Retire SMART Podcast

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.

With 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.

The hype of the 2024 election is finally behind us, and for the majority, it was a win for America, but David Brooks elaborates on how there is much work to be done, especially with an inevitable recession on the horizon. David also unpacks a Tweet put out by economist, Brian Wesbury, on how he no longer trusts the data put out by statistical agencies.

David reacts to the recent government department cutting tactics of the president of Argentina, Javier Milei, and says America should be taking notes. Also, why Suze Orman swears by using one retirement account, no matter the tax bracket you’re in.

What is the consensus for Amazon telling workers they must return to the office? At what age does the 401(k)-withdrawal rule take effect? And why does David like working with people in retirement? David Brooks has answers to these questions in today’s Q & A episode.

Derrick Flores, Medicaid Planner with Senior Asset Solutions, talks with David on the importance of being proactive in planning ahead for assisted living and how Senior Asset Solutions can offer advantages and advice through the application process.

It’s election day! In today’s episode, David shares his outlook on the current race with the aid of prediction markets. More and more retailers are closing their doors because the consumers are running dry. And how the current state of crude oil in our economy is a possible sign for an early recession.

Today, David talks on how with more regulations being signed in California, Phillips 66 oil refinery is set to close in LA by end of 2025. And with the misery index being higher than the FED funds rate, consumers aren’t getting any happier.

Will a Harris victory and proposed tax increases to follow send us into a 1930s style depression? What is Stanley Druckenmiller doing with treasury bonds? And is there a change coming that will allow people to put more into their 401(k)s? David Brooks has answers to these questions in today’s Q & A episode.

The U.S. has reached a new low by accruing so much debt that the annual interest on it has surpassed the trillion-dollar mark, and there seems to be no sign of slowing down. In the last 3 weeks, the U.S. contributed ANOTHER half-trillion to our national debt. David elaborates on this staggering pace of new debt.