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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.
July 31, 2024Roth Conversions, Spending More Money, and the State of the IRS, with Adam BrunoWe are bringing out one of David’s virtual advisor talks from the Retire Smart media vault to the podcast platform. Founder and President of Evolution Retirement Services, Adam Bruno, hosts a conversation with David Brooks on retirement and tax planning....more53minPlay
July 27, 2024Ep 60. States Winning and Losing On Taxable IncomeDavid talks on the four winning and four losing states in taxable income, and how the U.S. needs to pay close attention to the Chinese banking crisis, to not follow suit....more10minPlay
July 26, 2024Ep 59. Is Social Security Secure?Is the Fed in favor of rate cuts or not? Do we pay off our home in one payment or leave the mortgage alone? Is the future of social security secured? David Brooks has answers to your questions in today's Q&A episode....more12minPlay
July 25, 2024Ep 58. (Not so) Free Medicare, with Dustin GalvanFinancial advisor, Dustin Galvan, touches on the ABCs of Medicare and how to be cautious with the so called “free” Medicare Advantage plans....more9minPlay
July 24, 2024Ep 57. A Pivotal Moment for an Election YearDavid reflects on the recent assassination attempt on former president Trump and how policies laid out by the government have affected the financial wellness of our country over the last four years....more14minPlay
July 20, 2024Ep56. Max Headroom Biden!David talks on how AI is a serious option being considered to help in the Biden campaign, and how the AI boom is to blame for the new high record of office vacancies in San Francisco. ...more10minPlay
July 19, 2024Ep55. The Day of the Digital DollarIs the day of the digital dollar upon us? Is David’s math on point? Did the bearish analyst from JP Morgan quit or get fired? David Brooks has answers to your questions in today's Q&A episode....more12minPlay
July 18, 2024Ep54. "Stump David Brooks!" (Part 3) with Jacob OrandFinancial advisor, Jacob Orand brings back our third installment of “Stump David Brooks” on subjects related to charitable giving....more13minPlay
July 17, 2024Ep53. A Big Move for the Supreme CourtDavid talks on one of the biggest and most significant rulings out of the supreme court, and what the S&P 22-Day Moving Average is all about....more9minPlay
July 13, 2024Ep52. Buffett Removes Gates Foundation From His WillDavid talks on Warren Buffett’s confirmation on how he has cut the Gates Foundation from his will and what seems to be a breach of fiduciary duty from a Morgan Stanley lawsuit over low interest rates on client cash....more12minPlay
FAQs about Retire SMART Podcast:How many episodes does Retire SMART Podcast have?The podcast currently has 362 episodes available.