Retire SMART Podcast

Retire SMART LLC
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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.

  1. VOR 3 TAGEN

    Ep 400. Taxing the Rich VS Educating the Poor

    This episode explores the real-world impact of tax policy, from Norway’s wealth tax driving capital outflows to similar trends across U.S. states, highlighting how taxation influences where people and businesses choose to operate. David and Chip also discuss the importance of proper financial guidance, using a high-profile athlete’s lawsuit as a cautionary tale, and underscores how strategic planning—especially for business owners—can unlock major tax advantages and long-term wealth protection

    13 Min.

  2. VOR 4 TAGEN

    Ep 399. The "Weight" of Precious Metals

    How important is it to have gold or silver in a portfolio? What advantages are there to storing precious metals at home versus paying storage fees? And how is a successful investment portfolio managed in a system based on a managed economy and funny money? David Brooks has answers to these questions in today’s Q&A episode.

    8 Min.

  3. VOR 5 TAGEN

    Ep 398. Unpacking Social Security Myths, With Brad Starken

    Fresh off a trip to Las Vegas, Financial Advisor Brad Starken joins the show to share his Pop-A-Shot tournament run before diving into what really matters—smart financial planning. The conversation shifts into Social Security myths, including potential benefit changes and how to optimize claiming strategies, along with an introduction to digital assets like crypto and their role in a diversified portfolio. Brad and David also highlight how proactive planning and risk management can help clients stay confident through market volatility.

    12 Min.

  4. VOR 6 TAGEN

    Ep 397. Ceasefires and Market Surges

    Markets surged on news of a potential Iran ceasefire, highlighting how global trade routes like the Strait of Hormuz impact far more than just oil. The episode breaks down recent volatility, historical midterm market trends, and what investors can learn from Warren Buffett’s long-term approach. Plus, strong jobs data—especially among younger workers and small businesses—signals encouraging momentum for the broader economy.

    12 Min.

  5. 4. APR.

    Ep 396. The 50 State 'Tug-of-War'

    From corporate relocations to shifting population trends, this episode dives into the economic tug-of-war happening across all 50 states. The conversation unpacks how taxes, regulation, and cost of living are influencing where people choose to live—and where businesses choose to grow. If you’ve ever wondered why some states are booming while others struggle, this is the episode for you.

    10 Min.

  6. 3. APR.

    Ep 395. Outlook of a post-Trump America

    What’s with all the rumors of changes at the federal level to the rules governing Roth conversions and associated taxes? Do the recent Blue Owl struggles have an impact on investment strategies? And what’s to happen with tariffs and other economic policies after the Trump administration is gone? David Brooks has answers to these questions in today’s Q&A episode.

    9 Min.

  7. 2. APR.

    Ep 394. The 'Machine' Behind Retire SMART

    What does it take to deliver consistent, high-level financial advice? In this episode, David and Director of Wealth Management, Josh Cheatle, break down their unique training system, collaborative planning process, and why no single advisor works alone. The result: faster learning, smarter strategies, and a better experience for every client.

    12 Min.

  8. 1. APR.

    Ep 393. Sports, War, and Financial Firm Outsourcing

    Kicking off with basketball tournament hype and Midwest momentum, the conversation quickly turns to bigger stakes—geopolitics, market swings, and investor behavior. As headlines around Iran and market corrections intensify, we break down what’s noise versus what actually matters for your portfolio. A must-listen for keeping perspective in unpredictable times.

    13 Min.
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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.

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  • Erstellt von
    Retire SMART LLC
  • Jahre aktiv
    2024 - 2026
  • Folgen
    150
  • Bewertung
    Unbedenklich
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    Retire SMART Podcast

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