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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.
October 09, 2024Ep 97. Debates, Port Strikes, Missles, and Southwest AirlinesDavid unpacks and shares his response on major events in world, such as the recent Vice Presidential debate, the escalation of the missile attacks in and around Israel, the American coastal port strikes, and drastic changes for Southwest Airlines....more11minPlay
October 05, 2024Ep 96. A $769,900,000,000 Mistake?!David reveals some of the harsh realities concerning “real unemployment” statistics, credit card interest rates and defaults being their highest ever, and the investment implications of a $780B mistake....more11minPlay
October 04, 2024Ep 95. The Takeover of the California Robotic Workforce!What is to happen in with the multitude of workers in California out of job due to robots taking their positions at fast-food restaurants? And should we agree with Fed Reserve Chairman Powell’s defense of the recent aggressive rate cut? David Brooks has answers to these questions in today’s Q & A episode....more12minPlay
October 03, 2024Ep 94. A Few Blips For Celebrity WillsBack in the guest seat, financial advisor, Mike Shudel, shares his wisdom on all things estate planning. Mike brings to light famous mistakes found in celebrity wills that went downhill, while also providing tips on how to be proactive in protecting your estate....more12minPlay
October 02, 2024Ep 93. The Great Fall of the September Consumer ConfidenceDavid unpacks the drastic analysis provided by the August Budget Deficit, and how the September consumer confidence fell to its lowest in the last three years....more10minPlay
September 28, 2024Ep 92. One Third of the U.S. Barely Treading WaterDavid brings light on multiple situations, such as that over a third of the population of the U.S. are struggling to pay the bills, in the last four years consumer spending in restaurants has plummeted, and how in just the last three years, monthly expenses have gone up over one-thousand dollars!...more12minPlay
September 27, 2024Ep 91. A $25K Tax Reduction for Seniors?Is a $25,000 tax deduction for seniors a good idea? Is there a big difference between 25 basis points and 50 basis points? And from a business owners’ perspective, are profiteers really gouging consumers for extravagant profits? David Brooks has answers to these questions in today’s Q & A episode....more11minPlay
September 26, 2024Ep 90. Navigating Through Open EnrollmentOpen enrollment for medical benefits is just around the corner, and today, back in the guest seat, Financial Advisor Dustin Galvin, joins David on the discussion of all things Medicare, sharing tips and strategies on how to recognize and navigate potential red flags in your Medicare plans....more9minPlay
September 25, 2024Ep 89. A Fate Worse Than a RecessionDavid breaks down a headline put out from the CEO of JPMorgan, warning the US of an economic fate worse than a recession, and why bond rates are expected to go up....more15minPlay
September 21, 2024Ep 88. Read the Fine Print!David unpacks on the crafty fine print involved in a lawsuit where a man tried to sue Disney over his wife’s death, and why the “Cup & Handle” is David’s favorite and the most predictable pattern in the SP market charts....more10minPlay
FAQs about Retire SMART Podcast:How many episodes does Retire SMART Podcast have?The podcast currently has 420 episodes available.