David Brooks headshot

Episode 83: Adam Curran and David Brooks with Retire SMART

Jun 2, 2023

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

Here are just a handful of the things that we'll 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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