Retire SMART Podcast

We can’t talk about politics without talking about the economy, and it appears that the markets are in favor of Donald Trump’s cabinet picks, but not everything is sunshine and rainbows across the board; several layoffs for grass-roots workers in the tech sector look to be on the horizon. Here is David’s take.

Insider selling looks to be at an all-time-high, stimulus is failing in China, Target shoppers are feeling the pinch and migrating to Wal-Mart, and a cautionary tale for financial advisors!

Will 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.

We 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.

Post 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.

David 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.

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.

Financial advisor, Jacob Orand, brings back our fourth installment of “Stump David Brooks” on subjects related to charitable giving.

It’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.

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.