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Media appearances

CBS: Dustin Smith Featured in “Veterans Day money moves: Review your VA benefits, including expanded coverage under the PACT Act”

Dustin Smith, Senior Vice President, Financial Advisor, discusses how the PACT Act expanded veterans’ access to health care and disability benefits and why veterans should review their eligibility, even if previously denied.

Dustin Smith CFP®

Nov 10, 2026

Media appearances

CBS: Dustin Smith Featured in “Medicare Part B premiums are tied to your income, and the top surcharges can total $700+ a month”

Dustin Smith, Senior Vice President, Financial Advisor discusses how income affects Medicare Part B premiums and can lead to higher monthly costs for retirees.

Dustin Smith CFP®

Nov 3, 2026

Media appearances

CBS: Dustin Smith Featured in “Does it matter which party wins? Not much for your portfolio over time”

Dustin Smith explains why company performance matters more than election results for long-term returns and cautions against changing investments based on politics.

Dustin Smith CFP®

Oct 27, 2026

Media appearances

CBS: Dustin Smith Featured in “Create a “safe phrase” with your family to beat AI voice-cloning scams”

Dustin Smith, Senior Vice President, Financial Advisor, discusses the importance of cybersecurity awareness month and creating a code word so parents or grandparents can check whether an urgent request for money is real.

Dustin Smith CFP®

Oct 20, 2026

Media appearances

CBS: Dustin Smith Featured in “Minnesota’s $3 million estate tax threshold catches more families than the federal one”

Dustin Smith, Senior Vice President, Financial Advisor discusses why Minnesota’s $3 million estate tax threshold affects more families than the federal threshold and how annual gifting can fit into estate planning.

Dustin Smith CFP®

Oct 13, 2026

Media appearances

CBS: Dustin Smith Featured in “Get ready for open enrollment season”

Dustin Smith, Senior Vice President, Financial Advisors, joins CBS News Minnesota to discuss why October is a good time to start preparing for open enrollment season.

Dustin Smith CFP®

Oct 6, 2026