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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.
August 21, 2024Ep 69. A Disconnected Labor and Stock MarketFrom disconnections between the labor market and the stock market, to times when the unemployment rate surpassed its 24-month moving average, David walks us through the analytical data related to these fields....more10minPlay
August 17, 2024Ep 68. The downward Spiral of CaliforniaDavid talks on how California keeps taking hits by over-regulating and over-taxing big name companies, that end up packing their bags and moving out of state, and why Prospect Capital’s $8B private credit strategy is raising concern....more13minPlay
August 16, 2024Ep 67. Cycling back to 2008?How can a financial advisor help numerous workers when their massive company shuts down? Should Nebraska mimic Colorado, and enact what supporters call a “Taxpayers Bill of Rights?” Are we entering a similar cycle to 2008? David Brooks has answers to these questions in today’s Q & A episode....more11minPlay
August 15, 2024Ep 66. Retire SMART in the "Financial Fast Lane"CEO of Martinsen Wealth Management, Lane Martinsen, joins with David in discussion as they compare retirement and tax strategies in their businesses, and how planning has grown more complex over the years....more13minPlay
August 14, 2024Ep 65. Responding to Kamala's VP pick, Tim WalzDavid Brooks shares his thoughts on Tim Walz being the running mate as Vice President, for candidate Harris, and why we should not be quick to trust the data that government agencies are putting out, particularly on job surveys....more11minPlay
August 10, 2024Ep 64. The Big Tech Arms Race for ChipsDavid talks on the ‘arms race’ over Big Tech Names splurging to get the latest AI chips, and on how major states are in a chokehold due to the loss of high dollar tax payers....more12minPlay
August 09, 2024Ep 63. Unpacking "Project 2025"What is Project 2025 and are you for it or against it? in today's Q&A episode, David Brooks unpacks this hot button topic that’s sweeping all of the news airways and social media outlets....more10minPlay
August 08, 2024Ep 62. Asset Managements for 2nd Marriages and Co-habitants, with Colin KastrickEstate Planning Attorney, Colin Kastrick, expands on how the flow of assets, through a will, can become complicated in “2nd marriage” scenarios and for clients choosing to cohabitate....more11minPlay
August 07, 2024Ep 61. Kamala Harris and Sticky InflationDavid Brooks gives insight on the following major topics: Kamala Harris looks to be the likely presidential nominee for the Democratic party and Sticky inflation is turning up the heat for average buyers in the grocery and food industries. ...more13minPlay
August 02, 2024Blessing Your Family Legacy, With Craig KirsnerPresident and founder of Kirsner Wealth Management, Craig Kirsner, discusses with David on strategies on how you don’t have to wait for your passing to bless your family legacy. DISCLOSURE:Craig Kirsner and Kirsner Wealth Management are not clients of, nor affiliated with Retire SMART and were not compensated for his appearance or endorsement. However, Craig Kirsner does benefit from this podcast also being released on the Kirsner Wealth Management video and podcast platforms....more35minPlay
FAQs about Retire SMART Podcast:How many episodes does Retire SMART Podcast have?The podcast currently has 362 episodes available.