Episode 83: Adam Curran and David Brooks with Retire SMART

Retire Y'all Charleston

English - June 02, 2023 18:16 - 55 minutes - 76.2 MB - ★★★★★ - 13 ratings
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Previous Episode: Episode 82: Adam Curran and Pastor Joel Delph of Seacoast Church

Next Episode: Episode 84: Adam and Rob Russell with Total Wealth and Wellness

Adam speaks with David Brooks, Omaha-based financial planner, industry expert, and mentor to financial planners and tax planners.

In this episode, Adam and David discuss:

The History of the American Income Tax System Roth Conversions, should you do them or should you not? David's Holistic Retirement Planning Process Using Life Insurance [GASP] as a Financial Planning Tool