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

Financial Planner Search · May 13, 2026 · 35m · transcript

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…