# Tax-Focused Retirement and Entrepreneurial Strategy with David Brooks | Financial Planner Search

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Text version: https://stenobird.com/podcast/financial-planner-search-7777021/tax-focused-retirement-and-entrepreneurial-strategy-with-david-brooks-financial-planner-search.md
Podcast: [Financial Planner Search](https://stenobird.com/podcast/financial-planner-search-7777021)
Published: 2026-05-13T18:00:00+00:00
Episode link: https://api.riverside.com/hosting-analytics/media/7958d99fa45464a49e02bc6413301d0cd47d99dd8c985d978a6d57f3f89f7164/eyJlcGlzb2RlSWQiOiJhMjU4YjVmMC1mNmUwLTQ4MzQtOTBhYi0yNTYwZTEwMWMwMTIiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlmM2IzZGVjMTkxZWZhNzM2YmI3ZjczL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTMwX18yMS01Ni0xNC5tcDMifQ==.mp3
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Duration seconds: 2108

## Resource

In this episode of Financial Planner Search , David Brooks, founder of Retire Smart , shares his unique journey from a college dropout managing the world's top-performing pizza franchise to becoming a millionaire in his 20s and, eventually, a seasoned wealth advisor. After a massive, unexpected tax bill from the sale of his businesses changed his life, David dedicated his career to proactive tax planning for retirees and entrepreneurs. David discusses his SMART and SERVE models, his commitment to an "education-first" approach that includes teaching 104 classes a year, and his unconventional strategy of hiring interns and even clients to build a high-performing ensemble practice. Takeaways Proactive Tax Strategy: Utilizing the tax code's incentives to prevent retirees and business owners from overpaying their "number one expense". The Education Ecosystem: Building trust and confidence through a comprehensive curriculum covering Social Security, Medicare, and even digital assets. Chapters 00:00 The Entrepreneurial Journey: From Pizza to Portfolios 10:59 Building a Strong Team through Internships and Culture 17:58 Identifying Culture Fit: Hiring the "Right People on the Bus" 25:12 Educational Curriculum and the Smart Document Checklist 33:11 Client Onboarding and the 15-Minute Discovery Process You can find them at: https://retiresmartnow.com/ If you are a financial advisor looking to grow your business, you can find out more about Wilnau Design at https://www.wilnaudesign.com/

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## Transcript

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