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. hace 3 d

    Ep 438. Political Insider Trading

    Today, David Brooks reveals what the dramatic rise and fall of the SpaceX IPO can teach investors about market hype and long-term investing. He also discusses why there's no universal "magic number" for retirement, explores concerns over congressional stock trading, and explains how thoughtful estate planning can help families preserve both wealth and relationships for generations.

    12 min

  2. hace 4 d

    Ep 437. What is an ILIT?

    Am I able to schedule the first initial appointment with Retire SMART without first answering so many questions beforehand? What is an “ILIT,” why should I do it, and who benefits from it? And even though David dislikes dishing out more taxes than necessary, why is he in favor of the ROTH IRA, where taxes are due upfront? David Brooks has answers to these questions in today’s Q&A episode.

    10 min

  3. hace 5 d

    Ep 436. How the Strait of Hormuz Hits Your Portfolio

    Geopolitical tensions, inflation, interest rates, and the markets continue to dominate investor conversations. This week, David Brooks is joined by Mike Shudel to discuss how global events—from the Strait of Hormuz to Federal Reserve policy—could impact your portfolio, tax planning strategies, and retirement outlook, while highlighting why proactive financial planning matters more than ever.

    11 min

  4. hace 6 d

    Ep 435. RIP Alan Greenspan

    David and Chip off this week's episode by reflecting on recent community events, a unique behind-the-scenes look inside a high-security precious metals vault, and the passing of former Federal Reserve Chairman Alan Greenspan. They also examine what record-high stock valuations, slowing corporate stock buybacks, and continued geopolitical uncertainty could mean for investors and why staying disciplined in today's market environment is more important than ever.

    12 min

  5. 25 jun

    Ep 434. Advisor Talk with Mark Rowlette (pt 2)

    We continue our conversation with financial advisor Mark Rowlette, exploring how ongoing education, proven business systems, and holistic financial planning can create lasting value for both advisors and the families they serve. With David attending industry conferences and meetings this week, we're bringing you this special two-part episode in place of our usual four-episode schedule.

    12 min

  6. 24 jun

    Ep 433. Advisor Talk with Mark Rowlette (pt 1)

    David welcomes fellow financial advisor Mark Rowlette to discuss what it really takes to build a successful business—from creating scalable systems and developing leadership to transitioning from salesperson to business owner. They also explore the value of mentorship, building a company that can thrive without its founder, and why long-term success is about serving more people, not simply making more money. This is the first half of a 2-part conversation; As David was traveling for industry conferences and educational events, we're featuring two episodes this week instead of our usual four.

    14 min

  7. 20 jun

    Ep 432. Space X IPOs

    David and Chip examine how taxes can significantly impact professional athletes, investors, and businesses, from NFL players facing steep state tax bills to the ongoing migration of wealth and corporations toward lower-tax states. They also discuss the highly anticipated SpaceX IPO, exploring the risks of investing in overhyped public offerings, the role of free markets in determining value, and why investors should approach market excitement with caution.

    12 min

  8. 19 jun

    Ep 431. Relying Soley On Inheritance for Retirement?

    Is it a good idea that the Omaha city council is considering raising the minimum wage to $15? Is it okay for me to not worry about saving for retirement and simply rely on the inheritance I’ll receive from my mom after she passes? And since I have to start taking my RMDs this year, should I take some money from each of my 3 IRA accounts or just one? David Brooks has answers to these questions in today’s Q&A episode.

    11 min
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Información

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.

Ficha técnica

  • Creado por
    Retire SMART LLC
  • Años en activo
    2024 - 2026
  • Episodios
    150
  • Clasificación
    Apto
  • Derechos de autor
    © Copyright 2024 All rights reserved.
  • Sitio web del podcast
    Retire SMART Podcast

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