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.
2026-01-22
10 min
Available Results
Generated results are saved to the knowledge database for reuse and search.
No generated results are available for this episode yet.
Extract Knowledge
Pick what you want extracted first. Model, scope, and chapter options appear after a template is selected.
Generated results for public episodes are saved to the knowledge database so they can be reused and searched later.
Transcript
No transcript is available for this episode yet.
Sign in to generate a transcript for review.
Sign in
Chapters
No chapters available.