Retire SMART Podcast

Being retired military, with nice pensions, drawing on social security, and having our TSP accounts, we think there may be something better for us to do with these un-monitored accounts; what would David suggest we do? I just sold a property with $1 million in capital gains. What are my alternatives to reinvesting in property or paying $250,000 in taxes? And At 53, I’ve always invested in CDs and bonds, but after moving to a managed account, I’m unsure about the ups and downs and fees—should I stay invested or move back to bonds? David Brooks has answers to these questions in today’s Q&A episode.

Nebraska football comes within a field goal of the defending national champions as David and Chip look ahead to the Huskers’ next challenge against Oregon. Then, they break down the latest inflation numbers, what’s driving prices higher, and why Bank of America is facing a $1.2 billion penalty over money-laundering compliance failures.

What is the big deal with America.gov and what are David’s thoughts on it? What is David’s next big dream? And what is David’s outlook on the stock market for the month of October? David Brooks has answers to these questions in today’s Q&A episode.

Nebraska football is heading into the heart of Big Ten play, but the conversation soon turns to the economy, with David breaking down conflicting jobs reports, encouraging manufacturing data, and what they could mean for the markets. The discussion also explores how AI is reshaping the workforce, driving demand for higher-paying jobs, and fueling the growth of data centers across the country.

What are David’s thoughts on the November elections undercutting the current economic policies? What would you advise your younger self knowing what you know now? And what is David’s latest take on AI and data centers? David Brooks has answers to these questions in today’s Q&A episode.

Nebraska football is off to a strong start, but the conversation quickly shifts to the economy and markets, including new U.S.-Canada tariffs and NVIDIA’s massive stock buyback announcement. David also explains why the 10-year Treasury yield is such an important indicator for investors and what falling inflation, oil prices, and interest rates could mean for a potential year-end market rally.

In addition to preparing for market volatility and economic shockwaves, what are some other examples on how Jesse Iwuji’s philosophy applies to retirement? And what percentage of David’s clients are invested in annuities, and are they recommended? David Brooks has answers to these questions in today’s Q&A episode.

Today, David looks back at Retire SMART’s September Speaker Series event and the inspiring story of NASCAR driver and Navy officer Jesse Iwuji, whose message centered on perseverance and staying “strong enough long enough.” The conversation then turns to the economy, covering rising fuel prices, interest rates, inflation, and the growing role of data centers and AI in driving productivity, jobs, and economic growth.

This is part 3 of our advisor talk special where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca share real-world experiences, challenges, and practical lessons for advisors looking to grow their practices while continuing to better serve their clients.

This is Part 1 of where David Brooks sits down with Rebecca Kincaid of Kincaid Wealth Management to talk about her journey into the financial industry, building her own practice, and the lessons she’s learned along the way. The conversation covers everything from growing a team and creating systems that deliver on client expectations to using tax planning as a catalyst for deeper client relationships and business growth. Across this multi-part special, David and Rebecca share real-world experiences, challenges, and practical lessons for advisors looking to grow their practices while continuing to better serve their clients.

What questions should I ask when interviewing a financial advisor? As a widowed 46-year-old, and feeling like I must start all over, how am I to navigate the life insurance company contesting the death benefit, forcing me to live off a rapidly dwindling savings? And why is it that when a surviving spouse moves from filing jointly to filing single, they are typically pushed into a higher tax bracket? David Brooks has answers to these questions in today’s Q&A episode.

In this episode, David breaks down the Nebraska football season opener, what impressed him, and where the Huskers still need to improve. The conversation then turns to Medicare, rising oil prices and their impact on markets, surprisingly strong corporate earnings, the continued creation of jobs through AI and the trades, and the ongoing U.S.–Canada tariff dispute.

Is there a point at which a business is “right sized” and should cease trying to stop growing? Can Retire SMART provide a smooth path to retirement solution for those left in the wake of the mass-layoff at PayPal? And is David buying or selling Big Red Football under Mat Rhule in year 4? David Brooks has answers to these questions in today’s Q&A episode.