Retire SMART Podcast

How will tariffs affect me and when would I start to feel that change in my wallet? Should I consider turning on my social security early to avoid future changes? And how will DOGE affect my social security and Medicare? David Brooks has answers to these questions in today’s Q&A episode.

In today’s guest episode we're diving into the evolving world of digital assets with Brad Starken, our go-to resident authority on cryptocurrency. We'll explore the latest trends, security risks, and the increasing role of blockchain technology in finance. Plus, we'll discuss a major cyber breach that rocked the crypto world and what it means for investors.

In this episode, we catch up with David after an intense six-day speaking tour, discuss the exciting grand opening of our new Lincoln office, and dive into key financial topics, including tax cuts, government revenue, and economic growth. Stay tuned for valuable insights on navigating your financial future!"

Walmart 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.

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.

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.

We’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.

In 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.

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.

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!