Retire SMART Podcast

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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. -13 H

    Ep 384. The Great Population Migration

    In today’s episode, we explore several headlines highlighting how economic forces shape everyday decisions—from the decline of local newspapers to shifting consumer demand in the auto industry. We also examine broader economic trends, including population migration driven by taxes and the unintended consequences of raising minimum wages. Throughout the discussion, we connect current events back to basic economic principles and how they impact communities, businesses, and workers.

    10 min

  2. -1 J

    Ep 383. Tucker's Take on the Gold Industry?

    What does David think of Tucker Carlson’s latest accusation concerning the gold industry? Is it a good idea for a financial firm to also offer banking services? And with all the uproar about the Omaha streetcar project, is economic development looking to still be its main justification? David Brooks has answers to these questions in today’s Q&A episode.

    10 min

  3. -2 J

    Ep 382. Taking Advantage of Today's High Estate Tax Exemptions

    Today, David is joined by financial advisor Mike Schudel to discuss why the current tax environment may be one of the most powerful opportunities for estate planning in decades. They discuss how today’s historically high estate tax exemptions could change in the future—and why waiting to plan could cost families significantly. The conversation also covers practical strategies to help protect wealth, reduce taxes, and ensure assets are passed on exactly how you intend.

    12 min

  4. -3 J

    Ep 381. Middle East Tensions Rise & Economics

    This episode dives into the economic ripple effects of the latest Middle East tensions, including how oil flows, China’s energy dependence, and global strategy are shaping the bigger picture. David also breaks down why markets historically push forward even during wartime and what current tax cuts could mean for American households. Plus, a reality check on AI—cutting through the hype to explain where the real economic impact stands today.

    12 min

  5. 7 MARS

    Ep 380. The Fallout of Omaha Steaks' Big Decision

    Today’s discussion covers several timely local and national business stories. David breaks down Omaha Steaks’ controversial decision to stop supplying local restaurants and its PR fallout, covers a regulatory overreach involving a barber-themed lounge, and celebrates Nebraska cities ranking high for work-life balance. The episode wraps with a sobering reminder from BlackRock CEO Larry Fink about retirement savings, emphasizing the importance of planning and personal financial responsibility.

    11 min

  6. 6 MARS

    Ep 379. What Does SMART Stand For?

    What is the difference between an exchange-traded fund and a mutual fund? With my husbands’ recent passing, me being 46, and having $450,000 saved, along with having to take withdrawals, I feel lost and don’t know where to start. How can I navigate this? And what does the acronym SMART stand for, in Retire SMART? David Brooks has answers to these questions in today’s Q&A episode.

    11 min

  7. 5 MARS

    Ep 378. What Medicare Does NOT Cover

    David is joined by CFP Blake Grimm to break down the latest Medicare updates, including rising Part B premiums and changes to prescription drug costs. They walk through what Medicare actually covers — and what it doesn’t — from dental and vision to long-term care and ambulance rides. If you’re nearing retirement or already on Medicare, this is a must-listen to avoid costly surprises.

    11 min

  8. 4 MARS

    Ep 377. Is AI Helping or Hurting Jobs?

    David breaks down the highlights from this year’s State of the Market Address, where people gathered to hear his take on the economy, inflation, and what’s really driving policy decisions. He dives into the Fed’s credibility, the Supreme Court’s tariff ruling, and whether AI is actually moving the needle on economic growth. If you want a no-nonsense perspective on markets and headlines, this one delivers.

    12 min
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À propos

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.

Informations

  • Création
    Retire SMART LLC
  • Années d’activité
    2024 - 2026
  • Épisodes
    150
  • Classification
    Tous publics
  • Copyright
    © Copyright 2024 All rights reserved.
  • Site web de l’émission
    Retire SMART Podcast

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