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Retire SMART Podcast: Daily Summaries Delivered
by 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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- Today10 min
Ep 451. Advisor Talk: The Tax Mistakes Most Retirees Never See (Part 1)
Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, founder of CD Financial out of Southern California. In this first installment of a special three-part conversation, they discuss how proactive tax planning can become one of the greatest value-adds a financial advisor provides. They cover charitable giving strategies, required minimum distributions, why many retirees unknowingly pay more in taxes than necessary, and how fiduciary advisors can help clients keep more of what they've worked so hard to save.
- 4 days ago13 min
Ep 450. Buffett Cuts off Donation to Gates Foundation
Should investors jump into one of the year's biggest IPOs? David Brooks explains why patience may be the better strategy with SpaceX, discusses Warren Buffett's changing philanthropic plans, and explores why government housing policies continue to fuel affordability challenges. Plus, the conversation wraps up with a broader discussion about capitalism, economic incentives, and why financial literacy matters more than ever.
- 5 days ago9 min
Ep 449. Safeguarding the Retirement Nest Egg While Helping Our Children
As a 65-year-old who will probably retire in 5 years, what is the rule about Medicare I should know? With 3 children all in their 30s who need help from time to time, how can we help them while also protecting our retirement nest egg? And I inherited an annuity from my mom who passed away earlier this year, but the agent she bought it from is no longer in business; what should I do with this account? David Brooks has answers to these questions in today’s Q&A episode.
- 6 days ago12 min
Ep 448. Five Most Common Pitfalls in Retirement Planning
What are the biggest retirement planning mistakes financial advisors see over and over again? David Brooks is joined by Financial Advisor Alex Murray to break down the five most common pitfalls—from tax planning and withdrawal strategies to healthcare costs, portfolio management, and the often-overlooked challenge of finding purpose in retirement.
- 1 weeks ago7 min
Ep 447. Lindstrom's Independent Bid for Governor
David Brooks discusses Nebraska's governor's race following Brett Lindstrom's independent bid, examines the latest developments in Iran and their impact on oil prices, and breaks down encouraging inflation data that could shape the Federal Reserve's next moves. Learn what these headlines could mean for markets, interest rates, and the economy moving forward.
- 1 weeks ago12 min
Ep 446. The Cost of Divorce in the Retirement Years
David Brooks discusses the growing trend of "gray divorce" and the significant financial challenges divorce can create during retirement. He also shares his thoughts on proposed retirement system changes, why Omaha and Lincoln continue to rank among America's least-stressed cities, and the importance of building a retirement plan that prepares you for both life's opportunities and unexpected changes.
- 1 weeks ago10 min
Ep 445. A "No Brainer" Retirement Move for Wealthy Athletes
Why don’t we see more athletes who make 7-figure financial deals putting at least 1 million dollars in a retirement account to set them up for success in the future? Being four years away from retirement, is it wiser to focus on paying off debt or piling up money in my account? And is there a good rule of thumb for how much of my IRA should be invested in safe investments at age 60? David Brooks has answers to these questions in today’s Q&A episode.
- 1 weeks ago11 min
Ep 444. Trump Accounts; Take Advantage Now!
Today, David Brooks and Director of Wealth Management Josh Cheatle discuss the new "Trump Accounts" (Section 530A accounts), explaining how families can take advantage of government seed money and long-term investing to build wealth for the next generation. They also break down the latest Social Security funding projections, what they could mean for future retirees, and why having a personalized retirement income plan is more important than reacting to political headlines.
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