Episode Details

Today, we are bringing out one of David’s “Advisor Talk” conversations from the Retire Smart media vault. David Brooks joins with Charles Dzama, founder of CD Financial out of Southern California. In the final installment of this special three-part conversation, they explore often-overlooked retirement topics including long-term care planning, risk management, and why retirees need more flexibility than many employer-sponsored retirement plans provide. They also discuss common mistakes federal employees make during the retirement process and how comprehensive planning can help protect both retirees and their families for years to come.