Episode 83: Adam Curran and David Brooks with Retire SMAR...

What this episode covers

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

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Frequently Asked Questions

How long is this episode of Retire Y'all Charleston?

This episode is 55 minutes long.

When was this Retire Y'all Charleston episode published?

This episode was published on June 2, 2023.

What is this episode about?

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...

Can I download this Retire Y'all Charleston episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.