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Retire SMART Podcast: Daily Summaries Delivered
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Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today8 min
Ep 423. Bullish for AI
What is David’s take on “CDs,” now that they are offering better interest rates? Are “Trump Accounts” for more than just kids? And even with the Pope weighting concerns about AI infringing on human work and dignity, is David still bullish on AI? David Brooks has answers to these questions in today’s Q&A episode.
- Yesterday12 min
Ep 422. The "Special Monthly Rule"
In this episode, David and Jacob unpack a costly Social Security surprise that blindsided one retiree with a $21,000 repayment notice — and explain why claiming benefits too early can create serious tax and income headaches. They break down the little-known earnings limits, the “special monthly rule,” and why police, firefighters, railroad workers, and other early retirees need a proactive strategy before turning on Social Security.
- 2 days ago11 min
Ep 421. The Wall of Honor
Today, David reflects on a Memorial Day weekend filled with patriotism, honoring veterans, first responders, and community leaders through events like America’s Wall of Honor and Patriotic Production's Memorial day weekend. The conversation then shifts to the markets, where David breaks down growing concerns around Iran, overheated stock valuations, and rising margin debt — explaining why investors nearing retirement should pay close attention to portfolio risk as markets continue pushing to all-time highs.
- 6 days ago11 min
Ep 420. Iowa's Property Tax Reform
In this episode we look at the risks and opportunities surrounding major IPOs like SpaceX, explaining why investors should be cautious of the post-launch volatility that often follows highly anticipated public offerings. The conversation shifts to Iowa’s sweeping property tax reform, the evolving “4% retirement rule,” and how new investment vehicles like proposed Trump Accounts could reshape long-term retirement and wealth-building strategies for future generations.
- 1 weeks ago10 min
Ep 419. Bond vs Bond Fund
What does David think about some economists saying the U.S. can grow its way out of deficits and debt; that the right policies can generate such robust growth in GDP that the resulting tax revenue will exceed spending? And what is the difference between a bond and a bond fund? David Brooks has answers to these questions in today’s Q&A episode.
- 1 weeks ago12 min
Ep 418. Year-Round Tax Planning
Today, David welcomes CPA and Chief Tax Strategist Evan Marshall back to the studio to discuss why proactive tax planning is a year-round process, especially for entrepreneurs and high-income earners. The conversation includes strategies like Roth conversions, income shifting, and maximizing deductions under the “One Big Beautiful Bill,” while also exploring how tax incentives, state policies, and business-friendly legislation can shape long-term financial success for business owners and retirees alike.
- 1 weeks ago12 min
Ep 417. Bond Vigilantes
David and Chip unpack the growing tensions surrounding Iran, the global economic ripple effects of disrupted oil and fertilizer supply chains, and why prolonged uncertainty could fuel inflation and market volatility. They also dive into the Federal Reserve’s shifting outlook on interest rates, the rise of “bond vigilantes,” and the outsized influence companies like NVIDIA now have on the broader market and everyday investors nearing retirement.
- 1 weeks ago16 min
Ep 416. Rising Inflation and Fed Rate Hikes
David and Chip break down the latest economic indicators, including stronger-than-expected payroll numbers, rising inflation concerns, and the growing likelihood of future Fed rate hikes. They also discuss overvalued markets, AI’s outsized impact on the S&P 500, state-level “exit tax” proposals targeting wealthy residents and businesses, and why understanding risk and long-term economic policy matters more than ever for investors and retirees.
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