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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.... more
FAQs about Retire SMART Podcast:How many episodes does Retire SMART Podcast have?The podcast currently has 362 episodes available.
December 04, 2024Ep 129. Markets in Favor of Trump's CabinetWe 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....more12minPlay
November 30, 2024Ep 128. Wal-Mart is the New Target!Insider selling looks to be at an all-time-high, stimulus is failing in China, Target shoppers are feeling the pinch and migrating to Wal-Mart, and a cautionary tale for financial advisors!...more11minPlay
November 29, 2024Ep 127. Heads up 2025 IRA BeneficiariesWill the RMD rules tighten for IRA beneficiaries in 2025? Is choosing a financial advisor who is also a family member a wise decision? And what are we to take away from the Buffett indicator hitting an all-time-high? David Brooks has answers to these questions in today’s Q & A episode....more11minPlay
November 28, 2024Ep 126. The Season of Giving with Kristen DineenWe join in the celebration of seasonal giving with our guest Kristen Dineen! Kristen is the Marketing and Communications Manager at the Open Door Mission in Omaha, Nebraska, and she shares with David the numerous ways you can be a blessing this year to those in need....more11minPlay
November 27, 2024Ep 125. Trump Stirs Up Markets on a Global ScalePost Elect Donald Trump keeps stirring up the headlines with his latest picks for his cabinet, and it turns out this election has caused a stir for folks across the pond as well. David shares on the outcome of the Markets in Europe and the US in the wake of this intense political season....more13minPlay
November 23, 2024Ep 124. Retiring at 94 Years OldDavid reveals some red flags in the tech sector with employment declining drastically; perhaps the era of the tradesman and blue-collar worker is making a comeback. And a 94-year-old woman from Iowa retires after working 75 years at the same job....more10minPlay
November 22, 2024Ep 123. Should I Invest While in My 60s?Are we missing a huge opportunity by not investing, even when we are in our 60s? Do several retirees that come to Retire SMART have massive credit card debt? David Brooks has answers to these questions in today’s Q & A episode....more8minPlay
November 21, 2024Ep 122. "Stump David Brooks!" (Part 4) with Jacob OrandFinancial advisor, Jacob Orand, brings back our fourth installment of “Stump David Brooks” on subjects related to charitable giving....more14minPlay
November 20, 2024Ep 121. BIG Changes, Post Election 2024It’s a few weeks past the red wave sweeping election, and the hype has all but died down. David takes a deep dive into potential outcomes as President Trump fills roles for the cabinet. And speaking of big changes to come, David unpacks a mandate for change from his favorite economist, Brian Wesbury....more13minPlay
November 16, 2024Ep 120. Capitalism Works!David explains the importance of the 10-year Treasury Bond in how it helps to give an overview of the economy, particularly inflation levels, and how David believes Capitalism works by raising the standard of living across the board....more12minPlay
FAQs about Retire SMART Podcast:How many episodes does Retire SMART Podcast have?The podcast currently has 362 episodes available.