Podcast Episodes
Back to SearchEp 451. Advisor Talk: The Tax Mistakes Most Retirees Never See (Part 1)
Episode 459
Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, foun…
1 month, 3 weeks ago
Ep 450. Buffett Cuts off Donation to Gates Foundation
Episode 458
Should investors jump into one of the year's biggest IPOs? David Brooks explains why patience may be the better strategy with SpaceX, discusses Warre…
1 month, 3 weeks ago
Ep 449. Safeguarding the Retirement Nest Egg While Helping Our Children
Episode 457
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 f…
1 month, 4 weeks ago
Ep 448. Five Most Common Pitfalls in Retirement Planning
Episode 456
What are the biggest retirement planning mistakes financial advisors see over and over again? David Brooks is joined by Financial Advisor Alex Murray…
1 month, 4 weeks ago
Ep 447. Lindstrom's Independent Bid for Governor
Episode 455
David Brooks discusses Nebraska's governor's race following Brett Lindstrom's independent bid, examines the latest developments in Iran and their imp…
1 month, 4 weeks ago
Ep 446. The Cost of Divorce in the Retirement Years
Episode 454
David Brooks discusses the growing trend of "gray divorce" and the significant financial challenges divorce can create during retirement. He also sha…
2 months ago
Ep 445. A "No Brainer" Retirement Move for Wealthy Athletes
Episode 453
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 succes…
2 months ago
Ep 444. Trump Accounts; Take Advantage Now!
Episode 452
Today, David Brooks and Director of Wealth Management Josh Cheatle discuss the new "Trump Accounts" (Section 530A accounts), explaining how families …
2 months ago
Ep 443. Major Changes for Electronic Payments
Episode 451
David Brooks discusses the latest economic headlines, from global tensions in the Middle East and their impact on inflation and oil prices to the lat…
2 months ago
Ep 442. Minimum Wage Increases on the Horizon
Episode 450
David examines the growing concentration of semiconductor stocks within the S&P 500 and what it could mean for investors if market leadership begins …
2 months, 1 week ago