Podcast Episodes
Back to SearchEp 349. "From the Vault" (To Roth or NOT to Roth, Part 1)
Episode 353
Part 1 of David Brook's Debate with Adam Curran, with Curran Financial.
3 months, 3 weeks ago
Ep 348. Wealth Taxes, EVs, and Rising Minimum Wages
Episode 352
Today, David breaks down several big money headlines, starting with changes to Social Security that could impact benefits, earnings limits, and when …
3 months, 3 weeks ago
Ep 347. "Annuities, Savings Bonds, and After-Tax-Accounts, Oh My!"
Episode 351
If my mother, who has a couple annuities, passes away, will those annuities be taxable to me? Will I be taxed heavily when I cash in savings bonds I …
3 months, 3 weeks ago
Ep 346. The SMART Planning Process, with Sean Swanson
Episode 350
In this episode, David is joined by senior advisor Sean Swanson to share some exciting Retire Smart news, including the addition of a new advisor to …
3 months, 4 weeks ago
Ep 345. The Top Athletic Programs
Episode 349
We open today with a powerful reminder of impact—how a simple shoebox gift can change lives in ways no one expects. From there, David breaks down the…
3 months, 4 weeks ago
Ep 344. Economy Predictions for 2026
Episode 348
In the final preview segment as we head into the new year, David takes a hard look at the economic forces shaping retirement planning. From inflation…
4 months ago
Ep 343. Looking Ahead for Retire SMART in 2026
Episode 347
Today David shifts the focus to what’s ahead for Retire Smart in 2026. From continued hiring and expanded internships to deeper community involvement…
4 months ago
Ep 342. How Retire SMART Thrived in 2025
Episode 346
In this year-end review, David looks back on a milestone year for Retire Smart, marked by rapid growth, new team members, and nearly 1,000 households…
4 months ago
Ep 341. A 10,000 Foot View of 2025
Episode 345
Looking back into 2025, we’re breaking down the year that was. From Trump’s return to office and market volatility to AI’s rapid growth, interest rat…
4 months ago
Ep 340. Berkshire Era Coming To an End?
Episode 344
Big changes are coming at Berkshire Hathaway as Warren Buffett’s long-standing leadership era winds down. We also dig into farm subsidies, small-town…
4 months, 1 week ago