Retire SMART Podcast

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!

We 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.

How 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.

In today’s guest episode, we’re joined by our resident authority on Social Security, Sean Swanson, to break down the latest shake-ups in retirement policy. With Biden’s recent signing of the Social Security Fairness Act, we’re exploring what this means for your benefits, the financial system, and whether ‘fairness’ is really the right word.

Retire SMART is expanding westward, soon to open a new office location in the Lincoln area! In other news, we’re unpacking some major financial headlines, including Trump’s bold call to end income tax and his push for lower interest rates. Stay tuned as we break it all down and discuss the potential ripple effects.

To ban, or not to ban? That is the question for the world renown app, Tik Tok. In other news, consumer credit takes a nosedive, and Donald Trump launches $Trump Meme Coin and skyrockets! Here is David’s take on these stories.

Estate planning and retirement planning; are these two different, separate projects? How can one properly plan a retirement with health care being a major expense and having so many unknown variables? And is going into the rest estate business, using rentals as supplemental income a good idea? David Brooks has answers to these questions in today’s Q&A episode.

We welcome for the first time, Joshua Cheatle! He recently joined the Retire SMART team as the Director of Advisory Services. David and Josh talk on how this new role helps clients benefit from having a coach for our advisors, upgrading their knowledge and skills.

From the massive freeze-over of the south, the inauguration of our 47th president, to a lengthy list of executive orders dealt just moments after being sworn in as POTUS,  David talks about these recent major events and what impacts they may have on our economic future.

David unpacks multiple points of data and analytics across the economic spectrum, from commercial mortgage defaults, rates that threaten banks, and the disparity between market prices and earnings, to fixed index annuities that are outperforming the bond market for the past decade.