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Retire SMART LLC
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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Ep25. Central banker's worst nightmare and the Bidenomics implosion

Ep25. Central banker's worst nightmare and the Bidenomics implosion

David talks about the central banker’s worst nightmare related to stagflation and the “biggest miss on record” involving Bidenomics.
10:5523/05/2024
Ep24. Big businesses taking BIG hits!

Ep24. Big businesses taking BIG hits!

Wendy’s, McDonald’s, and Rite Aid, Oh My!  David talks about how these businesses have taken major hits due to the rise of inflation, minimum wages, and theft.
12:2223/05/2024
Ep23. How the US could learn a thing or two from other countries

Ep23. How the US could learn a thing or two from other countries

How the US should be taking notes from other country’s strategies to restore the economy to a retired NFL plater being investigated by the department of justice for owing millions of dollars; David Brooks has answers to your questions in today's Q&A segment.
09:3523/05/2024
Ep22. Tax and Estate planning with Mike Shudel

Ep22. Tax and Estate planning with Mike Shudel

Financial Advisor, Mike Shudel, walks through the importance of financial literacy in all things tax and estate planning, and how to start the preplanning phase.
09:1623/05/2024
Ep21. Derby time and failing economic strategies

Ep21. Derby time and failing economic strategies

David talks about team highlights from the Kentucky Derby, the continued “let downs” from the feds’ economic strategies, and the public vs private sector jobs disparity.
12:4223/05/2024
Ep20. "Skiplagging, office real estate selling for cheap, and Hong Kong's interest rate doubled!

Ep20. "Skiplagging, office real estate selling for cheap, and Hong Kong's interest rate doubled!

David talks about why airlines hate “skiplagging,” more office real estate buildings selling at a fraction of their cost, and the “red flag” of interest rates in Hong Kong doubling in less than a week.
10:0923/05/2024
Ep19. Tax cliffs and price drops in the auto industry

Ep19. Tax cliffs and price drops in the auto industry

From “tax cliffs” to price drops in the auto industry, David Brooks has answers to your questions in today's Q&A segment.
09:2823/05/2024
Ep18. Tax planning with Abigail McNaney

Ep18. Tax planning with Abigail McNaney

Financial Advisor and accountant, Abigail McNaney, discusses the importance of tax planning and what the Tax SMART process is all about.
11:1623/05/2024
Ep17. Midwest tornadoes and the Yen

Ep17. Midwest tornadoes and the Yen

David talks about how in the midst of the local tornado disasters, faith in humanity is restored, and what’s going on with the Yen, and its impact on the globe.
12:2023/05/2024
Ep15. Should you really consult a financial advisor?

Ep15. Should you really consult a financial advisor?

From the IRS waiving RMD requirements to consulting professional financial advisors, David Brooks has answers to your questions in today's Q&A segment.
11:2323/05/2024
Ep14. "Stump David Brooks!" with Jacob Orand

Ep14. "Stump David Brooks!" with Jacob Orand

Financial Advisor, Jacob Orand, leads the charge in our second round of “Stump David Brooks,” on subjects related to charitable giving.
13:0423/05/2024
Ep13. Insurance crisis in California and famous restaurant and grocery store closings

Ep13. Insurance crisis in California and famous restaurant and grocery store closings

David talks about the insurance company crisis in California, a big hit to an iconic restaurant chain, and the abrupt closings of beloved-high end grocery stores in Chicago.
08:0523/05/2024
Ep12. Scooters Coffee and the student debt cancellation "fairy tail"

Ep12. Scooters Coffee and the student debt cancellation "fairy tail"

David talks about the rapid growth of a local coffee retail establishment, and why there’s no such thing as Student Debt cancellation.
11:0423/05/2024
Ep11. Old magazine ad foretells the state of our current economy

Ep11. Old magazine ad foretells the state of our current economy

From a 30 year old magazine ad that foretold the state of our present economy, to why Tesla laid off 10% of its workforce, David Brooks has answers to your questions in today's Q&A segment.
12:1223/05/2024
Ep10. SMART Protection with Michael Luna

Ep10. SMART Protection with Michael Luna

President of SMART Protection and Senior Asset Solutions, Michael Luna, talks with David on the state of the insurance market and how he helps to protect the “nest egg” of clients.
10:2223/05/2024
Ep9. Taxes and A.I.

Ep9. Taxes and A.I.

In today's segment David talks about how tax planning is an on-going process, even after the passing of tax season, and how tax officials use A.I. to go wealthy payers.
10:5223/05/2024
Ep8. Universal Capitulation & the SEC pushback

Ep8. Universal Capitulation & the SEC pushback

In today's segment David talks about “Universal Capitulation,” and how the Securities and Exchange Commission is dealing with pushback on its climate rule.
11:3323/05/2024
Ep7. An investment program for the future children of America

Ep7. An investment program for the future children of America

From housing markets that haven’t “cooled off” yet, to an investment program for every child in America, David Brooks has answers to your questions in today's Q&A segment.
09:4123/05/2024
Ep6. All things Medicare, with Dustin Galvan

Ep6. All things Medicare, with Dustin Galvan

In today's segment, financial advisor, Dustin Galvan, talks with David on how the rate of inflation affects Medicare spending, and how to plan for it.
09:4923/05/2024
Ep5. What the fed isn't telling us about these 300,000 jobs...

Ep5. What the fed isn't telling us about these 300,000 jobs...

In today's segment David talks about how the fed’s statement of adding over 300,000 jobs isn’t quite what it seems, and how additional rate hikes could be needed if inflation stays high.
09:0223/05/2024
Ep4. Regional banks, BEWARE!

Ep4. Regional banks, BEWARE!

In today's segment David talks about the false data issued from Global consulting firm, McKinsey’s, and the ripple effect from the collapse of "Megabanks" on regional banks.
09:2723/05/2024
Ep3. Should the candidate for Vice President make a difference when I vote?

Ep3. Should the candidate for Vice President make a difference when I vote?

From the importance of who’s running for Vice President to the pros and cons of a ROTH conversion, David Brooks has answers to your questions in today's Q&A segment.
09:2823/05/2024
Ep2. Trusts, Inheritance Taxes, and Living Wills, Oh My!

Ep2. Trusts, Inheritance Taxes, and Living Wills, Oh My!

Attorney and estate planner, Colin Kastrick, with Kastrick Law, joins David in the discussion on TRUSTS, inheritance taxes, and living wills.
11:1123/05/2024
Ep1. Aftermath of the Baltimore Bridge collapse

Ep1. Aftermath of the Baltimore Bridge collapse

David talks about the economic catastrophe following the Baltimore Bridge collapse, and job cuts in the wake of California's raising of the minimum wage bar.
12:1723/05/2024