Episode
Ep 451. Advisor Talk: The Tax Mistakes Most Retirees Never See (Part 1)
- Podcast
- Retire SMART Podcast
- Published
- Jul 29, 2026
- Duration seconds
- 651
- Processing state
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Summary
Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, founder of CD Financial out of Southern California. In this first installment of a special three-part conversation, they discuss how proactive tax planning can become one of the greatest value-adds a financial advisor provides. They cover charitable giving strategies, required minimum distributions, why many retirees unknowingly pay more in taxes than necessary, and how fiduciary advisors can help clients keep more of what they've worked so hard to save.