work 401(k) into an IRA? David Brooks has answers to these questions in today’s Q&A episode.

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09:57

Ep 134. Tax Outlook Under Trump

Retire SMART Podcast ·

2024/12/12

Back in the guest seat, Chief Tax Planning Officer, Evan Marshall, joins David in the studio to talk potential outcomes for what taxes may look like under the coming Trump presidency. Plus, Evan shares on how he saved a local business owner over $200,000 in taxes!

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12:19

Ep 133. Other Countries "Tariffied"

Retire SMART Podcast ·

2024/12/11

Donald J. Trump is stirring up changes and has yet to even step into office! Talks of more tariffs with the “BRICS” nations, who are trying to supplant the dollar as a world reserve currency. Also, why more Americans are moving south, and not because of the weather. David gives insight to these headlines.

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09:46

Ep 132. The Mighty Bitcoin

Retire SMART Podcast ·

2024/12/07

At first, it seemed that Bitcoin was going to be hot for a season and gone the next, but the cryptocurrency has yet to show signs of burnout. In fact, with the recent surges, the IRS is watching even closer and may be expecting tax revenues in the future. Here is David Brook’s take on the latest crypto-news.

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10:39

Ep 131. How to Pick the Right Advisor

Retire SMART Podcast ·

2024/12/06

Did the recent Microsoft outage have any impact on the financial markets? Do I need to make any “year-end-planning” changes with 2025 just around the corner? And what questions should I ask when interviewing potential advisors? David Brooks has answers to these questions in today’s Q&A episode.

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11:13

Ep 130. Social Security Insights with Sean Swanson

Retire SMART Podcast ·

2024/12/05

Did you know that taxes on social security is the largest tax paid by the majority of Americans? Today we invite financial advisor, Sean Swanson, back into the guest seat to talk with David on social security hot topics.

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11:52

Ep 129. Markets in Favor of Trump's Cabinet

Retire SMART Podcast ·

2024/12/04

We can’t talk about politics without talking about the economy, and it appears that the markets are in favor of Donald Trump’s cabinet picks, but not everything is sunshine and rainbows across the board; several layoffs for grass-roots workers in the tech sector look to be on the horizon. Here is David’s take.

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322 results

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