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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 419 episodes available.
February 22, 2025Ep 176. A Risky Gold MarketWalmart and Costco are trading at unusually high valuations raising concerns about a potential market correction. Analyst Kyle Bass, known for predicting past financial crises, warns of risks in the gold market, where physical supply may not match demand. And Trump believes making more pennies doesn’t make any ‘cents.’ Here is David’s take on these stories....more10minPlay
February 21, 2025Ep 175. Can I Have a 401(k) and a Roth 401(k) at the same time?If I plan to retire in 10 years and have about $700,000 saved in 401(k)s, am I on track for a good retirement? With the recent passing of my spouse, do I need to make changes to our trust from 10 years ago? And can I contribute to both a 401(k) and a Roth at the same time through my employer? David Brooks has answers to these questions in today’s Q&A episode....more11minPlay
February 20, 2025Ep 174. Welcome Jeff Bush!In today’s guest episode we’re joined by business and financial commentator, Jeff Bush, from The Washington Update, who will be our keynote speaker at the upcoming State of the Market event. We’ll dive into key insights on the economy, policy changes, and what they mean for you....more10minPlay
February 19, 2025Ep 173. What the Philly's and the Economy Have in CommonWe’re diving into an unexpected economic trend—what happens when Philadelphia sports teams win titles—and the broader implications of Trump’s tariffs. We’ll explore how these tariffs could impact Nebraska, particularly its agricultural sector, and what that means for the state’s economy....more12minPlay
February 15, 2025Ep 172. The Sovereign Wealth FundIn today’s episode, we break down Trump's proposed U.S. sovereign wealth fund and its potential to reshape national debt management. Plus, we explore shifting cryptocurrency regulations under the SEC, economic warning signs as job openings decline, and why market experts are urging caution amidst all-time high valuations....more12minPlay
February 14, 2025Ep 171. Are You Blessing Your Kids "Too Much" During Retirement?If I have the option to switch to Medicare, even though I’m still working and health care through my job, should I switch? If I can bless my children now, while in retirement, how much is “too much” or “not enough” when it comes to helping financially. And should I get involved if my company is offering stock options? David Brooks has answers to these questions in today’s Q&A episode....more11minPlay
February 13, 2025Ep 170. Stump David Brooks! (Valentine's Edition)In today’s guest episode, Financial advisor, Jacob Orand, brings back our fourth installment of “Stump David Brooks,” on subjects related to charitable giving, Valentines Day edition!...more11minPlay
February 12, 2025Ep 169. New Taxes On Worker Benefits?David talks on the latest buzz around tax policy changes affecting workplace benefits. Plus, we explore advanced tax planning strategies from the Retire SMART Tax Mastermind seminar, the impact of AI on tech markets around DeepSeek and Nvidia, and why experts are warning about a potential market correction. Stay tuned for insightful analysis and bold takes on the latest financial and political headlines!...more11minPlay
February 08, 2025Ep 168. Shockwaves From Chinese AIWe are diving into the latest political and economic shifts, from Trump’s proposal to buy out federal workers to his bold stance on taxes and interest rates. Plus, we’ll explore the growing influence of AI and China’s role in the tech race, with Deep Seek. Stay tuned as we break down what these developments could mean for the economy and the future of the workforce....more12minPlay
February 07, 2025Ep 167. Spending vs. Saving in RetirementHow do I strike the right balance between spending and saving during retirement? How often should I be meeting with my financial advisor? And should I sell off my rental properties and classic cars assets to give myself more liquid money to work with? David Brooks has answers to these questions in today’s Q&A episode....more10minPlay
FAQs about Retire SMART Podcast:How many episodes does Retire SMART Podcast have?The podcast currently has 419 episodes available.