The Entrepreneur's Journey - pt.2 - Retire SMART Podcast ...

What this episode covers

This is part 2 of a special conversation David Brooks had with Gregory Wilnau, a web designer and digital marketer For The Finance Niche. Gregory talks with David about building Retire Smart around proactive tax planning, client education, and a values-driven team culture. David shares how his journey from restaurant entrepreneur to financial advisor shaped his mission to help retirees and business owners avoid costly tax mistakes, plan with confidence, and make smarter long-term decisions.

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Frequently Asked Questions

How long is this episode of Retire SMART Podcast?

This episode is 10 minutes long.

When was this Retire SMART Podcast episode published?

This episode was published on May 14, 2026.

What is this episode about?

This is part 2 of a special conversation David Brooks had with Gregory Wilnau, a web designer and digital marketer For The Finance Niche. Gregory talks with David about building Retire Smart around proactive tax planning, client education, and a...

Can I download this Retire SMART Podcast 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.