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. 22 UUR GELEDEN

    Ep 404. Hidden Risks of HOA Policies

    This episode dives into the shifting financial landscape, from wealth migration trends pulling assets toward lower-tax states like Florida to the hidden risks of HOA policies that can catch homeowners off guard. The conversation wraps with a grounded look at Social Security, explaining why fears of it “going broke” may be overblown and what realistic changes could be on the horizon.

    12 min.

  2. 1 DAG GELEDEN

    Ep 403. What is a DOLLAR?

    How can I ensure I’m paying out enough taxes for railroad retirement? What might a “blue wave” midterm do to the market? And what is a dollar? David Brooks has answers to these questions in today’s Q&A episode.

    12 min.

  3. 2 DGN GELEDEN

    Ep 402. From Intern to Advisor

    Today, we sit down with CFP® Alex Murray to unpack what happens after tax season—and why now is actually the most important time for proactive tax planning. We discuss how strategic forecasting, legislation changes, and real-time adjustments can dramatically impact what you pay. Plus, Alex shares his journey from intern to advisor and what young professionals should know about building a career in financial planning.

    10 min.

  4. 3 DGN GELEDEN

    Ep 401. Millions in Minutes

    This week, we kick things off with a behind-the-scenes look at an unforgettable trip to Sir Richard Branson’s private island—and the powerful business lessons that came with it. Then, we break down key economic headlines, from inflation and global tensions to what’s next for interest rates and the Fed. Plus, a look at how massive companies like Amazon generate millions in seconds—and what that kind of scale really means.

    12 min.

  5. 18 APR

    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.

  6. 17 APR

    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.

  7. 16 APR

    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.

  8. 15 APR

    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.
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Info

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.

Informatie

  • Maker
    Retire SMART LLC
  • Jaren actief
    2024 - 2026
  • Afleveringen
    150
  • Beoordeling
    Veilig
  • Copyright
    © Copyright 2024 All rights reserved.
  • Website van aflevering
    Retire SMART Podcast

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