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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 420 episodes available.
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
November 15, 2024Ep 119. Should You Invest In NVIDIA?What’s going on with all the cash Berkshire Hathaway is stockpiling? Is now a good time to invest in NVIDIA? And if someone has multiple IRAs, what’s the best method to obtaining the RMDs? David Brooks has answers to these questions in today’s Q & A episode....more12minPlay
November 14, 2024Ep 118. Estate Planning Advantages To Be HadWith the election now past, there is brief window of opportunity to take advantage of estate planning strategies that may only be around for the next four years. To expand on that, financial advisor and Estate Planning specialist, Mike Shudel, joins as guest in today’s episode....more8minPlay
FAQs about Retire SMART Podcast:How many episodes does Retire SMART Podcast have?The podcast currently has 420 episodes available.