• Interview with David Smart, CEO of Smart Benefit Group Discussing Transitioning from Accumulation to Distribution Mindset

  • Sep 5 2024
  • Length: 25 mins
  • Podcast

Interview with David Smart, CEO of Smart Benefit Group Discussing Transitioning from Accumulation to Distribution Mindset

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  • Summary

  • With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood.

    Learn More: https://www.smartbenefitgroupllc.com/

    The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.

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