Avsnitt
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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 discusses why there's no universal "magic number" for retirement, explores concerns over congressional stock trading, and explains how thoughtful estate planning can help families preserve both wealth and relationships for generations.
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Am I able to schedule the first initial appointment with Retire SMART without first answering so many questions beforehand? What is an “ILIT,” why should I do it, and who benefits from it? And even though David dislikes dishing out more taxes than necessary, why is he in favor of the ROTH IRA, where taxes are due upfront? David Brooks has answers to these questions in today’s Q&A episode.
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Saknas det avsnitt?
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Geopolitical tensions, inflation, interest rates, and the markets continue to dominate investor conversations. This week, David Brooks is joined by Mike Shudel to discuss how global events—from the Strait of Hormuz to Federal Reserve policy—could impact your portfolio, tax planning strategies, and retirement outlook, while highlighting why proactive financial planning matters more than ever.
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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 metals vault, and the passing of former Federal Reserve Chairman Alan Greenspan. They also examine what record-high stock valuations, slowing corporate stock buybacks, and continued geopolitical uncertainty could mean for investors and why staying disciplined in today's market environment is more important than ever.
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We continue our conversation with financial advisor Mark Rowlette, exploring how ongoing education, proven business systems, and holistic financial planning can create lasting value for both advisors and the families they serve. With David attending industry conferences and meetings this week, we're bringing you this special two-part episode in place of our usual four-episode schedule.
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David welcomes fellow financial advisor Mark Rowlette to discuss what it really takes to build a successful business—from creating scalable systems and developing leadership to transitioning from salesperson to business owner. They also explore the value of mentorship, building a company that can thrive without its founder, and why long-term success is about serving more people, not simply making more money. This is the first half of a 2-part conversation; As David was traveling for industry conferences and educational events, we're featuring two episodes this week instead of our usual four.
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David and Chip examine how taxes can significantly impact professional athletes, investors, and businesses, from NFL players facing steep state tax bills to the ongoing migration of wealth and corporations toward lower-tax states. They also discuss the highly anticipated SpaceX IPO, exploring the risks of investing in overhyped public offerings, the role of free markets in determining value, and why investors should approach market excitement with caution.
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Is it a good idea that the Omaha city council is considering raising the minimum wage to $15? Is it okay for me to not worry about saving for retirement and simply rely on the inheritance I’ll receive from my mom after she passes? And since I have to start taking my RMDs this year, should I take some money from each of my 3 IRA accounts or just one? David Brooks has answers to these questions in today’s Q&A episode.
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In this episode, David sits down with advisor Sean Swanson to explore the SMART planning process and how a comprehensive retirement strategy goes far beyond investments alone. They discuss income planning, tax mitigation, healthcare costs, legacy planning, and the collaborative team approach that helps families navigate retirement with greater confidence and clarity.
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David shares highlights from a memorable trip to Washington, D.C., including a lunch with political strategist Carl Rove and reflections on leadership, history, and meaningful connections. The conversation also explores local charitable efforts, the economic impact of the College World Series on Omaha, and why recent market volatility may have more to do with investor behavior and major IPO activity than geopolitical tensions in the Middle East.
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David and Chip look into the growing trend of “inheritance bullying,” where adult children pressure parents for early access to family wealth, and why clear estate planning conversations can help prevent future family conflicts. They also unpack the challenges many retirees face after leaving the workforce, including loss of purpose, social connections, and daily structure, while sharing practical ideas for building a fulfilling and meaningful retirement.
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Does David support the Trump administration’s proposal for 401(k) accounts to be able to invest in private equity and cryptocurrency? When taking on a new job, am I able to roll over my existing 401(k) or will it have a negative impact? And are there any reasonable health insurance options for someone not part of a big employer plan? David Brooks has answers to these questions in today’s Q&A episode.
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Certified Financial Planner Blake Grimm joins David to explore the often-overlooked financial benefits of marriage, from tax savings and Social Security strategies to insurance discounts and retirement planning opportunities. Whether you're considering a first marriage or remarriage later in life, they discuss how understanding the financial implications can help couples make more informed decisions and avoid costly surprises down the road.
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David and Chip discuss the latest developments in the ongoing Iran conflict, the continued migration of wealth and businesses away from high-tax states, and what those trends could mean for investors and the broader economy. They also examine Argentina’s surprising economic turnaround under President Javier Milei, highlighting how government spending cuts, regulatory reform, and free-market policies are challenging the predictions of many economists.
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David and Chip discuss the soaring costs of the AI revolution, why major companies are struggling to justify massive AI spending, and what it could mean for investors. They also explore why Omaha and Lincoln continue to rank among the best places to raise a family, while examining economic migration trends, business-friendly policies, and the ongoing debate surrounding ESG investing.
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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.
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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.
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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.
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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.
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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.
- Visa fler
