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.
Today’s video is part three of David’s interview with Dave Hall.
They discuss whether Trump will extend the tax cuts if re-elected.
David cites a recent report from the Committee for a Responsible F…
Today’s episode is part 2 of David’s interview with Dave Hall.
David shares his thoughts about moving the retirement age to what it currently is.
Dr. Larry Kotlikoff has suggested raising taxes to 4%…
Today’s episode is part 1 of David’s interview with Dave Hall.
David shares what he considers the fundamentals of his financial movement: “numbers don’t lie.”
David cites a recent Penn Wharton study …
Today’s video is part four of David’s interview with the co-founder of Power of Zero, Larry DeLegge. They discuss whether AI will replace financial advisors and if Congress will take away the tax adv…
Today’s video is part two of David’s interview with Larry DeLegge, the co-founder of Power of Zero. They discuss the tax bracket you should avoid when doing a Roth conversion.
They start the conversa…
Today’s episode is part 1 of David’s interview with Power of Zero co-founder Larry DeLegge.
The two talk about value life insurance policies, children, and whether life insurance can serve as a viab…
This episode is part 3 of David’s interview with Power of Zero co-founder Larry DeLegge.
The two discuss the most dangerous retirement advice from Suzie Orman, Dave Ramsey, and Ken Fisher.
Financia…
Today’s video is part six of David’s interview with financial advisor Chris Martens where they discuss the fatal flaw in Dave Ramsey and Suze Orman's retirement planning advice.
They discuss David’s …
Today’s episode is from David’s conversation with CFP Adam Olson.
They discuss why mega-CPA firm Ernst & Young is saying that if you want to maximize your income in retirement, you should put 30% of …
Show host Arturo Johnson shares his experience with coming across David’s content – and how it has changed his perspective.
David mentions a study that illustrates the benefits of putting 70% – and n…
David talks about what tax brackets will look like starting from January 1st 2026.
One of the things that will change in 2026 are the actual tax rates – with an increased percentage of tax attached …
David talks about the Power of Zero “philosophy,” as well as a recent Penn Wharton study saying that, if all we do is continue on this same course, by 2043 there will be no arrest in the financial co…
How much of your social security is getting taxed, at what rate, and is there anything you can do about it?
Unfortunately, the IRS doesn't make it easy for people to understand how much of their soci…
This episode addresses whether the mainstream financial planning community is justified in avoiding Indexed Universal Life.
Lately, social media has been filled with videos praising the virtues of a …
David discusses how much of your IRA you should convert, in what amounts and over what time frame.
If you’re not convinced by the possible dramatic increase in tax rates in 2031 to bump you into the …
David addresses Clark Howard’s viewpoint that seems to want to invite people to never consider a fixed index annuity.
Despite interacting with thousands of financial advisors who offer fixed index a…
Doug Andrew called the IUL a dream investment, but is it the silver bullet retirement account he claims it to be?
David goes through Doug Andrew’s controversial remarks about IULs, and explains why …
This episode explores the two different five-year rules for Roth IRAs instituted by the IRS to prevent people from abusing them.
The first five-year rule applies to earnings on Roth contributions and…
At a recent Berkshire Hathaway annual shareholder meeting, Warren Buffett shared his thoughts on why he sees financial advisors as the worst people to trust with your money.
Buffett believes that fin…
George Kamel recently released a video on index universal life. On the surface, it looks like a ruthless exposé of a financial scam that millions of Americans are falling for.
But when you scratch j…