Episode 83: Adam Curran and David Brooks with Retire SMART

from Retire Y'all Charleston · host Adam Curran

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

Episode metadata supplied by the publisher feed · Published Jun 2, 2023

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Episode 83: Adam Curran and David Brooks with Retire SMART

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This episode was published on June 2, 2023.

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