Ep 354. Education For Retirement Planning, With Brandon Stuerke
David is joined by Brandon Stuerke, founder of The Retirement Institute, an online education platform built to help retirees and pre-retirees get real answers to real financial questions. They discuss why retirement planning needs specialists—not generalists—and how technology is helping close the growing advice gap as millions retire and advisors exit the industry. The conversation also dives into advisor training, Roth conversions, business succession planning, and why education is the future of retirement planning.
More description
David is joined by Brandon Stuerke, founder of The Retirement Institute, an online education platform built to help retirees and pre-retirees get real answers to real financial questions. They discuss why retirement planning needs specialists—not generalists—and how technology is helping close the growing advice gap as millions retire and advisors exit the industry. The conversation also dives into advisor training, Roth conversions, business succession planning, and why education is the future of retirement planning.
Listen elsewhere
Available Results
Generated results are saved to your library for reuse and search.