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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.
September 25, 2024Ep 89. A Fate Worse Than a RecessionDavid breaks down a headline put out from the CEO of JPMorgan, warning the US of an economic fate worse than a recession, and why bond rates are expected to go up....more15minPlay
September 21, 2024Ep 88. Read the Fine Print!David unpacks on the crafty fine print involved in a lawsuit where a man tried to sue Disney over his wife’s death, and why the “Cup & Handle” is David’s favorite and the most predictable pattern in the SP market charts....more10minPlay
September 20, 2024Ep 87. Being watched while you work...at homeHas Price Waterhouse gone too far with monitoring their employees’ locations to enforce its “return-to-office policy?” With significant fraud in the social security system, is the elimination of the wet ink signature requirement a good idea? And what is going on with Volkswagen potentially closing their plants in Germany? David Brooks has answers to these questions in today’s Q & A episode....more10minPlay
September 19, 2024Ep 86. Welcome, Evan Marshall!Making his debut, CPA and director of Tax Services at Retire SMART, Evan Marshall, joins David Brooks in the studio. Evan leads the Tax SMART division, specializing in saving hundreds of thousands in taxes for entrepreneurs, high income earners, exit planners, and more....more11minPlay
September 18, 2024Ep 85. Takeaways from the Trump & Harris DebateDavid shares a few takeaways from the Trump & Harris debate, more on the rapid unwinding of the labor market, how the federal reserve is “toning-down” banking regulations, and the hard truths coming to light over the EV transition....more11minPlay
September 14, 2024Ep 84. "Unretiring" On the RiseDavid shares his take on the growing trend of “Unretiring,” on how many retirees don’t have a choice but to return to the workplace, plus the reason why household allocations are near record highs....more11minPlay
September 13, 2024Ep 83. Transitioning Between Financial AdvisorsWill the divergence between credit card debt and private savings keep expanding infantilely? Why is there such a disparity between GDI and GDP? And how do you handle a difficult transition between financial advisors? David Brooks has answers to these questions in today’s Q & A episode. ...more9minPlay
September 12, 2024Ep 82. The State of Our Economy From a Senior EconomistDavid speaks with a special guest, Senior Economist, Strider Elass, from First Trust Portfolios. Retire SMART utilizes resources from First Trust, such as research and analytical data that’s been proven to be one of the most reliable sources in the nation. In the conversation, Strider gives a 10,000-foot view of the state of our economy....more13minPlay
September 11, 2024Ep 81. California & Dollar General Feeling the Heat!David unpacks why Allstate plans to raise home insurance premiums in California, and how Dollar General is also feeling major pains from plummeting shares and having to raise prices for already financially constrained customers....more10minPlay
September 07, 2024Ep 80. In Office vs. Remote WorkDavid shares his take on productivity in and out of the workplace in relation to working remotely, and the reality of big-name companies, such as Google and Facebook, overusing censorship, stunting the masses from becoming critical thinkers....more10minPlay
FAQs about Retire SMART Podcast:How many episodes does Retire SMART Podcast have?The podcast currently has 362 episodes available.