Podcast Episodes

Ep 441. Is Real Estate Investing a Good Idea During Retirement?

Episode 449

Is it true that the government could potentially raid retirement or savings accounts for additional tax revenue? And if so, how do we protect ourselv…

3 hours ago

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Ep 440. Protecting Your Family's Wealth

Episode 448

David is joined by estate planning attorney Colin Kastrick for a practical conversation about protecting family wealth and avoiding costly disputes o…

1 day, 3 hours ago

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Ep 439. Happy 250th 'Merica!

Episode 447

In this special Independence Day edition, David reflects on the freedoms that make the American dream possible before shifting to the latest economic…

2 days, 3 hours ago

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Ep 438. Political Insider Trading

Episode 446

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 …

6 days, 3 hours ago

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Ep 437. What is an ILIT?

Episode 445

Am I able to schedule the first initial appointment with Retire SMART without first answering so many questions beforehand? What is an “ILIT,” why sh…

1 week ago

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Ep 436. How the Strait of Hormuz Hits Your Portfolio

Episode 444

Geopolitical tensions, inflation, interest rates, and the markets continue to dominate investor conversations. This week, David Brooks is joined by M…

1 week, 1 day ago

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Ep 435. RIP Alan Greenspan

Episode 443

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 meta…

1 week, 2 days ago

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

Episode 442

We continue our conversation with financial advisor Mark Rowlette, exploring how ongoing education, proven business systems, and holistic financial p…

2 weeks, 1 day ago

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

Episode 441

David welcomes fellow financial advisor Mark Rowlette to discuss what it really takes to build a successful business—from creating scalable systems a…

2 weeks, 2 days ago

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Ep 432. Space X IPOs

Episode 440

David and Chip examine how taxes can significantly impact professional athletes, investors, and businesses, from NFL players facing steep state tax b…

2 weeks, 6 days ago

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