Retire Y'all Charleston

Jun 9, 2023

On this episode of the Retire Y'all Podcast, Adam speaks with the incredibly innovative financial advisor, Rob Russell. Tune in to learn more about Rob and how he has transformed his practice into a well-balanced lifestyle with both finance and health.

HERE ARE JUST A HANDFUL OF THE THINGS THEY DISCUSS:

• How to avoid...

Jun 2, 2023

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

In this episode, Adam and David 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