Tax rates 10 years from now are likely to be much higher than they are today. Is your retirement plan ready? Learn how to avoid the coming tax freight train and maximize your retirement dollars.
This episode is based on David McKnight’s recent interview for Stephen Gallo’s podcast.
David explains how the advice shared by gurus tends to work – and the role financial advisors play.
David touch…
This episode is part of David McKnight’s guest interview with Kyle Solon.
David talks about the importance of math when it comes to decisions related to using cash value, life insurance, and annuitie…
David McKnight describes the Trump tax cuts situation before Trump’s victory at the 2024 presidential elections.
There’s likely going to be changes under a new Trump administration – something that D…
This episode is a critique of a recent video by George Kamel on the supposed benefits of paying off your house in 10 years.
David McKnight examines Kamel’s viewpoint on early mortgage payoff and whet…
Today’s episode looks at the top 6 reasons why doing a Roth conversion may be the right move for you.
The disastrous fiscal condition of the U.S. is the first reason why you should consider doing a …
David McKnight explains how a lack of knowledge about Roth 401(k) distribution rules can lead to unexpected taxes and penalties.
This episode dives into practical insights to help you steer clear of …
In the past, David McKnight has been critical of gurus like Dave Ramsey. However, this episode looks at a video in which Ramsey seems to have slightly changed his views.
Ramsey emphasizes that one ke…
In a recent video, real estate influencer Grant Cardone made some bold claims, advising against attending college, owning a home, and he even suggested that people should cash out their 401(k)s to in…
This episode explores the easiest and most hassle-free way to achieve millionaire status.
According to Fidelity, the number of 401(k) millionaire accounts they manage has skyrocketed from 100,000 in …
In this episode, Ben Shapiro shares his insights on the growing national debt and its potential trajectory under a Kamala Harris administration.
Shapiro provides a historical overview of U.S. interes…
This episode answers the question, “How do I do a Roth conversion, and what forms do I need to fill out with the IRS?”
David explains that there are three basic steps to convert your IRA to a Roth IR…
This episode is part of David McKnight’s interview with Mark Byelich, founder and owner of Attleboro Wealth Management.
David and Mark discuss why the money inside a Life Insurance Retirement Plan (L…
This episode looks at the recent IRS updates on the required minimum distributions due for 2024 and 2025.
David touches upon which accounts are and which aren’t subject to RMDs.
Historically, when s…
Today’s episode addresses how to create multiple tax-free income streams that don’t show up on the IRS’s radar and that contribute to you being in the 0% tax bracket in retirement.
Having some money …
David starts the conversation by explaining what IRMAA is, if you should be worried about it when doing a Roth conversion, and whether there are ways around it.
David defines the acronym IRMAA, Incom…
This episode addresses Suze Orman’s epic IUL rant on her Women and Money podcast.
Suze Orman begged her audience not to do Index Universal Life insurance policies.
This very broad brush and no nuance…
David and Mark Byelich talk about why people don’t want to pay a tax before the IRS absolutely requires it of them.
David touches on the 2018 documentary The Power of Zero: The Tax Train is Coming.
M…
Today’s episode is part of David’s interview with Mark Byelich.
David and Mark address Mark’s concept of “suddenly single”.
David once met an Uber driver who had saved $1.5M. All financial advisors g…
This episode addresses the 8-step plan for a successful retirement plan that was recently shared by Dave Ramsey’s “sidekick,” George Kamel.
Just like in any field of life, a good financial plan benef…
Today’s video comes from David’s interview with Dave Christy.
They discuss how life insurance and annuities can help maximize your retirement.
They start by describing the three different ways cash …