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.

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.

David 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.

David 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.

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.

Estate 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.

David 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.

President 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.

We 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.

David 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.