{"podcast":{"title":"Financial Planner Search","slug":"financial-planner-search-7777021","podcast_index_feed_id":7777021,"rss_url":"https://api.riverside.fm/hosting/0EbIOsof.rss","website_url":"https://www.wilnaudesign.com/","image_url":"https://hosting-media.riverside.com/media/podcasts/594d7db1-d86b-483b-937e-9104ef41504d/logos/ccaa6669-220c-4d9f-a64f-fe76af984b3c.png","author":"Gregory Wilnau","episode_count":28,"summary":"Finding a financial advisor is easy. Finding the right one is hard. Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them. That's what Financial Planner Search is for. Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No jargon. Just a real look at who they are, how they work, and who they're best suited to help. By the end, you'll know what they’re all about. Whether you're approaching retirement and looking for a fiduciary for the first time, thinking about leaving your current advisor, or simply want to make a smarter hiring decision — this show gives you the inside access you need.","last_synced_at":"2026-06-24T04:18:10.462286+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021"},"episode":{"title":"Tax-Focused Retirement and Entrepreneurial Strategy with David Brooks | Financial Planner Search","slug":"tax-focused-retirement-and-entrepreneurial-strategy-with-david-brooks-financial-planner-search","published_at":"2026-05-13T18:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/tax-focused-retirement-and-entrepreneurial-strategy-with-david-brooks-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/7958d99fa45464a49e02bc6413301d0cd47d99dd8c985d978a6d57f3f89f7164/eyJlcGlzb2RlSWQiOiJhMjU4YjVmMC1mNmUwLTQ4MzQtOTBhYi0yNTYwZTEwMWMwMTIiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlmM2IzZGVjMTkxZWZhNzM2YmI3ZjczL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTMwX18yMS01Ni0xNC5tcDMifQ==.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/7958d99fa45464a49e02bc6413301d0cd47d99dd8c985d978a6d57f3f89f7164/eyJlcGlzb2RlSWQiOiJhMjU4YjVmMC1mNmUwLTQ4MzQtOTBhYi0yNTYwZTEwMWMwMTIiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlmM2IzZGVjMTkxZWZhNzM2YmI3ZjczL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTMwX18yMS01Ni0xNC5tcDMifQ==.mp3","summary":"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/","meta_description":"In this episode of Financial Planner Search , David Brooks, founder of Retire Smart , shares his unique journey from a college dropout managing the world'…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2108,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/tax-focused-retirement-and-entrepreneurial-strategy-with-david-brooks-financial-planner-search/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-planner-search-7777021/tax-focused-retirement-and-entrepreneurial-strategy-with-david-brooks-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}